Francois Thenoz
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Transcript of Francois Thenoz
2006 company performance 23 countries
160 millions customers (100 m in mobile)
Revenues : 53 billion euros
Mobile : 53% of France Telecom revenues
One brand
Orange labs (China, USA, …..)
2006 company performance
…we have moved from a french centric FT incumbent fixed telecom company
… to an international Orange integrated operator
1st integrated operator in Europe
parc clients dans les sociétés consolidées au 30/06/06
Royaume-Unimobile : 14,95 millionsinternet : 1,92 million
Francemobile : 22,39 millions
fixe : 33,73 millionsinternet : 6,39 millions
Espagnemobile : 10,66 millions
fixe : 2,82 millionsinternet : 1,14 million
Belgiquemobile : 3,02 millions
fixe : 0,56 million
Pays-Basmobile : 1,99 millioninternet : 0,59 million
Polognemobile : 11,13 millions
fixe : 10,39 millionsinternet : 1,80 million
Suissemobile : 1,28 million
Slovaquiemobile : 2,55 millions
Roumaniemobile : 7,21 millions
Moldaviemobile : 0,73 million
mobile internet fixe
Orange footprint in Africa :a dynamic growth area
fixe internet mobile
parc clients au 30/06/06 dans les sociétés consolidées
franchise uniquement
Tunisieinternet : Planet Tunisie (franchise)
Marocinternet : Maroc Connect (franchise)
Malifixe : 1 000mobile : 0,86 million
Sénégalfixe : 0,27 millionmobile : 1,47 millioninternet : 24 000
Côte d’Ivoirefixe : 0,26 millionmobile : 1,52 millioninternet : 8 000Camerounmobile : 1,11 million
Algérieinternet : EEPAD (franchise)
Guinée Equatorialemobile : 44 000
Jordaniefixe : 0,25 millionmobile : 0,41 millioninternet : 9 000
Egyptemobile : 5,15 millions
Madagascarmobile : 0,42 million internet : DTS (franchise)
Botswanamobile : 0,35 million
Mauricefixe : 0,14 millionmobile : 0,18 million internet : 28 000
an extensive coverage based on GSM + GPRS + EDGE + W-CDMA
50 Live TV channels
Video on demand
Downloading
seamless serviceBusiness Everywhere
Internet / Intranet access
(2G + Edge + 3G + HSDPA)
Mobile Internet
Examples of some existing
services
• 53 channels (largest TV offer in the world)
• LCI Mobile : 1st TV program made only for mobile
• “regional news” (M6) already included
Orange TV
today learnings to fuel future growthFrancois Thenoz
VP Strategic Marketing
Orange
2.6 billions mobile customers : +20%
World handsets sales : 1 billion +22%
India and China : 5 millions/month each
World telecom services market: +5% (with +7%internet /11%mobile)
88 HSDPA networks
150 millions 3G (2007: ~300M)
270 millions Fixe Broadband
Few numbers to keep in mind
2006 :150 Millions 75% w-cdma / 25% ev-do 2007 : 300 M
+ 3G data cards momentum HSDPA data cards : 7Mega/s
The 3G S curve has
started
Be patient : we are just at the starting point !Volume will come for every compelling services
Higher speeds
improve customer experience
20 sec
4 sec
3G3G
Download Music MP3
2G
4 min
Evolved
20 sec
90 sec
Download Video
7 minToo long!
3G3G2G Evolved
© 2007 MMetrics, Inc. All rights reserved Except where otherwise specified, all data is for: 3 month average ending Feb ‘07
Q4 2006 consumption penetration measures
Country US DE UK FR IT ESUnique users (13+) millions 207.0 46.0 44.5 44.5 44.0 32.0
UMTS reach 1.1% 12.4% 16.9% 11.7% 28.6% 16.9%Sent text message 39.2% 81.6% 85.6% 73.3% 84.8% 85.3%Sent/Received Photo message 14.8% 20.8% 29.6% 21.1% 31.3% 29.1%Accessed news/info 9.9% 3.3% 13.7% 7.4% 5.8% 5.7%Used email 9.3% 6.6% 7.9% 6.9% 9.6% 9.7%Downloaded ringtones 9.7% 5.0% 4.4% 5.2% 5.1% 6.7%Used instant messaging 6.7% 3.2% 4.2% 3.2% 5.8% 6.8%Used phone as music player 3.0% 9.6% 11.5% 4.7% 10.0% 8.9%Download games 3.3% 2.8% 5.1% 1.4% 3.3% 5.6%Downloaded graphics 3.3% 2.0% 2.0% 2.1% 2.9% 2.6%Watched commercial mobile video / TV 1.2% 0.5% 1.1% 0.8% 5.7% 1.0%1.3%
adapt & focus services with usage patternbuild expectations taking into account volume
Growth-share matrix by services 2005-
2010
Source: Informa (2005)
-20%
0%
20%
40%
60%
80%
100%
0% 2% 4% 6% 8% 10% 12% 14% 16%
Ringtone downloadsRing-back tonesMusic downloadsStreaming audioGames DownloadsOnline multiplayerDatacardsOnline Single PlayerLotteryCasino gamingSports bettingVideo telephonyStreaming videoVideo messagingVideo Download and playAdult video clip download and streamingAdult image downloadsAdult premium text messaging Adult premium voice servicesIcons/character downloadsLogos/branded imagesGreeting cardsWallpaper/ScreensaversCartoons/avatarsCaller Group Ids
2005-2010 CAGR
2010 entertainment market share
1
2
5
2
33
4
5
67
13
8
10
108
6
22
12
99
11
11
12
1415
16
18
19
13
1415
16
20
124
17
17
18
19
2023 21 21
2223
25
24
25
47
Risky but good to bet in ?
Cash generators
Require high Investments
niches businesses
broadband for
everyone
So, Orange is committed today toward
…with a multiple screens strategy
IPTV penetration VoD catalog FTTH trial …
LiveBox at home 3G data cards Business everywhere…
content everywhere
discovering and accessing content
flexible consumption
effective sharing
personalisation
monetising
releasing the potential of music, TV & video
music – a seamless experience
across convergent devices
listen, re-use, store, share, organise
whenever, wherever
several different operating systems
difficulty monetising music
content partnerships
DRM mechanism
good user experience drives consumption
discovery
Orange TV – 50+ channels, 30,000+ downloads
“Zap It” service
TV & video – aiding discovery
user generated content everyone is an artist, a journalist, an editor
capture any form of content
access, view and rate
Orangeblog
BubbleTop
early days
summing up learning and working with complexities
breaking down barriers
work towards seamless, converged offers
create mutually beneficial initiatives with a whole range of partners
understanding, trust and appreciation
realistic expectations
open