Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (August 2024)
11 slides from Singapore Telecommunications's investor day presentation, Aug 29, 2024
Slide 1: Optus
Optus • Michael Venter, Interim CEO & CFO Optus • Investor Day | 29 August 2024
Slide 2: It starts with yes
It starts —@» Siprart Sc with yes N . Bonus Data On first 3 recharges -k Features Unlimited Data Day 5G: 5G available Yes OPTUS in selected areas and on selected plans. Actual speeds m rage. Price Match: T&Cs and exclusi website for c etails.
Slide 3: Optus Overview
Optus Overview Market presence Infrastructure Impact Provide customers with more Network coverage to 98.5% of the $18b annual contribution to than 11 million services across Australian Population Australian economy2 Australia each day Australia’s fastest 5G for c. 6.3k employees Australian household
Slide 4: Australian market: Challenging macro environment driving price sensitivity and competition
4 Australian market | Challenging macro environment driving price sensitivity and competition Macro environment Economic indicators Competition Customers will continue to be price sensitive Cost of living pressures driving reduced household spending Increased price-led competition to challenge profi
Slide 5: FY25 priorities deliver resiliency with growth
5 FY25 priorities deliver resiliency with growth Resiliency Growth Simplification & Efficiency Recognised by Opensignal for Strong enterprise Exclusive broadcast of Continued tracking of Signed Multi-Operator Core Accelerate AI & Fastest 5G mobile, six years in a performance with major 2024 EUROS an
Slide 6: Postpaid ARPU rising, but Tier 2 competition and pricing pressures create headwinds
6 Postpaid ARPU rising, but Tier 2 competition and pricing pressures create headwinds MNO Postpaid Pricing ($) Accelerating shift to Tier 2 Postpaid Entry (Monthly) Tier 2s as % of Mobile Market SIOs +2% 60 55 50 45 40 28% 25% 21% 22% 35 30 25 20 Apr-21 Apr-19 Dec 22 Dec 23 Apr-22 Apr-23 Apr-24 Apr-
Slide 7: Enterprise & Business transformation enabling growth
7 Enterprise & Business transformation enabling growth FY24 transformation pulling FY25 Positive Momentum through Major Enterprise Growing Share in Customer Wins Small Business Big Acquisitions Significant wins across all Enterprise segments Profitable Contracts Focused on EBITDA contribution Mobile
Slide 8: FY25 investments to deliver resiliency and growth
8 FY25 investments to deliver resiliency and growth Investing to increase Resiliency Increasing customer's Digital Challenging through Safety Innovation Risk & Growth Resilience ~40% Call Stop in partnership with Australian Financial Optus Network Trial aims to improve customer perception ~50% of ne
Slide 9: Innovative Network Sharing | Optus / TPG MOCN
9 Innovative Network Sharing | Optus / TPG MOCN1 Overview Enables Growth Financial impact Accelerates Optus 5G regional roll Financially accretive2 with capex out savings and ROIC growth Optus gains access to TPG spectrum increasing capacity ~$1.7bn revenue and speed Enhances choice and competition
Slide 10: Our year ahead
10 Our year ahead Priorities • Brand & reputation repair • Stronger Postpaid environment supported by pricing increases • Driving further efficiencies and growth through AI enablement Challenges • Consumer confidence/economic conditions, market slowing • Tier 2s in mobile & home continue to grow mar
Slide 11: Thank you
Thank you
Singapore Telecommunications — Investor Day (August 2024) on 6ix