Telefonica Sa · BME:TEF
Telefonica Sa — Telefonica S A — Investor Day (July 2012)
20 slides from Telefonica Sa's investor day presentation, Jul 5, 2012
Slide 1: Telefónica Digital—Investor Day
Telefónica Digital—Investor DAY Mr. César Alierta Chairman & CEO, Telefónica
Slide 2: Disclaimer
Disclaimer This presentation contains statements that constitute forward-looking statements about the Company, within the general meaning of the term and within the meaning of applicable securities laws, including financial projections and estimates and their underlying assumptions, statements regar
Slide 3: The Digital World; Telefónica Digital, our way to outperform
The Digital World 01 orld great opportunity Telefónica Digital, our way to 02 outperform in the Digital world 3
Slide 4: The Digital World great opportunity
01 The Digital World great opportunity
Slide 5: The digitisation of the economy is opening up new business opportunities
The digitisation of the economy is opening up new business opportunities Digital Customers Smart devices proliferation Services beyond connectivity High quality Network 5 The Digital World
Slide 6: We are evolving towards a hyper connected and intelligent world
01 Billion units Penetration Mobile Accesses 7.7 108% of pops Mobile Broadband 4.1 57% of pops Fixed Broadband 0.9 40% of households Internet users 2.8 4 out of 10 people Social Network 2.0 7 out of 10 Internet users We are evolving towards a hyper connected and intelligent
Slide 7: Widespread adoption of connected devices
Widespread adoption of connected devices Source: Strategy Analytics (2012) & Gartner (2012) 70% of Internet users will have >5 devices connected by 2015
Slide 8: Next generation networks will enable transformative new services
01 Next generation networks will enable transformative new services 8 1 Gbps IMT Advanced 30 Mbps LTE 2 Mbps UMTS 384 Kbps EDGE 80 Kbps GPRS Broadband speed Fixed Mob
Slide 9: Services beyond connectivity proliferation
Services beyond connectivity proliferation 9 E-finance E-government Cloud M2M E-health Security
Slide 10: Services beyond connectivity are creating a new market opportunity
Services beyond connectivity are creating a new market opportunity 10 E-COMMERCE Growth BUSINESS th & Productivity PUBLIC Efficiency & Social Inclusion ADMINISTR. PEOPLE New possibilities & Quality of life ADVERTISING
Slide 11: Telecom companies will play the key role in the digital world
Telecom companies will play the key role in the digital world Digital Service development End users • Real customer knowledge • Local relationship with Customers • Global scale • Integration capacity • Commercial network • Operational network 11 Capabilities needed for service delivery & monetisatio
Slide 12: New business opportunities beyond connectivity
01 New business opportunities beyond connectivity Services beyond Connectivity—World Market 1 € bn (1) Services beyond connectivity included: Mobile & online Advertisement (PWC), IPTV (Screen Digest), M2M including e-Health & security (Machina Research), Cloud Computing (Gartner), Digital Contents (
Slide 13: Telefónica Digital, our way to outperform in the Digital world
Telefónica Digital, our way to outperform in the Digital world
Slide 14: Telefónica has been active for the last two years to capture new opportunities
Telefónica has been active for the last two years to capture new opportunities, outpacing our telco peers… 14 NOV 2009 Creation of Verticals organisation Launch of GiffGaff Launch of O2 More DEC Purchase of Jajah AUG 2010 Purchase of Tuenti FEB 2011 Launch of BlueVia JUN Wayra Spain & LatAm SEP NOV
Slide 15: September 2011 we created Telefónica Digital, with a team empowered to drive change
In September 2011 we created Telefónica Digital, with a team empowered to drive change A motivated and talented team THE BEST INTERNAL DIGITAL TALENT A HIGHLY EXPERIENCED TOP MANAGEMENT TEAM EXTERNAL TALENT
Slide 16: Telefónica Digital leverages on Telefónica's strengths and partnerships
Telefónica Digital leverages on Telefónica’s strengths and partnerships Partnerships with Telco players 17 Telefónica’s core strengths • Global Footprint: 25 countries • Leveraging on our existing customer relationships ? 309 Mn accesses ? ?100 Mn unique users in Terra ? ?41 K points of sales • Abil
Slide 17: Telefónica Digital reinforces Telefónica's core business growth prospects
Telefónica Digital reinforces Telefónica’s core business growth prospects 18 Partnerships with Global Technology players Churn Customer value Market share • Accelerating innovation • Focusing our product portfolio • Increasing efficiency by sharing global best practice • Offering differential digita
Slide 18: There are tremendous opportunities in the Digital World
There are tremendous opportunities in the Digital World Telefónica is very well positioned to make it in the digital market Telefónica is fully committed to Telefónica Digital 02
Slide 19: Main takeaways
Main take aways there are tremendous opportunities in the digital world telefonica is well positioned to make it in the digital market telefonica is fully committed to telefonica digital the right timiing, the right people with the right assets and the right ambition
Slide 20: Signatures
Telfonica SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. Telefónica, S.A. Date:July 5 th , 2012 By: /s/ Ramiro Sánchez de Lerín García -Ovies Name: Ra