Inmarsat — Investor Day (September 2014)
10 slides from Inmarsat's investor day presentation, September 2014
Slide 1: Enterprise
Enterprise Ronald HW Spithout President
Slide 2: Enterprise business at a glance
Enterprise business at a glance Oil and Gas Primary focus on optimising, supporting and expanding global network of channel partners Mining Identifying sustainable growth opportunities across a broad and diverse Utilities range of sectors, in both well-served and under-served geographies Flexible to
Slide 3: Medium-term vision
Medium-term vision > % of the world’s drilling rigs and Oil & Gas platforms using Inmarsat 25% technology as primary method of communication > Inmarsat handsets (GSPS) in use in over 200 countries 300,000 > Mobile broadband units deployed (BGAN + evolved services) 150,000 > M2M devices active on Inm
Slide 4: Market opportunity: Media
Market opportunity Media Dynamics • Increasing demand for higher streaming driven by HDTV and 4KTV • Driven by ‘the internet’ the number of ‘news gathering agents’ is growing beyond traditional broadcasters • Increased competition from very low cost Ku/Ka mainly at Local and Regional level, although
Slide 5: Market opportunity: Resources & Energy
Market opportunity Resources & Energy Dynamics • Including shale and on-land exploration, market for wholesale bandwidth in the Oil & Gas (“O&G”) sector expected to grow rapidly to 2020 • Operational efficiency, real-time data, safety, and security requirements driving demand for uptime and reliabil
Slide 6: Market opportunity: NGOs & Sustainable Development
Market opportunity NGOs & Sustainable Development Dynamics • Increased field worker safety concerns driving demand for personal communication and M2M services for vehicle and personnel tracking • Communication market emphasis is shifting to the affected community, digital aid, mobile money and Inter
Slide 7: Market opportunity: Growth segments
Market opportunity Growth segments Dynamics • M2M growth sectors will include Transport & Logistics, large corporations and financial services, and environmental protection • There is demand in the currently mainly cellular M2M segment for a one-SIM solution to fill coverage gaps and enable global s
Slide 8: Growth strategy summary: Portfolio development
Growth strategy summary Portfolio development Recent introductions GX introduction • Isat Gateway driving vertical tailored solutions • TelcoXchange enabling efficient network IsatHub connectivity Evolution and diversification IsatPhone 2 • Next generation handsets • BGAN evolution and diversificati
Slide 9: Growth strategy summary: Expanding channel
Growth strategy summary Expanding channel Recent additions Roaming partners M2M, OEM, Roaming: • New roaming capabilities for voice and data opens the door for new set of roaming partners from the Telco and MNO environment (M2M, IsatHub and IsatPhone) OEM partners • RFIC and Radio module development
Slide 10: Enterprise well positioned with a solid base
Enterprise well positioned with a solid base Market growth underpinned by innovation * * Portfolio of services, technology, market vertical focus and channel partners underpinned by continuous innovation, provides a solid base for growth Addition of high bandwidth services based on GX enables furthe