Stephanie Price's questions to Telus Corp (TU) leadership • Q2 2025
Question
Stephanie Price requested a breakdown of the interest savings versus rent payments in the tower deal and asked about the strategy for reintroducing 5G plans to the Kudo flanker brand.
Answer
EVP & CFO Doug French stated that the combination of interest savings and co-location revenue offsets the lease payments, making the deal cash flow positive. Zainul Mawji, EVP & President of TELUS Consumer Solutions, explained that the Kudo 5G reintroduction was a strategic decision based on monetizing various value drivers beyond just speed, aligning with customer value perception and AMPU objectives.