Telkom is not a spent force - yet - TechCentral

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Telkom is not a spent force - yet - TechCentral
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Telkom is not a spent force – yet

monopoly Telkom, which until about 15 years ago had a stranglehold over the sector in South Africa, faces huge challenges if it hopes to remain a significant market player.

It said it aims to cut costs “over the next six to 18 months and return to a blended group Ebitda margin of more than 25%”. Though Telkom’s annual results will disappoint – the recent profit warning sent the shares tumbling – they should be seen in the context of the company having to reinvent itself from being a fixed-line monopoly that could dictate prices to the market, to a full-service telecoms operator trying to hold its own in a competitive market.

The wholesale infrastructure environment has also become more competitive. Newer operators have been building infrastructure, providing downstream retail service providers with greater choice of wholesale products. This makes it more difficult for Telkom to compete.

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