Bce Inc. · TSX:BCE
Bce — Bell ExpressVu — RBC Capital Markets The View from the Summit, Whistler 2003
10 slides from Bce's conference presentation, Feb 20, 2003
Slide 1: Focus on Profitability
Focus on Profitability February 20, 2003 RBC RBC Capital Capital Markets Markets Timothy McGee The The View View from from the the Summit Summit President Whistler Whistler 2003 2003 Bell ExpressVu
Slide 2: Safe Harbor Notice
Safe Harbor 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 state
Slide 3: Outline
Outline Î Industry Overview Î Growth and Profitability Î Seizing the Bell Advantage
Slide 4: Canada's Television Market
Canada’s Television Market Bell Bell ExpressVu ExpressVu is is Canada’s Canada’s digital digital … … And And the the fourth fourth largest largest television television market market leader… leader… BDU BDU in in Canada Canada 1,400,000 Company Company Customers Customers 1,200,000 Rogers Rogers 2.3
Slide 5: Satellite Television: A Canadian Success Story
Satellite Television: A Canadian Success Story Faster Faster DTH DTH Market Market Maintaining Maintaining Strength Strength in in the the Penetration Penetration in in Canada Canada Digital Digital TV TV Market Market 25% DTH DTH Penetration Penetration of of Households Households ExpressVu Express
Slide 6: Signal Theft: An Industry Issue
Signal Theft: An Industry Issue The The Industry’s Industry’s Challenge Challenge Bell Bell ExpressVu’s ExpressVu’s Response Response Î Coordinate industry-wide Î Signal theft is a cable and DTH response industry problem in North America Î Initiate major legal actions Î Initiate a public awareness Î
Slide 7: Driving Growth
Driving Growth 1.45M 1.45M –– 1.55M 1.55M 1.304M 1.304M 20% -25% Ï 20% -25% Ï Î Continue to 1.069M 1.069M $638M $638M grow $474M $474M customer base Î Stimulate revenue growth 2001 2001 2002 2002 2003E 2003E Revenue Revenue Subscribers Subscribers Building the scale required for profitability
Slide 8: 2003: Focused on Profitable Growth
2003: Focused on Profitable Growth Î Î Growing Growing scale scale spreads spreads fixed fixed costs costs across across EBITDA wider wider subscriber subscriber base base Î Î Expand Expand direct direct sales sales and and reduce reduce distribution distribution costs costs Î Î Introduce Introduce
Slide 9: Innovation and Quality
Innovation and Quality % Very Satisfied 70% 49% Î Î All All digital digital signal signal Clarity Clarity of Picture of Î Î Expanding Expanding HDTVHDTV base base Picture Î Î iTV iTV Services Services ExVu Subs Cable Subs % Very Satisfied 58% Î Î Full Full time time shifting shifting Range Range of
Slide 10: Bell ExpressVu's Value Proposition
Bell ExpressVu’s Value Proposition Compelling Enhanced by the power of Offer Bell’s brand & capabilities Î Extensive Î Extensive digital digital programming programming Î Bundle Î Bundle with with Bell Bell Innovation for for the the broadband broadband Î Personal Î Personal Video Video home home Re
Bell ExpressVu — RBC Capital Markets The View from the Summit, Whistler 2003 on 6ix