Analyst & Journalist Meeting Tele2 2013 - Günther Vogelpoel - The New Telco

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Analyst & Journalist Meeting Tele2 2013 - Günther Vogelpoel - The New Telco

  1. 1. 1 THE NEW TELCO Günther Vogelpoel
  2. 2. 2 Our Strategic Stronghold Tele2isuniquelypositionedintheDutchmarketwithownfiberaccessand4G. Fiber to the Home FIBER BACKBONE Fiber to the Office Fiber to the X Fiber to the SitexDSL LTE Radio Network Residential WholesaleB2B Residential, B2B & Wholesale
  3. 3. 3 Tele2 the new Telco – 4G only 2G & 3G & 4G 4G
  4. 4. 4 Data is the future Total Data Revenue NL 2012 – 2017 (x mEUR) Source: Telecompaper 2000 2100 2200 2300 2400 2500 2600 2700 2013 2014 2015 2016 2017 Providecustomerswithpropositionsthatmakesiteasytousedata
  5. 5. 5 Transition is the name of the game  Mobile: transition from MVNO to 4G MNO  Broadband: transition from copper (DSL) to Fiber Our ambition: growth Converged Player Mobile residential* >20% Broadband residential* >15% Business* >10% * Market share
  6. 6. 6 Strong Sales with MVNO Growth Tele2 base YoY -160 -110 -60 -10 40 90 Q112 Q212 Q312 Q412 Q113 Q213 Tele2 KPN Vodaphone T-Mobile Source: Telecompaper Customer Net Additions (x1000) Tele2 is the only company that has shown continuous growth in the last 6 quarters. 0 100 200 300 400 500 600 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Thousands
  7. 7. 7 Transition to MNO Smart distribution Success of smartmix proposition continues New brand position 4G ready & 4G experience Tele2 has a unique beneficial position to be competitive on mobile and fixed broadband.
  8. 8. 8 Passive NWS Agreement with TMNL MNO progressing well Off load data to 4G network Secured new MVNO deal Selected vendors New brand platform Grow in MVNO Smart distribution
  9. 9. 9 Declining Tele2 base, preparation for transition to high speed broadband Broadband development Tele2 base 0% 5% 10% 15% 20% 25% 30% Q2-12 Q3-12 Q4-13 Q1-13 Q2-13 Ziggo KPN DSL UPC Others KPN DSL KPN Fiber Tele2 Tele2 Consumer Broadband market share Incumbent aggressively attacks Cable. FttH fastest grower Bring fixed broadband back to growth - 50 100 150 200 250 300 350 400 450 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Thousands Total base DSL Source: Tele2 Research & Telecompaper
  10. 10. 10 The addressable market increases to 70 % in 2015  Tele2 FttH last mile via KPN with regulated prices High speed broadband coverage growing Source: Tele2 Research 15% 15% 13% 57% 2013 15% 33% 19% 33% VDSL Tele2 VDSLKPN FttH Unreachable 15% 50% 25% 10% The addressable market increases to 45% in 2014  Wholesale KPN VDSL access with Tele2 services Adding VDSL (off-net by KPN) Adding on-net FttH Addressable market >30MB
  11. 11. 11 Why will we be successful? Synergy 4G network and FttH FttH rollout momentum Customer demand higher speeds Capture value in converged services Leveraging on existing customer base Own fiber backbone Tele2 has a unique beneficial position to be competitive on mobile and fixed broadband.

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