DnB NOR MARKETS
NORDIC TMT CONFERENCE
1
TELE2 ALWAYS PROVIDES

                     • P i l d hi
                       Price leadership
                       th...
NORWAY: CONTINUED PRICE LEADERSHIP AND CUSTOMER
SATISFACTION

                    NORWAY HIGHLIGHTS Q2


• 3 percent reven...
NORWAY: CONTROLLED INFRASTRUCTURE WITH MOBILE NORWAY


                                     JOINT VENTURE WITH NETWORK NOR...
SWEDEN: CONTINUED REVENUE GROWTH

            SWEDEN HIGHLIGHTS Q2                     MSEK          Tele2 Sweden Mobile N...
SWEDEN: HIGH POTENTIAL TO GAIN MARKET SHARES IN
BUSINESS SEGMENT

         NEW BUSINESS STRATEGY
                         ...
SWEDEN: MULTICHANNEL SALES STRATEGY BASED ON
AVAILABILITY AND COST EFFICIENCY

        MULTICHANNEL SALES STRATEGY        ...
NORDICS: MARKET GROWTH IS DRIVEN BY DATA

        DEMAND FOR DATA INCREASES                                               ...
NORDICS: DATA GROWTH IS DRIVEN BY SMARTPHONES WHICH ARE
NOW ATTRACTING TELE2 CUSTOMERS

                                  ...
NORDICS: TELE2 WILL OFFER THE BEST DEAL BY BETTER
UNDERSTANDING THE CUSTOMER

                                            ...
NORDICS: TELE2 WILL GAIN MARKET SHARES WITH PRICE
POSITION

               PRICE POSITION IS CORE                         ...
SUMMARY

Controlled infrastructure in Norway with Mobile
Norway

Acquisition of Spring strengthens Business product
portfo...
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Tele2 AB presentation at DnB NOR

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Tele2 AB presentation at DnB NOR

  1. 1. DnB NOR MARKETS NORDIC TMT CONFERENCE
  2. 2. 1
  3. 3. TELE2 ALWAYS PROVIDES • P i l d hi Price leadership through best in class cost control • Price winning q g quality y network • Standardized product portfolio 2
  4. 4. NORWAY: CONTINUED PRICE LEADERSHIP AND CUSTOMER SATISFACTION NORWAY HIGHLIGHTS Q2 • 3 percent revenue growth • Net intake of 7000 (2000) – Launch of prepaid and push in small corporate segment • EBITDA margin at 8 (8) percent • Tele2 awarded ”most satisfied mobile telephony customers” by Norsk Kundebarometer 2010 • Continued price leadership 3
  5. 5. NORWAY: CONTROLLED INFRASTRUCTURE WITH MOBILE NORWAY JOINT VENTURE WITH NETWORK NORWAY • Tele2 and Network Norway are jointly investing in Mobile Norway • Joint venture Mobile Norway builds the mobile network and provides Tele2 and Network Norway with mobile services • Key figures: – The network will cover 75 % of the population – 525 urban areas - the network will cover all urban areas in all counties and all municipalities with more than 600 v residents Illustration: number of towns in each countyy 4
  6. 6. SWEDEN: CONTINUED REVENUE GROWTH SWEDEN HIGHLIGHTS Q2 MSEK Tele2 Sweden 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 ( , , p p (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 g , ( , )p • Awarded “Best Mobile Broadband Network” 5
  7. 7. SWEDEN: HIGH POTENTIAL TO GAIN MARKET SHARES IN BUSINESS SEGMENT NEW BUSINESS STRATEGY Swedish market share development  Mobile Business 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 6
  8. 8. SWEDEN: 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 7
  9. 9. NORDICS: 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% 28000 • L Launch of “U li i d” mobile b db d h f “Unlimited” bil broadband 21% • “Unlimited” positions Tele2 for 4G Revenue Mobile revenue (MSEK) 27000 19% • Offering home telephony and broadband via the g p y ata-Revenue/R mobile network in order to capitalize on fixed to 26000 mobile substitution 17% 25000 15% Da 24000 13% 23000 11% 22000 9% 2004 2005 2006 2007 2008 2009 Source: Analysis mason, 2010 8
  10. 10. NORDICS: 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 9
  11. 11. NORDICS: 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 d i ti t • 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 p New customer Stable customer prospect t customer t 10
  12. 12. NORDICS: TELE2 WILL GAIN MARKET SHARES WITH PRICE POSITION PRICE POSITION IS CORE Mobile market penetration Sweden 130% • Nordic markets are among the most mature 120% telecom markets in Europe 110% ation 100% • Services differ little across operators 90% Penetra 80% • Price will be an increasingly important differentiator 70% 60% • Tele2 has had and will continue to have the 50% strongest price position 40% • Price position will be retained through our cost efficient DNA resulting in cost efficient networks Source: Analysis mason, 2010 SUNAB Net4Mobility and Mobile Norway SUNAB, SUNAB 11
  13. 13. SUMMARY Controlled infrastructure in Norway with Mobile Norway Acquisition of Spring strengthens Business product portfolio Data from Smartphones is driving market growth Smartphones are becoming mass market and are attracting Tele2 customers iPhone launched 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 12

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