Orange Sa · EURONEXT:ORA
Orange Sa — France Telecom — Investor Day (June 2004)
34 slides from Orange Sa's investor day presentation, Jun 10, 2004
Slide 1: Building the integrated broadband communication services Group
France Telecom investor day, June 10th 2004: Building the integrated broadband communication services Group 1
Slide 2: Home Services presentation
Home Services presentation 2
Slide 3: What has been achieved since last Investor day
What has been achieved since last Investor day Announced in November 2003 Achieved so far ! Reshape France Telecom, building a ! New organization structured around FT Home, Organization new organization close to the customer FT Personal and FT Enterprise Organization and leveraging global platforms
Slide 4: Offers recently announced
Offers recently announced… AN AN YE NO YE NO ST UN ST UN ER CE ER CE For June 2004 DA D For August/September 2004 DA D Y Y ! Unlimited usage call plans ! Unlimited voice over IP offer – from 9€ (3#, E&WE) till 33€ (all – at 10€ per month for the first year numbers, unlimited) per month – bundled wit
Slide 5: FT Home response to the evolving needs of its residential customers
… are part of FT Home response to the evolving needs of its residential customers 1. Abundance " “I want to be able to communicate independently of time, location, duration” " “I need a faster Internet” " “I want unlimited use at good value” • Innovation on content and offers • Quality, reliability,
Slide 6: Abundance: freeing up voice and Internet usages at the best price
1 Abundance… …means freeing up voice and Internet usages at the best price for customer ! Customization: One solution for each identified need… Abundance on – Package offers Voice – Tariff plans – Flat rate call plan – Unlimited offers ! Technology seamlessness… – Convergence of PSTN and VoIP offers
Slide 7: Abundance on Voice: a voice offer for every need
1 Abundance on Voice… … means a voice offer for every need Chosen duration Exact duration Unlimited duration From a customer specific need… "Call the way I want… "Call whenever I want "Call as much as I want" without surprise" …at the best price" N NEE N NEE • Package offers WW WW … to a FT Home • "
Slide 8: Abundance regardless of technology
1 Abundance… …regardless of technology • Our customers care about price & voice quality • We select the technology to best fulfill their needs and ensure availability of best offers for all • We ensure convergence of offers and tariffs • We will accompany our customers by offering the best product i
Slide 9: Abundance on Voice: Flat rate call plan
1 Abundance on Voice… Flat rate call plan (“Appel à Prix Unique”) A ALLR RE EA ADDY A AV A VAIILLA YAAV VA AIILLA Customer demand ABBLLE E IIN ABBLLEE ((P N JJU PSST N )) ULLYY 2200004 ( TN • I am fond of long phone 4 (V VooIIP P)) conversations, I want a unique price whatever the call duration Offe
Slide 10: Abundance on Voice: Unlimited offers
1 Abundance on Voice… Unlimited offers A AVVA AIILL A AB Customer demand BL && A LEE IIN AUUG NJ • I want to be able to call my friends and my GUUSSTJUUN T 220NEE 220 family as much as I want and when I want 0004 00044 4 ((V ( VooI (PPSST Evening 24/24 IPP)) TN N) • 5 offers on PSTN (June): ) & WE *
Slide 11: Abundance on Internet: full range of products and broader bandwidth
1 Abundance on Internet… FT offers a full range of products and broadens the bandwidth capacity for all customers FT Home promises • FT Home proposes, starting in Bandwidth capacity Indicative prices * June, an offer at 2 Mbps on all areas covered by broadband, for 39.90€ per month 128 Kbps 14.90 €
Slide 12: FT first to bring dual play to the Spanish market
1 FT has been the first operator into bringing dual play to the Spanish market AAL LRREA EADY DY A AVVAI AILLA ABBLE LE Offers Service description Pricing ! Unlimited voice consumption, regardless ! Residential customers: of technology (already on PSTN, VoIP • “miCiudad 24h” 12€/month Unlimited voic
Slide 13: A wide range of value added services
1 A wide range of value added services is opening the way to a new communication world Enhanced telephony Enriched messaging Communication Video-telephony Converging address book Firewall Security Parental control Antivirus / Anti-spam Online gaming Photo album Entertainment Music download manager T
Slide 14: New services enhancing customer experience: telephony and messaging
1 New services enhancing customer experience Enhanced telephony and messaging services House moving ! An offer that allows customers to keep their number # Done number when they move houses ! Available within the same local area services Telephony services portability Call ! Displays the name and nu
Slide 15: New services: Video-telephony services
1 New services enhancing customer experience Video-telephony services V AAV V33 AV AVA OOC VAAIILA JJU AIILLAABL CTTO LABBL Videotelephony on PC UN NEE 20BLEE IN Videotelephony from OBBE LEE I 20004 IN ERR 2 INN 4 dedicated terminal 20004 04 Comprehensive communication service Comprehensive communic
Slide 16: Personalization: All my contacts accessible
1 Personalization All my contacts accessible … and voice reachAV S AVAAIL SEEPT ILAAB PTEM BLLE EMBE E IN BER 2 IN R 200 Main features 0044 ! Voice recognition – Just say “Mummy” or "Christine Duval" to get immediately connected to your correspondent ! My universal address book – Can be used from my
Slide 17: Serenity suite in France
Internet new services enhancing customer 2 experience – Serenity suite in France Offers Key facts and figures N "ANTI "ANTI SPAM SPAM PLUS" OFFER NEEW PLUS" OFFER W ! 34,000 activations in 4 weeks (1,5€ / month VAT incl) ! ! Improved Improved comfort comfort with with mailbox mailbox usage… usage… !
Slide 18: Serenity suite and other VAS in the Netherlands
Internet new services enhancing customer 2 experience – Serenity suite and other VAS in the Netherlands Offers Key facts and figures SPECIAL SPECIAL SECURITY SECURITY OFFER: OFFER: ! 6 VAS launched since August 2003, 3 more services in the coming months ! ! “Antivirus “Antivirus Mbx Mbx”” at at 1.95
Slide 19: Entertainment offers: Gaming
Enhancing customer experience 2 through entertainment offers – Gaming Offers Key facts and figures Positioning ! FT Home is European leader ! Portfolio Strategy: in Massively Multiplayer Games’ Exclusive partnership with 1or 2 market major entertainment company ! Dark Age of Camelot: Massively- laun
Slide 20: Entertainment offers: Music
Enhancing customer experience 2 through entertainment offers – Music Offers Key facts and figures Positioning ! Catalogue of 330,000 tracks ! Partner: OD2 available (mix of “old” and recent tracks, ! Payment with WHA (FT secure payment solution) ! Tracks classified by type & alphabetical order, incl
Slide 21: Image: VoD offers in France
Enhancing customer experience 2 through image – VoD offers in France Offers Key facts and figures Positioning ! Recent movies selection (6 ! Partner: Netciné months after release in theaters) (MovieSystem) to watch anytime on PC ! Catalogue extension in Q4 2004 (Universal and Studio ! Rent during 24
Slide 22: Image: VoD offers in Spain
Enhancing customer experience 2 through image – VoD offers in Spain Offers Key facts and figures Positioning ! Offers: ! Partners: Telecinco, RTVE – WanadooTV.com: short movies, ! Revenue source: pay per view, pay best TV programs extracts, “a la per play, pay per download, pay per Broadband carte”
Slide 23: Image: TV on DSL
Enhancing customer experience through 2 image – TV on DSL Offers Key facts and figures Positioning ! A double offer: ! Simultaneous: broadband – MaLigneTV, a service for VoD access and TV and TV programs at 16€ per month ! Easy: no delay for installation, – Optionally, access to a TV no dish package
Slide 24: New handsets improve ergonomy and stimulate usage
A wide range of new handsets will improve 3 ergonomy and stimulate usage of new services 6 color screen handsets launched in June 2004 Video-telephony " Color screen devices starting at 99 € " Video-phone at 3Q04 " Partnerships with Sagem, Alcatel, Siemens " New devices collection at 4Q04 " All new
Slide 25: New handsets: attractive device at accessible price
New handsets - attractive device 3 at accessible price Logicom, Linea 250 • Colorful handset • Large screen 3 key features • Up to 80 contacts in your address book « Extra » • Compatible SMS Target • All segments • Price VAT incl : 49.99€ Characteristics • Color: Coral • Already available 25
Slide 26: New handsets: the most mobile fixed phone
New handsets – the most mobile 3 among fixed phone, with colors Siemens, SL100 color • Color screen • Compatible SMS full 3 key features duplex • Vibrator, earphone « Extra » • Mobile size Target • Mobile addicted • Price VAT incl : 179.99€ Characteristics • Color: Expresso • Availability: June 14th
Slide 27: New handsets: the first multimedia phone
New handsets – the first multimedia phone 3 Siemens, SL740 • Digital camera included • Picture of the caller 3 key features is shown on the handset • Color screen 1,6" « Extra » • MMS Target • Technofans • Price VAT incl : 199.99€ • Color: Silver Characteristics • Availability: June 1st 2004 27
Slide 28: New handsets: videophones
New handsets – videophones 3 • Large color screen • Hands-free speaker 3 key features mode • Address book • Privacy control mode • Video in/out connection to share « Extra » digital pictures, videos… • Customers looking for usage comfort Target on a dedicated terminal • Price VAT incl : • <200€ (buy
Slide 29: The Home Gateway addresses customer needs for simplicity
The Home Gateway addresses customer 3 needs for simplicity of devices Proliferation of domestic equipments A solution: the gateway " New broadband multi- Laptops / Voice on PSTN Music purposes desktops communications services access point LAN " Single access point that Voice over IP (additional line
Slide 30: FT Group already has a best-in-class WiFi experience
FT Group already has a best-in-class 3 WiFi experience June-Sept. June-Sept. 04: 04: Number of Over 100,000 European European units sold Nov. Nov. 2003: 2003: Dec Dec 2003 2003 :: WiFi routers launch launch ofof the the since launch Launch Launch of of the the Launch Launch of of the the sold as of
Slide 31: The gateway allows for any combination of services
The gateway allows for any 3 combination of services INTERNET WIFI VIDEOTELEPHONY Bluetooth USB INTERNET Router Router USB IP network RJ11 VoIP VoIP Eth Digital TV, VoD Video Telephony RJ45 RJ45 DIGITAL TV, VoD, GAMING… PSTN Eth RJ11 31
Slide 32: 12-month roadmap in France
12-month roadmap in France Q2 2004 Q3 2004 Q4 2004 Q1 2005 Q2 2005 Offres d’abondance « les Illimités » Upgraded tariff plans / usage PSTN APU Voice « Le Plan » enhancement features offer services APU VoIP Virtual number service VoIP VoIP unlimited Enriched features ADSL 2 Megas New BB Gradual bandw
Slide 33: FT Home relies on a unique pan-European footprint
FT Home relies on a unique pan-European footprint Challenger #1 Challenger #1 " Internet subscribers: 0.6 millions " Internet subscribers: 2.6 millions " Internet penetration: 63% " Internet penetration: 50% #1 Incumbent / Leader #2 #1 #1 " Fixed telephony clients: 25.5 millions " Internet subscribe
Slide 34: High level 12-month roadmap - Europe
High level 12-month roadmap - Europe Q2 2004 Q3 2004 Q4 2004 Q1 2005 Q2 2005 Voice VoIP launch Continued increase of bandwidth capacity Internet ULL deployment Terminals / Gateway Gateway launch Communication Visio V4 implementation Video-telephony Migration towards Mail essentials single European p