At&t Inc. · NYSE:T
At&t — SBC Communications — Investor Presentation (March 2005)
24 slides from At&t's investor presentation, March 2005
Slide 1: The SBC Transformation
The SBC Transformation From local service provider to premier communications and entertainment services provider
Slide 2: Cautionary Language Concerning Forward-Looking Statements
Cautionary Language Concerning Forward-Looking Statements Information set forth in this presentation contains financial estimates and other forward-looking statements that are subject to risks and uncertainties, and actual results might differ materially. A discussion of factors that may affect futu
Slide 3: Note
Note In connection with the proposed transaction, SBC filed a registration statement, including a proxy statement of AT&T Corp., with the Securities and Exchange Commission (the “SEC”) on March 11, 2005 (File No. 333-123283). Investors are urged to read the registration and proxy statement (includin
Slide 4: Agenda
Agenda Changing Market Conditions on New technology/substitution More competitors e The SBC Strategy Project Lightspeed Wireless/Wireline integration tw Enterprise/AT&T Merger o Delivering Customer Benefits thre Consumer and small business Enterprise business e
Slide 5: The World Is Changing
The World Is Changing Separate services: Bundled services: from Local, long distance, mobile, video, Internet to All distance voice, voice/data/video packages Multi-use devices: Separate platforms: Blackberries; mobile from Phone for voice, computer for Internet to phones with messaging, e-mail, vid
Slide 6: Wireline Phone No Longer Supports the Majority of Consumer Communications
Wireline Phone No Longer Supports the Majority of Consumer Communications 2001 2003 7% 1% 2% 9% 23% 23% 47% 10% 59% 19% Wireline phone Wireless phone E-mail Instant messaging/chat SMS Source: Forrester
Slide 7: More Consumer Choices
More Consumer Choices Every Platform = Multiple Providers Broadband from Broadband from satellite + 1 platform satellite + 1 2 additional 3% additional source sources 62% 2 platforms 29% 12% Broadband only from satellite 4% No broadband 3 platforms 5% 85% Voice Broadban ~97% of the population has ~9
Slide 8: More Competition
More Competition Voice and Data Providers Cable Providers Wireless Providers VoIP Providers
Slide 9: The SBC Strategy
The SBC Strategy “communications and entertainment We intend to be the only ” provider our customers will ever want. - Ed Whitacre, Chairman and CEO – Leading the IP transformation – Integrating the wireless/wireline experience – Becoming a major player in the enterprise business market
Slide 10: Leading the IP Transformation
>Leading the IP Transformation State-of-the-art network, foundation for next-generation voice, Internet and data services
Slide 11: Leading the IP Transformation: Project Lightspeed
>Leading the IP Transformation Project Lightspeed: $4 billion investment 40,000 miles of fiber Initial deployment to 18 million homes 20 — 25 Mbps of bandwidth
Slide 12: Leading the IP Transformation
>Leading the IP Transformation From IP platform, integrated video, wireless, broadband and voice services
Slide 13: Leading the IP Transformation
>Leading the IP Transformation IPTV will enable high-definition programming, customizable channels, video-on- demand, digital video recording, instant channel-changing, multiple PIPs
Slide 14: Wireless/Wireline Integration
Cingular Wireless is critical to our transformation and growth strategy, as customers look to new technologies for communications. >Wireless/Wireline Integration
Slide 15: Wireless/Wireline Integration
By integrating wireless and wireline services, customers have the ability to access seamless communications virtually anywhere, anytime, on any device. >Wireless/Wireline Integration
Slide 16: Wireless/Wireline Integration
With AT&T Wireless acquisition, Cingular Wireless has strongest spectrum position in the U.S. and presence in nation’s top 100 markets. >Wireless/Wireline Integration
Slide 17: Wireless/Wireline Integration
Spectrum enables companies to create powerful new services – in particular data services – for customers. >Wireless/Wireline Integration
Slide 18: Wireless/Wireline Integration
SBC FreedomLink Wi-Fi and high- speed EDGE technology for data available now. Cingular deploying even faster UMTS 3G technology this year. >Wireless/Wireline Integration
Slide 19: Enterprise Business Market
>Enterprise Business Market Through the merger with AT&T, SBC will evolve into a global data and enterprise provider.
Slide 20: Enterprise Business Market
>Enterprise Business Market The merger brings together two companies with complementary strengths, product sets and customer bases.
Slide 21: Enterprise Business Market
>Enterprise Business Market The combined company will set the standard for transitioning from legacy technologies to next-generation IP networks and services.
Slide 22: Transformation Benefits for Business
Transformation Benefits for Business Integrated IP Business Services
Slide 23: Transformation Benefits for Consumers
Transformation Benefits for Consumers A Digital Lifestyle
Slide 24: The SBC Transformation
The SBC Transformation From local service provider to premier communications and entertainment services provider
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