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The 2006 Canadian Telecom SummitDarren Entwistle
member of the TELUS teamToronto – June 13, 2006
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The new telecom summit
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It is an IP world
Boundaries blurring between broadcasting, Internet and telecom
Content more personalized and portable
Multiple devices – iPods, cell phones, palmPCs, TVs
National borders and regulatory controls weakened
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Staying ahead with consumers
Consumers able to access: Services and applications they want
When they want them
How they want them
Making the future friendly
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Staying ahead as an industry
Preconditions to success: Advanced, ubiquitous broadband platforms
Strategic leadership and disciplined focus
Progressive and adaptable policy framework
Leadership must come from industry and government
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Staying ahead with a proven strategy
Strategic imperatives Focusing on growth markets of data and wireless
Building national capabilities
Providing integrated solutions
Investing in internal capabilities
Partnering, acquiring and divesting as necessary
Going to market as one team
Consistent strategy and execution 2000 2006
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Staying ahead with a proven strategy
strategic intent… to unleash the power of the Internet
to deliver the best solutions to Canadians at home,
in the workplace and on the move.
Consistent strategy and execution 2000 2006
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Global rankings
TELUS sustaining performance excellence
20052004Growth in 2003
Cash flow1
#1Operating profit
#1Revenue
EPS
top 25%
top 25%
#1 - top 25%
top 25%
top 25%
#1 # 2
top 25%
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Outperforms telecom peers by factor of nearly 6 to 1
May-03 May-04 May-05 May-06
3 yr share performance
TELUS
TSX
World Telco Index
111%
71%
19%
TELUS share price outperforms market and peers
World Telco Index
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Strategic focus on data and wireless
5 years ago data and wireless small part of revenue
2000
$5.7B
49%
18%
10%
Wireless
Voice
23%
Data
Revenue
10
LD
}28%
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Strategic focus on data and wireless
Data and wireless now represent 60% of revenue
$8.2B
Voice
Wireless
Data29%
41%
19%
11%LD
20062Revenue
2000
$5.7B
49%
18%
10%
LD
Wireless
Voice
23%
Data
2 12 months ending Mar 31, 2006
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}60%
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Staying ahead on wireless data
Launched high speed wireless service 12 major urban markets
Cool applications
Music downloads and video games
Watch 15 channels on Mobile TV
Five times faster
Fostering continued data growth
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Staying ahead in wireline
Driving high-speed access
Delivering managed data solutions across Canada
Pursuing operational efficiency
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Creating innovative business solutions
National business expansion
Serving key industries and public sector
review of operations – wireless
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Delivering innovations to help customers achieve their goals
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Bridging the digital divide in BC
New master services agreement with Govt. of B.C.
secures $250 million of public sector business to 2008
Connecting Communities initiative
Investing $110 million
Providing high-speed Internet to 119 more rural
communities
TELUS invests more than $2.2 billion over the last six
years
review of operations – wireless
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Innovative partnership unleashing the power of the Internet
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Bridging the digital divide in BC
review of operations – wireless
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Innovative partnership unleashing the power of the Internet
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Building success through thought leadership Largest HR outsourcer to Canadian health care
industry
Driving efficiencies and improving care
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financial review
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Commencing TELUS TV trials in B.C. lower mainland
LaunchingTELUS TV
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Launching TELUS TV
financial review
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Offering customers differentiated entertainment Choice of 200+ digital stations
Customized channel packaging
Video on demand
Already launched in Edmonton and Calgary
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CloseIncoming call from Kim Smith (604) 555-1234
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TELUS TV – Channel 1
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Preval sworn in as Haiti’s President…Smyth scores la
Monday, June 12 2006
as of 11:00 PDT, June 12
11:15 am
Oilers eager to get back on the ice
Canadian dollar nears 28 year high on rate hopes
Rooney back sooner?
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TPR panel got it right
Telecommunications is critical to economic competitiveness and social well-being
We cannot stand still, we must move ahead
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Regulatory challenges
VoIP decision out of step with TPR recommendations
Forbearance decision: Threshold too high
Does not account for wireless substitution
Process too cumbersome
Regulatory approach should reflect TPR roadmap
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Four priorities for implementing TPR report
Remove regulatory prohibitions on targeted pricing and promotions
Amend the Telecommunications Act to require market forces to be relied upon
Enhance effectiveness of regulator by matching size of CRTC and skills of Commissioners to new policy approach
Establish Telecommunications Competition Tribunal
Supporting TPR panel’s thought leardership
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Characteristics of the IP world
Boundaries blurring between broadcasting, Internet and telecom
Content more personalized and portable
Multiple devices – iPods, cell phones, palmPCs, TVs
National borders and regulatory controls weakened
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New market realities
Growing demand for on-line, wireless and new media marketing strategies
Google 2005 ad revenue totals $6 billion US
Bill Gates says the IP world ‘blows away the broadcast model’
IPTV technology facilitates customizing content
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Content revolution
Consumers create and share personal content
Next generation platforms create new opportunities for all content creators
Open platforms challenge old regulatory approaches to supporting cultural policies
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The policy and regulatory challenge
How to support Canadian cultural objectives in new media environment?
Status quo no longer an option
Control needs to give way to creativity
Canada needs new policy roadmap
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Broadcasting policy review is essential
Single piece of legislation for all communications
Adopting TPR approach of regulating only where necessary
Consumer’s right to fair use
IPTV providers directing contributions to new media funds
HDTV transition date
Tremendous opportunity in integrated media for new content driven by customer choice
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Staying Ahead as a country
Keys to success: Technology – integrated media marketplace a
reality
Industry – investing to deliver on consumer demand
Policy framework – need new approach that promotes competition, innovation and pride of place for Canadain the IP world
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The presentation and answers to questions today contain
forward-looking statements that require assumptions about
expected future events including competition, financing,
financial and operating results, and guidance that are
subject to inherent risks and uncertainties. There is
significant risk that predictions and other forward-looking
statements will not prove to be accurate so do not place
undue reliance on them.
There are many factors that could cause actual results to
differ materially. For a full listing and description of the
potential risk factors and assumptions, please refer to the
TELUS 2005 annual report, updates in the 2006 quarterly
report and other filings with securities commissions in
Canada and the United States.
forward-looking statements
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thank you
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The 2006 Canadian Telecom Summit