Anticipate. Innovate. Jean-Michel Courtoy

27/09 - LMG

Who remembers

The link?

Who remembers

The link?

Who remembers…

Cycles are getting shorter

Years to get 150 mio users

Belgacom’s revenues

>80% of our revenues

come from services that didn’t exist 17 years ago.

Industries are blurring

Source: http://www.samsungtmtconference.com/samsung_tmt_london/file/Chris%20Barraclough%20-%20Samsung%20event%20-%20final%20-%20amended%20for%20print.pdf

Multiplication of players

Global number of Telecom Operators (2005-2010)

these companies?

Who knows

Gravity is moving South/East

Anticipation is key Big will not beat small, but fast will beat slow

Profit share of mobile phone vendors

RIM stock price evolution

Overview of main trends

1. Everything becomes smart

2. Multiplication of devices

3. Explosion of data

4. Green: problem & solution

1. Everything becomes smart

Internet users

0.36 billion 2.25 billion 2.3 billion 3.4 billion

2000 2008 2011 2012 2016 2020

Internet of things

9 billion 25 billion 50 billion

Expect trillions of sensors on

buildings and bridges to be connected to the internet

M2M applications

Mobile app CRM

Medical & Telemedicine

Mobile Payment

Security & Surveillance

Utility Metering

Fleet Management

Asset Track & Trace

Automotive & Telemetry

Mobile Payment terminals

Transport/ Parking

Belgacom M2M strategy

End-to-end Solutions…

… to address specific vertical industries

Reference cases

Ease payment in the universities (catering, vending, copiers, etc…) and reduce costs via mobile payment platform.

Mobilize sales force visiting points of sales for planning, ordering, visit report, marketing campaigns

Reduce costs and provide value added mobility solutions to customers via monitoring of eco-driving and creating new service Belbus.

Ease mobility and reduce parking money collecting costs via SMS parking.

Solution for vending machines: remote stock management, dispatching to field, and payment solution.

2. Multiplication of devices

SALES 2010 2012 2016

Tablet 15 million 100 million 400 million

Smartphone 298 million 660 million 1 billion

Smart tv 42 million 89 million 500 million

Ratio connected devices / humans on earth

1,84 2,6 4,4

In a few years,

the number of mobile devices

will DWARF the number

of PCs

Bring Your Own Device

Multiplication of content & apps Apple Google Microsoft Facebook

OS iOS Android Windows Facebook?

Payment Transaction Checkout (3rd party) (3rd party)

Hardware iPhone (Samsung, HTC, LG …) (Nokia)

Biz Cloud App Engine Azure

App Store iTunes G. Play Mobile F. Apps

Speech Siri G. Now Tellme

Advertising iAd G. Ads / AdMob Bing Ads F. Ads

Gaming iTunes G. Play Xbox Live F. Apps

Location Apple Maps G. Maps Bing Maps

MyCloud iCloud G. Drive SkyDrive / Office-web

Browser Safari Chrome Internet Explorer Facebook?

Social Ping Google+ MSN Facebook?

Messaging iMessage Gmail / G. Talk outlook F. Mail

Search G. Search Bing Facebook?

Players retaining users within their ecosystems. Is Facebook rightfully in this list?

0

200000

400000

600000

800000

1000000

1200000

2008 2009 2010 2011 2012

google

apple

Number of apps in app stores

Convergence

Smart networks

From a connectivity pipeline to an application aware platform

intelligence

synchronisation

prioritisation

securisation

Open Innovation model

Open innovation model

We’re opening our assets and helping third-parties to develop

B2B or B2E applications in a simple & cost-efficient way

Boom in data traffic

Define Collect Analyse Act Need for analytics of data for business intelligence

+40% Data traffic will increase

40% YoY

90% In 2016 video

will be 90% of internet traffic

Need for bandwidth

Need for virtualization

Cloud Computing

4. Green: we are problem & solution

We are part of the problem …

We commit to reducing our carbon footprint with 70% by 2020

… but also part of the solution Smart Energy Smart Mobility

9/21/2012 Sensitivity : "Unrestricted", "Internal Use Only" or "Confidential" Slide 25

Innovation2 Innovation at Belgacom is all the former things. But also….

• A dedicated innovation team with specialized competence centres for growth areas.

• Investing in regional & international partnerships: Samsung, Fon, VCE, Dacentec, Awingu, (BBict?, Deezer?)

• Encouraging constant learning: +/-24 hours of training followed by each Belgacom employee in 2011

• Investing in expertise: 1,200 employees internal job changes, 900 new hires in 2011

Innovation2

It’s a mindset !