CMD2012 - Roxanna Zea - Tele2's view on the Industry

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CMD2012 - Roxanna Zea - Tele2's view on the Industry

  1. 1. Capital Markets DayRoxanna Zea, Chief Strategy OfficerDecember 12, 2012
  2. 2. XXState of our Industry SLOW BUMPS AHEAD7 Tele2 Capital Markets Day 2012
  3. 3. Revenue growth in Telecoms is slowing Revenue growth of Top 30 Telcos by Region: CAGR (%) Historical Revenue Growth Current Trajectory 7.3 7.3 Europe 11.5 -0.6 9.9 Americas 1.4 10.7 7.9 Asia-Pacific 3.2 1990 - 2002 2002-2009 2009 – 2013E8 Tele2 Capital Markets Day 2012 Source: © McKinsey analysis, Oct 2012
  4. 4. Telecom environment Regulatory development Competitive environment Services Access Devices All claiming customer ownership for the same Customers Technology development9 Tele2 Capital Markets Day 2012
  5. 5. XXExponential data growth is still accelerating 2012 2020 2bn online 5bn online 5bn mobiles 10bn mobiles 800 exabytes (x1018) 53 zettabytes (x1021)10 Tele2 Capital Markets Day 2012
  6. 6. A multi-screen world11 Tele2 Capital Markets Day 2012
  7. 7. Revenue growth in Telecoms is slowing Revenue growth of Top 30 Telcos by Region: CAGR (%) Historical Revenue Growth Current Trajectory 7.3 7.3 3.4 Europe 11.5 -0.6 Q3 ‘09 YTD 9.9 – Q3 ’12 YTD Americas 1.4 10.7 7.9 Asia-Pacific 3.2 1990 - 2002 2002-2009 2009 – 2013E12 Tele2 Capital Markets Day 2012 Source: © McKinsey analysis, Oct 2012
  8. 8. 13 Tele2 Capital Markets Day 2012

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