Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (March 2013)
39 slides from Singapore Telecommunications's investor day presentation, Mar 15, 2013
Slide 1: SGX Announcement: SingTel Investor Day 2013 - Group Digital L!fe
MISCELLANEOUS Page 1 of 1 Print this page Miscellaneous * Asterisks denote mandatory information Name of Announcer * SINGTEL Company Registration No. 199201624D Announcement submitted on behalf of SINGTEL Announcement is submitted with SINGTEL respect to * Announcement is submitted by * Chan Su Shan
Slide 2: Group Digital L!fe - SingTel Investor Day
Group Digital L!fe SingTel Investor Day Digital L!fe GROUP 15 March 2013 Allen Lew CEO, Group Digital L!fe 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
Slide 3: Critical trends which drive opportunities for GDL
Critical trends which drive opportunities for GDL 1 Mobile at the centre of communication/ media activities CUSTOMERS 3 2 From infinite choices More price on the internet to sensitive and time personalised and poor targeted information
Slide 4: We have adapted our value propositions to cater to consumer needs and preferences
We have adapted our value propositions to cater to consumer needs and preferences in the digital space Moving from being an … To engaging customers efficient and effective through a better experience provider of that links them to their friends communication services… and the world around them
Slide 5: To fulfil our customer promise we are enhancing our digital platforms
To fulfil our customer promise we are enhancing Core focus our digital platforms Partnerships 473 million mobile Next generation Targeted advertising customers interaction platform platform Customer Localisation Key hyperlocal activities Identity Food Management Telco Commerce Personalisation Infra
Slide 6: We want to target the most relevant value & revenue pools
We want to target the most relevant value & revenue pools… USD billions, 2017 Categories in digital market Global value pool1 Global revenue pools Video 921 421 Digital Advertising 767 171 Games 340 128 e-Commerce2 332 123 Advanced Comms 230 82 Payments 134 49 Education 49 34 B2C e-Health and wellne
Slide 7: … and select the areas in which we have assets that can help us win
… and select the areas in which we have assets that can help us win 473 Customer base / million relationship mobile customers Rich data (and Location, true social deeper customer graph, knowledge) ID… Multiple payments Pre-pay, mechanisms post-paid, OTT… Note: Other relevant assets such as our netwo
Slide 8: This is why we are only playing on our vital few
This is why we are only playing on what we called “our vital few” USD billions, 2017 Categories Global value pool1 Global revenue pools Video 921 421 Digital Advertising 767 171 Games 340 128 e-Commerce2 332 123 Advanced Comms 230 82 Payments 134 49 Education 49 34 B2C e-Health and wellness 30 Main
Slide 9: This is why we are only playing on our vital few
This is why we are only playing on what we called “our vital few” USD billions, 2017 Categories Global value pool1 Global revenue pools Video 921 421 Digital Advertising 767 171 Games 340 128 e-Commerce2 332 123 Advanced Comms 230 82 Payments 134 Our radical improvements 49 Education 49 in mio TV ar
Slide 10: This is why we are only playing on our vital few
This is why we are only playing on what we called “our vital few” USD billions, 2017 Categories Global value pool1 Global revenue pools Video 921 421 Digital Advertising 767 171 Games 340 128 e-Commerce2 332 123 Advanced Comms 230 82 Payments 134 49 Education 49 34 B2C e-Health and wellness 30 32 Ga
Slide 11: This is why we are only playing on our vital few
This is why we are only playing on what we called “our vital few” USD billions, 2017 Categories Global value pool1 Global revenue pools Video 921 421 Digital Advertising 767 171 Games 340 128 e-Commerce2 332 123 Advanced Comms 230 82 Payments 134 49 Education 49 34 B2C e-Health and wellness 30 32 Ga
Slide 12: We have a clear strategic plan towards becoming a digital player
We have a clear strategic plan towards becoming a digital player Vital opportunity areas for GDL Our play 1 Leading and shaping the 1 5 global digital advertising revolution A digital platform that gives A Pay TV platform that advertisers an integrated adds value to our telco 2 digital marketing
Slide 13: In digital marketing, we have a clear execution path with key milestones
1 In digital marketing, we have a clear execution path with key milestones App has solution for publishers; knows users’ preferences based on behavioural data Aspiration Become the leading Apps Shopper enters mall digital advertising and we detect player in Asia and location, send SMS with targeted
Slide 14: Harnessing location data while protecting consumers' privacy
1 We have developed techniques to harness location data that is highly attractive to advertisers while protecting consumers’ privacy From To Single-point location information Multi-point location patterns Messy and sometimes inaccurate Stable repeated behaviour Less meaningful – we can’t tell
Slide 15: Empowering consumers to own their consumer graph
1 Our ability to tailor our delivery and understanding of consumer preferences will empower consumers to truly “own” their consumer graph Value to advertisers Value to consumers Opt in model: Intent and location targeting Empowering consumers to own their social graph and Behavioural their locatio
Slide 16: We are leveraging the Group's assets to enhance our play
1 We are leveraging the Group’s assets to enhance our play Leveraging our Assets Extending into new inventory types and services 5 Premium Bringing our platform to 473 all our telcos (speed to 30 Bouquet million market) and to other Converting subs telcos bouquet and remnant inventory into premi
Slide 17: Hyper-local business: track record of delivering state-of-the-art services
2 In the hyper-local business, we have a track record of delivering state-of-the-art services to delight our customers starting with Singapore and Indonesia Music Games Lead the shift in Strengthen key consumption of digital capabilities to scale a music service through gaming platform and integrati
Slide 18: We are gaining momentum in key strategic categories
2 We are gaining momentum in key strategic categories and now plan to take the critical ones regionally AMPed 2.0 Engagement NewsLoop Engagement Total App Downloads Total Downloads Paying subs Active Users (at least 1 session per week) 120,000 60,000 100,000 50,000 80,000 40,000 60,000 30,000 40,000
Slide 19: We are redoubling our efforts in games
2 We are redoubling our efforts in games – one of the largest monetisation opportunities in the digital space Partnering and making strategic investments Leveraging our assets Strategic partnership with a knowledgeable Creating community player in games to understand trends in hit 473 of gamers
Slide 20: Leading aggregator of local news and lifestyle content in Asia Pacific
2 Leading aggregator of local news and lifestyle content in Asia Pacific NewsLoop is a rich media app available on iPad and NewsLoop iPhone, with Android versions to follow. NewsLoop editors handpick content from established media houses to the long tail of bloggers. Delivering the biggest libra
Slide 21: Targeted acquisitions to reinforce positioning in key local verticals
3 We made some targeted acquisitions to reinforce our positioning in key local verticals that drive engagement 20
Slide 22: Gaining traction in the digital local play
3 With more focus and a revitalised strategy we have been gaining traction in the digital local play Increased more than 58% YoY growth 1.1 million unique visitors Overtaken competition as Number 1 restaurant booking service in Singapore in only 6 months 21
Slide 23: Anchoring leadership in the food / restaurant vertical
3 Anchoring leadership in the food / restaurant vertical, we can quickly move to other countries and adjacent verticals… We can extend our model quickly to other markets (organically and through selected 80% market share in Singapore acquisitions) Social Distribution We can extract value from lo
Slide 24: Positioning in the local marketplace space by partnering with global players
3 In the mean time, we have started positioning ourselves in the local marketplace space by partnering with global players to strengthen our value proposition Partner with leading international Allow merchants to create marketplaces players that bring the know-how with ready-to-use templates / platf
Slide 25: Next generation interactions: acquisition of Pixable
4 In next generation interactions, we have acquired Pixable, a key shaper in the emerging landscape of social and digital interactions 24
Slide 26: Pixable has grown steadily and we will help it grow faster
4 Pixable has grown steadily over the past 2 years and we will help them grow even faster Growth rate Retention rate, % 55 5.5m 50 5.0m 4.5m 45 45% Installed 4.0m 40 3.5m 35 35% 3.0m 30 2.5m 25 2.0m 20 MAUs Average app for 1.5m 15 Android and IOs 1.0m 10 0.5m 5 0 Jan Dec 1 2 3 2011 2012 Months since
Slide 27: Pixable is building businesses in the digital interaction space
4 And Pixable is building businesses aggressively in the digital interaction space Next steps Step 3 Step 2 More to come… Step 1 Contactive is a free solution to call, text or email all your contacts across different platforms from a single point Photofeed keeps all of your photos from all of your d
Slide 28: mio TV moving beyond the living room
5 Finally in the pay TV business, mio TV is moving from the living room, and extending its services to whenever and wherever customers want it We are bringing more exciting content to our customers… Exciting Kids’ content coming very soon! More exciting entertainment to come! Local content tailored
Slide 29: Winning with content, technology, marketing and customer understanding
5 We are winning with a superior combination of content, technology, marketing and deep customer understanding Most advanced Anticipation and Your content, Low-cost anytime, local Partnership with experiences with discovery anywhere content selected verticals companion devices: leveraging our big pr
Slide 30: Winning with content, technology, marketing and customer understanding
5 We are winning with a superior combination of content, technology, marketing and deep customer understanding OTT video services available in connected TV, Android Tablets and Phones with operator and credit card billing Tablets and phones version allow download to rent Personalised and recom
Slide 31: Complementing capabilities with digital talent and leveraging our scale
To compete, we are complementing our capabilities with digital talent and leveraging our scale A We are doubling down on strategic capabilities that will help To complement us extract more value from our distinctive assets; e.g., our strengths scientific marketing / big data / living analytics and
Slide 32: Investing in big data and living analytics
A We are investing into big data and living analytics to extract superior insights from our information and data We are investing to We have the. . . become. . Distinctive Voice of the user of In summary we can Digital We can be the. . . make. . Personalisation Consumer engines Leading Step change .
Slide 33: Acquisitions bringing necessary new talent
B In addition to market positions and new technologies, our acquisitions are bringing necessary new talent We are acquiring critical talent and We are investing through our capabilities that we use as pillars to in companies that can complement our growth strategy our capabilities ~$500m invested in
Slide 34: Changing the profile of our work-force
B And we are changing the profile of our work-force as we need to attract, retain, and nurture different talent to complement our core Breakdown GDL personnel in Jan 2013 New metabolic rate injected in n = 548, Percentage the company. 100 An example … Social calendar Photofeed … Planned, built and
Slide 35: Bfly technology makes transferring data between phones seamless
B Another example: “Bfly” technology makes transferring data between phones seamless and engaging Recently completed the acquisition of a team that created an unique technology that matches two phones based on their geographic proximity and time stamp. Phones are “paired” with a single continuous sw
Slide 36: Bringing additional value to our associates
C We are bringing additional value to our associates to make the most out of critical mass and superior local knowledge Our strategy was We are leveraging some We are bringing our new developed in conjunction of our key assets within digital assets to the with our Associates the Group Group Illustra
Slide 37: Seeking partners in the telco and non-telco space
D We are seeking partners both in the telco and non-telco space to strengthen our delivery ▪ Through our Joint Venture Innoventures we are making Global telecom investments in games, where SoftBank has extensive assets player and know-how ▪ We just made a parallel investment in Everything.me as we G
Slide 38: In summary, foundations to accelerate our pursuit of digital opportunities
In summary, we have the foundations to accelerate our pursuit of digital opportunities in which we can have the right to compete through our track record, partnerships and telco assets 1 5 A digital platform that gives A Pay TV platform that adds advertisers an integrated value to our telco asse
Slide 39: SingTel
a) SingTel
Singapore Telecommunications — Investor Day (March 2013) on 6ix