Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (December 2011)
19 slides from Singapore Telecommunications's investor day presentation, Dec 2, 2011
Slide 1: Optus Update
Optus Update SingTel Regional Mobile Investor Day 2 December 2011 Mr Paul O’Sullivan, Chief Executive
Slide 2: Forward looking statements - important note
Forward looking statements - important note The following presentation may contain forward looking statements by the management of SingTel Group relating to financial trends for future periods, compared to the results for previous periods. Some of the statements contained in this presentation that a
Slide 3: Agenda
Agenda • Economy and Industry Landscape • Strategy and Performance 3
Slide 4: An exciting year with some historic developments...
An exciting year with some historic developments... ... within an environment of increased competition, significantly weaker consumer sentiment and a two-speed economy 4
Slide 5: Optus forges ahead with significant achievements
Optus forges ahead with significant achievements Small businesses soar into the cloud with Optus OfficeApps 5 Optus maps out Australia-wide dining deals with Go Places
Slide 6: Major changes are coming to the Australian telco industry...
Major changes are coming to the Australian telco industry... Pre NBN market EBITDA (FY11) Future Others Mobile continues to be a key source of growth: Strong device take-up Strong ongoing demand expected for data services However, fixed market still very important: Increased market opportunity
Slide 7: Agenda
Agenda • Economy and Industry Landscape • Strategy and Performance 7
Slide 8: Optus' strategy has 4 key initiatives
Optus’ strategy has 4 key initiatives 1 Grow mobile 2 Focus on growing 3 Grow new market share fixed on-net business revenue streams Target customer growth Profit from on-net scale Mobile content and opportunities application services in Increase mobile data consumer market usage Drive IP
Slide 9: Growth through innovation and deepening our reach with MVNOs
Growth through innovation and deepening our reach with MVNOs 1 Grow mobile market share Innovation MVNOs* Femtocell Rewards Program Get the best entertainment, for a lot less than you think Cloud Entertainment * Mobile Virtual Network Operator 9
Slide 10: Leveraging consumer appetite for data
Leveraging consumer appetite Grow mobile for data 1 market share Data and non-SMS data as % WBB Subscribers (000s) of Service Revenue (12 months to) 1,457 1,096 43% 39% 35% 30% 688 20% 16% 11% 286 7% Sep-08 Sep-09 Sep-10 Sep-11 Sep-08 Sep-09 Sep-10 Sep-11 Data as % of Service Revenue Non-SMS Data 10
Slide 11: Increased investment makes us the leading challenger network
Increased investment makes us the Grow mobile leading challenger network 1 market share 4G LTE rollout with first services In the last three years we’ve available from April 2012 invested over A$1.6bn in the Open Network1 U900 spectrum migration program Our network coverage reaches will provide majo
Slide 12: Driving on-net customer growth and IP capabilities
Driving on-net customer growth 2 Focus on and IP capabilities growing fixed on-net business Consumer & SMB fixed Business & Wholesale fixed Leveraging our ICT and cloud capability Bundling, innovating & differentiating in mass market Optus 10 satellite is scheduled to be delivered in 2013 DOCSIS 3.0
Slide 13: NBN – poised to level the playing field
NBN – poised to level the playing 2 Focus on field growing fixed on-net business Advocating a pro-competitive NBN1 model Advocating competitive industry structure NBN Co releases Corporate Plan SingTel Optus has consistently advocated Dec-10 for a regulatory framework that is built Australian
Slide 14: Leadership in relevant and personalised digital services
Leadership in relevant and personalised digital services 3 Grow new revenue streams Optus Smart Safe TV Now Optus Now Call Buddy Optus Go Places TV & Video My Account Vidspot 14
Slide 15: Enabling a digital future for SMB customers
Enabling a digital future for SMB 3 Grow new customers revenue streams SMB Digital Products Email & Mobile Web SMS Collaboration Security 15
Slide 16: Broadening our business with emphasis on Cloud Solutions
Broadening our business with 3 Grow new emphasis on Cloud Solutions revenue streams Australian Cloud Forecast (A$m) Accelerate growth in the Cloud market SaaS 719 Extending IaaS portfolio and offering PaaS regional cloud capability +22% 598 IaaS 492 353 Allowing our customer to consume 295 their IT
Slide 17: We will breakout in Customer Experience
We will breakout in Customer Deliver outstanding Experience 4 customer experience Driving a breakthrough in Customer Experience Fix vital service experience Product is the Network Design for Lifetime Value We drive loyalty through our We will continue to invest in acquisition, retention and our netw
Slide 18: Focus on building mobile market share while exploiting the NBN
Focus on building mobile market share while exploiting the NBN FY12 FY2012+ Drive to leadership in Customer Exploit NBN and IP Experience to cement leadership via wireless-led and leverage digital convergence capabilities to drive lower cost structure 18
Slide 19: Optus Update
Optus Update SingTel Regional Mobile Investor Day 2 December 2011 Mr Paul O’Sullivan, Chief Executive
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