TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh,...

29
TELENOR

Transcript of TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh,...

Page 1: TELENOR · 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

Page 2: TELENOR · 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,

Our purpose

Connecting you

to what matters most.

Empowering societies

Page 3: TELENOR · 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,

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.

Page 4: TELENOR · 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,

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

Subs: 67.5 million

Entry: 1996

Market

position: 1 *

Bangladesh

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.

Page 5: TELENOR · 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,

Developed Asia

Rich, digital mobile-only positions, targeting the

digital generation segment. 34 m customers.

Dtac

Subs: 21.8 million

Entry: 2000

Thailand

Market

position: 3 *

Digi

Subs:11.8 million

Entry: 1999

Malaysia

Market

position: 1 *

*Market position is based on subscription market share.

Page 6: TELENOR · 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,

67,5

42,6

18,9

21,8

11,8

3

2,7

1,8

Bangladesh

Pakistan

Myanmar

Thailand

Malaysia

Norway

Sweden

Denmark

Subscribers per country

170 million mobile subscribers

22 000 employees

4%

20%

76%

Scandinavia

Developed Asia

Emerging Asia

T E L E N O R G R O U P I N N U M B E R S | Q 1 2 0 1 8

Page 7: TELENOR · 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,

Geographic revenue distribution

Total revenues 2017: NOK 112 billion

Geographic EBITDA distribution

Total EBITDA 2017: NOK 45 billion

Telenor listed on the Oslo Stock Exchange in 2000

Total shareholder return (%) 1 year 3 year 5 year

Telenor, pr 25.04.18 26 % 2 % 36 %

39%

28%

25%

8%

36%

29%

33%

2%

T E L E N O R G R O U P I N N U M B E R S | Q 1 2 0 1 8

Page 8: TELENOR · 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,

STRATEGIC AMBITIONS

9

Page 9: TELENOR · 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,

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

Page 10: TELENOR · 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,

IoT Healthcare Machine Learning Banking

B E Y O N D T E L C O S E RV I C E S

Page 11: TELENOR · 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,

Voice

Connectivity

Roaming

Messaging 20+ years

experience

600+ customers

& partners

The international communication provider of Telenor Group

About Global Wholesale

0

50

100

150

200

250

300

350

400

2014 2015 2016 2017

Revenue in mil USD

194 employees | 38 nationalities

Page 12: TELENOR · 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,

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

Page 13: TELENOR · 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,

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

Page 14: TELENOR · 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 Messaging Solution

Page 15: TELENOR · 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,

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

36%

A2P traffic growth

2 trillion

A2P Messages

by 2020

Only 20% of MNOs are

monetizing A2P

Page 16: TELENOR · 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,

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 ATO R S ? O T T A S A U S E C A S E

Enterprise

Market products

to users

End user

Use enterprise products

via Telco access

& OTTs platform

The telcos

Provide access and

connectivity

OTTs API/Platform

Collect customer information

& charge enterprises for

marketing

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

-

Page 17: TELENOR · 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,

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

130%

Daily traffic increase Telenor Myanmar

x19

Monthly Traffic increase Telenor Pakistan

x10

A2P revenue increase Dtac

Success stories

From Non-secure networks To secure networks

Page 18: TELENOR · 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,

T E L E N O R VA L U E P R O P O S I T I O N

Inward

Cash Flow

End to end

Visibility

Revenue

Assurance

Robust

Solution

1

2

3

4

Generating new revenue stream

360° monitoring and monetization of all SMS traffic

Protection against leakage and fraud attacks

Stable one stop shop for all SMS traffic at no cost

for customer

Page 19: TELENOR · 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,

O U R S O L U T I O N

All in one

Gateway

Managed SMS

Firewall

Single and secure

Route

Page 20: TELENOR · 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,

T E L E N O R S O L U T I O N – K E Y H I G H L I G H T S

One Agreement

• All in one Solution of Gateway, Firewall and Managed Services

• Service availability 99.9%

• End-to-end real-time message tracking

• No Cost for customer

One Technical Solution

• Flexible and robust technical architecture

• Easy, dynamic and quick deployement

• Multi-protocol compliant - SS7, Sigtran, SMPP and API

• Premium Product features

Enhanced Customer Support

• 24/7/365 support and real time response

• Settlement and billing support

• KPI monitoring, reporting and analytics

• Complaint handling and troubleshooting

• Customer Web portal (upcoming)

Security

• Full protection and total visibility

• Advanced spamming and content filtering

• Fraud detection

• Real-time security management

Page 21: TELENOR · 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,

Direct Operator Billing (DOB) Wholesale

Page 22: TELENOR · 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,

Centralized platform

with global partners

A secure alternative way of

payment through the mobile

bill

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

Page 23: TELENOR · 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,

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

10 x better conversion

rates

39 bUSD

DOB Market by 2022

Fastest growing digital

vertical for Telcos

Potential to address 53%

unbanked world population

Taken over

PSMS revenues

Source: Ovum – Global Carrier-Billing report PSMS: Premium SMS

Page 24: TELENOR · 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,

Success stories

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

Telenor Operators Content provider

Purchase value

78M USD/year

Launched in

11 countries

60 partner

launches

Page 25: TELENOR · 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,

Instantly get connected

with all top tier

digital content providers

Grow your subscriber base &

reduce churn by offering them

carrier billing facility

Your benefits from a centralized DOB solution

Incremental revenue through

secure payment of digital content

and services for your customers

New revenue

stream

Customer

retention

Reach digital

ecosystem

Page 26: TELENOR · 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,

North API Integration

South API Integration

DOB Platform

Centralized

DOB-Wholesale

Page 27: TELENOR · 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,

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

Project

initiation

1

Technical API

integration

Facilitate partner

negotiations

2 3

Commercial

launch

4

Page 28: TELENOR · 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,

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 RT N E R ?

Experience

and innovation

Significant results within the Telenor

Group

Learning and experience are scalable

and transferrable

One stop shop for all

content providers

Telenor has a vast coverage

and backward linkage with all the

major players in the DOB industry

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

Page 29: TELENOR · 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,

Get in touch [email protected]