Swisscom – Truth & Dare

Citigroup Telecom ConferenceLondon, 20 March 2013Carsten Schloter, CEO Swisscom

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Swisscom: Truth & Dare

Truth Dare

Customer adoption

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IP changes customer choice from LOCAL to GLOBAL

1. Embracing IP

Truth Dare

Customer impact

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OTT offers drive IP adoption while eroding usage prices

1. Embracing IP

Truth Dare

Impact on Operators

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IP has changed what operators can charge for usage

1. Embracing IP

Truth Dare

Best networks6

What is important if Access is going to be core business?

2. Investing into best access

Truth Dare

Spectrum & footprint

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Investments have paid off in terms of quality / coverage

2. Investing into best access

Truth Dare

Speed delivered8

Akamai study confirms Swiss network strength

2. Investing into best access

Truth Dare

New tariff paradigms

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Dare to replace usage based tariff models

3. Leveraging new tariff paradigms

Truth Dare

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Mobile Infinity plans, setup and impact

3. Leveraging new tariff paradigms

New tariff paradigm Mobile

Truth Dare

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High response and rapidly improving dynamics

3. Leveraging new tariff paradigms

New tariff paradigm Mobile

Truth Dare

12Market share comparatively

stronger Truth: Swisscom share strong across the board

4. Growing to drive FCF

Truth Dare

Superior FCF generation

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By Daring to invest more, Swisscom can generate higher FCF

4. Growing to drive FCF

Truth Dare

Investment & returns

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In summary

4. Growing to drive FCF

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Q&A