Telstra, TPG Telecom Should Benefit From Optus Pricing -- Market Talk

Dow Jones
01/16

2348 GMT - Reduced discounting at Optus looks like good news for rival Australian mobile providers Telstra and TPG Telecom, Macquarie analysts reckon. They tell clients in a note that they are seeing smaller discounts at Singapore Telecommunications-owned Optus despite highly publicized network issues that analysts have said could increase customer churn. At the same time, they say Telstra--the No. 1 player by size--appears to be aggressively discounting at its Belong budget brand and its own prepaid services. TPG continued to offer the largest discounts over the last quarter, they add. All of this suggests to the analysts that Optus is likely to lose market share. (stuart.condie@wsj.com)

 

(END) Dow Jones Newswires

January 15, 2026 18:48 ET (23:48 GMT)

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