Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Singtel — Investor Presentation (May 2018)
23 slides from Singapore Telecommunications's investor presentation, May 17, 2018
Slide 1: Singtel's Digital Transformation
Singtel’s Digital Transformation 17 May 2018
Slide 2: Forward looking statement – Important note
Forward looking statement – Important note The following presentation contains forward looking statements by the management of Singapore Telecommunications Limited ("Singtel"), relating to financial trends for future periods, compared to the results for previous periods. Some of the statements conta
Slide 3: Asia's leading communications group
Asia’s leading communications group Regional Scale & Diversification Our Diversified Operations • Market-leading operators in Singapore, Australia, India, Indonesia, Thailand, Philippines and across Africa 706 million1 mobile Integrated fixed & wireless operator customers • Delivering seamless enter
Slide 4: FY18: Record earnings on NetLink Trust divestment gains
FY18: Record earnings on NetLink Trust divestment gains Strong core execution and growth in digital services S$17,532m 5% S$5,089m 2% OPERATING REVENUE EBITDA S$2,304m 13% S$3,544m 8% SHARE OF REGIONAL ASSOCIATES’ EARNINGS UNDERLYING NET PROFIT S$3,606m 18% S$5,451m 42% 4 FREE CASH FLOW NET PROFIT 4
Slide 5: Three pronged approach to Singtel's digital transformation
Three pronged approach to Singtel’s digital transformation Digitising core operating model Driving sales via Driving self-help online store adoption via Apps Partnerships to build digital ecosystem & enhance the core Mobile Gaming & Cloud Payments E-Sports Building new standalone businesses where we
Slide 6: Group Enterprise
Group Enterprise Key enabler of smart cities & digital enterprises with deep capabilities 6
Slide 7: Singtel Group Enterprise at a glance
Singtel Group Enterprise at a glance #1 #1 #1 International EVPN and Eline IPLC in IPVPN in APeJ in APeJ Singapore3 >12,000 11 >70 Offices in > 3,000 Industry Certifications Data Centres >25 Countries > 2,000 Cyber Security Experts 1. Gartner IT Services, Apr 2017 2. IDC Telecom Services Database As
Slide 8: Shift in revenue mix towards ICT services; FY19 guidance
Shift in revenue mix towards ICT services S$’M FY18 S$6.3b S$6.3b S$6.4b S$6.6b S$6.6b S$3.1B in ICT revenue ~ 46% of revenue 37% 38% 41% 45% 46% S$530M in Cyber Security Revenue 63% 55% 54% FY19 guidance 62% 59% ICT to grow mid-single digit, with cyber security to grow by FY14A FY15A FY16A FY
Slide 9: Leadership in APAC Enterprise data services
Leadership in APAC Enterprise data services Singtel 21.8% Singtel 16.2% Int’l IPVPN Int’l Leased 11.5% US$1.51B 6.7% Circuit US$453M 6.1% 7.5% Others Others 5.8% 40.3% 7.2% 49.9% 5.4% 4.5% 5.2% 5.9% 6.1% Singtel 17.5% Singtel 23.4% E-Line E-VPN 11.1% US$294M US$248M Others 13.1% 8.8% 34.5% Others 5.
Slide 10: Lead in Software Defined Network Services leveraging our network
Lead in Software Defined Network Services leveraging our network infrastructure and capabilities | I | ! SD - LAN iy SD - WAN "SDN SAE Deep Visibility ; Simplified central management Centralized management Ghortieamen Agile Service Provisioning Minimise footprint, quick deployment and on-demand zon
Slide 11: Group Enterprise: Our 3 Year Vision
Group Enterprise : Our 3 Year Vision To be the key enabler of smart cities & digital enterprises with deep capabilities Digital Robotics Cyber Security Cloud Services Capabilities Analytics/ AI and IoT 11
Slide 12: Proven Track Record of Smart City and Digital Enterprise Transformation
Proven Track Record of Smart City and Digital Enterprise Transformation Public Safety Citizen Engagement with Next-Generation Electronic Pharmacy Robotic Dispensary Smart Apps Road Pricing System Cyber Defence for Retail Analytics Smart Urban Infrastructure Automation & Robotics Enterprises for Ente
Slide 13: Collaboration with Research Institutions to develop local IP
Collaboration with Research Institutions to develop local IP, build deep capabilities and drive Innovations. NUS-Singtel Cyber Security Research and Singtel Cognitive and AI Lab Advanced Remanufacturing and Development Laboratory in Oct 16 (SCALE@NTU) & Singtel-A*STAR Master Technology Centre (ARTC)
Slide 14: Global Cyber Security Market growing at 8.5% annually
Global Cyber Security Market growing at 8.5% annually in US$’ 4 types of players compete in MSS billions CAGR 83.2 CAGR +8.5% Carriers 76.4 64.3 70.1 24.0 6.1% 59.9 22.6 55.3 21.2 System 20.0 TS 19.0 Integrators 17.8 26.0 28.2 30.6 8.2% PS 23.9 22.3 Product 20.6 Vendors MS 16.8 18.6 20.4 22.9 25.5 2
Slide 15: Our key cyber capabilities
Our key cyber capabilities Global ASOC network and market access Developing automated Managed Detection & Response platform Cyber Security Institute Leading edge technology ecosystem & R&D investments 15
Slide 16: Established a Global Leadership Position in Managed Security
We have established a Global Leadership Position in Managed Security … Trustwave is a leader in Gartner’s 2018 MSS Highlights from Gartner Magic Quadrant Leader “Trustwave is a competitive provider with both, proprietary products and services” “…able to support a large client base up to larger 2018
Slide 17: Group Digital Life
Group Digital Life Leveraging on our core telecom assets to build standalone digital businesses for the Singtel Group 17
Slide 18: Singtel Group Digital Life at a glance
Singtel Group Digital Life at a glance Creating new scalable engines of growth for the Singtel Group FY18 Revenue FY18 EBITDA Group Digital S$1.16b Increased by Life Financials + 66% S$71m vs FY17 Actual vs FY17 FY17 : -S$-122m FY18 : -S$51m Core businesses VC Fund ~S$1 one the largest independent W
Slide 19: Amobee: DMP, DSP, DataMine platforms
Amobee aims to be the best technology platform for ambitious marketers to go beyond buying Platforms Engagement Model Brand DMP DSP DataMine Intelligence Self Service (Audience Planning) (Media Automation) (Advanced Analytics) (Market Research) + Audience Discovery + Omnichannel Campaigns + Audience
Slide 20: HOOQ aims to be the leading SVOD service in emerging markets
HOOQ aims to be the leading SVOD service in the emerging markets Joint Venture between Singtel, Warner Bros and Sony Pictures First launched in March 2015 in the Philippines, HOOQ is now live in 5 markets including Thailand, India, Indonesia and Singapore Leading OTT service in SE Asia with ov
Slide 21: DataSpark mobility intelligence
DataSpark combines rich carrier and other datasets, scalable platforms, and innovative solutions to enable a deep understanding of mobility patterns of people and things Anonymised and Processed through Mobility intelligence insights aggregated data DataSpark’s scalable on population movement from t
Slide 22: Corporate venture capital and open innovation: Innov8 US$250M
Corporate venture capital and open innovation: Innov8 Our Mission To help Singtel Group: US$250M Adopt new innovative technologies / solutions Evergreen Fund Strengthen existing Singtel Group business Seek new growth opportunities with Own Decision Foray into new markets Making Structure Our
Slide 23: 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