Francois Thenoz
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Francois Thenoz

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  • Premier opérateur mobile français avec 22,39 millions de clients au 30 juin 2006, un des opérateurs leader du Royaume-Uni avec 14,951 millions, le Groupe compte 10,664 millions de clients en Espagne. En Pologne, avec 11,127 millions de clients, il demeure leader en termes de conquête de nouveaux clients avec une part de marché des nouveaux clients estimée à 34,2% au 1 er semestre 2006. Sur les autres marchés, le Groupe enregistre une très forte progression de sa base d’abonnés (+ 28,4% en un an avec 29,532 millions de clients au 30 juin 2006). La croissance demeure particulièrement forte en Égypte (+40%) et en Roumanie (+26%). Le Groupe est aujourd’hui leader sur le marché européen de l’Internet Haut Débit, avec 8,5 millions de clients Haut Débit Grand Public ADSL en Europe au 30 juin 2006, dont 5,2 millions en France (ce qui le place en position de leader en France) et 1,4 million en Pologne, soit une progression de 39% en un an. Au Royaume-Uni, en Espagne et aux Pays-Bas, le nombre de clients Haut Débit Grand Public connaît un développement soutenu avec un total dans ces 3 pays de 1.9 million de clients Haut Débit, soit une progression annuelle de 21%. Avec 48,426 millions de clients en téléphonie fixe dans le monde au 30 juin 2006, le Groupe est avec TP Group en Pologne, et sa position de leader en France, l’un des leaders européens.
  • Le Groupe France Télécom bénéficie également de positions solides dans les zones à forte croissance, Moyen-Orient et Afrique notamment et a d’importantes filiales qui détiennent des positions de premier plan sur leur territoire. Suite à l’opération en cours de finalisation, France Télécom devrait détenir la majorité du capital de Jordan Telecom, l'opérateur historique de télécommunications jordanien fournissant des services fixe, mobile et Internet. Par cette opération, le Groupe poursuit la mise en place de sa stratégie d'opérateur intégré. Dans le domaine de l’Internet, le Groupe apporte son savoir-faire à ses filiales au Sénégal, en Jordanie, en Côte d’Ivoire, au Mali, à l’île Maurice et en Guinée Équatoriale, et à son réseau de franchises en Algérie, à Madagascar, au Maroc et en Tunisie. Il fournit également des services de téléphonie fixe en Côte d’Ivoire, Guinée Équatoriale, Jordanie, Île Maurice et Sénégal, et occupe une position de leader sur ces marchés. Dans le domaine des mobiles, le Groupe était ainsi fin 2005 leader en Côte d’Ivoire, à Madagascar, en Egypte et deuxième opérateur au Cameroun, en République Dominicaine et au Botswana. *Parc clients au 30/06/2006 dans les sociétés contrôlées. Le parc client en Egypte est consolidé à hauteur de 71,25% et de 40% en Guinée Equatoriale, Jordanie et Ile Maurice.
  • .
  • Market => HDM will allow a better fluidity in the customer’s perception of access to content, which widens perspectives for operators to propose new types of offer. France => There is a major difference in user habits between 3G mobile owners and those with other mobiles (source AFOM, Nov. 2005): 2G mobiles 3G mobiles SMS: 79% 88% Camera 28% 71% MMS 28% 60% Short video viewing 8% 41% Paying games 5% 17% Orange Total consultations of videos/TV: 4.2 million in June 2006 Orange World Music: => 450 000 connexions every month in S12006
  • TV and Video – broadcast quality Thinking specifically about broadcast, we are again evaluating the opportunities. We ran a hugely successful DVB-H trial in Paris and Lille, which generated a five-to-ten fold increase in consumption compared to 3G. Obviously we are very encouraged, so we are anticipating a DVB-H roll out from 2008. But, as you know, it is not a simple decision. I don’t have to tell you about the issues with regulation and spectrum availability.
  • User Generated Content Everyone is an artist, a journalist, an editor. You can capture any form of content. You can access, view and rate it On websites such as Flickr the Yahoo photo site, mobile generated content is already the most popular. Also on news websites, photos and video clips from members of the public are being generated by mobile phones. Orange was the first operator in Europe to offer a true blogging experience on the mobile phone. Our Orangeblog service in France lets you upload content and browse other blogs on your mobile. Customers have created over 110,000 mobile blogs – and every month the service sets a new record for usage. In the last six months, sessions per user are up by 50% to around two blogging sessions a day. In August, customers were posting a comment every 3.5 seconds. In the UK our Buff or Rough service – a much simpler proposition which lets you upload a photo from your mobile and have it judged by your peers – is another success story. At the start of September we were getting one million votes a week. UGC whether on mobile or fixed platforms – or both – is a truly groundbreaking phenomenon and it is still early days.
  • Summing up So, yes, we are learning plenty. And, yes again, we are really encouraged by the results. But it is still early days. Everyone in the value chain has got to be aware of – and to work within – the complexities of the platform. On the technical side, we have got to break down more barriers. And look ahead to a seamless, converged offer. On the content side, we have got to create mutually beneficial initiatives with a whole range of partners. To do so, we need to understand and trust each other. We need to have realistic expectations of each other. And both sides must appreciate the value that the other can bring. When we get it right, it is clear…….. The future’s bright. -ends-

Francois Thenoz Presentation Transcript

  • 1.  
  • 2. 2006 company performance
    • 23 countries
    • 160 millions customers (100 m in mobile)
    • Revenues : 53 billion euros
    • Mobile : 53% of France Telecom revenues
    • One brand
    • Orange labs (China, USA, …..)
  • 3. 2006 company performance … we have moved from a french centric FT incumbent fixed telecom company … to an international Orange i ntegrated operator
  • 4. 1 st integrated operator in Europe parc clients dans les sociétés consolidées au 30/06/06 Royaume-Uni mobile : 14,95 millions internet : 1,92 million France mobile : 22,39 millions fixe : 33,73 millions internet : 6,39 millions Espagne mobile : 10,66 millions fixe : 2,82 millions internet : 1,14 million Belgique mobile : 3,02 millions fixe : 0,56 million Pays-Bas mobile : 1,99 million internet : 0,59 million Pologne mobile : 11,13 millions fixe : 10,39 millions internet : 1,80 million Suisse mobile : 1,28 million Slovaquie mobile : 2,55 millions Roumanie mobile : 7,21 millions Moldavie mobile : 0,73 million mobile internet fixe
  • 5. Orange footprint in Africa : a dynamic growth area fixe internet mobile parc clients au 30/06/06 dans les sociétés consolidées franchise uniquement Tunisie internet : Planet Tunisie ( franchise) Maroc internet : Maroc Connect ( franchise) Mali fixe : 1 0 00 mobile : 0,86 million Sénégal fixe : 0,27 million mobile : 1,47 million internet : 24 000 Côte d’Ivoire fixe : 0,26 million mobile : 1,52 million internet : 8 000 Cameroun mobile : 1,11 million Algérie internet : EEPAD ( franchise) Guinée Equatoriale mobile : 44 000 Jordanie fixe : 0,25 million mobile : 0,41 million internet : 9 000 Egypte mobile : 5,15 millions Madagascar mobile : 0,42 million internet : DTS ( franchise) Botswana mobile : 0,35 million Maurice fixe : 0,14 million mobile : 0,18 million internet : 28 000
  • 6. an extensive coverage based on GSM + GPRS + EDGE + W-CDMA Examples of some existing services 50 Live TV channels Video on demand Downloading seamless service Business Everywhere Internet / Intranet access (2G + Edge + 3G + HSDPA) Mobile Internet
  • 7.
      • 53 channels (largest TV offer in the world)
      • LCI Mobile : 1st TV program made only for mobile
      • “ regional news” (M6) already included
    Orange TV
  • 8. today learnings to fuel future growth Francois Thenoz VP Strategic Marketing Orange
  • 9.
    • 2.6 billions mobile customers : +20%
    • World handsets sales : 1 billion +22%
    • India and China : 5 millions/month each
    • World telecom services market: +5% (with +7%internet /11%mobile)
    • 88 HSDPA networks
    • 150 millions 3G (2007: ~300M)
    • 270 millions Fixe Broadband
    Few numbers to keep in mind
  • 10. The 3G S curve has started
    • 2006 :150 Millions
    • 75% w-cdma / 25% ev-do
    • 2007 : 300 M
    • + 3G data cards momentum
    • HSDPA data cards : 7Mega/s
  • 11. Be patient : we are just at the starting point ! Volume will come for every compelling services
  • 12. Higher speeds improve customer experience 20 sec 4 sec 3G 3G Download Music MP3 2G 4 min Evolved 20 sec 90 sec Download Video 7 min Too long! 3G 3G 2G Evolved
  • 13. Q4 2006 consumption penetration measures
    • adapt & focus services with usage pattern
    • build expectations taking into account volume
  • 14. Growth-share matrix by services 2005-2010 Source: Informa (2005) 2005-2010 CAGR 2010 entertainment market share 1 2 5 2 3 3 4 5 6 7 13 8 10 10 8 6 22 12 9 9 11 11 12 14 15 16 18 19 13 14 15 16 20 1 24 17 17 18 19 20 23 21 21 22 23 25 24 25 4 7 Risky but good to bet in ? Cash generators Require high Investments niches businesses
  • 15. broadband for everyone So, Orange is committed today toward
  • 16. … with a multiple screens strategy
    • IPTV penetration
    • VoD catalog
    • FTTH trial
    • LiveBox at home
    • 3G data cards
    • Business everywhere
    content everywhere
  • 17.
    • discovering and accessing content
    • flexible consumption
    • effective sharing
    • personalisation
    • monetising
    releasing the potential of music, TV & video
  • 18. music – a seamless experience across convergent devices
    • listen, re-use, store, share, organise whenever, wherever
    • several different operating systems
    • difficulty monetising music
    • content partnerships
    • DRM mechanism
  • 19.
    • good user experience drives consumption
    • discovery
    • Orange TV – 50+ channels, 30,000+ downloads
    • “Zap It” service
    TV & video – aiding discovery
  • 20. user generated content
    • everyone is an artist, a journalist, an editor
    • capture any form of content
    • access, view and rate
    • Orangeblog
    • BubbleTop
    • early days
  • 21. summing up
    • learning and working with complexities
    • breaking down barriers
    • work towards seamless, converged offers
    • create mutually beneficial initiatives with a whole range of partners
      • understanding, trust and appreciation
      • realistic expectations
  • 22. open