Vodafone Group Public Limited Company · LSE:VOD
Vodafone Group Public — Vodafone Group — Investor Day (October 2002)
43 slides from Vodafone Group Public's investor day presentation, Oct 24, 2002
Slide 1: Vodafone
O vodafone
Slide 2: Vodafone Group Plc Strategy into Reality
Vodafone Group Plc Strategy into Reality 24 October 2002
Slide 3: Financial promotion restriction notice
This presentation is being made only to, and is directed at (a) persons who have professional experience in matters relating to investments falling within Article 19(1) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2001 and (b) persons to whom it may otherwise lawfully b
Slide 4: Agenda
Agenda • Introduction Sir Christopher Gent • Development of Strategy Alan Harper Group Strategy Director • Vodafone live! • Vodafone Mobile Office Thomas Geitner Chief Executive, Global • Evolving towards 3G Products & Services • Conclusion Sir Christopher Gent • Questions
Slide 5: Strategy
Strategy • Original three pronged growth plan • Customer focused and inter-related • Advantages to operators who create sustainable relationship with customers • Importance of: – user experience – applications and content – seamless services
Slide 6: Strategy
Strategy • Now building unique brand experience – for all customers – will be a key differentiator • New data services were disadvantaged by – unmanageable user interface for consumers – security problems with corporate networks • Need to overcome issue and maximise benefits of scale and scope • Dev
Slide 7: Strategy
Strategy • Need to change thinking and capability • Input from local operators to Global Products and Services • Importance of end-to-end customer experience learned from Japan • Development of strategy Vodafone live! Vodafone Mobile Office
Slide 8: Vodafone
O vodafone
Slide 9: Alan Harper, Group Strategy Director
Alan Harper Group Strategy Director
Slide 10: Solid Strategic Foundations
Solid Strategic Foundations • Focus on mobility • Excellence in operational & cost management • Early international expansion
Slide 11: Original Three Pronged Strategy
Original Three Pronged Strategy • Increase customer growth • Extend the Vodafone footprint via geographic expansion • Develop new voice & data services Market share & financial leadership
Slide 12: Re-aligned Strategic Focus
Re-aligned Strategic Focus • Grow revenues through increased marketing focus on established high quality customer base • Extend operational leadership through maximising benefits of scale & scope • Extend service differentiation, investing in delivering a Vodafone branded, easy to use customer propo
Slide 13: Expected Future Revenue Growth
Expected Future Revenue Growth • Slowing but continued customer growth • ARPU increase from: – growing voice usage – reduced inactivity – improving customer mix – competitive gain – new data services
Slide 14: Marketing Focus
Marketing Focus • Introduction of new services • Define the Vodafone experience • Logic in working under common service brand • Brand present in all controlled markets
Slide 15: Importance of New Technologies
Importance of New Technologies • Deliver an end to end service proposition • GPRS is key to enabling new data services • 3G brings new functionality, increased capacity & lower long term cost
Slide 16: Maximising Benefits of Scale & Scope
Maximising Benefits of Scale & Scope • Benefits of national scale are extending to the international market • Delivering on synergy benefits across all regions: – best practice transfer – new revenue generating services – capex reduction – operational experience
Slide 17: Geographic Expansion
Geographic Expansion • No new countries in next 2-3 years expected • Increase ownership in established markets • Service franchising and brand licensing
Slide 18: Conclusion
Conclusion • Vodafone consistently improves performance • Further optimising scale benefits • Grow mobile voice and data ARPU • Mobile is transforming technology • Mobile has immense growth potential
Slide 19: Vodafone
O vodafone
Slide 20: Thomas Geitner, Chief Executive Global Products and Services
Thomas Geitner Chief Executive Global Products and Services
Slide 21: Strategy into Reality
Strategy into Reality • Positioning Vodafone to win • Particular qualities should create new revenue opportunities • New services: – Vodafone live! – Vodafone Mobile Office
Slide 22: Building Blocks
Building Blocks Selling Customers Technology & Solutions Applications
Slide 23: Customer Centric Approach
Customer Centric Approach • Developed new user interface • Learning from Japan • Easy menu structure stimulates usage • Research identified customers’ requirements • Terminals optimised for user experience
Slide 24: Largest Global Mobile Brand
Largest Global Mobile Brand : Malta Hungary : UK Australia New Zealand Albania Fiji : UK Australia New Zealand Malta Hungary Albania Fiji : Portugal Spain Netherlands Ireland Greece Sweden Germany Egypt Portugal Spain Netherlands Ireland Greece Sweden Germany Egypt : : Italy Italy :: Japan Japan : :
Slide 25: Vodafone has the services... now!
“Vodafone has the services… …now!”
Slide 26: Colour, Sound, Pictures, Ease of use
•Colour •Sound •Pictures •Ease of use
Slide 27: Key Services
Key Services Picture messaging Ringtones
Slide 28: Vodafone live! Content
Vodafone live! Content • Vodafone Global Content Services • 10 content categories from 250 partners • Attractive platform for content providers: – provides new business model Attract more & higher quality content
Slide 29: Vodafone live! Ease of Use
Vodafone live! Ease of Use • Important for customer adoption • User centric menu structure • “Salesman in the phone” • Minimum clicks • Intuitive navigation
Slide 30: Vodafone live! Terminals
Vodafone live! Terminals • Cameras • “Out of box” configuration • Vodafone branded • Initially Sharp, Nokia and Panasonic • >1m phones by March 2003 expected • Priced locally • No plan for increased subsidies
Slide 31: Vodafone live! Pricing
Vodafone live! Pricing • Simple and easy to understand • No fixed fee to use service • Charged when browsing and for event based transactions
Slide 32: Vodafone Ahead of Competitors
Vodafone Ahead of Competitors • Rollout in 11 countries • One package • Seamless service
Slide 33: Vodafone Mobile Office
Vodafone Mobile Office
Slide 34: Leadership in 3G Development
Leadership in 3G Development • Additional capacity and quality of service • Not a stand alone service - will complement 2G • More cost efficient • Works faster and enables more enhanced services for Vodafone live! and Vodafone Mobile Office
Slide 35: Summary
Summary • Why Vodafone should continue to win… – customer and application focused – have the services now – plan to remain leader through 3G
Slide 36: Vodafone live!
Vodafone live! “Not just a future service platform… …but a tangible demonstration of an integrated organisation”
Slide 37: Vodafone
O vodafone
Slide 38: 3G
3G • Launch of new service on GPRS does not detract from 3G • 3G: – this month start of European field trials – commercial launch in Japan in December - 3GPP standard – commercial launch in Europe when good quantities of reliable dual-mode handsets are available • Expect 2.5G to continue for rest of
Slide 39: Applications not Technology
Applications not Technology • Customers do not want to buy technology • Customers want applications, content and services which – are easy to use – are easy to access – are affordable – meet their needs • Customers have no interest in underlying technology An important step in the development of the
Slide 40: Brand Awareness to Brand Preference
Brand Awareness to Brand Preference • 14 of 16 controlled markets single branded – Italy by Easter 2003 – Japan by December 2003 • Brand recognition and awareness benefited from sponsorships - particularly Ferrari • Vodafone live! and Vodafone Mobile Office aimed to enhance progress from Brand aware
Slide 41: Conclusion
Conclusion • Foundations now laid for next phase of growth • Strong track record of delivering growth • Building the business to a position of sustainable competitive advantage for a long term benefit • “Our continuing aim is to maximise our position in what we believe remains one of the best growth
Slide 42: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements This presentation, including the speeches being made today, contains “forward-looking statements” within the meaning of the US Private Securities Litigation Reform Act of 1995 with respect to the Group’s financial condition, results of operat
Slide 43: Vodafone
O vodafone