This document provides an overview of Oi, a Brazilian telecommunications company. It discusses Oi's profile and results, as well as its future strategy. Specifically, it summarizes that:
- Oi has businesses in fixed telephony, mobile, broadband, and pay-TV, with over 58 million subscribers across Brazil.
- For its future strategy, Oi plans to focus on strengthening its convergent offer and presence in the low income segment. It will also look to expand nationally by leveraging its successful model from Region I.
- Within three years, Oi aims to consolidate its national leadership in broadband coverage by expanding to cover 87% of cities and 77% of the population in Brazil.
TIM Participações S.A. held its 9th annual conference in August 2008 to discuss the company's performance. The key highlights presented were:
1) The mobile telecom market in Brazil continued strong growth driven by increasing purchasing power of lower income classes and aggressive promotions. TIM was well positioned to capture opportunities in broadband and fixed line services.
2) In 2Q08, TIM's subscriber base grew 1% sequentially to 33.8 million despite an overall market drop. ARPU increased 1% through a new pre-paid promotion and focus on high-value post-paid customers.
3) For 2H08, TIM planned to refocus offers on high-margin customers, improve
This document summarizes TIM Participações S.A.'s performance in 2Q08 and outlook for 2H08. Key highlights from 2Q08 include revenue growth of 6.5% QoQ driven by a 38.7% increase in handset sales, EBITDA growth of 19% YoY despite a 4pp decline in margins, and an 8.4% churn rate. For 2H08, TIM will focus on high-value postpaid segments, innovative VAS, capturing fixed-line opportunities, and improving profitability through cost controls. Financial results showed continued subscriber growth but pressure on ARPU and margins.
TIM Participações S.A. reported its results for the second quarter of 2008. [1] The company saw a 1% growth in average revenue per user (ARPU) despite an overall market drop, supported by increased minutes of use. [2] Value-added services revenue grew 21% quarter-over-quarter and 49% year-over-year. [3] EBITDA increased 19% quarter-over-quarter to R$637 million, with a recovering EBITDA margin of 20.0%, despite partial spillover of trends from the first quarter of 2008.
Italian Equity Roadshow 2012 - Tokyo - Alex Bolis presentation (June 2012)Gruppo TIM
Telecom Italia Group held investor meetings in June 2012. The presentation included the following:
1) Telecom Italia Group reported revenues of €29.9 billion for 2011, up 2.7% year-over-year. EBITDA was €12.3 billion, flat compared to 2010.
2) Telecom Italia leads the domestic Italian market with over 32 million mobile lines and 14.5 million fixed accesses. In Brazil, TIM is the second largest mobile operator with 57.6 million lines.
3) Forward-looking statements in the presentation involve risks and uncertainties that could cause actual results to differ from projections. Telecom Italia undertakes no obligation to update such
Investor Meetings - Hong Kong and Singapore - Alex Bolis presentation (June 2...Gruppo TIM
Telecom Italia Group held investor meetings in June 2012 to provide an overview of the company, highlight its leadership positions across key markets including Italy, Brazil, and Argentina, and outline its strategic priorities of proactively managing the domestic market in Italy for cash generation while continuing business expansion in Brazil and managing growth and profitability in Argentina.
TIM Participações S.A. is a major Brazilian telecommunications company operating since 1998. It has over 70 million customers, making it the second largest mobile operator in Brazil. TIM provides mobile and landline phone services across Brazil through over 11,500 antennas covering 94% of the urban population. In 2012, TIM had over $18 billion in revenues and paid over $8 billion in taxes. The company aims to expand connectivity across Brazil and increase revenue through growing its customer base and data services.
The document summarizes Ideiasnet's 1Q09 earnings. It saw a 4.5% increase in net revenue but a 60% decrease in EBITDA. The e-commerce segment grew revenues and EBITDA while infrastructure/telecom revenues slightly declined with negatively impacted EBITDA. Media/content grew revenues with negative EBITDA due to investments. The company invested R$7.9 million in its portfolio and saw a decrease in net debt. Overall revenues grew but margins compressed, impacting net income.
Safaricom Ltd reported its financial results for fiscal year 2010. Key highlights included:
- Revenue increased 18.9% to KES 83.96 billion while EBITDA grew 31.0% to KES 36.60 billion.
- Net income increased 44.2% to KES 15.15 billion.
- The company maintained its number one position in the Kenyan mobile market with a 78.3% subscriber market share.
- Subscriber base grew 18.2% to 15.79 million, driven by growth in data and M-PESA users and services.
TIM Participações S.A. held its 9th annual conference in August 2008 to discuss the company's performance. The key highlights presented were:
1) The mobile telecom market in Brazil continued strong growth driven by increasing purchasing power of lower income classes and aggressive promotions. TIM was well positioned to capture opportunities in broadband and fixed line services.
2) In 2Q08, TIM's subscriber base grew 1% sequentially to 33.8 million despite an overall market drop. ARPU increased 1% through a new pre-paid promotion and focus on high-value post-paid customers.
3) For 2H08, TIM planned to refocus offers on high-margin customers, improve
This document summarizes TIM Participações S.A.'s performance in 2Q08 and outlook for 2H08. Key highlights from 2Q08 include revenue growth of 6.5% QoQ driven by a 38.7% increase in handset sales, EBITDA growth of 19% YoY despite a 4pp decline in margins, and an 8.4% churn rate. For 2H08, TIM will focus on high-value postpaid segments, innovative VAS, capturing fixed-line opportunities, and improving profitability through cost controls. Financial results showed continued subscriber growth but pressure on ARPU and margins.
TIM Participações S.A. reported its results for the second quarter of 2008. [1] The company saw a 1% growth in average revenue per user (ARPU) despite an overall market drop, supported by increased minutes of use. [2] Value-added services revenue grew 21% quarter-over-quarter and 49% year-over-year. [3] EBITDA increased 19% quarter-over-quarter to R$637 million, with a recovering EBITDA margin of 20.0%, despite partial spillover of trends from the first quarter of 2008.
Italian Equity Roadshow 2012 - Tokyo - Alex Bolis presentation (June 2012)Gruppo TIM
Telecom Italia Group held investor meetings in June 2012. The presentation included the following:
1) Telecom Italia Group reported revenues of €29.9 billion for 2011, up 2.7% year-over-year. EBITDA was €12.3 billion, flat compared to 2010.
2) Telecom Italia leads the domestic Italian market with over 32 million mobile lines and 14.5 million fixed accesses. In Brazil, TIM is the second largest mobile operator with 57.6 million lines.
3) Forward-looking statements in the presentation involve risks and uncertainties that could cause actual results to differ from projections. Telecom Italia undertakes no obligation to update such
Investor Meetings - Hong Kong and Singapore - Alex Bolis presentation (June 2...Gruppo TIM
Telecom Italia Group held investor meetings in June 2012 to provide an overview of the company, highlight its leadership positions across key markets including Italy, Brazil, and Argentina, and outline its strategic priorities of proactively managing the domestic market in Italy for cash generation while continuing business expansion in Brazil and managing growth and profitability in Argentina.
TIM Participações S.A. is a major Brazilian telecommunications company operating since 1998. It has over 70 million customers, making it the second largest mobile operator in Brazil. TIM provides mobile and landline phone services across Brazil through over 11,500 antennas covering 94% of the urban population. In 2012, TIM had over $18 billion in revenues and paid over $8 billion in taxes. The company aims to expand connectivity across Brazil and increase revenue through growing its customer base and data services.
The document summarizes Ideiasnet's 1Q09 earnings. It saw a 4.5% increase in net revenue but a 60% decrease in EBITDA. The e-commerce segment grew revenues and EBITDA while infrastructure/telecom revenues slightly declined with negatively impacted EBITDA. Media/content grew revenues with negative EBITDA due to investments. The company invested R$7.9 million in its portfolio and saw a decrease in net debt. Overall revenues grew but margins compressed, impacting net income.
Safaricom Ltd reported its financial results for fiscal year 2010. Key highlights included:
- Revenue increased 18.9% to KES 83.96 billion while EBITDA grew 31.0% to KES 36.60 billion.
- Net income increased 44.2% to KES 15.15 billion.
- The company maintained its number one position in the Kenyan mobile market with a 78.3% subscriber market share.
- Subscriber base grew 18.2% to 15.79 million, driven by growth in data and M-PESA users and services.
The document discusses the changing telecommunications industry from 2005 to 2010. It notes that:
1) Revenue growth has fallen below 2 digits in most mature markets as fixed and mobile revenue is no longer growing significantly.
2) Emerging markets and BRIC countries are now sustaining the sector's annual growth of around 2%.
3) While overall communications have increased due to growth in internet services, the share of traditional telecom services is unchanged. Revenue does not track increases in network traffic as more traffic is generated through over-the-top services.
Vivo Participações reported its 3Q07 results. Key highlights included a 15% increase in net revenues year-over-year and 7.5% quarter-over-quarter. EBITDA grew 31% quarter-over-quarter and 16% year-over-year. Net income was R$4 million. Vivo's customer base grew 3.6% from the previous quarter to over 31 million customers, maintaining its leading market share. Operating costs were under strict control despite competitive pressures.
Présentation des résultats financiers Ericsson (Q3 2009)Ericsson France
currency was even stronger at 13%. The strong development was driven by
systems integration and consulting, while managed services sales were stable.
70
Margins were stable at 15% despite start-up costs for major new contracts.
60
Multimedia
Multimedia sales decreased 4% year-over-year. The decrease was mainly due to
the divestment of Ericsson Mobile Platforms in 2008. Excluding divested opera-
50
tions, sales increased 13% in local currency. Margins improved to 11% (9%) due
to efficiency gains and a better product mix.
40
30
Financial position
Net cash increased to SEK 33.9 billion at the
Ideiasnet reported its 3Q09 results, with net revenue down 2.2% YoY to R$226.4 million but up 23.5% from 2Q09. EBITDA declined 50.1% YoY to R$3.7 million but reversed losses in 2Q09. Several portfolio companies returned to historic margins. The company invested R$5.96 million in the quarter and ended with R$65.5 million in net debt. Subsequent events included a tender offer to acquire Ideiasnet shares and an acquisition by Trinnphone doubling its size.
TIM Participações S.A. reported strong results for 2Q06, with over 1.3 million net subscriber additions reaching a base of 22.3 million. Financial performance was also positive, with net service revenues growing 20% year-over-year and EBITDA increasing 73.4% to R$500 million. Key regulatory outcomes included the exclusion of partial bill and keep interconnection rates and the introduction of peak and off-peak rates for long distance calls, while Anatel will define costs and implementation for number portability and 3G licenses.
This document discusses SoftBank Mobile's deployment of a femtocell solution and IMS femtocell network architecture. It provides a brief history of SoftBank's business expansion through mergers and growth. It then summarizes SoftBank's group synergy effects across its mobile, broadband, and fixed line networks. Finally, it outlines SoftBank's selected IMS femtocell network architecture, including key components like the femtocell core and gateway.
TIM Fiber provides TIM Brasil with opportunities to accelerate growth in several areas: 1) mobile data business acceleration by providing higher speeds and capacity; 2) launching a residential broadband business in an underserved market; and 3) accelerating the corporate segment by providing fiber connectivity. TIM Fiber leverages TIM's existing fiber network of over 40,000 km to provide broadband connectivity in a capital efficient manner with marginal incremental capex required. This fiber network strengthens TIM's network and allows opportunities to increase revenue and shareholder value.
This document provides an overview of key market data and regulatory statuses for telecommunications markets across Latin America. It summarizes broadband, mobile, pay TV, and telephony subscriber statistics for 2009 in countries like Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Peru and Venezuela. It also outlines major M&A activity and key drivers for growth in voice, data and connectivity in the region, noting the need for further network upgrades and investments to meet rising exponential demand.
Telecom Italia 1Q 2011 Results (Patuano)Gruppo TIM
The document provides a 1Q 2011 results summary for Telecom Italia Group. It reports a year-over-year revenue decline of 7.4% for mobile and 4.5% for fixed business. EBITDA margins remained stable at 49.5% despite a 7.6% EBITDA decline. Cash costs were reduced by 8.3% year-over-year through cost rationalization efforts. On the domestic front, line losses improved compared to previous quarters but macroeconomic pressures continued, particularly for business and top customers.
This document discusses the future of mobile devices and LTE networks. It finds that:
1) Smartphones are becoming a commodity as mobile data usage increases exponentially driven by applications like video streaming.
2) LTE networks are being deployed widely in countries like the US for improved speeds but European deployments have been more limited so far.
3) There is a growing market for LTE connectivity devices beyond just smartphones like tablets, routers, and mobile hotspots to support increased mobile data usage.
Kii Cloud provides a platform for app developers to grow their business through access to capital, distribution partners, and cloud technology. The document highlights Kii's global network and success working with major mobile companies in the US, Japan, China and other markets. Developers can list their app in Kii's catalog to gain promotion and preloading opportunities on devices from Kii's partners reaching hundreds of millions of subscribers.
NTT DOCOMO is the largest mobile carrier in Japan, with over 60 million subscribers. They have seen strong growth in smartphone sales, with over 8 million smartphones sold in 2011 alone, driven by popular devices running Android and Apple's iOS. DOCOMO is expanding its high-speed LTE network coverage across Japan to support growing data usage and plans to have coverage reaching about 70% of the population by mid-2013.
The mobile value-added services market in China is highly regulated by the government and dominated by the three state-owned mobile network operators. [1] Mobile subscriptions and traffic have grown tremendously, with over 500 million subscribers by 2007, but regulatory changes since 2005 have made it difficult for independent service providers. [2] China also leads the world in mobile phone manufacturing but the local industry remains fragmented. [3] Mobile gaming, music, newspapers and messaging have shown strong growth for the major operator China Mobile, as it promotes and controls more services.
The WIOF Global Listed Utilities Fund underperformed its benchmark over the quarter, with its share price decreasing 0.9% compared to a 0.2% decrease in the benchmark. The underperformance was primarily due to stock selection, with some holdings like Fortum and Electric Power Development Co falling sharply. The best performing stocks in the fund were Drax, First Energy, and Power Assets Holdings. The portfolio manager remains concerned about sovereign debt issues in Europe and high government debt levels in many Western nations, which could lead to slower economic growth. Utilities tend to perform better in such environments due to providing essential services.
Mr Pujol IDATE LTE What's Changing Mobile IP ? DigiWorld Summit 2011IDATE DigiWorld
This document discusses the transition to LTE mobile networks and devices. It provides an overview of the status of LTE networks and deployments in Europe and the US. It also summarizes the growth of mobile data usage and forecasts significant increases in mobile traffic driven by bandwidth-intensive applications like video. The document reviews the availability of LTE devices like dongles, mobile hotspots, smartphones, tablets and other connected devices. It provides details on the specifications and capabilities of early LTE devices launched by manufacturers.
The document summarizes a meeting between TIM Participações S.A. and investors in May 2013. It discusses TIM's strategy to focus on its core mobile business and leverage its mobile network to capture growth in data usage and broadband access. It also provides an overview of TIM's financial and operational performance in the first quarter of 2013, highlighting growth in its postpaid customer base, mobile data usage, and EBITDA margins.
This document outlines Telecom Italia's 2012-2014 plan for its subsidiary TIM Brasil. It summarizes TIM Brasil's strong growth over the past three years in key metrics like customer base, revenues, EBITDA, and market share. The plan aims to continue this momentum by pursuing three strategies: community expansion to grow the customer base to 90 million lines, leveraging the "Voice is Good" and "Internet for All" concepts to increase voice usage and data adoption, and capitalizing on the fixed-mobile substitution opportunity in Brazil through fiber investments. The integration of TIM's mobile network with AES Atimus' fiber infrastructure will allow TIM to offer broadband and WiFi services nationwide to further its
Navigating the Telecom Cloud: Growth PerspectivesCamille Mendler
This white paper, produced in April 2012, is derived from the Informa Telecom Cloud Monitor, an analytical tool tracking the cloud-related activities of more than 130 operators worldwide.
By 2010, over 5 billion mobile subscriptions were projected globally, with 940 million being 3G subscriptions. While access to mobile networks reached 90% of the world, only 8% had broadband internet subscriptions. Developed nations had higher penetration rates of technologies like computers and internet, while developing nations grew mobile usage rapidly but had lower broadband access. The digital divide between developed and developing regions remained significant.
This document summarizes TIM Participações S.A.'s meeting with investors in June 2013. It discusses TIM's presence in Brazil since 1998 and market capitalization of approximately R$20 billion. It also outlines TIM's corporate governance practices and compliance with Brazilian stock exchange rules. Finally, it reviews TIM's strategy, network infrastructure, financial results for 1Q13 and key priorities around network quality and evolution.
This document outlines the first step in a problem-solving process - identifying the problem. It stresses that properly identifying the underlying problem is often the most difficult part but is essential. It recommends several activities like identifying patterns, organizing information, and classifying data to help build skills for clearly defining what issue needs to be addressed.
Implementing solutions to problems requires patience and persistence as most problems are not solved on the first attempt. If an initial plan or solution does not work, one should not get discouraged and instead try a different strategy or solution until finding one that is effective. The document discusses implementing solutions and suggests not giving up if the first plan does not work, instead continuing to try different approaches.
The document discusses the changing telecommunications industry from 2005 to 2010. It notes that:
1) Revenue growth has fallen below 2 digits in most mature markets as fixed and mobile revenue is no longer growing significantly.
2) Emerging markets and BRIC countries are now sustaining the sector's annual growth of around 2%.
3) While overall communications have increased due to growth in internet services, the share of traditional telecom services is unchanged. Revenue does not track increases in network traffic as more traffic is generated through over-the-top services.
Vivo Participações reported its 3Q07 results. Key highlights included a 15% increase in net revenues year-over-year and 7.5% quarter-over-quarter. EBITDA grew 31% quarter-over-quarter and 16% year-over-year. Net income was R$4 million. Vivo's customer base grew 3.6% from the previous quarter to over 31 million customers, maintaining its leading market share. Operating costs were under strict control despite competitive pressures.
Présentation des résultats financiers Ericsson (Q3 2009)Ericsson France
currency was even stronger at 13%. The strong development was driven by
systems integration and consulting, while managed services sales were stable.
70
Margins were stable at 15% despite start-up costs for major new contracts.
60
Multimedia
Multimedia sales decreased 4% year-over-year. The decrease was mainly due to
the divestment of Ericsson Mobile Platforms in 2008. Excluding divested opera-
50
tions, sales increased 13% in local currency. Margins improved to 11% (9%) due
to efficiency gains and a better product mix.
40
30
Financial position
Net cash increased to SEK 33.9 billion at the
Ideiasnet reported its 3Q09 results, with net revenue down 2.2% YoY to R$226.4 million but up 23.5% from 2Q09. EBITDA declined 50.1% YoY to R$3.7 million but reversed losses in 2Q09. Several portfolio companies returned to historic margins. The company invested R$5.96 million in the quarter and ended with R$65.5 million in net debt. Subsequent events included a tender offer to acquire Ideiasnet shares and an acquisition by Trinnphone doubling its size.
TIM Participações S.A. reported strong results for 2Q06, with over 1.3 million net subscriber additions reaching a base of 22.3 million. Financial performance was also positive, with net service revenues growing 20% year-over-year and EBITDA increasing 73.4% to R$500 million. Key regulatory outcomes included the exclusion of partial bill and keep interconnection rates and the introduction of peak and off-peak rates for long distance calls, while Anatel will define costs and implementation for number portability and 3G licenses.
This document discusses SoftBank Mobile's deployment of a femtocell solution and IMS femtocell network architecture. It provides a brief history of SoftBank's business expansion through mergers and growth. It then summarizes SoftBank's group synergy effects across its mobile, broadband, and fixed line networks. Finally, it outlines SoftBank's selected IMS femtocell network architecture, including key components like the femtocell core and gateway.
TIM Fiber provides TIM Brasil with opportunities to accelerate growth in several areas: 1) mobile data business acceleration by providing higher speeds and capacity; 2) launching a residential broadband business in an underserved market; and 3) accelerating the corporate segment by providing fiber connectivity. TIM Fiber leverages TIM's existing fiber network of over 40,000 km to provide broadband connectivity in a capital efficient manner with marginal incremental capex required. This fiber network strengthens TIM's network and allows opportunities to increase revenue and shareholder value.
This document provides an overview of key market data and regulatory statuses for telecommunications markets across Latin America. It summarizes broadband, mobile, pay TV, and telephony subscriber statistics for 2009 in countries like Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Peru and Venezuela. It also outlines major M&A activity and key drivers for growth in voice, data and connectivity in the region, noting the need for further network upgrades and investments to meet rising exponential demand.
Telecom Italia 1Q 2011 Results (Patuano)Gruppo TIM
The document provides a 1Q 2011 results summary for Telecom Italia Group. It reports a year-over-year revenue decline of 7.4% for mobile and 4.5% for fixed business. EBITDA margins remained stable at 49.5% despite a 7.6% EBITDA decline. Cash costs were reduced by 8.3% year-over-year through cost rationalization efforts. On the domestic front, line losses improved compared to previous quarters but macroeconomic pressures continued, particularly for business and top customers.
This document discusses the future of mobile devices and LTE networks. It finds that:
1) Smartphones are becoming a commodity as mobile data usage increases exponentially driven by applications like video streaming.
2) LTE networks are being deployed widely in countries like the US for improved speeds but European deployments have been more limited so far.
3) There is a growing market for LTE connectivity devices beyond just smartphones like tablets, routers, and mobile hotspots to support increased mobile data usage.
Kii Cloud provides a platform for app developers to grow their business through access to capital, distribution partners, and cloud technology. The document highlights Kii's global network and success working with major mobile companies in the US, Japan, China and other markets. Developers can list their app in Kii's catalog to gain promotion and preloading opportunities on devices from Kii's partners reaching hundreds of millions of subscribers.
NTT DOCOMO is the largest mobile carrier in Japan, with over 60 million subscribers. They have seen strong growth in smartphone sales, with over 8 million smartphones sold in 2011 alone, driven by popular devices running Android and Apple's iOS. DOCOMO is expanding its high-speed LTE network coverage across Japan to support growing data usage and plans to have coverage reaching about 70% of the population by mid-2013.
The mobile value-added services market in China is highly regulated by the government and dominated by the three state-owned mobile network operators. [1] Mobile subscriptions and traffic have grown tremendously, with over 500 million subscribers by 2007, but regulatory changes since 2005 have made it difficult for independent service providers. [2] China also leads the world in mobile phone manufacturing but the local industry remains fragmented. [3] Mobile gaming, music, newspapers and messaging have shown strong growth for the major operator China Mobile, as it promotes and controls more services.
The WIOF Global Listed Utilities Fund underperformed its benchmark over the quarter, with its share price decreasing 0.9% compared to a 0.2% decrease in the benchmark. The underperformance was primarily due to stock selection, with some holdings like Fortum and Electric Power Development Co falling sharply. The best performing stocks in the fund were Drax, First Energy, and Power Assets Holdings. The portfolio manager remains concerned about sovereign debt issues in Europe and high government debt levels in many Western nations, which could lead to slower economic growth. Utilities tend to perform better in such environments due to providing essential services.
Mr Pujol IDATE LTE What's Changing Mobile IP ? DigiWorld Summit 2011IDATE DigiWorld
This document discusses the transition to LTE mobile networks and devices. It provides an overview of the status of LTE networks and deployments in Europe and the US. It also summarizes the growth of mobile data usage and forecasts significant increases in mobile traffic driven by bandwidth-intensive applications like video. The document reviews the availability of LTE devices like dongles, mobile hotspots, smartphones, tablets and other connected devices. It provides details on the specifications and capabilities of early LTE devices launched by manufacturers.
The document summarizes a meeting between TIM Participações S.A. and investors in May 2013. It discusses TIM's strategy to focus on its core mobile business and leverage its mobile network to capture growth in data usage and broadband access. It also provides an overview of TIM's financial and operational performance in the first quarter of 2013, highlighting growth in its postpaid customer base, mobile data usage, and EBITDA margins.
This document outlines Telecom Italia's 2012-2014 plan for its subsidiary TIM Brasil. It summarizes TIM Brasil's strong growth over the past three years in key metrics like customer base, revenues, EBITDA, and market share. The plan aims to continue this momentum by pursuing three strategies: community expansion to grow the customer base to 90 million lines, leveraging the "Voice is Good" and "Internet for All" concepts to increase voice usage and data adoption, and capitalizing on the fixed-mobile substitution opportunity in Brazil through fiber investments. The integration of TIM's mobile network with AES Atimus' fiber infrastructure will allow TIM to offer broadband and WiFi services nationwide to further its
Navigating the Telecom Cloud: Growth PerspectivesCamille Mendler
This white paper, produced in April 2012, is derived from the Informa Telecom Cloud Monitor, an analytical tool tracking the cloud-related activities of more than 130 operators worldwide.
By 2010, over 5 billion mobile subscriptions were projected globally, with 940 million being 3G subscriptions. While access to mobile networks reached 90% of the world, only 8% had broadband internet subscriptions. Developed nations had higher penetration rates of technologies like computers and internet, while developing nations grew mobile usage rapidly but had lower broadband access. The digital divide between developed and developing regions remained significant.
This document summarizes TIM Participações S.A.'s meeting with investors in June 2013. It discusses TIM's presence in Brazil since 1998 and market capitalization of approximately R$20 billion. It also outlines TIM's corporate governance practices and compliance with Brazilian stock exchange rules. Finally, it reviews TIM's strategy, network infrastructure, financial results for 1Q13 and key priorities around network quality and evolution.
This document outlines the first step in a problem-solving process - identifying the problem. It stresses that properly identifying the underlying problem is often the most difficult part but is essential. It recommends several activities like identifying patterns, organizing information, and classifying data to help build skills for clearly defining what issue needs to be addressed.
Implementing solutions to problems requires patience and persistence as most problems are not solved on the first attempt. If an initial plan or solution does not work, one should not get discouraged and instead try a different strategy or solution until finding one that is effective. The document discusses implementing solutions and suggests not giving up if the first plan does not work, instead continuing to try different approaches.
This document discusses self-advocacy and provides guidance on how to effectively advocate for oneself. It defines self-advocacy and lists skills involved, such as communicating feelings, making requests, and addressing problems. It emphasizes the importance of being assertive rather than passive or aggressive. Examples are given of how to advocate at home, work, school, and in health situations. Effective complaint strategies are outlined, including being specific, measurable, achievable, respectful, and tracking progress. Rules for complaining appropriately are also listed. The overall message is that learning self-advocacy skills empowers individuals to stand up for their rights and needs.
This document provides tips on creating a budget, including defining income and expenses, creating income and expense charts, comparing the two amounts, and managing money effectively. It advises to underestimate income and overestimate expenses to prepare for fluctuations. The challenges of tracking all purchases and saving receipts are mentioned to increase awareness of spending. The next class will focus on cutting back expenses to balance the budget or save more money.
This document discusses evaluating solutions and Bloom's Taxonomy. It instructs the reader to evaluate whether a solution worked, what went right and wrong, and what adjustments need to be made. It then lists the levels of Bloom's Taxonomy from Remembering to Creation. The document concludes with mentioning activities for word on the street and Bloom's Taxonomy questions.
This document discusses step 2 of analyzing a problem, which is to think about the real cause by not getting caught up in symptoms or effects. It suggests gathering additional information if needed, focusing on facts, and trying to come to a consensus on the underlying cause when working with others. Strategies proposed include letting the problem simmer while pondering it, identifying existing knowledge, and collecting further information required to solve the issue.
This document outlines the third step in problem solving: brainstorming solutions. It recommends generating as many solutions as possible without judgment through techniques like brainstorming and using mind maps. All ideas should be clarified so there is a shared understanding before moving forward in evaluating solutions.
This document provides an introduction to budgeting. It defines a budget as a plan for spending money and explains that everyone needs a budget regardless of income level. The key components of a budget are identified as income, which is all money coming in, and expenses, which is all money going out. Common fixed and variable expenses are listed. The document encourages listing personal income sources and expenses to begin creating a budget and compares income to expenses, with the goal of income exceeding expenses.
- TIM Participações S.A. is a major Brazilian telecommunications company with over 70 million customers as of November 2013.
- In the meeting with investors, TIM highlighted its strong market position in Brazil as the number 2 mobile operator, leader in prepaid and long distance. It also emphasized opportunities in continuing voice migration to mobile and leading data and internet growth.
- Recent results show TIM growing its postpaid customer base by 16% year-over-year while maintaining good network quality indicators and improving efficiency through lower subscriber acquisition and bad debt costs.
Banco Santander (Brasil) reported results for the first 9 months of 2010. The bank is the 3rd largest private bank in Brazil by total assets, with an 11% market share of loans. Despite the economic crisis, GDP growth resumed in 2010. Santander saw growth in key metrics such as loans, deposits, assets under management, and net profit. The bank has integrated acquisitions successfully and achieved cost synergies above targets. Going forward, Santander aims to continue growing its customer base and expanding its distribution network across Brazil.
The worldwide mobile market has grown rapidly in the last five years. By end-2008, there were nearly 3.9 billion mobile subscribers worldwide and this number is expected to reach close to 6 billion by 2013. Asia Pacific region currently leads in terms of subscriber growth, driven largely by China and India. The mobile market has expanded beyond developed markets in Europe and North America to developing regions such as Latin America, Africa, and Asia Pacific, attracting new subscribers through declining prices and expanding services.
SANTANDER CONSUMER FINANCE-SANTANDER INVESTOR DAY 2011BANCO SANTANDER
Santander Consumer Finance se mueve en niveles récord de beneficios en 2011 y continuará haciéndolo en 2012 y 2013. Presentación Magda Salarich. Santander Investor Day 2011
The global telecommunications services market grew 4.2% in 2008 to $1,365 billion, representing a significant slowdown from previous years. Mobile services accounted for over half of the market at $742 billion but growth slowed to 8% as average revenue per user declined. Fixed line telephony continued declining rapidly, losing 5% of value. Growth in industrialized countries hit a record low, averaging under 1% as traditional services declined and new services did not fully offset the losses. The broadband market grew strongly at 20% but still has considerable room for expansion globally.
1. The document summarizes Santander Brasil's 1H10 results, highlighting growth in net profits, loans, and fees.
2. Loan volumes increased across most segments, with notable growth in payroll, mortgage, and credit card loans.
3. Asset quality improved with a comfortable coverage ratio, while performance ratios like efficiency and ROAE also enhanced over the last 12 months.
1) The document discusses Banco Santander's (Brasil) 1H10 results. It saw continued economic recovery in Brazil with GDP growth resuming.
2) Santander is the 3rd largest private bank in Brazil by assets and had market shares of around 10-15% in various regions of Brazil. It has over 2,000 branches and 18,000 ATMs.
3) Santander has integrated acquired banks into its operations and realized cost synergies above expectations totaling over R$1.4 billion. Its "Conta Integrada" acquiring and financial services saw better than expected results in its first few months.
Tim Participações S.A. announced its results for the third quarter of 2008. Some key highlights include:
- Total subscriber base reached 35.2 million users, a 20.7% growth over the prior year. TIM maintained a 25% market share.
- Service revenue grew 6.5% year-over-year to R$3,066 million. EBITDA was R$800 million, a margin of 23.8%.
- In September, TIM launched its fixed service brand TIM Fixo, an important step in its convergent strategy.
- The total debt was R$4.1 billion and cash position was R$1.4 billion,
This document provides an overview and agenda for TIM Brasil's company presentation in January 2015. The presentation covers topics such as industry trends, recent financial results, network evolution, regulatory updates, and business outlook. TIM Brasil is a major Brazilian telecommunications company with over 74 million customers and market leadership in mobile data usage and adoption of new technologies.
ApresentaçãO Bank Of America & Merrill Lynch Annual Gem ConferenceTIM RI
1) The document discusses TIM Participacoes' performance in Q1 2009 and competitive landscape in Brazil.
2) It recaps TIM's Q1 results, fundamentals around its network leadership and high-value customer base, and repositioning of its brand.
3) The document analyzes pressures on TIM's top line in Q1 2009 including customer base erosion, revenue deceleration, and ARPU dilution largely due to its customer mix shift toward pre-paid.
- The China mobile phone market size reached 175.6 million units in 2009, representing a 31% year-on-year growth despite an economic downturn.
- Nokia maintained the largest market share of the fragmented 2G market at 28.4% in December 2009. Samsung dominated the 3G market with 34.1% market share.
- The combined market share of international vendors in the China mobile phone market increased by 0.4% to 62.3% in December 2009.
BRMALLS is the largest shopping mall company in Brazil with a nationwide presence and targeting all income segments. It has 45 regional malls totaling 1.4 million square meters of GLA, making it the largest mall owner and operator in Brazil. The presentation outlines BRMALLS' strong growth through acquisitions, organic expansion of existing malls, and new developments. Financial highlights show rising revenues, occupancy rates, and returns through same store sales growth and rent increases above inflation. The company sees continued opportunities for consolidation in the fragmented Brazilian mall market.
TIM Participações S.A. provided an overview of its strategy and 3Q08 results. Key points include:
1) TIM's strategy focuses on convergence through mobile networks, reinforcing its positioning on data offers, and investing in CRM capabilities. It aims to achieve ~24% market share by 2011 through a customer-centric approach.
2) In 3Q08, TIM's subscriber base grew to 35.2 million, with market share reaching 25%. ARPU declined 13% while MOU increased 7%. EBITDA grew 13% year-over-year to R$715 million, with margins of 23.8%.
3) Guidance forecasts 2008 net revenue growth over 7
TIM Participações S.A. aims to become a convergent telecommunications company through the following strategy:
1) Focus on partnerships to offer 4-Play services through content and other operators.
2) Grow mobile broadband through lower-cost smartphones, specialized distribution kits, and innovative services like social networking and mobile advertising.
3) Expand fixed broadband through flexible tariff plans for TIM Fixo customers and packaging fixed and mobile broadband offers.
The goals are to achieve a 24% mobile market share and over 3 million TIM Fixo customers by 2011 while defending revenue share and recovering the TIM brand.
ApresentaçãO Citi Annual Brazil Equity ConferenceTIM RI
The document discusses TIM Participacoes' performance in the first quarter of 2009. It provides an overview of the competitive mobile market in Brazil and TIM's market share. It also recaps TIM's Q1 2009 results, including its customer base growth, revenue breakdown, cost efficiency measures, and EBITDA margins.
This document summarizes a conference call about a company's 4th quarter 2006 results. It includes the following key points:
1) The Brazilian credit card market grew 12.1% in 2006, while the company's card base (CSU) grew 23.1%. CSU also increased its market share leadership.
2) CSU is set to start generating monthly revenues in May 2007 from its largest ever contract to process over 4 million credit cards for Caixa, Brazil's largest bank.
3) CSU's gross revenues grew 5.6% in 2006. Its CardSystem unit grew revenues 7.2% but had lower profit margins due to non-recurring revenues in 4Q2005.
Meeting with investors, TIM Participações S.A. provides an overview of the company's presence in Brazil since 1998, current market capitalization of approximately R$22 billion, and compliance with Brazilian corporate governance requirements. The document also summarizes TIM's mobile and fixed network infrastructure, customer base of over 72 million, and social and economic impact in Brazil through jobs and tax payments. Finally, an industry overview is presented on the transformation to mobile services and TIM's strategic priorities around network quality, product evolution, relationships, and people.
Banco Santander (Brasil) reported its 2010 results. The Brazilian economy resumed growth in 2010 with GDP increasing 7.7% year-over-year after contracting 0.6% in 2009. Santander is the 3rd largest private bank in Brazil by total assets and had a market share of 11% in loans. In 2010, Santander's loan portfolio grew to R$160.6 billion while net profit increased to R$7.4 billion. The bank saw strong growth in its customer base, which expanded to over 24.8 million customers, an increase of 10.5% from the prior year.
The document provides an overview of TIM Participações S.A. for investors in April 2014. It summarizes TIM's growth through organic expansion and acquisitions since 1998. TIM is now the 2nd largest player in Brazil by revenue and customers, with over 73 million subscribers. The document reviews TIM's network infrastructure, social and economic impact, and corporate governance practices. It also analyzes the recent macroeconomic scenario in Brazil and the competitive landscape of the Brazilian telecommunications industry.
Similar to Ri Cs Global Media Comunications Cof Jun09 Ripper (20)
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
AI Transformation Playbook: Thinking AI-First for Your BusinessArijit Dutta
I dive into how businesses can stay competitive by integrating AI into their core processes. From identifying the right approach to building collaborative teams and recognizing common pitfalls, this guide has got you covered. AI transformation is a journey, and this playbook is here to help you navigate it successfully.
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Satta matka fixx jodi panna all market dpboss matka guessing fixx panna jodi kalyan and all market game liss cover now 420 matka office mumbai maharashtra india fixx jodi panna
Call me 9040963354
WhatsApp 9040963354
𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
During the budget session of 2024-25, the finance minister, Nirmala Sitharaman, introduced the “solar Rooftop scheme,” also known as “PM Surya Ghar Muft Bijli Yojana.” It is a subsidy offered to those who wish to put up solar panels in their homes using domestic power systems. Additionally, adopting photovoltaic technology at home allows you to lower your monthly electricity expenses. Today in this blog we will talk all about what is the PM Surya Ghar Muft Bijli Yojana. How does it work? Who is eligible for this yojana and all the other things related to this scheme?
The Most Inspiring Entrepreneurs to Follow in 2024.pdfthesiliconleaders
In a world where the potential of youth innovation remains vastly untouched, there emerges a guiding light in the form of Norm Goldstein, the Founder and CEO of EduNetwork Partners. His dedication to this cause has earned him recognition as a Congressional Leadership Award recipient.
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Efficient PHP Development Solutions for Dynamic Web ApplicationsHarwinder Singh
Unlock the full potential of your web projects with our expert PHP development solutions. From robust backend systems to dynamic front-end interfaces, we deliver scalable, secure, and high-performance applications tailored to your needs. Trust our skilled team to transform your ideas into reality with custom PHP programming, ensuring seamless functionality and a superior user experience.
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART INDIA MATKA KALYAN SATTA MATKA 420 INDIAN MATKA SATTA KING MATKA FIX JODI FIX FIX FIX SATTA NAMBAR MATKA INDIA SATTA BATTA
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Ri Cs Global Media Comunications Cof Jun09 Ripper
1. CS Global Media & Communications
Convergence Conference
Pedro Ripper
Strategic Planning &New Business Director
June 10, 2009
Investor Relations Tele Norte Leste Participações S.A.
2. Agenda
Brazilian Telecommunications Market 2
Oi: Profile and Results 8
Expectations for the Future and Strategy 13
2
3. Brazil Snapshot
Brazil assumes increasing importance in the international economic environment
Brazil in Numbers
2009
• 10th economy in the world
• Declining interest rates, although still
one the highest worldwide
− Selic: 13.75% in December 2008;
10.25% current; 9.0% 2009E*
• Land Area
– 8.5 million Km2 (e.g: England=3% of • Inflation under control for more than a
Brazilian area)
decade
• Population
– 190 million inhabitants − CPI: 5.9% in 2008; 4.33% 2009E*
– 56 million households (85% urban)
• During the recent crisis, Brazil has been
• Economy
more resilient than main developed
– GDP: US$ 1.5 Trillion (2008)
– GDP per capita PPP: US$ 7.7 thousand countries in terms of economy growth
– Currency: US$ 1,00 = R$ 1.95 (May/09)
Source: ANATEL, IBGE, Teleco, ML Wireless, UNCTAD and Internet World Stats; *FOCUS Report – Brazilian Central Bank
Investor Relations | 3
4. Brazilian Telecom Sector
Sector’s Evolution
09
03
Current Scenario
98 Focus on competition
Post-Privatization
Consolidation
Mature fixed; mobile
Multiple players and broadband as
Pre-Privatization
Focus on universal and growth drivers
quality of services Convergence in early
State-owned monopoly
Expansion of fixed and stages
Lack of investments mobile Launch of 3G
Low quality of services GSM launch
Huge pent-up demand in Broadband start-up
fixed and mobile
Incipient Internet
Investor Relations | 4
5. Brazilian Telecom Sector
Performance of the Brazilian Market – Fixed and Mobile
Fixed Market Mobile Market
Million, Lines in Service Million, Mobile Users
CAGR06-08: 22.8%
153.7
150.6
121.0
CAGR06-08: 3.1% 99.9
38.8 38.8 39.4 41.3 41.9 34.9
Dec02 Dec06 Dec07 Dec08 Mar09 Dec02 Dec06 Dec07 Dec08 Mar09
• After being stable from 2002-06, the fixed market had a • Market has accelerated growth in 2008, but started 2009
slight growth in the past 2 years due to new entrants at a lower rhythm (22% in 1Q09 vs 23% in 1Q08).
(specially high-end and SMEs) • Net additions of 3.0 mn in 1Q09 are 37% below 1Q08
• Incumbents’ share losses to new entrants at significant due to the clean-up of subscribers base
lower pace as compared to developed markets • Naked sim card continues as national trend
• Penetration 51% of households
• Penetration 81% of inhabitants
Investor Relations | 5
6. Brazilian Telecom Sector
Performance of the Brazilian Market – Broadband and Pay-TV
Broadband Market* Pay-TV Market
Million, Users ADSL Cable & Others Million, Users
3G Data Cards
CAGR06-08: 37.6% CAGR06-08: 17.0%
13.6
10.6 6.3 6.6
5.3
5.6 7.7 4.6
3.6
0.6
Dec02 Dec06 Dec07 Dec08 Mar09 Dec02 Dec06 Dec07 Dec08 Mar09
• Continuous expansion in 2008 (38%) • Strong pent-up demand (still of high cost service)
• 3G changes the industry’s dynamic: 3G data cards • Cable-TV accounts for 63% and DTH for 33% of
as major trigger for a new wave of growth in 1Q09 the acesses
• Fierce competition in areas that concentrate high-
end clients and falling ARPU
• Penetration of 18% of households (fixed broadband)
* Fixed broadband offered by 6 ADSL, 2 main cable, 1 main DTH, 11 major radio and other smaller providers. Mobile broadband offered by
the 4 major mobile players ; ** Pay-TV is offered by 7 major providers in Brazil and other smaller companies. 6
Investor Relations |
7. Competition: Main Telecom Groups in Brazil
Market Share of Wireline and Wireless Subscribers and Revenues – March 2009
New Oi* Spanish Group*
Full Integrated Telefonica Vivo (JV TEF+PT)
National
National Revenues market-share
March/09
• New Oi (Oi + BrT)
52% 21%
28%
Region III − 33%
30%
• Telefónica + Vivo
− 29%
Mexican Group TIM
• Claro + Net + Embratel
Embratel (Telmex) Claro (Am. Moviles) (Mobile only)
− 24%
• TIM: 12%
• Others: 2%
National
Region IV National
14% 26% 23%
National Market Share - Fixed Lines in Service National Market Share - Mobile Users
* Also operates Long Distance and Data Transmission Nationally Investor Relations | 7
8. Agenda
Brazilian Telecommunications Market 2
Oi: Profile and Results 6
Expectations for the Future and Strategy 13
Investor Relations | 8
9. Businesses and Domestic Footprint
The New Company: Businesses and Subscribers
Millions; March/09
Domestic Coverage Fixed Mobile Broadband Pay-TV Other businesses
1º 1º 1º • Pioneer in m-
payment
Belo Globenet
Horizonte
4º • 22,000 km of
1º 1º Uberlândia submarine cable
linking Brazil,
Poços de
Venezuela,
Caldas Barbacena
Bermuda and USA
Total 21.8 31.8 3.9
ISP/Portal
share Brazil • 52% • 21% • 38%* • 4 cities (cable) • Largest Brazilian
• Future national ISP
• 4.8 th. • 2.3 th. • 1.9 th. DTH operations
Cities*
• 58 million clients (RGUs)
• 28% of total clients in Brazil
• Higher group in revenues, with 33% of all revenues in the sector
Source: Anatel and Companies;
* December/2008
Investor Relations | 9
10. Oi - Operating Highlights
Revenue Generating Units
Revenue Generating Units (Million)
Total RGUs Broadband
Million, Users
Mobile Broadband Fixed 14.7% of Fixed Lines in Service in Region I and
23.1% in Region II
Focus of investments, mainly in Region I, where the
57.7 numbers of cities covered accounts for just 14% of
55.9 total (versus 80% in Region II)
0.06* 0.06*
45.6
41.7
Mobile Mix
Million, Users 31.8
30.0
20.3
16.5
Pre-paid
Post-paid
2006 2007 2008 1Q09
2006 2007 2008 1Q09
* Oi TV clients (Video) Investor Relations | 10
11. Oi - Financial Highlights:
Consolidated Gross Revenue and EBITDA (R$ billion)
Consolidated Gross Revenues Consolidated EBITDA – Oi (TNE)
R$ million R$ Million; Margin %
Fixed Mobile
Non-recurring items
∆1Q0 Non Recurring items in 1Q09:
Recurring EBITDA Margin
8 • Consultancy firms expenses
related to BrT operation
11,242 7.8%
10,431 2,377 • End of subsidies deferral to
28.4% retail post-paid handsets
(related to end of the fine**)
• Integration with BrT
Non Comparable items in 1Q09
vs 1Q08:
3.6% • Start-up in São Paulo and
acquisition of Amazônia Celular
• Standardization of Oi’s and BrT’s
1Q08 1Q09 Rec. accounting practices
35.7% 31.7%
1Q08 1Q09
Investor Relations | 11
12. Oi – Financial Highlights
Consolidated CAPEX and Debt
Revenue Generating Units (Million) Consolidated Gross Debt
Consolidated CAPEX
R$ Billion Local Currency Foreign Currency
Million, Users
Mobile Fixed
Hedge
25.9
• Foreign exchange
20.5
exposure: 2.2%
7.3
• Effective cost of
9.0 debt: 11.65%
(97% of CDI)
• 12.1% of 1Q09 Mar/08 Dec/08 Mar/09
3.8 3.7
net revenue (vs
11.2% in 1Q08) Consolidated Net Debt
R$ Billion
0.8 0.9 • Net Debt/adjusted
EBITDA: 1.9x
2006 2007 2008 1Q08 1Q09
Mar/08 Dec/08 Mar/09
Investor Relations | 12
13. Agenda
Brazilian Telecommunications Market 2
Oi: Profile and Results 6
Expectations for the Future and Strategy 13
Investor Relations | 13
14. Oi’s Recent Evolution and Strategy
In the last 10 years Oi has faced important challenges and focused on its incumbent
Region to sustain its growth
Key points
Competition increasing and
consolidation
04 • Customer segmentation
New businesses and
competition • Fast growth and network
expansion of
– Mobile
02 – Broadband
Integration and • Launch of new services
• Service convergence
obligations – Mobile
• New services
– Long distance
– Pay TV
– Broadband
– Mobile payment
99 – ISP
• Integration of regional • M&As and consolidation
• Counter attack against
operations
new entrants
• Fixed network
expansion to fulfill
regulatory obligations
Investor Relations | 14
15. Future scenario
The short and long term market evolution bring some challenges
Short term Long term
• Continuation of main trends • Increase of Internet penetration
Market - Consolidation • Mobile reaching maturity with increased
- Slight reduction in fixed lines VAS relevance
- Mobile and broadband as growth drivers • Increase of Pay TV penetration
• Fixed companies launching DTH services
• Triple Play ›› Quadruple Play
• Strong competition in mobility (traffic) with • More competition in broadband with 3G/4G
Competition
portability and 3G and WiMax
• 3G becomes an alternative access for • New competition with alternatives ways of
broadband retail access
• Incumbents permitted to provide IPTV • Auction for 4G frequency bands
Regulation
broadcasting and/or to buy cable companies
• Regulation of new pro competitive actions
through approval of:
(PGR)
- PL #29 and/or
• Mobile Interconnection Rates based on cost
- New auction for cable licenses
models (VU-M)
• Auction for WiMax frequency bands
• Next Generation Networks (NGN)
Technology • WiMax as possible access solution
• FTTX access becomes significant
Investor Relations | 15
16. Strategy
To face the future scenario and the limited outlook for long-term expansion,
Oi decided to analyze the adoption of new growth levers
Y International
H
P
A New Growth levers
R Brazil
G 3
EO
markets
G Region I • Increase market share
Share • Increase ARPU
New
Higher 1 • New services and
services
income
ARPU business
CLIENTS
• Include new clients
2
• Geographical expansion
New
clients
Lower Growth strategies
income
• Organic growth
Telecom Related to Other
telecom business • Mergers and acquisitions
SERVICES
Investor Relations |
17. Strategy
Oi decided to focus on strengthening its convergent offer and on its strong
presence at the low income segment
Include new • Differentiation as the only player with integrated and
services in a convergent services
1 convergent
• Launch of new services to strengthen Oi’s convergent
portfolio
position (e.g. Pay TV)
Include new • Differentiation with innovative strategy for the low
clients with focus income segment
2 on low income
• Creation of new business models (e.g. no handset
segment
subsidies with sale of standalone chips)
Investor Relations 17/23
|
18. Strategy 2 3
The company adopted an aggressive strategy at the low income segment that now
represents a growth opportunity in the expansion to the other two Brazilian regions
Pre-paid Pre-paid customer base Post-paid
Index, 100 = Jan/07, Brazil
Oi
Current
•Bundles for premium
strategy Others
•No handset subsidies: SIM customers
card-only with free on net •Discount in services or
and fixed to mobile calls credit instead of handset
subsidies
•Broaden pre-paid
•Fixed-Mobile convergent
recharge base through
offering for the corporate
allowing recharges of R$1 Jan/07 Set/08
•Region II •Region III •Corporate
Growth – Pre-paid: leverage base through – Focus on pre-paid though – Leverage presence
opportunitie the successful model of Region I aggressive offerings with the national
s – Post-paid: broaden convergent – Bundles with national long coverage and
offerings distance convergence
Investor Relations | 18
19. Strategy 1
In three years, Oi will consolidate its national leadership in the coverage of broadband
services
Oi’s fixed broadband
coverage
2007 2008 2009 2010/2011
Covered
cities
% RI+RII
# (thou) = 87%
of Brazil
Population
(% Regions = 77%
I and II) of Brazil
GDP
(% Regions
I and II)
Investor Relations | 19
20. Strategy 1
Oi continued its expansion to new businesses with the acquisition of Way TV and the
future launch of Satellite Pay TV services is an important market opportunity
Oi´s movements in the Pay TV market Market profile
Households per social With Without
Acquisition of Way TV in 2006 pay TV pay TV
economic segment
allowed Oi to become the first
quadruple-play company in Brasil Million households
(four cities)
– Oi has developed expertise in the
cable TV business (marketing, sales, A
operations, economics) 63% 0,5 MM
1,3
The launch of Oi’s satellite pay TV services B
24% 6,8 MM
focusing B/C segments in 2009 it is an
8,9
opportunity to
– Exploit a large customer base that is not C
covered by the current players with a 6% 15,2 MM
16,2
suitable offer
– Fulfill Oi’s convergence portfolio gaps D
1% 7,7 MM
– Get scale to support the satrtegy of cost 7,8
leadership
– Develop operational expertise
Investor Relations | 20
21. Strategy 1
Internet and mobile payment are others key elements in this expansion to new
business
Internet business Mobile payment
First and innovative mobile payment
Leader in broadband and dial up ISP
plataform in Brazil
Services (market share of 35% and 68%)
– Strong synergies with Oi mobile
Vice-leader in the national portal
Business business (data services platform,
business (audience only 8% lower than
profile credit information, relationship)
the national portal leader
– High upside potential related to
credit card/electronic payment market
dynamics
Become the national leader monetizing Exploit synergies with telco and other
its audience and leveraging sinergies with businesses
Challenges other businesses Exploit new payment opportunities
and Leverage new services such as online Operational focus on selected markets
strategy music and multiplatform advertising
Focus on partnerships to increase the
Fulfill current gaps through partnerships
acceptance and customer base
and M&A opportunities
Investor Relations | 21
22. Strategy 3
Integration of BrT is a key point in the company strategy of expanding to new
regions besides increasing operational and financial efficiency
Synergies Expectations 2009E
• Establishment of a national company from
two regional companies, which rapidly 3.0% of consolidated
Synergies
captures potential synergies ~R$600 mn
operating costs/expenses
– Integration of the two companies
R$ 5 to 6
started since day zero CAPEX Reduction
billion
– Management structure has already been
defined Oi Fixed Slight reduction ~ 21.0 mn
• Prioritize the identification of quick-
wins based on the best practices of each Oi Velox Growth, especially in
4.5 million
company (Broadband) Region I
Market
Growth, especially in
• Reinforce the strategy of differentiation Oi Mobile 39 million
Regions II and III
through convergence in a segmented
manner
Net Debt/
Reduction 2.0x
• Portfolio integration and single brand EBITDA
Investor Relations | 22