Telefonica Sa · BME:TEF
Telefonica Sa — Investor Day (2012)
14 slides from Telefonica Sa's investor day presentation, 2012
Slide 1: A Global Market Happening Now, With Telefónica Well Positioned
m2m A Global Market Happening Now, With Telefónica Well Positioned Mr. Carlos Morales Global M2M, Cloud and Apps Director
Slide 2: M2M – Main Messages
M2M – Main Messages • Enormous opportunity already happening at M2M. Markets at both global and local levels. 3 or 4 global leaders in the medium term • Differential approach from Telefónica: End-to-End solution in addition to connectivity and global reach as our major differentiators • Telefónica a
Slide 3: Video - m2m of Telefónica
Video - m2m of Telefonica Telefonica
Slide 4: A huge opportunity happening now
M2M – A huge opportunity happening now 20 Billion Internet Transport Connected Devices by 2020 GSMA Utilities & Smart Meetering Vending machines M2M Consumer electronics Smart Cities Security Financial E-Health sevices Drivers Benefits for customers / Changes in the value chain Widely deployed net
Slide 5: Telefónica's differential position: E2E solutions in addition to connectivity
M2M – Telefónica´s differential position: E2E solutions in addition to connectivity… Transport Utilities & Industrial Smart Cities Consumer Point of Sales Sustainability Telemetry Electronics End to End • Fleet • Energy • Connected • Environmental • Connected • Installation (E2E) Management Manageme
Slide 6: Global Reach and Alliances
M2M – Global Reach and Alliances Western Europe Canada Asia Pacific Easter Europe, Middle East & LatAm Africa Direct M2M Capabilities Partnerships in M 2M 5
Slide 7: Already a Major Player in UK, Spain and LatAm
M2M – Already a Major Player in UK, Spain and LatAm >6 MM Lines Activated Worldwide Leadership in Key Regions Strong position in Key Industries Industry Client examples Technology Automotive / Transport Utilities Security Industrial Equipment LatAm Point of Sales 6
Slide 8: Telefónica serving Global Leaders
M2M – Telefónica serving Global Leaders Case study Case study • OnStar: more than 6 MM Subscribers in North • Telit Wireless Solutions is the biggest M2M module America, Canada and China in telematics services manufacturer in the EU with a strong growth worldwide upon GM vehicles • Strategic partner
Slide 9: Initial traction on E2E solutions
M2M – Initial traction on E2E solutions Transport • Commercializing end-to-end fleet management and asset tracking services in EU and LATAM. Already monitoring over 80.000 vehicles globally. Key reference wins in : Logistics, Insurance, Public Services. • European Alliance with top fleet management
Slide 10: Telefonica Fleet Management
M2M – Telefonica Fleet Management A modular flexible and ready-to-use solution for an intelligent management of vehicle fleets Optimized performance Reduced costs and improved productivity, Increased safety of employees, vehicles and assets ? Customer Challenges Our differential solution T
Slide 11: Telefonica Insurance Telematics
Telefonica Insurance Telematics A usage based insurance telematics solution with increased accuracy in risk pricing with benefits for both drivers and insurers More accurate quotation and profiling strategy thanks to an improved risk assessment and fraud prevention Near-real time feedback and
Slide 12: Focus created a Strong Momentum
M2M – Focus created a Strong Momentum And the future looks even better - we are currently present in open tenders for > € 900M The amount of contract value Two commercial approaches: won has spiked in • Global 2012 • Local Accumulated Full Contract Value of contracts Won (€ MM) 5-10 year contracts 1
Slide 13: Conclusions
M2M – Conclusions An enormous opportunity • 20 Billion Internet Connected Devices by 2020 Telefónica´s differential • Telefónica already offers global managed approach connectivity as well as End-to-End solutions on key industries •We are already exploiting our global reach, built through solid
Slide 14: Welcome to the m2m world of Telefónica
Welcome to the m2m world of Telefónica Welcome to a better world m2m.telefonica.com @m2mtelefonica 13