swisscom – truth & dare · 3/20/2013 · swisscom – truth & dare citigroup telecom...
TRANSCRIPT
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