Presentation to Lim Kok Wing Business/marketing students

1. A
Journey on the
Internet Road

2. * As at 31st March 2012
RM16.4bn (USD5.5bn)
Revenue in 2011
Over RM44.1bn*
(USD14.2bn)
Market cap
AXIATA GROUP: AT A GLANCE
10
Countries
>20,000
Employees
>207*
million customers
Pakistan Iran Thailand

3. We bring cutting edge technologies and wide
coverage to the countries we operate in
Non-mobile assets
Broadband : The sum of the CDMA2000 EV-DO, Rev. A, Rev. B, WCDMA, WCDMA HSPA and TD-SCDMA, LTE,
TD-LTE, AXGP, WiMAX, LTE Advanced and TD-LTE Advanced technologies.
Source: Wireless Intelligence as of 31/12/12
7.7m subs
First wireless broadband
provider and first to launch 3G
operations in South Asia +
Digital Services : E-Commerce
and M-Health
31.2m subs
First to launch GPRS wireless
data
2.2m subs
Largest GSM International
Roaming partner network in
Cambodia
12.7m subs
First to offer 3G and the leading
mobile broadband provider in
Malaysia + Digital Services :
Entertainment Services
45.8m subs
First widest and fastest 3G in
Indonesia + Digital Services : E-
Commerce
2.2m subs
First to offer HSDPA wireless
broadband + Pay TV Services
113.9m subs
Integrated pan-India operator
offering 2G and 3G services

4. 要慢慢不怕，怕
坐以待毙
Be not afraid of
going slowly, Fear
standing still

5. ASIA is on the move…………….

7. ….the world will be 40%
bigger from an
economic point of view

8. 43.2% of the economic weight will be Asian
Sales
43.2%

9. 52% of the world
population will be middle
class…..
…an addition of 1,400 million from
2010

10. 54% of this middle class will live in Asia
Y-Values
Africa
54% 22% 10% 8% 5% 2%
Asia
Europe North
America
Latin
America
Middle
East

11. 67% of all new employment will be created
in Asia
Sales
Asia
67%
RoW
Europe
1.8%

12. However…this will happen in the context of
global transformation

13. What have
we
really
learnt
about
innovation?

14. I have seen something
else under the sun: The
race is not to the swift or
the battle to the strong……
Ecc 9

15. Malaysian Badminton
1949 - Malaya (bt Denmark 8-1)
1952 - Malaya (bt USA 7-2)
1955 - Malaya (bt Denmark 8-1)
1958 - Indonesia (bt Malaya 6-3)
1961 - Indonesia (bt Thailand 6-3)
1964 - Indonesia (bt Denmark 5-4)
1967 - Malaysia (bt Indonesia 6-3)
1970 - Indonesia (bt Malaysia 7-2)
1973 - Indonesia (bt Denmark 8-1)
1976 - Indonesia (bt Malaysia 9-0)

17. 1992 –
Present?
o

19. WHAT CHANGED ?!!

20. 岁月不留人
Age and time do
not wait for
people

21. There used to be a certain logic to the way
we interacted with people, places and things

22. You wanted knowledge – you
went to a bookshop

23. In 2001, as their online store struggled and was therefore
viewed as a distraction from the core bricks and mortar retail
business, Borders made the decision to outsource their e-
commerce to Amazon.com.
2002: Borders opens it 1250th
store

24. 2012:

25. When you wanted to listen to music
you bought a cassette

26. 2006: Towers finally announces
a digital online strategy

27. 2012:

28. When you wanted to a movie you
rented it

29. Netflix revenue : USD 150million
2002: Announces USD 5.5 billion
revenue

30. 2012:
Netflix revenue : USD 3.2 billion

31. You wanted to be social – you
went to the mamak

32. Mark Zuckerberg at Harvard
2002: 3 million members

33. Friendster has 100 (active?) million
users
2012: 900 million members

34. When you wanted to buy you
went to a shop

35. China Ecommerce

36. Going to the internet was defined
as an activity

37. 2002:
46 minutes per day average
Internet usage

38. 2012:
4 hours per day average
Internet usage

40. The feature-phone of today
was yesterdays smartphone

42. Mobile no longer just this

43. But this….

44. By 2012, the average internet traffic
generated by 20 households

45. Will exceed that of the whole Internet
in 2008

46. 2013: Does not have a strategy
to move its business
online

47. 2020:

48. We are a telecoms age
species in a software
world

49. Innovation in the
Post Modern
Matrix

50. 50,000 million devices will be connected to
the internet
2010 2020
9,000
9,000 50,000

51. ….and 5,000 millions of Internet users
9,000
9,000 50,000
Category 1 Category 1 Category 12000 20202010
394
2,000
5,0000

52. A conventional smartphone will have…

53. …the processing power of a 10Ghz computer and 1TB
of storage capacity…
20202010
X 101 Ghz 10 Ghz
16 Gb 1 TB X 100

54. And be affordable and available to 75% of the worlds
population…

57. Our Customer 1950 -2005

58. THE CHANGING NATURE
OF THE CUSTOMER…
THE CHANGING NATURE
OF THE CUSTOMER…

59. THEY ARE MAKING THINGS
THEY USED TO BUY…

60. THEY ARE GETTING USED TO A
BUSINESS MODEL CALLED “FREE”…

61. THEY WILL TELL EVERYONE
WHAT THEY THINK…

62. THE RISE OF THE ACTIVIST
PROSUMER

66. What keeps me awake
What keeps
me awake ?

68. In times of change, learners inherit the
Earth, while the learned find
themselves beautifully equipped to
deal with a world that no longer exists.
Eric Hoffer