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www.Yahsat.ae
Satellite broadband in emerging markets
VSAT Conference
London, 16-18 September 2015
Antonio Bove, Director ...
www.Yahsat.ae
Yahsat history
www.Yahsat.ae
Managed Solutions | Government Capacity
Home Solutions | Business Solutions | Transportable
Solutions
IP Tru...
www.Yahsat.ae
Mubadala manages a multi-billion dollar portfolio of projects across a
variety of industry sectors.
The pres...
www.Yahsat.ae
Who we are?
Number 1
provider of satellite broadband
services in Africa
World’s 8th largest
satellite operat...
www.Yahsat.ae
Yahsat History and Key Milestones
20082007 2010 20112009 2012 20142013 20162015 2017
Satellite
Manufacturers...
www.Yahsat.ae
COMMERCIAL ENTITIES GOVERNMENT AUTHORITIES COMMUNITIES
Central Bank of Afghanistan UAE Armed Forces
Kenya E-...
www.Yahsat.ae
How HTS will change our life
www.Yahsat.ae
HTS, capacity in excess?
Region
Supply
(’17, Gbps)
Demand
(’17, Gbps)
Demand CAGR
(’13-’17)
North America 63...
www.Yahsat.ae
Contractor: Airbus &
Thales Alenia
Orbital Location: 52.5°E
Lifetime: 15 Years
Launcher: Ariane 5
Capacity/P...
www.Yahsat.ae
Decline in CAPEX per Gbps, space & ground segment, plus
economies of scale provide a price advantage for HTS...
www.Yahsat.ae
From legacy to new business paradigms
 Which VAS to select?
 Which product bundle makes most
sense?
 Make...
www.Yahsat.ae
Are we ready for that?
 So we want to do it?
 Do we have the means to do it?
 Do we have the skills to do...
www.Yahsat.ae
Yahsat Current and Future HTS Ka-band Coverage
Y1B (47.5E)AY3 (20W)
Al Yah 3 extends Ka- band to 17 new mark...
www.Yahsat.ae
Brazil Ka-band coverage on Al Yah 3
Al Yah 3 Coverage over Brazil
AY3 Ka-band coverage area
Large coverage r...
www.Yahsat.ae
HTS Ka-band: Achieving solid results
 Highly attractive prices resulting from declining CAPEX
costs & great...
www.Yahsat.ae
Some more food for thoughts
www.Yahsat.ae
Compared to Europe, Africa’s traffic pattern shows a
delay in maturity of broadband in Africa
Source: Sandvi...
www.Yahsat.ae
Mobile data prices in Africa vary widely per country, …but the
average PPGB is below most regions in the wor...
www.Yahsat.ae
Market Segmentation
Enterprise and
G&I
Government projects enabling USO initiatives —
health, school network...
www.Yahsat.ae
www.Yahsat.ae
Customer Demographics
NUMBER OF HOUSEHOLD
USERS
NUMBER OF BUSINESS
USERS
11
14
19
48
6
HOUSEHOLD OCCUPATION
...
www.Yahsat.ae
Customer Demographics
17
54
28
1
LOCATION
Herat Kabul Kandahar Nangarhar
17
25
25
8
25
OCCUPATION
Lower Mana...
www.Yahsat.ae
No pressure no diamonds!
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VSAT Conference London, 16-18 September 2015 - Antonio Bove, Director Product and Marketing - Yahsat

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Yahsat’s third satellite, Al Yah 3, is scheduled for service launch in early 2017, extending the company’s commercial Ka-band coverage to an additional 19 countries and 600 million users across Brazil and Africa. Al Yah 3 will cover more than 95% of Brazil’s population. Yahsat is committed in expanding its footprint in growing markets, strengthening Yahsat’s position as the world’s eighth largest operator in terms of revenue.

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VSAT Conference London, 16-18 September 2015 - Antonio Bove, Director Product and Marketing - Yahsat

  1. 1. www.Yahsat.ae Satellite broadband in emerging markets VSAT Conference London, 16-18 September 2015 Antonio Bove, Director Product and Marketing Yahsat
  2. 2. www.Yahsat.ae Yahsat history
  3. 3. www.Yahsat.ae Managed Solutions | Government Capacity Home Solutions | Business Solutions | Transportable Solutions IP Trunking Solutions | Corporate Networking Capacity | Backhauling capacity Yahsat provides multipurpose satellite solutions for government enterprise, broadcast customers use across Europe, Middle East, Africa, Central and South West Asia 3
  4. 4. www.Yahsat.ae Mubadala manages a multi-billion dollar portfolio of projects across a variety of industry sectors. The presence of Mubadala’s investment reaches the following sectors:  Energy  Aerospace  Healthcare  Real Estate  Technology  Infrastructure  Services 4
  5. 5. www.Yahsat.ae Who we are? Number 1 provider of satellite broadband services in Africa World’s 8th largest satellite operator >30,000 Subscribers 23% Net Income annual growth Will be covering 600 million people globally Present in 140 countries Over USD 300 Mn in revenue 5
  6. 6. www.Yahsat.ae Yahsat History and Key Milestones 20082007 2010 20112009 2012 20142013 20162015 2017 Satellite Manufacturers Selected First Commercial Agreement Signed UAE Armed Forces Signed as Anchor Customer YahLive Launched YahClick Commercial Broadband Service Launched Awarded Satellite Operator Of the Year, at SATCOM AFRICA Formed JV with SES to Launch DTH Broadcasting Y1A Launched Y1B Launched >35 Service Partners Established Al Yah 3 Commissioned Expands Portfolio with New “Pick & Click” packages Al Yah 3 Launch Target Won Brazilian landing rights for Al Yah 3 6
  7. 7. www.Yahsat.ae COMMERCIAL ENTITIES GOVERNMENT AUTHORITIES COMMUNITIES Central Bank of Afghanistan UAE Armed Forces Kenya E-health mini clinics (36 commissioned to date) National Identity Program of Nigeria Emirates Nuclear Energy Corp. BBC broadcast hostage situation in Kenya Revenue Authority of Uganda Abu Dhabi Autonomous Systems Investments E-learning system and education on the wheel e.g. Pakistan Universal Service & Access Agency, S. Africa Ministry of Health, UAE United Nations Children Fund, World Food Program, UNOCHA, OHCHR e.g. Yemen, Pakistan, Afghanistan National Drilling Company, UAE MoD, Kingdom of Bahrain Abu Dhabi Ship Building Lockheed Martin Co-op & Agricultural Credit Bank, Yemen Atlas Elektronik US Department of Defense Yahsat provides critical infrastructure to a variety of organizations and connects communities 7
  8. 8. www.Yahsat.ae How HTS will change our life
  9. 9. www.Yahsat.ae HTS, capacity in excess? Region Supply (’17, Gbps) Demand (’17, Gbps) Demand CAGR (’13-’17) North America 635 164 23% Latin America 3132 57 26% Western Europe 92 32 43% Central Europe 46 6 52% Russia & C. Asia 61 11 123% MENA 93 32 31% S.S. Africa 67 25 141% South Asia 40 10 45% North East Asia 26 3 1% China area 5 9 0% South East Asia 43 13 22% Oceania & Pacific 123 15 39% 0 200 400 600 800 1,000 1,200 1,400 1,600 2009 2011 2013 2015 2017 2019 2021 2023 CONTRIBUTION TRUNKING/ BACKHAUL BROADBAND ACCESS COMMITTED HTS LEASES-UNUSED ENTERPRISE NETWORKS Who will win the race x11
  10. 10. www.Yahsat.ae Contractor: Airbus & Thales Alenia Orbital Location: 52.5°E Lifetime: 15 Years Launcher: Ariane 5 Capacity/Payload: C-band: 8 x 36MHz + 6 x 54MHz Transponders Ku-band BSS: 25 x 33MHz Transponders Ka-band Secured Government Contractor: Airbus & Thales Alenia Orbital Location: 47.5°E Lifetime: 15 Years Launcher: ILS-Proton Capacity/Payload: Ka-band Commercial: 25 x 110 MHz Transponders (56 Spot beams) Ka-band Secured Government Contractor: Orbital ATK Orbital Location: 20°W Lifetime: 15 Years Launcher: Arianespace Capacity/Payload: Ka-band Commercial: 58 Spot beams Y1A Y1B AL YAH 3 Yahsat constellation 10 Launch 2016
  11. 11. www.Yahsat.ae Decline in CAPEX per Gbps, space & ground segment, plus economies of scale provide a price advantage for HTS SPACE SEGMENT GROUND SEGMENT  Frequency re-use technology multiplies Gbps capacity per satellite  Reducing cost for HTS spacecraft platforms from innovations  Steady overall decline in CAPEX per Gbps (e.g.~$1 Mn/Gbps for Viasat-2)  High density baseband architecture lowers investment per Gbps  “Managed” solutions where multiple customers utilize a single gateway  Service platform synergies that serve multiple customer segments/ applications simultaneously  Reducing CPE prices make HTS accessible for larger audience 11 The bigger the better, but … it will not be only a price game!
  12. 12. www.Yahsat.ae From legacy to new business paradigms  Which VAS to select?  Which product bundle makes most sense?  Make or Buy?  How the end to end provisioning shall be orchestrated?  Which IT infrastructure is required to address all segments?  How the OSS/BSS shall be integrated with ground segment to address vertical markets? 12 MHz Msps Mbps CIR Best effort VAS From wholesale models to wholebuy models Market Segments Complexity How to maximize yield with the optimal product mix?
  13. 13. www.Yahsat.ae Are we ready for that?  So we want to do it?  Do we have the means to do it?  Do we have the skills to do it?  Are we ready to fail?  Are we ready to make experiments? 13 From simplicity to increased level of complexity Reseller Master Distributor DistributorDealer PoS New competencies Traffic analytics Open service platforms (APIs) New business rule Integrated marketing Customer analytics
  14. 14. www.Yahsat.ae Yahsat Current and Future HTS Ka-band Coverage Y1B (47.5E)AY3 (20W) Al Yah 3 extends Ka- band to 17 new markets plus tops-up key African markets ~40 Gbps, Planned Launch 2016AY3 will cover >95% of Brazil’s population AY3 Coverage Y1B Coverage Combined AY3 & Y1B Coverage Yahsat covers 60% of Africa’s population ~15 Gbps, Currently in Orbit 14
  15. 15. www.Yahsat.ae Brazil Ka-band coverage on Al Yah 3 Al Yah 3 Coverage over Brazil AY3 Ka-band coverage area Large coverage reaching over 95% of population High availability and throughput, even with small consumer terminals In-country gateway with site diversity 27 beams with contiguous coverage (e.g. supports domestic air routes, COTM) Good elevation angles across all beams Targeted capacity per beam (Max: 500MHz, Min 125 MHz) Yahsat Advantages 15
  16. 16. www.Yahsat.ae HTS Ka-band: Achieving solid results  Highly attractive prices resulting from declining CAPEX costs & greater economies of scale on ground segment SERVICE PRICE  Excellent resilience and link performance, even in adverse weather conditions AVAILABILITY & PERFORMANCE  High throughput and efficiency even on consumer grade terminals (72cm – 120cm) THROUGHPUT & EFFICIENCY  Advancements in technology & design providing flexibility to serve wide variety of customer segments simultaneously SEGMENT COMPATIBILITY 1 2 3 4 16
  17. 17. www.Yahsat.ae Some more food for thoughts
  18. 18. www.Yahsat.ae Compared to Europe, Africa’s traffic pattern shows a delay in maturity of broadband in Africa Source: Sandvine, Delta Partners analysis 38% 19% 16% 5% 9% 13% Average Fixed Internet Traffic Europe (% of total traffic) 35% 29% 8% 6% 6% 16% Average Mobile Internet Traffic Africa (% of total traffic) Real-time entertainment Web Browsing File Sharing Market places Web Browsing Communications File Sharing Social Networking Market places Other Social Networking Other
  19. 19. www.Yahsat.ae Mobile data prices in Africa vary widely per country, …but the average PPGB is below most regions in the world LTE WiMax Fixed xDSL, Fibre VSAT 3G Level of competition • 61% population coverage of Safaricom (Sep’14) • Aggressive price policies with liberalisation of mobile market and introduction of new players • Launch in Nairobi and Mombasa by Safaricom • Safaricom required to share at least 30% of 4G network capacity with competitors on a commercial basis • Strong competition from Avanti (very similar pricing without FAP rule) • Increasing number of ISPs offering VSAT solutions • New fibre roll-out by Safaricom (1,650km by March’15) • 70% of fixed BB customers subscribed to FTTx • Government considering to reallocate frequency in 2.6GHz band for wireless BB services • Main towns and cities covered by AccessKenya Pricing benchmarks (USD / GB) Home (1-4Mbps, 20GB) 4.37 Business (3+ Mbps, 80GB) 0.48 NA4.44 Cheapest Average Cheapest Average 6.28 5.03 NANA 4.37 7.50 NA6.92 2.732 0.68 4.8214.37 7.10 3.34 6.8621.26
  20. 20. www.Yahsat.ae Market Segmentation Enterprise and G&I Government projects enabling USO initiatives — health, school networks, community development, local government administrations  Oil and Gas Sector  Construction Companies  Governments and Institutions (G&I)  Local and International NGOs Consumers / SoHo / SMEs  Individual users in sub-urban and rural areas (underserved or un-served)  High income consumers (holiday houses)  VIP customers with connectivity back-up needs  SoHo and SMEs  Cybercafés 20
  21. 21. www.Yahsat.ae
  22. 22. www.Yahsat.ae Customer Demographics NUMBER OF HOUSEHOLD USERS NUMBER OF BUSINESS USERS 11 14 19 48 6 HOUSEHOLD OCCUPATION Others Lower/ Middle Management Top Management Self employed Declined 68 32BUSINESS HOME 29 35 10 13 33 6 One or two users Three to five users 6 to 10 users 11-15 users 16 to 20 users 21 to 30 users 15 53 18 15 One user only Two or three users Four to five users More than 5 users 22 6 38 52 HOUSEHOLD LSM LSM 6 LSM 7 LSM 8 LSM 9 LSM 10 Mean = 8 Mean = 3 22
  23. 23. www.Yahsat.ae Customer Demographics 17 54 28 1 LOCATION Herat Kabul Kandahar Nangarhar 17 25 25 8 25 OCCUPATION Lower Management Middle Management Top Management Small business owner 93 7BUSINESS HOME 29 40 19 5 422 One or two users Three to five users 6 to 10 users 11-15 users 16 to 20 users 21 to 30 users 50 25 17 8 One user only Two or three users Four to five users More than 5 users NO. OF HOUSEHOLD USERSNO. OF BUSINESS USERS Mean = 6 Mean = 3 23
  24. 24. www.Yahsat.ae No pressure no diamonds!

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