Vodafone Group Public Limited Company · LSE:VOD
Vodafone Group Public — Vodafone Group — Investor Presentation (October 2014)
16 slides from Vodafone Group Public's investor presentation, Oct 7, 2014
Slide 1: Vodafone M2M Webinar
Vodafone M2M Webinar 7 October 2014
Slide 2: Disclaimer
Disclaimer Information in the following communication relating to the price at which relevant investments have been bou ght or sold in the past, or the yield on such investments, cannot be relied upon as a gui de to th e future performance of such investments. This co mmunication does not constitute
Slide 3: What is Machine to Machine?
What is Machine to Machine? M2M – “The Internet of things” Vodafone Network M2M application Capture Transmit Use 3
Slide 4: M2M market: highly attractive with strong growth prospects
M2M market: highly attractive with strong growth prospects Mobile M2M connections (m)¹ 600 500 400 +26% CAGR c.200m M2M connections globally 300 forecast to grow to over 500m by 2018 200 100 0 2013 2014 2015 2016 2017 2018 Application & professional services largest and fastest growing segment Total
Slide 5: Drivers of growth
Drivers of growth Operational efficiency Process optimisation & automation Save time and money New business models Innovation and new product development Stay ahead of the game Customer satisfaction Improvements tailored to customer needs Increase customer loyalty Compliance Avoid penalties and impr
Slide 6: Characteristics of M2M contracts
Characteristics of M2M contracts Machine to Machine Average lead time 13 months Connections Many Devices Unlimited Average contract length 48 months Churn Almost none Financials Low ARPU, high margin Tariff Bespoke 6
Slide 7: Our M2M business
Our M2M business Market ranking Market leader, ranked number 1 Market share 26% Europe, 8% globally1 M2M connections 17.5m globally Financial M2M revenue £243m in FY 13/14, +21% YoY performance 300 £m 200 x2 100 0 FY10/11 FY11/12 FY12/13 FY13/14 7 1 Market share by number of connections (company est
Slide 8: Vodafone M2M brings together unrivalled capabilities
Vodafone M2M brings together unrivalled capabilities • One of the largest • Global M2M Platform • Market leader communications networks • Global SIM • World-leading reference in the world • Managed connectivity projects • Connected products • Our organisation • Professional services and people • Par
Slide 9: Our strategy
Our strategy Increase market share through footprint expansion in our core managed M2M propositions Move up the Expand propositions to fixed line and value chain consumer M2M services Managed M2M Move up the M2M value chain growing in communications M2M Application Services Fixed M2M Consumer servic
Slide 10: Acquisition of Cobra Automotive technologies
Acquisition of Cobra Automotive technologies • €145m acquisition Creating a market leading connected • Supplies worldwide vehicle-centric products and services, including: car services provider – Automotive telematics – Stolen vehicle tracking Benefits: – Usage based insurance • Significantly streng
Slide 11: Case study 1: supporting new business solutions
Case study 1: supporting new business solutions Vodafone M2M is providing the connectivity that supports in-car entertainment services, remote maintenance and diagnostics, emergency and breakdown alerts. We’re helping BMW stay in touch with its customers by installing a robust M2M SIM in all of its
Slide 12: Case study 2: helping tackle biosecurity threats
Case study 2: helping tackle biosecurity threats Global remote monitoring iDefigo Group is using Vodafone’s Global M2M platform for its innovative wireless, solar powered surveillance solutions - including a biosecurity monitoring systems that can combat the spread of invasive species, such as insec
Slide 13: Case study 3: improving users' experience
Case study 3: improving users’ experience Amazon has revolutionised the e-Reader market, tapping into the potential for book lovers to buy, download and read digitised content from a device even when they were on the go Kindle e-Reader - Vodafone provides embedded 3G connectivity for the new generat
Slide 14: Summary
Summary The M2M market is rapidly evolving with strong long-term growth prospects Vodafone is a market leader in M2M We are well positioned to increase market share and grow in new verticals We have a clear strategy and unique capabilities that are hard to replicate 14
Slide 15: Q&A
Q&A
Slide 16: Our global customer base
Our global customer base 1616
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