Orange Sa · EURONEXT:ORA
Orange Sa — Investor Day (March 2009)
9 slides from Orange Sa's investor day presentation, Mar 4, 2009
Slide 1: Orange UK continuing our momentum in a challenging but attractive market
Orange UK continuing our momentum in a challenging but attractive market Olaf Swantee march 4 & 5, 2009 cautionary statement this presentation contains forward-looking statements about France Telecom's future business performance. Although France Telecom believes these statements are based on reason
Slide 2: Regaining momentum during the past 3 years
key messages 1 regained momentum in a very challenging but attractive market 2 enhanced our competitive position 3 continuing to outperform the market and increase profitability 3 1 regaining momentum during the past 3 years key achievements 2006-2008 personal market share evolution stable service r
Slide 3: More value generated supporting margin stabilization
1 more value generated supporting margin stabilization Orange contract % in the personal base Orange contract churn 38.6% 28.8% 35.9% 32.4% 21.6% 21.1% 2006 2007 2008 2006 2007 2008 Orange personal GOM and margin rate insight variation customer base mix improvement towards £m high value customers 1,
Slide 4: A challenging but attractive market with opportunities
key messages 1 regained momentum in a very challenging but attractive market 2 enhanced our competitive position 3 continuing to outperform the market and increase profitability 7 2 a challenging but attractive market with opportunities challenging… UK telecom services annual growth regulation rate
Slide 5: The economic slowdown starts to have an impact
2 the economic slowdown starts to have an impact in a rapidly declining Orange anticipating new economy, behaviours challenges and opportunities are changing new value propositions launched contract: consumers searching – low cost, extended contracts, £15 for greater value for 24 month contract with
Slide 6: Complete fixing the basics
2 complete fixing the basics: significant transformation opportunities addressed demonstrating flexibility and agility major restructuring plans underway 15% reduction in cost base in 2009/2010 by fixing root causes customer service to calls and significantly improving quality: – net promoter score*
Slide 7: Home, building the foundations for future growth
2 more personal customer tenure: for more profitability and a better predictability 24m net adds contract customers in 2008* a strong natural customer demand for 24 months contracts 100k 80k key component to our strategy 60k 33% contract sales in December 08 40k successful across all sales channels
Slide 8: Creating value beyond voice and text
2 creating value beyond voice and text a main priority from 2009 based on simplicity Orange data access revenue growth* multimedia offers: more focussed, simpler to use 11% CAGR mobile data revenues: +32% yoy in 2008 2005 2008 mid term Orange world mobile portal * excluding dongles and PC cards cons
Slide 9: 2009-2011 ambition
3 2009-2011 ambition to be the best loved telecommunications brand to deliver long-term business value complete accelerate cost reduction fixing the and efficiency improvements basics invigorated, motivated people continue to outperform the market reshape pervasive distribution, with strong competit