Ceyhun Özata · 2019. 12. 24. · Ceyhun Özata Capital Markets Day 2019 Corporate & Residential...
Transcript of Ceyhun Özata · 2019. 12. 24. · Ceyhun Özata Capital Markets Day 2019 Corporate & Residential...
Ceyhun Özata
Capital Markets Day 2019
Corporate & Residential Sales
53
7%13%
21%
34%
2016 2017 2018 Q3 19
Turkcell Corporate Business Accelerates
Corporate & Residential Sales Capital Markets Day 2019
54
Increase InArpu
MultiplayFocus
Net Add
IoT &Digital
TransformationServices
DigitalIntegration &
ManagedServices
Cloud & Security Services
Telco Services Corporate Business Revenue Growth Rate
Digital Business Solutions
16KCOMPANY
COMPANY
COMPANY
528K
2.5MnEN
TERP
RISE
SME
SMAL
LBU
SINE
SS
Corporate Customers’ Needs in Turkey
OPTIMIZECOSTS
INCREASEREVENUES
3 MILLION COMPANIES
Corporate & Residential Sales Capital Markets Day 2019
INCREASING END TO END DIGITALIZATION OF CORPORATE CUSTOMERS
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Corporate & Residential Sales
Addressable Market & Turkcell Positioning
Capital Markets Day 2019
Telco market figures consist of mobile and fixed voice & data figures and exclude hardware sales. Mobile figures are based on Futurebright 2018Q4 Field Research. Fixed figures are based on ICTA Report 2018Q4 and Turkcell Estimation. ICT, Hardware & Software figures are based on IDC Blackbook 2019.
TELCO BUSINESS / EXISTING BUSINESS
41%TelcoMarket Share
• Superior network perception
• Net add, increase in ARPU
• Opportunity of multiplay, new services
• High margin
• Profitable growth with integrated solutions
AddressableMarket
24Billion TRY
56
DIGITAL & ICT BUSINESS / GROWTH ENGINE
5%ICTMarket Share
• Fragmented market
• Lack of strong system integrator
• Increase in demand for digitalization
HARDWARE & SOFTWARE BUSINESS /OPPORTUNISTIC APPROACH
Corporate & Residential Sales
Our Digital Transformation Journey
Capital Markets Day 2019
DIGITAL SOLUTIONPROVIDER
B e f o r e
2 0 1 5
BASIC TELECOMOPERATOR
DIGITALSOLUTIONS
DIGITALINTEGRATOR
Digital TransformationLeader of
Turkey#1 ICT Solution Provider in
3 Years2022E
VERTICALSOLUTIONS
MOBILE & FIXEDCONVERGENCE
‘’End to End Integrated ICT Solution Provider‘’57
2015 2016 2017 2018 2019
Leverage Telco Capabilities Through One-Stop Shop Vision
DC & CloudServices
SecurityServices
IoTDigital Transformation
Product & Services Advanced Analytics AI
Digital Integration & Managed Services
END TO END INTEGRATED PORTFOLIO
TURKCELL’S SUPERIOR COMPETENCIES
Trusted Turkcell Brand Strong Customer Base ICT Ready Sales Force &Nationwide Sales Channel
Strong Infrastructure
in Net Promoter Score1stof corporates prefer Turkcell90%
mobile market share67% direct sales force4,000in technologicalsolutions provider1st
Corporate & Residential Sales Capital Markets Day 2019
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Corporate & Residential Sales
Turkcell Corporate Growth Engines
Capital Markets Day 2019
CAGR
18%-20%
33%
2019E 2022E
CORPORATE BUSINESS GROWTH ACCELERATORS
BoostExistingBusiness
Increase InARPU
MultiplayFocus
Net Add
NewGrowth Engines
IoT &Digital
TransformationServices
DigitalIntegration &
ManagedServices
Cloud & Security Services
59
40%