Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (June 2017)
19 slides from Singapore Telecommunications's investor day presentation, Jun 9, 2017
Slide 1: Singtel Investor Day: Group Digital Life
SINGTEL INVESTOR DAY GROUP DIGITAL LIFE Samba Natarajan CEO, Group Digital Life 9 JUNE 2017
Slide 2: Group Digital Life is the digital growth engine for the Singtel Group
Group Digital Life is the digital growth engine for the Singtel Group Three Core Businesses Venture Capital Fund DIGITAL MARKETING OTT VIDEO DATA ANALYTICS INNOVATION ENGINE Leveraging Our Unique Telco Assets >638 MILLION CARRIER BILLING CUSTOMER TOUCH RICH TELCO SUBSCRIBERS CAPABILITIES POINTS DATA
Slide 3: Digital Advertising Continues to Grow & Evolve
Digital marketing - Amobee Digital Advertising Continues to Grow & Evolve From separate channels, single screen & negotiated media buying environment to omni-channels, multi screen and real time media buying, with increasing emphasis on transparency & performance. $335.5BN $229.3BN 46% Increase 2017
Slide 4: Brands & agencies desire an independent partner that can buy across all channels & devices
Brands & agencies desire an independent partner that can buy across all channels & devices Brands want a single partner for global scale, media planning, consumer insights, media buying, data management, analytics & proprietary data assets. Cross Real Channel Time Cross Insights Device 4
Slide 5: The acquisition of Turn enables Amobee to offer a world-class integrated marketing stack
The acquisition of Turn enables Amobee to offer a world- class integrated marketing stack + Planning & strategy, Omni-channel media buying, consumer intelligence & data management & social media buying platform big data analytics platform 5
Slide 6: Snapshot of Amobee
Snapshot of Amobee About Amobee • Founded in 2005 in California, wholly owned subsidiary of Singtel • Large-scale, cross channel cross device digital advertising company • API Ad Integrations with 5 largest social media platforms: Facebook, Instagram, Twitter, Pinterest & Snapchat • Patented Brand I
Slide 7: Snapshot of Turn
Snapshot of Turn About Turn • Founded in 2004 in California • 310 employees including 180 Engineers • Leader in mobile, video & display digital advertising • Advanced media buying platform enabling real time access to digital media inventory with integrated analytics and data management capabilities
Slide 8: Turn enhances Amobee's scale and capabilities
Turn enhances Amobee’s scale and capabilities • Positions Amobee as an integrated player with a comprehensive stack across media, technology and analytics capabilities • Yields efficiency gains from use of a single platform, streamlining of products and scale in the combined entity • Offers marketer
Slide 9: Turn better positions Amobee to capitalise on market demands and growth opportunities
Turn better positions Amobee to capitalise on market demands and growth opportunities Media Buying Amobee Unity Programmatic Media Buying Platform Platform Social Media Management Platform (DSP) Channels Email Social Mobile Video Display Creative Amobee 2D Amobee VR Amobee 3D Rich Media Creative Uni
Slide 10: Amobee & Turn are well positioned for the future
Amobee & Turn are well positioned for the future + Global Reach + 1st Party Data + Multi Channel & Multi Screen + Big Data Analytics + Consumer Insights = A Global Digital Marketing Technology Leader Serving a number of leading brands 10
Slide 11: OTT Video – HOOQ
OTT Video – HOOQ HOOQ is an SVOD service that provides high quality video content over the internet on a range of devices Founded in January 2015, HOOQ is a JV between SingTel, Warner Bros and Sony Pictures First launched in March 2015 in the Philippines, HOOQ is now live in five markets inclu
Slide 12: HOOQ aims to be the leading subscription video service in the emerging markets
HOOQ aims to be the leading subscription video service in the emerging markets Our Value Proposition: 1. Bringing the ‘Best of Hollywood and the Best of Local’ for me time, family time, and kids time 2. Access anytime, anywhere, on any device (especially mobile) 3. All for less than the price of a t
Slide 13: Our progress to date
Our progress to date We are the leading “Paid for” OTT Video We have established deep telco distribution service in South East Asia partnerships Bundling & Distribution Billing • Singtel • XL Axiata ~15+ • • AIS Bharti Airtel • • Indosat Orange Telco • Globe • Idea Cellular Distribution • Telkomsel
Slide 14: Data Analytics - DataSpark
Data Analytics - DataSpark We are an industry leader for carrier-based data-driven software solutions that transform raw spatial temporal signals into mobility intelligence We apply a consistent analytical …to provide mobility intelligence framework (“Mobility Genome”)… of People and Places People P
Slide 15: DataSpark has introduced various solutions to the market this year
DataSpark has introduced various solutions to the market this year A B Dashboards Data as a Service (DaaS) • Web based restful APIs • Real-time Crowd Monitoring • Footfall counts for defined boundaries C D Mobility Intelligence Reports (MIR) Mobility SDKs • Auto-generated monthly • Background collec
Slide 16: Corporate venture capital and open innovation: Innov8
Corporate venture capital and open innovation: Innov8 Our Mission To help Singtel Group: US$250M Adopt new innovative technologies / solutions Evergreen Fund Strengthen existing Singtel Group business Seek new growth opportunities with Own Decision Foray into new markets Making Structure Our
Slide 17: It has been a successful year for Innov8
It has been a successful year for Innov8 Innov8 remains an active Innov8 continues to build on the A number of Innov8’s investor and has made 7 successes of its programmes portfolio companies have investments in FY17 been acquired during the Innov8 announced the second past year Since its establishm
Slide 18: GDL: Growing scale and gaining momentum
GDL: Growing scale and gaining momentum S$m GDL Revenue S$m GDL EBITDA 900 FY13 FY14 FY15 FY16 FY17 FY18e 0 626 600 511 -50 369 -100 300 ~ -100 184 -104 111 -122 -150 -137 0 -170 FY13 FY14 FY15 FY16 FY17 -200 -180 S$m Amobee Revenue S$m Amobee EBITDA 1500 FY13 FY14 FY15 FY16 FY17 FY18e ~1,200- 1,300
Slide 19: Disclaimer
Disclaimer: This material that follows is a presentation of general background information about SingTel’s activities current at the date of the presentation. The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to
Singapore Telecommunications — Investor Day (June 2017) on 6ix