Technology

Software-as-a-service companies are assessed on customer growth, retention, recurring revenue and margins, and the releases refer to AI product development and acquisitions. Reporting calendars and currencies differ across the three companies.

IT services and infrastructure businesses are influenced by vendor programs, customer technology budgets, project timing and demand for cloud and data centre capacity. The releases refer to Microsoft incentive changes, expansion in South-East Asia and data centre capacity growth.

Telstra Group Limited (ASX:TLS) operates mobile services for consumer and business customers, fixed-line broadband, enterprise network applications, wholesale connectivity and infrastructure assets. Its activities include the InfraCo fixed-network portfolio, the Amplitel towers business and international connectivity assets. The group also operates Digicel Pacific, whose …

REA Group (ASX:REA) serves residential and commercial property agents, developers, consumers and mortgage brokers. Its Australian websites include realestate.com.au, realcommercial.com.au, Flatmates.com.au and property.com.au. Advertising products cover property listings, premium placements and related services, while PropTrack supplies property data and analytics. Mortgage Choice provides mortgage …

CAR Group operates digital marketplaces for automotive, commercial, industrial and leisure vehicles. The group’s Australian business includes carsales, while its international portfolio comprises Encar in South Korea, Trader Interactive in the United States, chileautos in Chile and a majority interest in webmotors in Brazil. …

TPG Telecom operates mobile services, home broadband and related connectivity offerings. Its portfolio includes the Vodafone, TPG and iiNet brands, alongside digital-first services and mobile virtual network arrangements. Revenue depends on subscriber numbers, customer plans, average revenue per user and network-related expenditure. The company …

SEEK operates employment marketplaces in Australia, New Zealand, Hong Kong, Indonesia, Malaysia, the Philippines, Singapore and Thailand. Its sites provide job advertisements and related products for employers, while candidates search and apply for advertised roles. Revenue is generated through paid job advertising, advertising enhancements …