Vodafone Open Office Enterprise

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Vodafone Open Office Enterprise London 27 September 2012

Disclaimer This presentation contains forward-looking statements within the meaning of the US Private Securities Litigation Reform Act of 1995 which are subject to risks and uncertainties because they relate to future events. Some of the factors which may cause actual results to differ from these forward-looking statements can be found by referring to the information contained on the final slide of the CWW opportunities and integration plan presentation and under the headings “Principal risk factors and uncertainties” and “Forward-looking statements” in our annual report for the year ended 31 March 2012. The annual report can be found on the Group’s website (www.vodafone.com). The presentation also contains certain non-GAAP financial information. The Group’s management believes these measures provide valuable additional information in understanding the performance of the Group or the Group’s businesses because they provide measures used by the Group to assess performance. However, this additional information presented is not uniformly defined by all companies, including those in the Group’s industry. Accordingly, it may not be comparable with similarly titled measures and disclosures by other companies. Additionally, although these measures are important in the management of the business, they should not be viewed in isolation or as replacements for or alternatives to, but rather as complementary to, the comparable GAAP measures. Vodafone, the Vodafone logo and One Net are trade marks of the Vodafone Group. Other product and company names mentioned herein may be the trade marks of their respective owners.

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Agenda Welcome to Vodafone’s Open Office. Today you will take part in the following sessions: Vodafone Global Enterprise, One Net, M2M and Key customer trends. You will also have one free session during the day in which to catch up with emails/phone calls etc.

Please refer to your lanyard for your specific timetable for sessions 1 to 5. 09.00 - 10.00

Enterprise introduction and CWW

10.15 - 11.00

Session 1

11.15 - 12.00

Session 2

12.15 - 13.00

Lunch

13.15 -14.00

Session 3

14.15 - 15.00

Session 4

15.15 -16.00

Session 5

16.00 -16.30

Summary and close

Floor plan Key Customer Trends

Global Enterprise

M2M LZ1

LZ 2

One Net

Free Room

Enterprise introduction & lunch Main Entrance 3

Vodafone Global Enterprise: global scale, multinational strength Global account managers in

Serving the world’s largest multinationals

…who employ over

…and generate turnover of

Representing worldwide

50 countries

1,423 accounts

40m people

>€10 trillion

20% GDP

Key financials

Commercial performance

YoY Growth

FY 10/11 FY 11/12 2% 6%

Northern & Central Europe

Average contract length (months)

FY 10/11 22

FY 11/12 23

Southern Europe

12%

21%

Total connections (‘000s excl. M2M)

3,638

4,213

AMAP

13%

8%

Total contract value1

£891m

£1,167m

Service revenue

8%

11%

FY 11/12 revenue (% split) Voice Data Fixed

Data revenue as % of total 35%

6%

29% 35% 59%

FY 10/11

Total Enterprise smartphone penetration (%) Q3 11/12 Q4 11/12

32

34

38

Germany Netherlands

4

1.

42 43

41 35

36

Spain

Total value of contracts won in this period

UK

FY 11/12

New customers and renewed contracts

Vodafone Global Enterprise: global scale, multinational strength Key messages • Corporates looking to consolidate suppliers cross-border • Smartphone and tablet penetration pushing data take-up • Data revenue expected to surpass voice revenue in the next twelve months • Unique structure, difficult to replicate our scale and geography

• Building deeper relationships through consultancy and other value-added services Notes:

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Vodafone One Net: success with Unified Communications Vodafone One Net is a fixed mobile converged solution, and is the foundation of our Unified Communications strategy for business. It provides all the benefits and flexibility of mobile with the features of fixed, in one solution. One Net was launched in 2008 and is live in nine markets. The One Net proposition Increased productivity

Lower overall costs

Simplified user experience

Unified voice One service

One directory

Fixed & Mobile Outbound

Presence & IM John Smith, VF UK In a Call

Access voicemail via 121 or email client Inbound rings all active devices Unified voice

One voicemail

Conferencing & collaboration One number

Average enterprise spend1 SoHo (%) (€39 per month/employee) Mobile Fixed IT Service Packaged s/w Comms. Infr.

0%

SME (%) (€77 per month/employee)

Corporate (%) (€200 per month/employee)

3% 14% 11%

16%

17%

20%

41%

3% 7% 14%

24% 41%

34%

56%

One Net business performance2 One Net customers

• 2m users; +47% growth YoY • 8.3% penetration in Europe

Customer churn

• 2 - 6 ppt lower than blended base

• €15 - €17 (including fixed) Incremental One Net ARPU • c.+40% higher than average base Revenue growth

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1. 2.

• +61% growth YoY

Based on IDC, MZA, Vodafone estimates & EITO Based on Post Implementation Review

Markets today UK

Italy

Germany

Portugal

Spain

Czech Republic

South Africa

Netherlands

Ireland

VGE

Vodafone One Net: success with Unified Communications Key messages • IP Centrex market forecast to grow 40% YoY1 • One Net gives Vodafone access to a much greater share of customers’ technology spend • One Net drives higher ARPU and lower churn • Major driver of productivity for SMEs, not just cost savings Notes:

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1.

Source: IDC 2010

Machine to Machine: innovation and regulation creating growth opportunities Machine to Machine (M2M) market1 2011

2015

2011

Global market (€m) 2,800 5,900 Vodafone addressable market (€m)

2011

2015

730 2,000 Global connections (m) 107 311

Market dynamics and growth drivers • Largest sectors: automotive (telematics) and energy (smart metering) • Key growth drivers: new services and innovation, regulation, sustainability, cost savings and productivity improvement Key performance indicators2 Number of M2M connections 8.3 million (June 2012)

Average contract length 48 months

European market share3 c.24%

Average time from first customer contact to first invoice 13 months (24 months in automotive)

Strengths and differentiators • M2M expertise: more than 20 years M2M experience across market sectors in a globally managed team • Global M2M platform: providing tools for customers to control their M2M communications remotely across large areas and many countries • Single global M2M SIM: available for all devices, irrespective of location • Extensive network: using the global reach of the Vodafone network and our partner markets • Dedicated customer service and technical support: over 100 dedicated M2M specialists advising on every project stage • Connected M2M Products: we provide customers with bundled managed connectivity, hardware and software • Partnerships: established partnerships with 65 leading companies across the M2M Value Chain, e.g. System Integrators

Application Service Providers

Module Suppliers

Leading industry analyst rankings 1st Place in M2M Communication Service Provider Scorecard, October 2011 European M2M Telecom Service Provider of the Year 2011 1st Place in M2M Leaderboard, August 2012 Leader in the global M2M services market , April 2012

Leading customer experience “We are the leader in our market – but we would not be where we are now without Vodafone.” Roy van Keulen, Vice President eBusiness, TomTom

“Our customers need to be confident we’re tracking their assets at all times. Vodafone has helped us meet that need and establish a reputation for high-quality customer service.” Greville Coe, Managing Director, Isotrak

1. ABI Research (2011), Analysys Mason (2011), Berg Insight (2011) and internal estimates 2. Internal data and estimates

8 3. Beecham Research Ltd (2011), market share by number of connections

2015

Machine to Machine: innovation leading growth opportunities Key messages • A rapidly developing market with strong long-term growth prospects • Characterised by long customer contracts, long lead times, low ARPUs and high margins • Vodafone has a strong, global customer base • Vodafone is well placed to increase market share

• Core strengths of a strong network, global SIMs, industry partnerships, a dedicated data management platform and expert staff • A unique structure, hard to replicate Notes:

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Vodafone Investor Relations iPad app In case you weren’t aware, we have launched an investor relations app for iPads which can be found through the App store at ‘Vodafone Group Investor Relations’. The app enables you to have all of Vodafone’s historical press releases, presentations and videos with a single click of a button and accessible wherever you are in the world.

You can also follow us on Twitter @VodafoneIR 10