Telkom Sa Soc Ltd. · JSE:TKG
Telkom Sa Soc — Telkom — Investor Day (2019)
13 slides from Telkom Sa Soc's investor day presentation, 2019
Slide 1: Alphonzo Samuels, CEO
Alphonzo Samuels CEO Telkom Capital Markets Day 2019 69
Slide 2: Leading connectivity provider
Leading connectivity provider Managed Services Fixed Broadband Provider Wholesale and of the year – MyBroadband Services Network 2018 awards Management Licenced Operators South Africa’s largest fibre network footprint of Consumer Enterprise Carrier Global ~163 800km’s • Leader in fixed • Strong mark
Slide 3: Serving the industry
Serving the industry Consumer Enterprise • Drive high speed fixed Broadband connectivity • Utilisation of fibre and microwave networks to improve speed and • Enable ISPs to deliver value to customers cost to connect through our IP enabled network • Bringing the Ethernet network closer to the custome
Slide 4: Leading the market in end-to-end network superiority
Leading the market in end-to-end network superiority Customer Products Access network to Local connectivity National connectivity & Services customers and clients between smaller towns between major centres Backhaul Aggregation Core Connectivity Network Network Access Network Aggregation Network Cor
Slide 5: Unprecedented rate of growth in broadband
Unprecedented rate of growth in broadband SA is coming off a low base; significant growth of broadband expected towards 2022… Internet Penetration Average Speeds (Bandwidth) Networked Devices and Connections Average Traffic per Capita per Month per Capita (Usage) 59.7% 3.6 45.3% 75.4 Mbps 49.8 Gb 39
Slide 6: Network analogy
Network analogy N1 (NTN) Pretoria 5th Ave (ATN) Summit Rd (ATN) M9 (LTN) Rivonia Rd Grayston Rd (ATN) Eversdal Rd (ATN) R302 (LTN) Bellville Legend NTN National Transport Network LTN Local Transport Network N1 (NTN) Bloemhof Rd (ATN) Old Oak Rd (ATN) Cape Town ATN Access Transport Network Telkom Cap
Slide 7: Our planning canvas
Our planning canvas Customer Products Access network to Local connectivity National connectivity Systems and & Services customers and clients between smaller towns between major centres Applications • FTTx • xDSL • Voice • FLLA • LTE & LTE-A Backhaul Aggregation Core • Mobile Voice Network Network •
Slide 8: Network traffic evolution
Network traffic evolution Voice Broadband Data* *Enterprise and Carrier Ethernet data Telkom Capital Markets Day 2019 76
Slide 9: All access technologies depends on fixed
Efficiency All access Full IP technologies Data PS 4G (LTE) LTE-A 1 Gb/s 5G 2020 depends on 3.5G 2010 Spectral efficiency HSPA Environment Architecture friendly 3G (UMTS) 42 Mb/s Efficiency Digital “fixed” 2003 300 Mb/s Capacity 2.5G Multi-media Cost effectiveness GPRS 2 Mb/s Intelligence Analogue 1
Slide 10: All access technologies depends on fixed
All access Fixed: Backhaul and Transmission technologies 5G: depends on 100 000s of nodes “fixed” 4G: Backhaul per site: ~1 000 Mbps 10 000s of nodes Transmission per Backhaul per site: 100 000: ~300 Mbps ~100 000 Gbps 3G: Transmission per 10 000: ~3 000 Gbps 100s of nodes Backhaul per site: ~60 Mbp
Slide 11: All access technologies depends on fixed
All access technologies depends on “fixed” 4G and 5G eco-system: fixed access technology with wireless at the end Edge BBU Aggregation Core Cloud Pool Fibre / MW Front Hauling Transmission scalability is key: • POTN is the only technology to support scale X500 for 4G, and X 33 towards 5G • POTN is o
Slide 12: Current reality - fibre eco-system
Current reality - fibre eco-system With 163 800 km fibre deployed nationally… NGN Connectivity R 69 391 FTTx Connectivity Rate ARPU Ethernet Business Services Connected R 4 071 R 352 Fibre to Base Stations Carrier connectivity equals 17x Enterprise connectivity and 197x Consumer Connectivity Telkom
Slide 13: Key focus areas
Key focus areas We are investing in.. Ongoing Tactical Focus Exponential Modernise the Network Data Growth • Expansion of the NGA network • POTN, SDN and NFV for scale • OSS/BSS transformation 25% 19% 28% Superior improvement improvement reduction in fault Transform Service Delivery Customer Service