Swisscom Ag · SIX:SCMN
Swisscom — Investor Presentation (September 2006)
23 slides from Swisscom's investor presentation, Sep 19, 2006
Slide 1: All IP: Is Swisscom ready to take up the challenge?
All IP Is Swisscom ready to take up the challenge? Ueli Dietiker, CEO Swisscom Fixnet Ltd Felix R. Graf, VP TV & portal Swisscom fixnet Ltd 19 Sept 2006
Slide 2: What does IP mean for Swisscom?
What does IP mean for Swisscom? New business model Investments in infrastructure Investments in services 2
Slide 3: Agenda
Agenda 1. Infrastructure a) Transmission-Networks – Current – Future b) Access, in particular VDSL2 Services a) VoIP b) IPTV 1. Conclusion / Outlook 3
Slide 4: 1a) Current situation: different physical networks
1a) Current situation: "x" different physical networks Telephony Data Broadband Mobile ADM ADM GWTZ GWTZ Long dist. level ADM ADM GWTZ GWTZ ADM ADM GWTZ Regional GWTZ GWTZ level ADM GWTZ Customer & terminal 4
Slide 5: 1a) Current practice: overlapping, redundancy, complexity
1a) Current practice: Overlapping, redundancy, complexity Physical Networks IT systems (eTOM) GWTZ ADM GWTZ ADM ADM ADM GWTZ GWTZ ADM GWTZ ADM GWTZ GWTZ ADM GWTZ 5
Slide 6: 1a) Future: All IP
1a) Future: "ALL IP" = Time to market & increased efficiency, cost savings Technology VoIP One Mes- IPTV Services One technology, one Phone saging network & operation Network Unified IT for controlling IMS control the network Long dist Product Convergence netwk level Access via fixed & mobile Region
Slide 7: 1a) Future: IMS control layer for All IP
1a) Future: IMS (IP Multimedia Subsystem) = Control Layer for "ALL IP" Messagin VoIP g Services IP TV OnePhon ALL IP Network IP CTX e IMS enables multimedia services to IMS Core be accessed by all IMS Control devices, regardless of the access technology IP Transport 7
Slide 8: 1a) Leading edge 3Play network architecture already built
1a) Leading edge 3Play network architecture already built W ot NE Pil ADSL VDSL FTTB 924 Accessnet -> High Speed Technology 5 Mb 10-25 Mb > 50 Mb Legacy * 14 Metres -> Redundancy W NE & Quality 1 Core -> High Tech W & Capacity NE * Tel. remains Legacy Fibre Copper 8
Slide 9: 1b) ADSL from a central regional transmission point has limited coverage
1b) ADSL from a central regional transmission point (RTP) has limited coverage 924 Access networks Distribution boxes RTP ADSL HSI: 98% ~2 km 3P : ~70% 9
Slide 10: 1b) Provision to cabinets provides VDSL with additional bandwidth
1b) Provision to cabinets provides VDSL with additional bandwidth Mb/s 30 Central Office 20 10 VDSL 500 1000 1500 R (m) Cabinet VDSL 750m 10
Slide 11: 1b) Cabinet build-out
1b) Cabinet build-out SWIPE
Slide 12: Agenda
Agenda 1. Infrastructure a)Transmission-Networks – Current – Future b) Access, in particular VDSL2 2. Services a) VoIP b) IPTV 1. Conclusion / Outlook 12
Slide 13: 2a) Bluewin Phone: first VoIP service on the Swiss market
2a) Bluewin Phone First VoIP service on the Swiss market Sample configuration of VoIP 2ndLine DECT telephone with FXO interface (PSTN) and LAN port for VoIP calls Customer operates two phone numbers on one handset WEB-GUI SIP Internet Profiles Config. Server ADSL/ LAN Cable DECT/GAP Router Analo
Slide 14: 2a) Customer requirements
2a) Customer requirements Residential SME Corporate Cost reduction through simplified infrastructure Transparency and budget planning Increased productivity Ease of use & service availability Reliability and quality Investment protection 14
Slide 15: 2a) Market research on Internet telephony usage in Switzerland
2a) Extract from market research report on Internet telephony usage (VoIP) in Switzerland Only 94 (Q1) / 103 (Q2) of the 1000 asked use VoIP Of these VoIP users less than 10% use Internet telephony exclusively 100% 90% 80% 70% 60% VoIP and trad. telephony 50% VoIP only as yet 40% 30% 20% 10% 7%
Slide 16: 2b) Definition of IPTV
2b) Definition of IPTV • IPTV (Internet Protocol Television) refers to the digital transmission of TV programs and movies over a digital data network. The service uses the Internet Protocol (IP). • The transmission of digital video signals requires high data rates (e.g. 6 – 13 Mbps for HDTV). IPTV c
Slide 17: 2b) Swisscom's triple screen vision
2b) Swisscom‘s triple screen vision Key elements: Content rights for all offers Platform control; joint and separate elements Marketing & Sales 17
Slide 18: 2b) What is IP TV from Bluewin?
2b) What is IP TV from Bluewin? Powerful content Easy to use useful functions Continuous development 18
Slide 19: 2b) IP TV: BluewinTV vs. Internet TV Streaming
2b) IP TV: BluewinTV vs. Internet TV Streaming Screen TV PC Video-rate Ca. 2.5 Mbps Below 1 mbps Control Remote Control Keyboard Zapping&VOD Instant Delayed (>3 secs) Content Major studios, 3 languages Varying Availability Switzerland Varying DRM Closed, PKI “open” 19
Slide 20: 2b) Services
2b) Services TV Internet-Guide Magazine 20
Slide 21: 2b) Implementation
2b) Implementation Build on existing solutions wherever possible Involve partners in development of new solutions – Microsoft – Cisco – Alcatel – Cinétrade – Tandberg 21
Slide 22: Agenda
Agenda 1. Infrastructure a) Networks – Current – Future b) VDSL Services a) VoIP b) IPTV 1. Conclusion / Outlook 22
Slide 23: 3) Conclusion
3) Conclusion "Is Swisscom ready to meet the IP challenge?" Yes, … Major changes need to be addressed Large scale investments Basis for many possible services Customer decides, not the technology Different business model – same approach 23