idate november 2005 didier lombard chairman and ceo france telecom
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Over the last few years, innovation has been driving industry transformation
5 major technologydiscontinuities
The customer at the center of his communications universe
Services become multi-access
Usages are simple and user friendly
Integrated operator as the incarnation of this paradigm shift
The customerdefines and
personalizehis services
Focal point isShifting fromThe network to the user
Servicesbecome
Multi-access
The customerdefines and
personalizehis services
Focal point isShifting fromThe network to the user
Servicesbecome
Multi-access
IP network Broadband everywhere Ubiquitous wireless Multi-access innovative devices Delayed and open network and IT platforms
IDATE 2003
s
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Voice commoditization highlighted as a key challenge
Innovation is the way forward
A challenge to the established
voice business model
VoIPVoIP
Unlimited offeringsUnlimited offerings
Price pressure on mobile
Price pressure on mobile
Investor Day June 2005
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Mobile operators Fixed operators Regulated players
MVNOs
Internet players Industrial playersUnregulated players
NOKIA
PHILIPS
Skype
New types of players entering the competition
New Competitors – New Business Models – New Strategies
Investor Day June 2005
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Our vision has proved right
“Incumbents”
“Pure Player”“Solid results, mixed outlook” Nomura
“Outlook disappointing, as we had feared” Bernstein
November 2005 Interim Results
"The main story in the results looks like being a change in strategy to invest heavily in 2006 to generate revenue growth and protect its market share at the expense of short term EBITDA” Cazenove
November 2005 Interim Results
MVNOs
VoIP
“How the Internet killed the phone business” The Economist-Sept 05
“We believe Skype destroys $3-5 in traditional Telco revenue for every $1 it generates” Halpern-March 05
2,6Bn $
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NExT
VisionOffer customers a New Expérience in Telecom services
Ambition“Become Europe’s telecom service provider of reference”
NExT From network access to services delivery
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Consumers
NExT Give access to a new world of services
A new generation of telecom services to change everyday lives
Businesses
• Unlimited call plans• FamilyTalk• Livecom …
• Livebox• Livezoom• m-coaching …
• TV over DSL• Live Tv and mobile video• Photo transfert …
• New IP services• Connect remote employees• Connect all corporate sites …
• Project design• Solution integration• Customer service …
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Content everywhere, multi-platforms, multi-territories: one of the key pillars of NExT
Music everywhere Unique offer across PC, mobile and TVPartnering with Warner Music
Sport everywhereExclusive soccer & rugby agreements, plus other sports
TV everywhereTV bouquets & VOD avalaible through ADSL and 3G,TV, PC, and Mobile
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The NExT transformation
Simplicity, innovation, performance
Areas of transformation
● Integrate networks and IT
● Boost the Group’s innovation and marketing
● Unify and simplify customer relations
● Simplify brand architecture
● From Techno-push to Market-pull
● Strengthen operational performance
Drivers
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Innovation: a company attitude, a recognized talent
World class R&D Center17 sites, including 9 abroad
4200 researchers
7500 patents: 450 registred in 2004
R&D investments: +20% in 2004 and 2005
France Telecom• One of the “Most innovative European telcos of 2004”, Forrester
• “Best Innovator” France 2005, Innovation & Technology category, AT Kearney
Innovation & Integration as the source of profitable growth
San Francisco
Tokyo
London
Boston Warsaw
Canton
New Delhi
Seoul
Beijing Issy les Moulineaux (8 centres in France)
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Very high speed
internet for businesses
Fixed/MobileConv. VPN
TV on ADSL 3G
2004
E-telephonyLarge
Companies
LiveboxHome
gateway
Business Everywhere
Q1 Q2 Q3 Q4 Q1 Q2 Q3
Video-telephony
Talk Now (Push to talk)
Innovation: delivering new products everyday
Visiokiosk
Live HDTVover
ADSL2+
ADSL2+
VoIPFrance
Photo Album
Instant messaging
2005
VoIPEurope EDGE
LiveBox PRO
Livecom
Live Services
Musicdownload
Premium MMS
Funtones(RBT)
BusinessTalk
Emergency contatcsO
KOO
Internet Business
pack
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Build the future through Strategic Partnerships
Spheres
Objectives
Personal Home EnterpriseAccess,
Networks, IS, Middleware
Reactivate growth
Build the integrated operator
Adress paradigmatic
changes
Innovating with industry leaders
interactive mobile entertainment appliances
Home gateway NGN-IMSBeyong 3G
Seamless mobility
solutions, Innovative
wireless access
networks
Seamless IP MM services
Seamless IP multimedia services
Authentication, Access security
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In order to succeed, we need to invest heavily in networks: key factor to extend new services
Broadband access for all and everywhere• DSL, ambitious commitments, sound results : the highest density in Europe.
• Complementarity features of the Wi-Fi, EDGE and 3G networks
“ZAE” Broadband Plan (up to 100 Mbits/s) : a competitivity driver for the majors corporations and SMEs in metropolitan areas* ZAE: Zones d’Activités Economiques; Economic Activity Zones
Broadband France: Europe’s leader
Broadband access for all
70 to 89%90 to 100%
ADSL: 96% of the populationcovered at year-end 2005
MOBILE BROADBAND: 85%of the population covered
EDGE + 3G
Broadband access for all
70 to 89%90 to 100%
ADSL: 96% of the populationcovered at year-end 2005
70 to 89%90 to 100%
ADSL: 96% of the populationcovered at year-end 2005
MOBILE BROADBAND: 85%of the population covered
EDGE + 3G
MOBILE BROADBAND: 85%of the population covered
EDGE + 3G
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Winning togetherTelecoms as a key driver of economic and social development• Productivity and economic growth• Regional attractiveness and competitiveness
Investments benefiting the industrial and social ecosystem• Networks - Equipments - Contents• Services for each and everyone
Support growth and innovation • Specific infrastructure economics (fixed costs/long-term profitability)• Commitment and responsibility of all players
Adapt regulation to this new challenge • Boost investment in new technologies• Give Europe the opportunity to be a leader of this new world