Tele2 Sweden investor presentation at SEB Enskilda
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Tele2 Sweden investor presentation at SEB Enskilda

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Tele2 Sweden investor presentation at SEB Enskilda Tele2 Sweden investor presentation at SEB Enskilda Presentation Transcript

  • TELE2 SWEDEN Enskilda August 25 2010 Niclas Palmstierna 0
  • HISTORIC REVENUE GROWTH HIGHLIGHTS Q2 MSEK Tele2 Mobile Net Sales 2 500 2 000 • Accelerated mobile net sales + 5 percent 1 500 1 000 • Adding 74,000 mobile customers 500 – 31,000 mobile postpaid (14,000 in Q1 2010) 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2007 2007 2007 2007 2008 2008 2008 2008 2009 2009 2009 2009 2010 2010 • Mobile EBITDA margin 34,5 (34,0) percent • Awarded “Best Mobile Broadband Network” 1
  • MARKET GROWTH IS DRIVEN BY DATA DEMAND FOR DATA INCREASES Mobile market growth comes from data 25% • Demand for mobile data is exploding, in particular 29000 from handset customers 23% • Launch of “Unlimited” mobile broadband 28000 21% • “Unlimited” positions Tele2 for 4G Mobile revenue (MSEK) Data-Revenue/Revenue 27000 • Offering home telephony and broadband via the 19% mobile network in order to capitalize on fixed to mobile substitution 26000 17% 25000 15% 24000 13% 23000 11% 22000 9% 2004 2005 2006 2007 2008 2009 Source: Analysis mason, 2010 2
  • DATA GROWTH IS DRIVEN BY SMARTPHONES WHICH ARE NOW ATTRACTING TELE2 CUSTOMERS Smartphones 2010 Smartphones 2008 LOW HIGH ARPU ARPU Tele2/Comviq target segment TOP SMARTPHONESALES AUGUST • Smart Phones are becoming mass market 1 IPHONE 4 16GB BLACK TELE2 and prices are coming down driving the shift even faster 2 IPHONE 4 32GB BLACK TELE2 3 IPHONE 3GS BLACK 8GB TELE2 4 SONY ERICSSON U20i XPERIA X10 MINI PRO BLACK • Tele2 segments have begun to use 5 SONY ERICSSON E10i XPERIA X10 MINI BLACK smartphones which generate data revenue 6 HTC WILDFIRE (NORDIC) 7 SONY ERICSSON XPERIA X10 WHITE • Tele2 launched iPhone in July 2010 8 SAMSUNG GALAXY S I9000 METALLIC BLACK 3
  • HIGH POTENTIAL TO GAIN MARKET SHARES IN BUSINESS SEGMENT NEW BUSINESS STRATEGY Market share development Mobile Business • Acquisition of Spring Mobil in order to 60% strengthen product portfolio 50% 40% 30% 20% • New product profile combined with new 10% segmentation strategy has increased 0% ARPU on business customers while 2006 2007 2008 2009 maintaining customer stock Hi3G Tele2 TeliaSonera Telenor Source: PTS 2010 4
  • TELE2 WILL OFFER THE BEST DEAL BY BETTER UNDERSTANDING THE CUSTOMER CUSTOMER BASE MANAGEMENT • 800 MSEK investment enabling a more sophisticated analysis of customer base • The customer base management team will split customers into potential and existing customers • Potential customers: focus on efficient communication of price and quality • Existing customers: segment customers according to phase and address them accordingly in order to increase customer life time value Purchase Churn Unstable Lukewarm Prospect New customer Stable customer prospect customer 5
  • MULTICHANNEL SALES STRATEGY BASED ON AVAILABILITY AND COST EFFICIENCY MULTICHANNEL SALES STRATEGY TELE2 STORES CONTINUED SUCCESS • Different sales channels for different products • Delivering above expectations • Strong in retail • Customers have higher ARPU and lower churn • Shifting from push to pull • More than 80% of sales are made with add on services • Re-launched online store • Store network expansion continues • Prepaid: • 150 meter strategy • Increased share of refills online 6
  • TELE2 WILL GAIN MARKET SHARES WITH PRICE POSITION PRICE POSITION IS CORE Mobile market penetration Sweden 130% • Swedish market one of the most mature 120% 110% telecom markets in Europe Penetration 100% 90% 80% • Services differ little across operators 70% 60% • Price will be an increasingly important 50% 40% differentiator • Tele2 has had and will continue to have the Source: Analysis mason, 2010 strongest price position • Price position will be retained through our cost efficient DNA resulting in cost efficient networks SUNAB and Net4Mobility SUNAB 7
  • SUMMARY Tele2 has shown historic growth without iPhone and own stores Data from smartphones is driving market growth Smartphones are becoming mass market and are attracting Tele2 customers iPhone launched Acquisition of Spring strengthens Business product portfolio Tele2 stores continue to show great results Tele2 invests 800 MSEK to better address customer base Lowest price position through cost efficiency will be Tele2s key unique selling point in a mature market 8