Changes in the Industry and views on the Mobile Future

Digital Winners 2013

Berit Svendsen | Executive Vice President and Head of Telenor Norway

Fixed Mobile Substitution – not that long ago

2

0

2.000

4.000

6.000

8.000

10.000

12.000

14.000

16.000

18.000

20.000

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Traffic from mobile network Traffic brom broadband telephony

Traffic from fixed network (ISDN, PSTN)

Mil

lio

ns

of

vo

ice

min

ute

s

Everyone uses Mobile Data Services - everywhere

3

Data explosion in Mobile Networks

4

Average mobile data usage (GB /month) and smartphone penetration (%)

0.15 0.20

0.33

0.51

34%

50%

65% 74%

2010 2011 2012 2013e

5

The industry faces challenges in the rapid

transition from Voice to Data Centric Pricing

Europe falling behind US

6

4,5

8,9

5,8

5,4 5,4 5,5

3,2

6,4

-3,5

-4,6 -3,2 -4,2

-6,2

-6,3

-8,9 -9,2

-12,0

-10,0

-8,0

-6,0

-4,0

-2,0

0,0

2,0

4,0

6,0

8,0

10,0

Sep.11 Dec.11 Mar.12 Jun.12 Sep.12 Dec.12 Mar.13 Jun.13

US

Western Europe

Service revenue growth %

Source: Enders Analysis based on company reports.

7

TRENDS

Multimedia Social Services boosts video traffic

8

114

526

69

719

Other Traffic

5x

Video

10x

2010 2015

Petabyte, Global Traffic Forecast

Source: Sandvine Traffic Forecast.

Mobile Payment - a long way, but soon it happens

9

Cloud Services – a hit among businesses

10

The customers are the front runners and

continuously adapts or rejects ideas & services

11

Global competition for customers with limited

loyalty

Summing-up

Data consumption, just beginning to

explode

From voice to data: Monetizing on

heavy investments - a Telco challenge

Video, new services and cloud

computing will boost demand for

capacity, speed and reliability

Customers adapts or rejects new

services and ideas continuously

Only one thing is for sure every

morning: You have to run!

13

14

Thank you for your attention!

@BeritSvendsen