TV in Telekom Austria Group. Capital Market Day 2013, 15 January 2013

Transcription

1 TV in Telekom Austria Group, 15 January 2013

2 Introduction In addition to traditional TV offerings, technology opens new possibilities in TV area Trend of increasing TV and bundle subscribers within Telekom Austria Group companies Higher demand for diverse product portfolio due to change in customer behavior Multiscreen experience playing an increasingly important role in bringing the content closer to customers 2

3 Increase in TV Subscriber Base Driven by Acquisitions as Well as Organic Growth Overview TV in TAG January 2011 Acquisition of August 2011 Acquisition of 3

4 Common TAG Approach Towards TV Role of TV Customer Need Differentiation GA generation/ upselling Churn reduction High relevance of TV when choosing fixed line/bundle service Content is key differentiator for purchasing decision 4

5 Services are a Long-Term Strategic Issue for all Operating Companies Short-term: Local Competition Mid-term: Global Competition Cable SAT IPTV Austria upc Free to air market Bulgaria Croatia Short-term competition is on access Mid- to long-term competition is on services 5

6 Developing 360-Degrees Solutions Extension of Product Portfolio Driven by Changes in Customer Behavior CABLE TV IPTV SATELLITE TV OVER THE TOP 6

7 Upselling Allows Increase in Profitability HD PACKAGE THEMATIC PACKAGES Main offer starting with basic package, building up profitability with every new channel package on top PREMIUM PACKAGES Bringing to customers variety of options (thematic, premium, radio ) EXTENDED PACKAGE BASIC PACKAGE Additional functionalities bring competitiveness: Time shift (catch-up, start over), PVR and pause live TV, Video on demand (TVOD, SVOD) 7

8 Digital Innovation Enhanced by Introduction of IP 2010 From few IP devices to complete IP-based device ecosystem The number of connected IP devices, applications and multi-media services have increased over time 8

9 Fulfillment of Customer Needs Through Multi-Screen Experience While sitting in front of TV, more than 60% of us have 2 nd screen in our hands, whether a smartphone, tablet or PC/laptop Number of screens per person in years: 2000 = = = 3.6 9

10 Multi-Screen Apps Proactively Address OTT Challenge Multiscreen TV Apps OTT service on: - ios - Android web available in Opportunities of Multiscreen Apps > Innovative TV service with unique user experience leveraging the competitive advantage of telcos > Local content main differentiator towards global OTTs > No profit today, but when launched now increased stickiness strengthens position against OTTs > In the mid-term ability to generate revenues of non-access line customers > Partnerships with local OTTs in negotiations to test potential > Adaptive bit-rate streaming fills up the available capacity because the client dynamically selects the best size chunk for the available bandwidth 10

11 TAG Launched DTH (Satellite TV) Services in Austria and Croatia to Increase Short-Term Competitiveness Advantages of DTH for TAG > TV Services can be sold more efficiently nationwide without footprint limitations > Participate in growth market > Advanced DTH service in AT offer interactivity Opportunity to up-sell broadband connections > Current services provided via partnerships 11

12 Future Proof Technology Provides Basis for New Developments > Back-end supports set-top boxes (both IPTV only and Hybrid) and mobile platforms (OTT), available via any type of network IPTV DVB OTT Network layer (twisted pair copper, DTH, HFC, FTTH ) Back-end (multimedia platform) 12

13 Thank you!