Bce Inc. · TSX:BCE
Bce — Bell ExpressVu — RBC Capital Markets Summit to Summit Banff Springs Conference (February 2004)
10 slides from Bce's conference presentation, Feb 4, 2004
Slide 1: Leading Through Value and Innovation
Leading Through Value and Innovation February 4, 2004 Timothy McGee RBC RBC Capital Capital Markets Markets Summit Summit to to Summit Summit President Banff Banff Springs Springs Conference Conference Bell ExpressVu
Slide 2: Safe Harbour Notice
Safe Harbour Notice Certain statements made in the attached presentation are forward-looking statements and are subject to important risks, uncertainties and assumptions. The results or events predicted in these statements may differ materially from actual results or events. The forward-looking stat
Slide 3: Solid Financial Improvement in 2003
Solid Financial Improvement in 2003 Revenues and EBITDA ! ! Subscriber Subscriber growth growth $761M $761M slow, slow, but but improved improved $638M $638M 19% 19% th during 44th quarter during quarter ! ! Power Power of of One One –– The The Bundle Bundle fueling fueling growth growth ($176M) ($1
Slide 4: ExpressVu Continues to Take Market Share
ExpressVu Continues to Take Market Share ExpressVu Share of Cable/ DTH Market 14% 14% ! ! ExpressVu ExpressVu gained gained more more 13% 13% customers customers inin 2003 2003 than than all all its its major major competitors competitors combined combined ! ! Captured Captured 75% 75% of of DTH DTH
Slide 5: The Evolution of ExpressVu
The Evolution of ExpressVu ‘97 ‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ‘05 ‘06 ‘07 ‘08 Canada’s Leading Stand-alone DTH Bell’s Consumer Video Service TV Provider DTH Service Provider ! ! Reached Reached 11 million million ! ! Creation Creation ofof Bell Video ! Bell Video ! Deliver Deliver “Way “Way Better Bett
Slide 6: The Bell ExpressVu Value Proposition
The Bell ExpressVu Value Proposition “Way Better TV” DTH Interactive TV PVR/ VOD VDSL Customer HDTV Dual-tuner set-top box IPTV West Jet/ In-Flight Live TV Choice Service Innovation 6
Slide 7: Differentiation Through Value-added Services
Differentiation Through Value-added Services Hockey Hockey Night Night in in Canada Canada Plus Plus on on CBC CBC Sports: Sports: "" Focus Focus inin on on aa hot hot player player "" Get Get aa “2nd “2nd look” look” with with aa 45 45 second second delay delay of of broadcast broadcast "" Updated
Slide 8: Maintaining Technology Leadership
Maintaining Technology Leadership ! ! Trialing Trialing IPTV IPTV during during 2004 2004 Home Controls – Heating, Lighting, Security Living Room Home Office On-the-Go ! ! Lead Lead North North American American partner partner Printer/Scanner Game Console Notebook for for Microsoft’s Microsoft’s Ea
Slide 9: 2004: Continue to Lead Market Growth
2004: Continue to Lead Market Growth Continue to Leverage improved margins outperform market to increase penetration Year-over-year Revenue Growth ! ! Lead Lead on on value value and and 25% innovation innovation Market ExpressVu ! ! Bring Bring service service to to Bell Bell standard standard ! !
Slide 10: Priorities for 2004
Priorities for 2004 The Bundle World-class Customer Experience ! ! Appealing Appealing discounts discounts for for 22 & & 33 ! ! Roll-out Roll-out “Emily” “Emily” IVR IVR to to product product customers customers ExpressVu ExpressVu ! ! Drives Drives both both higher higher share share ofof wallet w