Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (June 2014)
22 slides from Singapore Telecommunications's investor day presentation, Jun 3, 2014
Slide 1: Group Digital L!fe
Group Digital L!fe SingTel Investor Day 3 June 2014 Allen Lew CEO Group Digital L!fe 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 o
Slide 2: Agenda – boldly creating value by focusing on 3 opportunities in mobile internet
Agenda – boldly creating value by focusing on 3 opportunities in mobile internet Unique assets 1 2 3 4 Our progress OpCo Our execution Implications of SingTel GDL driven Vital Few model – the mobile roadmap and Mobile video balancing risks Data Spark internet world vision customers Engaging and rewa
Slide 3: Access to mobile continues to advance at a rapid pace
1 Access to mobile continues to advance at a rapid pace Smartphones in SingTel footprint1 Mn phones Overall SingTel 573 433 359 284 212 150 102 71 47 2010 2011 2012 2013 2014 2015 2016 2017 2018 1 Includes Indonesia, India, Philippines, Singapore, Australia and Thailand 3 SOURCE: Strategy Analytics,
Slide 4: Mobile usage is the fastest growing usage type
1 Mobile usage is the fastest growing usage type Average minutes per day 360 PC 320 280 TV 240 Mobile 200 Device 160 25% 120 CAGR 80 40 0 2008 2009 2010 2011 2012 2013 SOURCE: McKinsey iConsumer US 4
Slide 5: Consumers are spending a significant portion of their time on mobile
1 Consumers are spending a significant portion of their time on mobile, particularly on non-voice activities Share of time on mobile platform Mins per day, % 100% = 90 71 68 Other 9 8 11 5 Watching video 8 7 5 4 8 4 5 Gaming 6 3 Messaging 4 23 11 12 4 Social 5 Browsing 27 Listening to music 19 Voice
Slide 6: We want to target the most relevant value & revenue pools
2 We want to target the most relevant value Vital few Experimentation & revenue pools Opco driven USD billions, 2017 Categories in digital market Global value pool1 Global revenue pools Video 921 421 Digital Advertising 767 171 Games2 340 128 e-Commerce2,3 332 123 Advanced Comms2 230 82 Payments4 13
Slide 7: We are playing in the digital ecosystems that can best benefit from our assets
2 We are playing in the digital ecosystems that can best benefit from our assets >500 mn Customer base / mobile relationship customers Multiple payments Pre-paid, mechanisms post-paid, OTT… Location, Rich data and analytics true social engine graph, ID Mobile, Extensive touch points Fixed, with cust
Slide 8: GDL can create value for SingTel in two different ways
2 GDL can create value for SingTel in two different ways: A Enhancing Telco Services B Next-Generation Growth Engines We add value to our traditional Selecting key digital services that are mobile and fixed products that part of people’s everyday lives on connect people and networks mobile devices T
Slide 9: Innovation is a critical element of our business
2 Innovation is a critical element of our business which we are driving through two initiatives External equity linked Sourcing disruptive partnerships technologies & experimenting Silicon Boston, USA Valley, MIT Media Lab Tel Aviv, USA Israel Singapore 42 investments in 4 innovation centers 8 count
Slide 10: Engaging customers in our footprint and worldwide
3 Engaging customers in our footprint and worldwide 10M Key strategic digital services (Owned) +69% (in millions) 6M Key strategic investments (Investment) Mar'13 Mar'14 Unique Visitors MAUs MAU – Monthly Active Users 10 SOURCE: SingTel
Slide 11: We are addressing the opportunities with a portfolio approach
We are addressing the opportunities with a portfolio approach 2000 Niche Verticals Our Vital Few “go deep” “double down” Hawk DataSpark 200 Opportunistic Bets Digital Glue “grow or go” “expand and extend” Value1 0 0 20 40 Customer engagement2 1 Million SGD by 2017 2 Average time spent per sub per da
Slide 12: Amobee has been outgrowing the mobile advertising market
(I) Amobee – What have we achieved so far? 3 Amobee has been outgrowing the mobile advertising market Amobee revenue SGD Mn ▪ Q4 FY14: strong revenue growth +170% +170% p.a. 35 ▪ Outperformed global mobile advertising growth of 65 to 85% in FY2014 ▪ Strong growth in Asia Pacific – Contributes more t
Slide 13: Amobee continues to differentiate itself through new capabilities
(I) Amobee – What have we achieved so far? 3 Amobee continues to differentiate itself through new capabilities Pulse 3D ▪ Cutting edge technology ▪ Successful campaigns in automobile, consumer electronics and travel industry Advanced analytics and real time bidding (RTB) ▪ Margin expansion through i
Slide 14: SingTel's aspiration is to be a global digital advertising managed services player
(I) Amobee – What have we achieved so far? 3 DIGITAL ADVERTISING: SingTel’s aspiration is to be a global digital advertising managed services player Digital advertising Managed services platform serving multiple ad units Integrated solution with a strong data and technology back end Outlook SGD30bn
Slide 15: Our investment in Vuclip has helped us achieve positive results
(II) Mobile Video – What have we achieved so far? 3 Our investment in Vuclip has helped us achieve positive results with several of our associate telcos Airtel Telkomsel Rs 1 video store Rp. 500 video store Service Launched April 2013 Launched December 2013 Paying subs ~800K ~100K 50% of all new dat
Slide 16: Premium mobile-led video service aspiration
(II) Mobile Video – What have we achieved so far? 3 Premium mobile-led video service: SingTel’s aspiration is to be the leading mobile video service in the SingTel footprint Premium mobile-led video Offer local and international content Win first in mobile, then provide ubiquitous delivery Seamless
Slide 17: We have extensive experience in analytics from our internal use cases
(II) DataSpark – What have we achieved so far? 3 We have extensive experience in analytics from our internal use cases Customer Acquisition & Retention SingTel Churn Prediction Model Broadband Sign-ups Better bundle discounts/promos 20% Keep close to Analyzes behavioral Slow internet/downloading spe
Slide 18: Cellular location data still dominates in coverage and continuity
(II) DataSpark – What have we achieved so far? 3 Although digital usage is becoming prevalent, cellular location data still dominates in coverage and continuity Million subs Non-active MAU Thailand Philippines account owners 38 36 30 26 41 17 12 10 India 11 15 11 5 26 15 15 12 6 6 6 4 198 Cellular F
Slide 19: We are launching 2 main Geo-analytics products
(II) DataSpark – What have we achieved so far? 3 We are launching 2 main Geo-analytics products SingTel Insights Main Locations Insights Segments Insights products What Provides insights on footfall patterns Provides insights on location SingTel and profiles of crowds for specific patterns & consump
Slide 20: DataSpark: aspiration to become the regional leader in Big Data for marketing
(II) DataSpark – What have we achieved so far? 3 DataSpark: SingTel’s aspiration is to become the regional leader in innovative use of Big Data for marketing applications DataSpark Use telco “always on” data to track consumer behavior over time Build on position with consumer as trusted custodian of
Slide 21: Our Execution Model – balancing risks and rewards
4 Our Execution Model – balancing risks and rewards ▪ Track record of strong financially disciplined approach to acquisitions ▪ Focus on monetization, financial margins, ability to scale, Financial competitive advantage through telco assets discipline Amobee – faster growth than market. Guiding fo
Slide 22: 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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