Ooredoo Q.p.s.c · QSE:ORDS
Ooredoo Q.p.s.c — Ooredoo — Investor Day (June 2019)
22 slides from Ooredoo Q.p.s.c's investor day presentation, Jun 19, 2019
Slide 1: Agenda
Agenda • 10:00-10:05 Welcome by Ooredoo Group (OG) IR, Andreas Goldau & Sara Al Sayed • 10:05-10:15 GCEO – Deputy GCEO Waleed Al Sayed (OG), CEO Ooredoo Qatar • 10:15-10:35 New Lead strategy and 5G, Mansoor Al Khater, Chief Strategy Officer ,OG • 10:35-10:55 Digital Transformation - Andrew Kvalseth,
Slide 2: Ooredoo Group Capital Markets Day
Ooredoo Group Capital Markets Day Mansoor al Khater, CSO 19 June 2019
Slide 3: Ooredoo's journey so far
Ooredoo’s journey so far… 2000 2004 2009 2012 2016 2018 company theme P.M. & Preparation M&A Synergies Performance Management (P.M.) Digitise • Preparation for competition • M&A • Standardisation • Launching Ooredoo brand • Single Vision and across markets activity Strategy across all • Moving from
Slide 4: We reviewed all major industry research and industry white papers
We reviewed all major industry research and industry white papers Telco growth slowing Need for efficiency Leverage core Telcos need to digitize | 19 June 2019 | 4
Slide 5: Digitize, to improve performance & value proposition
Industry experts all agree that Telcos need to transform digitally Digitize, to improve performance & value proposition It’s not an option, it is a must! | 19 June 2019 | 5
Slide 6: We benchmarked other leading Telcos
We benchmarked other leading Telcos Operators in one/two mature Groups with fragmented country operations market(s) 1 2 3 4 Local mega operators Local mid-sized operators Global diverse groups Regional emerging groups Archetypes • High ARPU markets >$45 • Low-med ARPU markets $20 - $45 • Originating
Slide 7: There are 3 strategic directions which these archetypes pursue
There are 3 strategic directions which these archetypes pursue – not mut ually exclusive “Efficient operating model” “ More telco or restructure portfolio” “Diversification of top-line” Maximizing portfolio returns Expand or reduce telecoms footprint Expand into adjacent areas Expand footprint by mo
Slide 8: We decided on 5 strategic imperatives
After screening these options against our vision and capabilities, we decide d on 5 strategic imperatives 1 2 3 4 We must We will continue optimizing the We will continue We will prove benefit through commercial digitize our business opportunistically agreements or partnerships and consider business
Slide 9: We updated our Ooredoo Group vision
Based on this, we updated our Ooredoo Group vision OLD VISION NEW VISION Enriching people’s lives as a leading Enriching people’s digital lives international communications company | 19 June 2019 | 9
Slide 10: We also extended our Group values to all OpCos
We also extended our Group values to all OpCos Caring Connecting Challenging • Simple & Transparent • Access to your community • Leading change and innovation For our customers • Respond Quickly • Delivering relevant services • Passion to be the best • Show Concern & Respect • Reliable and trustwort
Slide 11: We updated our LEAD strategy for digital and diversification
We updated our LEAD strategy for digital and diversification Market Performance Efficient Extend & Leader Culture Models Leverage • Smarter distribution • Culture transformation • Advanced analytics • Connectivity • Leading data networks • Lean & Agile • Re-engineered cost models • Content partnersh
Slide 12: We also integrated digital into our aspirations
We also integrated digital into our aspirations STRATEGIC VISION STRATEGIC & FINANCIAL AMBITIONS Enriching people’s digital OOREDOO GROUP 2022 KPI TARGETS lives 1 Growth > Market for every OpCo 2 Returns YoY FCF growth 3 ROCE ROCE > WACC in every OpCo Digital Sales X% (short, mid and long term 4 Dig
Slide 13: We updated our LEAD strategy for digital and diversification
We updated our LEAD strategy for digital and diversification Market Performance Efficient Extend & Leader Culture Models Leverage • Smarter distribution • Culture transformation • Advanced analytics • Connectivity • Leading data networks • Lean & Agile • Re-engineered cost models • Content partnersh
Slide 14: M&A not key current focus
M&A not key current focus 3 Geographies Middle East North Africa We will continue to evaluate all M&A opportunities as they Asia Pacific arise | 19 June 2019 | 14
Slide 15: We updated our LEAD strategy for digital and diversification
We updated our LEAD strategy for digital and diversification Market Performance Efficient Extend & Leader Culture Models Leverage • Smarter distribution • Culture transformation • Advanced analytics • Connectivity • Leading data networks • Lean & Agile • Re-engineered cost models • Consumer content
Slide 16: We developed strategic programs to deliver value at the Group level
We developed strategic programs to deliver value at the Group level Market Performance Efficient Leader Culture Models Core Transformation Digital Transformation Organizational Transformation | 19 June 2019 | 16
Slide 17: 5G Strategy Framework
5G Strategy Framework Key themes 1 • 5G Rationale • Strategic options What? Why? Strategy • Global benchmarks 5G strategy External 2 Use Cases • What are the Use Cases? Who? • Global benchmarks positioning and different B2C B2B use cases (B2B2C, T2T, etc.) 3 Regulatory strategy Technology & Commerci
Slide 18: 5G use cases and industry positioning
Based on Industry Positioning 2 Use Cases | 3GPP/ ITU have def ined the Use Cases standard f or 5G use cases 100 Mbps 500 10 Gbps everyw here km / h 2 Use Cases | There are 3 main groups of use Each of t he 3 use cases have dif f erent Use Cases Industry Positioning cases t echnical eMMB • It provid
Slide 19: 5G / OpCo
5G /OpCo OpCo 4 OpCo | National vision related to 5G vision OpCo -Qatar 2030 1 - Myanm ar Sustainable Developm ent Plan Econom ic growth, social developm ent, and environm ental m anagem ent. 4 OpCo | 5G Competitive landscape - Qatar Turning Qatar into a Competitive Know ledge-Based - targeted infra
Slide 20: 5G Implementation so far
5G Implementation so far… | 19 June 2019 | 20
Slide 21: We are fully aligned
We are fully aligned We Market have fully aligned: Performance Efficient Extend & Leader Culture Models Leverage - Strategy - Vision • Smarter distribution - Values • Culture transformation • Advanced analytics • Connectivity • Leading data networks • Lean & Agile • Re-engineered cost models • Conte
Slide 22: Thank You
Thank You Connect with us on: ooredoo.com @ooredoo IR@ooredoo.com | | 22