Bouygues Sa · EURONEXT:EN
Bouygues Sa — Investor Day (October 2015)
11 slides from Bouygues Sa's investor day presentation, Oct 6, 2015
Slide 1: Forward-looking information disclaimer
06/10/2015 This presentation contains forward-looking information and statements about the Bouygues group and its businesses. Forward- looking statements may be identified by the use of words such as “will”, “expects”, “anticipates”, “future”, “intends”, “plans”, “believes”, “estimates” and similar
Slide 2: Mobile and fixed infrastructure: best in class, future proof and cost & capex effective
06/10/2015 Mobile and fixed infrastructure: best in class, future proof and cost & capex effective Yves Legrand EVP, Chief Technical Officer 3 Agenda Mobile: long-term competitive edge thanks to 4G Fixed: leapfrogging with own infrastructure 4 2
Slide 3: Leading mobile network quality
06/10/2015 Mobile: long-term competitive edge thanks to 4G Fixed: leapfrogging with own infrastructure 5 Leading mobile network quality Bouygues Telecom's recognised network Downstream speeds in Top 14 quality agglomerations as measured by 4Gmarka (Mbit/s) − 4Gmark data survey Best in class − Arce
Slide 4: Leading coverage with a wide and dense network
06/10/2015 Leading coverage with a wide and dense network 72% of the French population with 4G 4G coveragea of the French population (%) coverage at end-June 2015 76.5% 72% Best in class A historically dense network via the use 58% Future proof of 1800 MHz frequencies, allowing much 50% Cost & c
Slide 5: Optimum spectrum to cope with the explosion of data usage
06/10/2015 Optimum spectrum to cope with the explosion of data usage Bouygues Telecom' spectrum post 1800 MHz refarming and pre 700 MHz auction The best range of frequencies per customer (MHz duplex) − Bouygues Telecom has the capacity to cope with the 2600 MHz 15 Best in class growth of its custo
Slide 6: Smart solutions to deploy the best and most cost effective network
06/10/2015 Smart solutions to deploy the best and most cost effective network Joint-investment with NC-SFR in less dense areas as part of the RAN sharing agreement (57% of the population) Best in class − Major savings generated as early as 2018 (~€100m opex and capex savings /year) Future proof −
Slide 7: A strong footprint in DSL and in Very-High-Speed
06/10/2015 A strong footprint in DSL... Bouygues Telecom’s access to households in DSL unbundled areas at end-2015 (millions) Access to all the DSL connections of the French 23 market ~ 7,600 central Best in class offices Roll-out of DSL network in strategic zones 7 through Orange or NC-SFR Futu
Slide 8: A quality network for maximum usage
06/10/2015 A quality network for maximum usage (1/2) Bouygues Telecom's recognised network quality − N°1 in Arcep surveya − Joint n°1 in the Netflix indexb Best in class Netflix ISP Speed Index Future proof Cost & capex effective Jan 15 Feb 15 Mar 15 Apr 15 May 15 Jun 15 Jul 15 Aug 15 NC Bouygues
Slide 9: Scalable FTTH regulatory framework
06/10/2015 Scalable FTTH regulatory framework Horizontal Vertical Very Dense Area (ZTD) Regulated No regulation Rental or co-investment Best in class 5.5m premises Future proof Less Dense Area Regulated and scalable Private initiative Cost & capex (ZMD AMII) Rental, or co-investment by steps of effe
Slide 10: Flexibility and leeway on less dense area PIN; optimum management of opex and capex
06/10/2015 Flexibility and leeway for Bouygues Telecom on less dense area PIN (ZMD RIP) Market shares on PINsa – August 2015 The less dense area Best in class PIN zone is regulated and accessible to all Future proof The Bouygues group Cost & capex 15 departments + effective Axione 1 preferred bi
Slide 11: Conclusion; Annex: FTTH regulatory framework
06/10/2015 Conclusion Mobile network Fixed network Best in class Future proof Cost & capex effective 21 ANNEX FTTH regulatory framework Horizontal Vertical Customer connection diagram Logic ODF CP DB OTP Optical Distribution Concentration Distribution Box (DB) Optical Termination DB OTP Frame (where