CMD2011 - Gunther Vogelpoel - Market Area Western Europe
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CMD2011 - Gunther Vogelpoel - Market Area Western Europe
- 1. Capital Markets Day 2011 Market Area Western Europe Günther Vogelpoel
- 2. Market Area Overview Outlook Netherlands: Grow in mobile and SME, Upcoming license auction Austria: Continue growth in B2B Germany: Develop mobile product
- 3. Netherlands
- 7. Brand value, 15 years of presence
- 8. One out of four TV providers
- 9. B2B high quality reference listResidential B2B Wholesale Sales: EUR 370mn Sales: EUR 180mn Sales: EUR 70mn
- 11. Top line under pressure
- 13. Solid position in DSL and growing in Triple Play product
- 14. Now on-net and off-net TV
- 15. VDSL: increased bandwidths to compete with coax
- 18. Strengthen Tele2’s position in the market as the alternative to KPN through the integration of Bbned
- 21. Strong Group experience in mobile.
- 23. 2x10 MHz reserved in the valuable 800 MHz band for new entrants.
- 24. Auction start-price per 2x5MHz 800 license is EUR 35 mn.
- 25. Roll out obligation for low frequencies will be stricter than for high frequencies.
- 27. Austria
- 29. Top line growth in B2B.
- 31. EBITDA margin to 21% from 15% (H1 2011 vs. H1 2010).
- 34. Strong operational performance in sustaining profit levels.
- 36. Price plans include pay-per-minute and flatrates.
- 39. Strong operational performance in sustaining profit levels.
- 40. Tele2 Germany is Going Mobile Future situation MNO INCUMBENT
Hinweis der Redaktion
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- Grow long term NL cash flows:Fixed-Mobile markets converge on the long termMVNO to MNO transition will lead to significant organic revenue growth and grow long term cash flows in the NetherlandsStrong Group experience in Mobile:We are a Group of mobile companies, The opportunity is now:Spectrum value is set to increase with the take-up of mobile data traffic, making spectrum assets attractive investment casesOpportunity to become an MNO is now. The upcoming auction will set the scene till 2030:
- Newcomer = bidder not owning 900 MHz yet, so non-MNOs reserved spectrum can not be sold to NOs first 5 years Tele2 (and other newcomers) can bid on all spectrum40% of geography in year 5 of the license for 2x10 MHz 800 spectrumAll licenses last till 2030 (17 years), synchronised with 2.6 GHz end-date and 2.100 (to be auctioned 2015)Final debate in Dutch Parliament to increase competition & newcomer reservation on 15th September 2011
- Mobile home telephony cuts the cord to the incumbent. Customers are for the first time not stuck with incumbent for fixed telephony!