Our purpose Connecting you to what matters most. Empowering societies

Transcription

1 TELENOR

2 Our purpose Connecting you to what matters most. Empowering societies

3 Scandinavia: Fixed and mobile premium positions in Norway and Sweden; mobile in Denmark. 7.5 m customers. Telenor Norway Subs: 3 million Founded: 1855 Market position: 1 * Telenor Sweden Subs: 2.7 million Entry: 2001 Market position: 3 * Telenor Denmark Subs: 1.8 million Entry: 2004 Market position: 2 * *Market position is based on revenue market share.

4 Emerging Asia Strong mobile positions. No. 1 or 2 in all markets. Additional digital services within mobile financial services, online classifieds and health. 129 m customers. ** Telenor Pakistan Subs: 42.6 million Entry: 2004 Market position: 2 * Grameenphone Bangladesh Subs: 67.5 million Entry: 1996 Market position: 1 * Telenor Myanmar Subs: 18.9 million Entry: 2013 Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017, Telenor India is treated as an asset held for sale and discontinued operations in Telenor s financial reporting.

5 Developed Asia Rich, digital mobile-only positions, targeting the digital generation segment. 34 m customers. Dtac Thailand Subs: 21.8 million Entry: 2000 Market position: 3 * Digi Malaysia Subs:11.8 million Entry: 1999 Market position: 1 * *Market position is based on subscription market share.

6 T E L E N O R G R O U P I N N U M B E R S Q million mobile subscribers employees Subscribers per country Denmark Sweden Norway 1,8 2,7 3 4% 20% Scandinavia Malaysia Thailand 11,8 21,8 Developed Asia Myanmar Pakistan 18,9 42,6 76% Emerging Asia Bangladesh 67,5

7 T E L E N O R G R O U P I N N U M B E R S Q Geographic revenue distribution Geographic EBITDA distribution 8% 2% 25% 39% 33% 36% 28% 29% Total revenues 2017: NOK 112 billion Total EBITDA 2017: NOK 45 billion Total shareholder return (%) 1 year 3 year 5 year Telenor, pr % 2 % 36 % Telenor listed on the Oslo Stock Exchange in 2000

8 9 STRATEGIC AMBITIONS

9 T E L E N O R G R O U P G L O B A L U N I T S

10 B E Y O N D T E L C O S E R V I C E S IoT Machine Learning Healthcare Banking

11 About Global Wholesale The international communication provider of Telenor Group 194 employees 38 nationalities Voice Roaming 600+ customers & partners Revenue in mil USD Connectivity Messaging 20+ years experience

12 G L O B A L W H O L E S A L E CEO Harald Krohg Finance Torhild Einstabland People Annica Været Strategy Olav Sande Technology Per Lorentsen Markets Rickard Widerberg Sales Tone Snellingen

13 G R O W I N G O U R B U S I N E S S The Telenor internet highway in South East Asia is open Expanding LTE Roaming & VoLTE Roaming Launch Direct Operator Billing launch (DOB) SMS Assure Enhancing messaging quality

14 Telenor Messaging Solution

15 M O N E T I Z AT I O N - H O W H O T I S A 2 P? Preferred way to communicate with companies Most SMS are opened within 5 seconds 82 busd Grey route revenue leakage 2 trillion A2P Messages by % A2P traffic growth Only 20% of MNOs are monetizing A2P

16 W H E R E I S T H E M O N E Y I N M E S S A G I N G F O R O P E R AT O R S? O T T A S A U S E C A S E Enterprise OTTs API/Platform The telcos End user - Market products to users Collect customer information & charge enterprises for marketing Provide access and connectivity Use enterprise products via Telco access & OTTs platform Operator s Value Proposition: Our customers 2 main challenges Take control of traffic Ensure secure access to our networks Operators have an opportunity to monetize the OTT/A2P traffic and charge them for access & there is willingness to pay

17 E N S U R I N G S E C U R E D M E S S A G I N G N E T W O R K S From Non-secure networks To secure networks 130% Daily traffic increase Telenor Myanmar Success stories x19 Monthly Traffic increase Telenor Pakistan x10 A2P revenue increase Dtac

18 T E L E N O R VA L U E P R O P O S I T I O N 1 Inward Cash Flow Generating new revenue stream 2 End to end Visibility 360 monitoring and monetization of all SMS traffic 3 Revenue Assurance Protection against leakage and fraud attacks 4 Robust Solution Stable one stop shop for all SMS traffic at no cost for customer

19 O U R S O L U T I O N All in one Gateway Single and secure Route Managed SMS Firewall

20 T E L E N O R S O L U T I O N KEY H I G H L I G H T S One Agreement One Technical Solution Enhanced Customer Support Security All in one Solution of Gateway, Firewall and Managed Services Service availability 99.9% Flexible and robust technical architecture Easy, dynamic and quick deployement 24/7/365 support and real time response Settlement and billing support Full protection and total visibility Advanced spamming and content filtering End-to-end real-time message tracking No Cost for customer Multi-protocol compliant - SS7, Sigtran, SMPP and API Premium Product features KPI monitoring, reporting and analytics Complaint handling and troubleshooting Customer Web portal (upcoming) Fraud detection Real-time security management

21 Direct Operator Billing (DOB) Wholesale

22 Facilitate purchase of digital content D I R E C T O P E R AT O R B I L L I N G Centralized platform with global partners A secure alternative way of payment through the mobile bill

23 M O N E T I Z AT I O N - H O W H O T I S D O B? 5x more mobile phones than credit cards 39 busd DOB Market by 2022 Fastest growing digital vertical for Telcos 10 x better conversion rates Potential to address 53% unbanked world population Taken over PSMS revenues Source: Ovum Global Carrier-Billing report PSMS: Premium SMS

24 D O B W H O L E S A L E - D E P L O Y M E N T I N T E L E N O R G R O U P Content provider Telenor Operators 60 partner launches Success stories Purchase value 78M USD/year Launched in 11 countries

25 Your benefits from a centralized DOB solution New revenue stream Customer retention Reach digital ecosystem Incremental revenue through secure payment of digital content and services for your customers Grow your subscriber base & reduce churn by offering them carrier billing facility Instantly get connected with all top tier digital content providers

26 Centralized DOB-Wholesale North API Integration DOB Platform South API Integration

27 O N B O A R D I N G S T E P S F O R D O B - W H O L E S A L E 1 Project initiation 2 3 Technical API integration Facilitate partner negotiations 4 Commercial launch

28 W H Y C H O O S E T E L E N O R A S A T R U S T E D PA R T N E R? One stop shop for all content providers Telenor has a vast coverage and backward linkage with all the major players in the DOB industry Experience and innovation Significant results within the Telenor Group Learning and experience are scalable and transferrable Value for your end customer DOB Wholesale makes it fast, easy and secure for your end-customer to purchase online content through the phone bill

29 Get in touch