Orange Sa · EURONEXT:ORA
Orange Sa — France Telecom — Investor Day (June 2004)
29 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
Slide 2: Cautionary Statement
Cautionary Statement If you are located in the United States, you may not have access to this presentation. These presentation materials do not constitute or form part of an offer or an invitation to purchase securities. These presentation materials are not an offer of securities for sale in the Uni
Slide 3: Building the integrated broadband communication services Group
France Telecom investor day, June 10th 2004: Building the integrated broadband communication services Group
Slide 4: Why a new organization?
Why a new organization ? 4
Slide 5: A revolution of our industry's structure
A revolution of our industry's structure Mobile Devices Open network Services Mobile Services mgt WIFI Mobile 2G/2.5G backbone (HLR…) Switched RI 3G voice Fixed line (voice) 2G Convergent data application s Switch Switched network IP Backbone RI Content Data Accès IP ! DSL ISP Platform ! FTTH IP DSL
Slide 6: The customer at the center of his own communication universe
The customer at the center of his own communication universe Home !Customer designed and multi-access services The most important !From network centric to customer change of paradigm in the centric strategy Entreprise !Customer at the sector center of the industry Personal Multiplication of usages:
Slide 7: The customer at the center of the organization
The customer at the center of the organization Fixed networks and services Residential communication services HOME Mobile network and Personal services communication services PERSONAL Internet network and Corporate services communication services ENTERPRISES From network centric to customer centric
Slide 8: The new organization
The new organization Finance Enterprises Human Resources FT 2005 FT 2005 Communication Technologies, Services Financial Strategic Management rebalancing & Partnerships and Networks value creation Home New Usages & Internal Communication General Secretary Communication Services External Communication
Slide 9: What do our customers want?
What do our customers want ? Consumer market Business 9
Slide 10: Telecom operators have inherited five major disruptions from the Internet revolution
Telecom operators have inherited from five major disruptions coming from the Internet revolution The sentiment that network is for free Duration-free and distance-free Constant choice Internet generation The will to take an active role in my community Simplicity and transparency 10
Slide 11: Changing consumers' usage patterns
Changing consumers' usage patterns Ubiquitous wireless Wherever I want, whenever I want U Tariffs free from time and distance A world of communication organized around new usages A “single (chat, instant messaging, SMS, device” New services: voice MMS, e-mail, voice mail, video- telephony mail, numb
Slide 12: That shape behaviour patterns in the information society
That shape behaviour patterns in the information society The freedom to The freedom to choose in a world change instantly of abundance U Usage patterns U in line with values Offerings that are simple and adapted to everyone's need Demand for reference brands U Need for transparency and trust U The f
Slide 13: Evolving expectations in the consumer market
Evolving expectations in the consumer market Abundance U Network Communication U management Simplicity and U Community transparency Offers designed for The service of a all individual needs reference operator 13
Slide 14: Business customer needs
Business customer needs Source: December 2003 Forrester Business Technographics Data Overview “Western Europe’s IT Outlook for 2004” 14
Slide 15: A Group structure consistent with our strategy
A Group structure consistent with our strategy Personal, Home A common and Enterprise IT&Networks are developing division supports all services for IT & NETWORK the most seamless PE E M and efficient RS their targeted HO ON clients service LA A stand alone Sales and services SALES & SERVICES divisio
Slide 16: What benefits from being an integrated operator?
What benefits from being an integrated operator? 1. Shaping shared platforms that will support each business line 2. Improve loyalty by designing products and services transversal to business units to improve customer experience 16
Slide 17: Shaping Shared Platforms: Unified customer interface
1- Shaping Shared Platforms Customer facing: Unified customer interface !Almost 600,000 customers manage their fixed services through this portal !Starting from July 2004, "Espace Client" will allow customers to manage all their France Telecom Group accounts U – France Telecom, Wanadoo and Orange !T
Slide 18: Shaping Shared Platforms: international footprint
1- Shaping Shared Platforms Customer facing: international footprint Belgium United Kingdom " 2 own Mobistar shops " 122 Mobistar exclusive " 248 own Orange shops affiliated retailers France " 620 own FT shops " 106 Orange exclusive affiliated retailers Poland " 192 own TP shops " 25 own Centertel s
Slide 19: Why a new Network, Carriers & IT Division?
1- Shaping Shared Platforms Why a new Network, Carriers & IT Division? ! Recent and future changes in technology – Predominance of IP – Increasingly tight integration of Networks and IT ! Network and IT skills becoming more and more similar Clear opportunities to further develop synergies between Ne
Slide 20: Network & IT transformation: TOP initiatives
1- Shaping Shared Platforms Network & IT transformation: 6 TOP initiatives Enhance Deliver customer additional “One FT” experience savings 1. IT for Global business processes ++ ++ ++ 2. Customer services platforms +++ + +++ 3. IT integration for Home +++ + 4. IT Infrastructure rationalization +++ +
Slide 21: Content and aggregation division
1- Shaping Shared Platforms Content and aggregation division Customers Content suppliers ARPU uplift Cost optimization !Innovative content- ! Negociate optimal based services rights to access !Differentiating offers content portofolios driving customer spread accross all acquisition and loyalty busi
Slide 22: R&D now focused on new poles
1- Shaping Shared Platforms R&D now focused on 6 new poles Advanced Advanced Home Home&& Middleware Middleware Core Core Access Access Enterprise Enterprise Technologies Technologies Personal Personal && network network network network Platforms Platforms 1 center in London 1 center in Poland (TPSA)
Slide 23: Address customer needs through Strategic Partnerships
2 - Improve loyalty Address customer needs through Strategic Partnerships Areas Access, Personal Home Enterprise Networks, IS, middleware Objectives THOMSON ALCATEL, Reactivate SIEMENS interactive mobile growth entertainment appliances NGN-IMS Beyond 3G Seamless IP multimedia Seamless IP Build the M
Slide 24: Transversal Projects to deliver the appropriate customer experience
2- Improve loyalty 12 Transversal Projects to deliver the appropriate customer experience " Identity+ " Address+ " Presence / Community+ Ease Ease of of use use " Reach+ " Payment+ " Simplicity+ " Voice+ " Videotelephony+ " ADSL+ Broadband " ADSL multiservice gateway+ Broadband " DRM+ " Office+ Corp
Slide 25: All your contacts at the tip of your fingers
2 - Improve loyalty All your contacts at the tip of your fingers … and tongue ! Vocal and portal access to all voice and Internet services ! Voice recognition ! Managed address book through fixed line and Internet ! Avalaible from September 15, as universal address book 25
Slide 26: Main messages from yesterday's press conference on FT Home
Main messages from yesterday's press conference on FT Home 1. Free access to the network is a myth 2. Innovative unlimited offers for voice on both PSTN and IP 3. Nationwide coverage for new 2Mb offering 4. Indicative prices for new competitive broadband offers 5. Launch of the "Home Gateway" 26
Slide 27: Thank you
france telecom Thank you
Slide 28: Building the integrated broadband communication services Group
France Telecom investor day, June 10th 2004: Building the integrated broadband communication services Group 28
Slide 29: Agenda
Agenda SPEAKER 9h Introduction Thierry Breton 10h FT Home Olivier Sichel 11h Pause 11h30 FT Personal Sanjiv Ahuja 12h30 FT Enterprise Barbara Dalibard 13h Lunch & Demos 14h IT&Network Jean-Philippe Vanot 15h Sales & Services Frank Dangeard / Michel Davancens 16h Conclusion & Q&A Frank Dangeard / Mic