Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (June 2015)
18 slides from Singapore Telecommunications's investor day presentation, Jun 3, 2015
Slide 1: Singtel Investor Day: Group Digital Life
Singtel Investor Day Group Digital Life Samba Natarajan 3 June 2015 0
Slide 2: Agenda
Agenda INTRO 01 02 03 Group Digital L!fe 1
Slide 3: GDL was set up to create value for Singtel in two distinct ways
GDL was set up to create value for Singtel in two distinct ways >550 MILLION TELCO BILLING CUSTOMER TOUCH RICH LOCATION SUBSCRIBERS CAPABILITIES POINTS DATA 2 2
Slide 4: Key learnings from our GDL efforts so far
Key learnings from our GDL efforts so far 1 Focus on businesses that can move the needle 2 Deploy a regular and ruthless discipline to venture management 3 Focus on key operational metrics in the early stages Create appropriate balance between sufficient autonomy and 4 central oversight Do not commi
Slide 5: The result: a three-pronged approach for managing our digital portfolio and innovation capabilities
The result: a three-pronged approach for managing our digital portfolio and innovation capabilities Local and OpCo-led Three core businesses Innovation Engine portfolio DIGITAL MARKETING DIGITAL PAYMENTS E-COMMERCE 2.0 Fund size: US$250M ADVANCED ANALYTICS DIGITAL CALLER ID 48 investments in 9 c
Slide 6: The company defining digital marketing
(n.) the company defining digital marketing
Slide 7: Digital Advertising Market continues to explode
Digital Advertising Market continues to explode Global Advertising Spend By Channel CAGR US$b Key Trends 83 15% Explosive growth in social, 9 mobile and video channels 24% Shift from siloed, audience- 49 32 27% based to cross-device, Mobile1 4 user-level targeting Social2 12 10 25 25% Desire f
Slide 8: Amobee's Vision is to be the Leader in Real Moment Marketing Technology
Amobee’s Vision is to be the Leader in Real Moment Marketing Technology Acquisition of Adconion Direct and Kontera to offer the most advanced cross channel digital marketing technology platform and solution. Brand Intelligence Activated Media 7
Slide 9: Amobee is starting to achieve scale with this strategy
Amobee is starting to achieve scale with this strategy Amobee Q4 FY15 Revenue (S$'m)1 Amobee FY15 Revenue (S$'m)1 +192% +165% 114 339 39 128 Q4FY14 Q4FY15 FY14 FY15 1. Before intercompany eliminations. 8
Slide 10: Slide 10
Slide 11: Capture video leadership across our Asia footprint
Capture video leadership across our Asia footprint Launched 1.7 billion people Multiple platforms • >10,000 Hollywood and local movies and TV series Philippines Thailand • Multi-device access Coming Soon • Unlimited viewing via streaming and download • Market leading low-priced monthly subscription-
Slide 12: Joint venture between Singtel, Sony Pictures & Warner Bros.
Joint venture between Singtel, Sony Pictures & Warner Bros. • Leverage on the Singtel Group’s 550 million mobile customers • Major Hollywood studios, providing premium content, know-how for content procurement & programming for HOOQ • Initial share capital of US$ 28 million • Equity holding of 65% b
Slide 13: DataSpark
Copyright © DataSpark Pte Ltd 2014 12
Slide 14: DataSpark's unique value proposition
DataSpark’s unique value proposition Always on, Finger-tip Geo- Panel insight to Market-driven, always connected analytics to see the uncover the “why” market-tested “what” Unrivalled Quick, easy Fast , accurate Proven insight to richness and analysis of and represen- address wide- continuity of con
Slide 15: Recognition for our GeoAnalytics solutions
Recognition for our GeoAnalytics solutions Most Advanced Approach to Analytics 14
Slide 16: 2 lines of business gaining notable traction
2 lines of business gaining notable tractions GeoAnalytics software Insights as a Service • Patent-pending software to • Analytics consultancy produce mobility intelligence services using the insights generated by own GeoAnalytics • Regional Telcos have entered software into multi-year licensing dea
Slide 17: Conclusion
Conclusion SHARPENED FOCUS GROWTH ON GLOBAL SCALE AND LONG-TERM Group VALUE CREATION Digital L!fe CONTINUAL EXPLORATION FINANCIALLY DISCIPLINED OF NEW TECHNOLOGIES 16
Slide 18: Disclaimer
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 document is intended only for use during the presentation and should not be disseminated or distributed to
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