SES SA FDR (Class A) · EURONEXT:SESG
SES SA FDR (Class A) — SES — Investor Day (2006)
19 slides from SES SA FDR (Class A)'s investor day presentation, 2006
Slide 1: Investor Day 2006 German Market Update
Investor Day 2006 German Market Update
Slide 2: SES ASTRA - Facts and figures
SES ASTRA - Facts and figures • Satellite Fleet – 13 ASTRA and 2 SIRIUS satellites for Europe, 1 for Africa & Intercontinental traffic – 3 new satellites under procurement (ASTRA 1L, ASTRA 1M, SIRIUS 4) • Key Features – 19.2° and 28.2° East: Europe’s prime orbital positions for Direct-to-Home (DTH)
Slide 3: SES ASTRA satellites within the SES fleet
SES ASTRA satellites within the SES fleet ASTRA satellites 3
Slide 4: SES ASTRA – Our main customers
SES ASTRA – Our main customers Europe’s leading private and public television channels: Europe’s leading resellers are partners of ASTRA: 4
Slide 5: The German market: TV reception modes
The German market: TV reception modes 40.0 TV reception in Germany by infrastructure 35.0 TV Households in Mill. 30.0 25.0 20.0 15.0 10.0 5.0 0.0 Year End 2001 2002 2003 2004 2005* Total 36.24 36.36 36.21 36.19 37.34 (1) DTH&SMATV 13.34 13.81 14.46 15.47 16.37 Cable 20.30 20.63 20.13 19.35 18.85 Ter
Slide 6: Satellite is the leading digital TV infrastructure.
Satellite is the leading digital TV infrastructure. 12.0 in Mill. Digital Households Digital TV reception in Germany by infrastructure 10.0 8.0 6.0 4.0 2.0 0.0 YE01 YE02 YE03 YE04 YE05 Digital Total 2.88 3.73 4.63 7.10 10.38 Digital Satellite 1.39 2.10 2.74 4.51 6.34 Digital Cable* 1.49 1.62 1.90 1.
Slide 7: Digital satellite is experiencing strong growth.
Digital satellite is experiencing strong growth. 18.0 Analog and digital satellite reception in Germany 16.37 16.0 15.47 14.46 13.90 in Mill. DTH/SMATV Households 14.0 13.34 12.0 10.03 10.0 10.96 11.72 8.0 11.71 11.95 6.0 4.0 6.34 4.51 2.0 2.74 1.39 2.10 0.0 YE01 YE02 YE03 YE04 YE05* Digital Analog
Slide 8: ASTRA: The leading satellite operator in Germany.
ASTRA: The leading satellite operator in Germany. 7.0 +40.8% ASTRA coverage in DSTV homes in Germany 6.0 ASTRA DSTV Other DSTV in Mill. DSTV Households 5.0 +64.9% 4.0 +30.0% 6.29 3.0 +46.5% 4.47 2.0 +56.9% 2.71 +69.9% 1.0 2.04 +64.9% 1.39 0.89 0.32 0.52 0.0 YE98 YE99 YE00* YE01 YE02 YE03 YE04 YE05*
Slide 9: The ASTRA brand is very well established.
The ASTRA brand is very well established. 100% Brand awareness of ASTRA in Germany 84.7% 87.2% 90% 81.5% 83.5% 80.6% 80% 70% in % of Individuals 14+ 60% 50% 40% 37.1% 35.9% 36.4% 34.8% 34.1% 30% 20% 10% 0% YE97 YE99 YE01 YE03 YE05 unprompted awareness prompted awareness Base: Individuals 14+ Source:
Slide 10: HDTV is one of the main DTH market drivers.
HDTV is one of the main DTH market drivers. • Majority of new TV productions will be in HD • Most of movie, sports, documentary channels to be in HD 2,000,000 • 100+ HDTV channels will be available on ASTRA Homes HDTV • Transition to digital soon completed in all core markets ready in Germany • Econ
Slide 11: German conversion to digital must be accelerated.
German conversion to digital must be accelerated. • Germany still has an exceptionally high amount of Digital Sat as % of Total Sat (YE 2005) analog TV households across all traditional TV UK 98% technologies: cable, satellite and terrestrial. Ireland 96% • Satellite has been driving the analog-to-d
Slide 12: Free-to-Air channels and market shares in Germany.
Free-to-Air channels and market shares in Germany. 1 1-2-3 TV Analogue Shopping 2 3 sat Analogue Culture 3 9 Live Analogue General Entertainment 4 5 Arena ARTE Deutsch Analogue Analogue Culture FTA Viewer Market Shares(2) 6 Astro TV Analogue General Entertainment 7 Bayerisches Fernsehen Sat 1 Analog
Slide 13: Encryption is a logical step for FTA broadcasters.
Encryption is a logical step for FTA broadcasters. Market Trends Consequences Need for Changes • Viewers demand • Viewers need to be • Receivers need additional and “addressable” to conditional access innovative services establish the relationship functionalities to be (HDTV, interactivity, (e.g. fo
Slide 14: Users need innovative TV and standardized receivers.
Users need innovative TV and standardized receivers. Current Situation End User Advantages • Inability of non-addressable • State-of-the-art TV services, e.g. viewer base to benefit from 9 programme guides, transaction innovative service offerings by portals (betting, shopping), Video- broadcasters.
Slide 15: Creating the virtuous circle of digital TV.
Creating the virtuous circle of digital TV. • Open conditional 1 access solution Develop an open, neutral digital platform • Standardized technology • Scale-efficient set- top-box population • Increased 2 Introduce competition of Additional manufacturers Maximize Services viewers’ • Non-discriminato
Slide 16: Simple access to the new digital services.
Simple access to the new digital services. Smart Digital + Card + Value Added Services • The Receiver – Open specifications and a large market will ensure competition between manufacturers and thus attractive prices and a wide choice of models for the end user • The Smartcard – Approx. € 3 per month
Slide 17: The platform is the basis for innovation.
The platform is the basis for innovation. • Innovative features will be embedded in the Digital Platform • Example : Interactivity with BluCom Satellite Broadcasters TV BluLink Signal data Return Path (SMS) Return Path Content Provider SMS-Service Provider (ASP) 17
Slide 18: Providing the technical infrastructure for our clients
Providing the technical infrastructure for our clients • Through its German subsidiary Astra Platform Services (APS), SES provides uplinking, multiplexing, playout and conditional access services to broadcasters. • To create an unfragmented market (conditional access/set-top-boxes), basic receiver s
Slide 19: SES ASTRA will create an open, neutral and non-discriminatory digital TV platform.
SES ASTRA will create an open, neutral and non- discriminatory digital TV platform. Ö The new digital platform will provide a stimulus for the development of digital TV in Germany ahead of the analog switch-off date of late-2010. Ö SES diversifies by expanding into new services and underlines APS’ s