Dutch analyst journalist meeting - 151111

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transcript

IT’S TIMETO OPEN UP

Welkom | Welcome | Välkommen

09.00 – 09.05 Being a Challenger, Allison Kirkby

09.05 – 09.10 The Set-up, Jeff Dodds

09.10 – 09.25 The Network, Francois Mairey

AGENDA

09.25 – 09.50 The Deal, Jeff Dodds

09.50 – 10.20 Questions?

BEINGA CHALLENGER

Allison Kirkby | President and CEO

SHAKINGTHINGS UPSINCE 1993

WHY DO WECHALLENGE?

BECAUSEWE CAN!

THESET-UP

Jeff Dodds | CEO Tele2 Netherlands

FIX

ED

B2B

MO

BIL

E

MOBILE

The bestOf the best...

but...

Source: T-Efficient: Competitor business update – H1 2015

Source: T-Efficient: Competitor business update – H1 2015

Why?

TELE2IS ON A

MISSION

TELE2IS ON A

MISSION

Great coverage

TELE2IS ON A

MISSION

Great coverage

Great speed

TELE2IS ON A

MISSION

Great coverage

Great speed

The lowest price

WHEN?

12TH OF NOVEMBER

2015

THENETWORK

Francois Mairey | CTIO Tele2 Netherlands

Our 4GnetworkPopulation coverage outdoor 92%Population coverage indoor 65%Geographical coverage 80%

Our 4GnetworkPopulation coverage outdoor 92%Population coverage indoor 65%Geographical coverage 80%

• Transferred learnings from one of the best in the world

Our 4GnetworkPopulation coverage outdoor 92%

• Nationwide 4G population coverage Q1 2016

Population coverage indoor 65%Geographical coverage 80%

• Transferred learnings from one of the best in the world

Our 4GnetworkPopulation coverage outdoor 92%

• Nationwide 4G population coverage Q1 2016

Population coverage indoor 65%Geographical coverage 80%

• Transferred learnings from one of the best in the world

High speed

Our 4GnetworkPopulation coverage outdoor 92%

• Nationwide 4G population coverage Q1 2016

Population coverage indoor 65%Geographical coverage 80%

• Transferred learnings from one of the best in the world

High speed

High capacity

Our 4GnetworkPopulation coverage outdoor 92%

• Nationwide 4G population coverage Q1 2016

Population coverage indoor 65%Geographical coverage 80%

• Transferred learnings from one of the best in the world

High speed

High capacity

Low latency

VOLTE

LTEadvanced

VOLTE

LTEadvanced

• Speeds up to 225 Mb/Sec• Efficient spectrum usage• LTE-A features to come

VOLTE

LTEadvanced

• Speeds up to 225 Mb/Sec• Efficient spectrum usage• LTE-A features to come

• Very short call set-up time• Save battery• HD voice & noise reduction

THEDEAL

Jeff Dodds | CEO Tele2 Netherlands

ExistingCustomerIs king

Going to waron daTA

Going to waron daTA

TCO

in M

RC

10

20

30

40

50

60

70

- 5 000 10 000 15 000 20 000 25 000

Telfort

KPN

Vodafone

T-Mobile

Hollands nieuwe

Subscription +Samsung Galaxy S6 Edge

Data bucket in MB per month

Going to waron daTA

TCO

in M

RC

10

20

30

40

50

60

70

- 5 000 10 000 15 000 20 000 25 000

Telfort

KPN

Vodafone

T-Mobile

Tele2 old

Tele2 new

Hollands nieuwe

10

20

30

40

50

60

70

- 5 000 10 000 15 000 20 000 25 000

Telfort

KPN

Vodafone

T-Mobile

Tele2 old

Hollands nieuwe

Subscription +Samsung Galaxy S6 Edge

Data bucket in MB per month

Going to waron daTA

TCO

in M

RC

10

20

30

40

50

60

70

- 5 000 10 000 15 000 20 000 25 000

Telfort

KPN

Vodafone

T-Mobile

Tele2 old

Tele2 new

Tele2 new J5

Hollands nieuwe

Tele2 Subscription +Samsung Galaxy J5

Data bucket in MB per month

Disruptive propositionfor 4G VoLTE Handsets

Disruptive propositionfor 4G VoLTE Handsets

100min/SMS

1GB

€10

unlimitedvoice/SMS

1.5GB

€16

unlimitedvoice/SMS

4GB

€21

unlimitedvoice/SMS

8GB

€25

unlimitedvoice/SMS

24GB

€35

Disruptive propositionfor 4G VoLTE Handsets

100min/SMS

1GB

€10

unlimitedvoice/SMS

1.5GB

€16

unlimitedvoice/SMS

4GB

€21

unlimitedvoice/SMS

8GB

€25

unlimitedvoice/SMS

24GB

€35Average discount

on handset

€0

Average discount on handset

€0

Average discount on handset

€4

Average discount on handset

€6

Average discount on handset

€8

+ + + + +

Source: Websites of mobile operators

How do we compare?Galaxy S6 + 4GB + Unlimited voice

•Unlimited voice/sms•3GB

€ 46

€30 one-off

•Unlimited voice/sms•5GB

€ 54

€0 one-off

•Unlimited voice/sms•3GB

€ 46

€29.95 one-off

Source: Websites of mobile operators

How do we compare?Galaxy S6 + 4GB + Unlimited voice

•Unlimited voice/sms•3GB

€ 46

€30 one-off

•Unlimited voice/sms•5GB

€ 54

€0 one-off

•Unlimited voice/sms•3GB

€ 46

€29.95 one-off

•Unlimited voice/sms•4GB

€ 39

€0 one-off

Source: Websites of mobile operators

How do we compare?Galaxy S6 + 4GB + Unlimited voice

•Unlimited voice/sms•3GB

€ 46

€30 one-off

•Unlimited voice/sms•5GB

€ 54

€0 one-off

•Unlimited voice/sms•3GB

€ 46

€29.95 one-off

•Unlimited voice/sms•4GB

€ 39

€0 one-off

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

OR

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

OR•Unlimited Voice/sms•4GB

€ 24

€0 one-off

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

OR•Unlimited Voice/sms•4GB

€ 24

€0 one-off

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

OR•Unlimited Voice/sms•4GB

€ 24

€0 one-off

OR EVEN

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

OR•Unlimited Voice/sms•4GB

€ 24

€0 one-off

OR EVEN

•Unlimited Voice/sms•8GB

€ 28

€0 one-off

€ 24.50

Source: www.studentmobiel.nl

How do we compare?Galaxy J5 + 1GB + 100 MINUTES

• 100 min/sms•0.7GB

€ 23

€45 one-off

• 150 min/sms• 1GB

€0 one-off

• 120 min/sms•0.5GB

€0 one-off

€ 27.50

• 100 min/sms• 1GB

€ 15

€0 one-off

OR•Unlimited Voice/sms•4GB

€ 24

€0 one-off

OR EVEN

•Unlimited Voice/sms•8GB

€ 28

€0 one-off

€ 24.50

Competitive proposition for all Sim-Only

Competitive proposition for all Sim-Only

100min/SMS

1GB

€10

150min/SMS

1.5GB

€15

250min/SMS

2.5GB

€20

Source: Websites of mobile operators

• 300 min + unlimited sms• 3GB• 24 months binding

€24+ € 15 activation fee

• 200 min/sms• 5GB• 24 months binding

€25+ € 20 activation fee

• 300 min + unlimited sms• 2GB• 24 months binding

€22.50+ € 14.95 activation fee

How do we compare?250 minutes + 2.5GB

Source: Websites of mobile operators

• 200 min/sms• 2GB• 12 months binding

€25+ € 14.99 activation fee

• 300 min/sms• 3GB• 24 months binding

€22.50+ € 9.95 activation fee

• 300 min + unlimited sms• 3GB• 24 months binding

€24+ € 15 activation fee

• 200 min/sms• 5GB• 24 months binding

€25+ € 20 activation fee

• 300 min + unlimited sms• 2GB• 24 months binding

€22.50+ € 14.95 activation fee

How do we compare?250 minutes + 2.5GB

• 1800 min/sms/MB• 24 months binding

€20+ € 10 activation fee

No 4G offer

Source: Websites of mobile operators

•250 min/sms•2.5GB• 12 months binding

€ 20+€ 10

activation fee

• 200 min/sms• 2GB• 12 months binding

€25+ € 14.99 activation fee

• 300 min/sms• 3GB• 24 months binding

€22.50+ € 9.95 activation fee

• 300 min + unlimited sms• 3GB• 24 months binding

€24+ € 15 activation fee

• 200 min/sms• 5GB• 24 months binding

€25+ € 20 activation fee

• 300 min + unlimited sms• 2GB• 24 months binding

€22.50+ € 14.95 activation fee

How do we compare?250 minutes + 2.5GB

• 1800 min/sms/MB• 24 months binding

€20+ € 10 activation fee

No 4G offer

Source: Websites of mobile operators

•250 min/sms•2.5GB• 12 months binding

€ 20+€ 10

activation fee

OR• 200 min/sms• 2GB• 12 months binding

€25+ € 14.99 activation fee

• 300 min/sms• 3GB• 24 months binding

€22.50+ € 9.95 activation fee

• 300 min + unlimited sms• 3GB• 24 months binding

€24+ € 15 activation fee

• 200 min/sms• 5GB• 24 months binding

€25+ € 20 activation fee

• 300 min + unlimited sms• 2GB• 24 months binding

€22.50+ € 14.95 activation fee

How do we compare?250 minutes + 2.5GB

• 1800 min/sms/MB• 24 months binding

€20+ € 10 activation fee

No 4G offer

Source: Websites of mobile operators

•250 min/sms•2.5GB• 12 months binding

€ 20+€ 10

activation fee

OR• 200 min/sms• 2GB• 12 months binding

€25+ € 14.99 activation fee

• 300 min/sms• 3GB• 24 months binding

€22.50+ € 9.95 activation fee

• 300 min + unlimited sms• 3GB• 24 months binding

€24+ € 15 activation fee

• 200 min/sms• 5GB• 24 months binding

€25+ € 20 activation fee

• 300 min + unlimited sms• 2GB• 24 months binding

€22.50+ € 14.95 activation fee

How do we compare?250 minutes + 2.5GB

€ 24

•Unlimited voice/sms•4GB•24 monthsbinding

• 1800 min/sms/MB• 24 months binding

€20+ € 10 activation fee

No 4G offer

Source: Websites of mobile operators

•250 min/sms•2.5GB• 12 months binding

€ 20+€ 10

activation fee

OR• 200 min/sms• 2GB• 12 months binding

€25+ € 14.99 activation fee

• 300 min/sms• 3GB• 24 months binding

€22.50+ € 9.95 activation fee

• 300 min + unlimited sms• 3GB• 24 months binding

€24+ € 15 activation fee

• 200 min/sms• 5GB• 24 months binding

€25+ € 20 activation fee

• 300 min + unlimited sms• 2GB• 24 months binding

€22.50+ € 14.95 activation fee

How do we compare?250 minutes + 2.5GB

€ 24

•Unlimited voice/sms•4GB•24 monthsbinding

• 1800 min/sms/MB• 24 months binding

€20+ € 10 activation fee

No 4G offer

Building ourbrand

OMDAT HET KAN• TELE2 PRESENTS •

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QUESTIONS?