dutch analyst journalist meeting - 151111
TRANSCRIPT
IT’S TIMETO OPEN UP
Welkom | Welcome | Välkommen
09.00 – 09.05 Being a Challenger, Allison Kirkby
09.05 – 09.10 The Set-up, Jeff Dodds
09.10 – 09.25 The Network, Francois Mairey
AGENDA
09.25 – 09.50 The Deal, Jeff Dodds
09.50 – 10.20 Questions?
BEINGA CHALLENGER
Allison Kirkby | President and CEO
SHAKINGTHINGS UPSINCE 1993
WHY DO WECHALLENGE?
BECAUSEWE CAN!
THESET-UP
Jeff Dodds | CEO Tele2 Netherlands
FIX
ED
B2B
MO
BIL
E
MOBILE
The bestOf the best...
but...
Source: T-Efficient: Competitor business update – H1 2015
Source: T-Efficient: Competitor business update – H1 2015
Why?
TELE2IS ON A
MISSION
TELE2IS ON A
MISSION
Great coverage
TELE2IS ON A
MISSION
Great coverage
Great speed
TELE2IS ON A
MISSION
Great coverage
Great speed
The lowest price
WHEN?
12TH OF NOVEMBER
2015
THENETWORK
Francois Mairey | CTIO Tele2 Netherlands
Our 4GnetworkPopulation coverage outdoor 92%Population coverage indoor 65%Geographical coverage 80%
Our 4GnetworkPopulation coverage outdoor 92%Population coverage indoor 65%Geographical coverage 80%
• Transferred learnings from one of the best in the world
Our 4GnetworkPopulation coverage outdoor 92%
• Nationwide 4G population coverage Q1 2016
Population coverage indoor 65%Geographical coverage 80%
• Transferred learnings from one of the best in the world
Our 4GnetworkPopulation coverage outdoor 92%
• Nationwide 4G population coverage Q1 2016
Population coverage indoor 65%Geographical coverage 80%
• Transferred learnings from one of the best in the world
High speed
Our 4GnetworkPopulation coverage outdoor 92%
• Nationwide 4G population coverage Q1 2016
Population coverage indoor 65%Geographical coverage 80%
• Transferred learnings from one of the best in the world
High speed
High capacity
Our 4GnetworkPopulation coverage outdoor 92%
• Nationwide 4G population coverage Q1 2016
Population coverage indoor 65%Geographical coverage 80%
• Transferred learnings from one of the best in the world
High speed
High capacity
Low latency
VOLTE
LTEadvanced
VOLTE
LTEadvanced
• Speeds up to 225 Mb/Sec• Efficient spectrum usage• LTE-A features to come
VOLTE
LTEadvanced
• Speeds up to 225 Mb/Sec• Efficient spectrum usage• LTE-A features to come
• Very short call set-up time• Save battery• HD voice & noise reduction
THEDEAL
Jeff Dodds | CEO Tele2 Netherlands
ExistingCustomerIs king
Going to waron daTA
Going to waron daTA
TCO
in M
RC
€
10
20
30
40
50
60
70
- 5 000 10 000 15 000 20 000 25 000
Telfort
KPN
Vodafone
T-Mobile
Hollands nieuwe
Subscription +Samsung Galaxy S6 Edge
Data bucket in MB per month
Going to waron daTA
TCO
in M
RC
€
10
20
30
40
50
60
70
- 5 000 10 000 15 000 20 000 25 000
Telfort
KPN
Vodafone
T-Mobile
Tele2 old
Tele2 new
Hollands nieuwe
10
20
30
40
50
60
70
- 5 000 10 000 15 000 20 000 25 000
Telfort
KPN
Vodafone
T-Mobile
Tele2 old
Hollands nieuwe
Subscription +Samsung Galaxy S6 Edge
Data bucket in MB per month
Going to waron daTA
TCO
in M
RC
€
10
20
30
40
50
60
70
- 5 000 10 000 15 000 20 000 25 000
Telfort
KPN
Vodafone
T-Mobile
Tele2 old
Tele2 new
Tele2 new J5
Hollands nieuwe
Tele2 Subscription +Samsung Galaxy J5
Data bucket in MB per month
Disruptive propositionfor 4G VoLTE Handsets
Disruptive propositionfor 4G VoLTE Handsets
100min/SMS
1GB
€10
unlimitedvoice/SMS
1.5GB
€16
unlimitedvoice/SMS
4GB
€21
unlimitedvoice/SMS
8GB
€25
unlimitedvoice/SMS
24GB
€35
Disruptive propositionfor 4G VoLTE Handsets
100min/SMS
1GB
€10
unlimitedvoice/SMS
1.5GB
€16
unlimitedvoice/SMS
4GB
€21
unlimitedvoice/SMS
8GB
€25
unlimitedvoice/SMS
24GB
€35Average discount
on handset
€0
Average discount on handset
€0
Average discount on handset
€4
Average discount on handset
€6
Average discount on handset
€8
+ + + + +
Source: Websites of mobile operators
How do we compare?Galaxy S6 + 4GB + Unlimited voice
•Unlimited voice/sms•3GB
€ 46
€30 one-off
•Unlimited voice/sms•5GB
€ 54
€0 one-off
•Unlimited voice/sms•3GB
€ 46
€29.95 one-off
Source: Websites of mobile operators
How do we compare?Galaxy S6 + 4GB + Unlimited voice
•Unlimited voice/sms•3GB
€ 46
€30 one-off
•Unlimited voice/sms•5GB
€ 54
€0 one-off
•Unlimited voice/sms•3GB
€ 46
€29.95 one-off
•Unlimited voice/sms•4GB
€ 39
€0 one-off
Source: Websites of mobile operators
How do we compare?Galaxy S6 + 4GB + Unlimited voice
•Unlimited voice/sms•3GB
€ 46
€30 one-off
•Unlimited voice/sms•5GB
€ 54
€0 one-off
•Unlimited voice/sms•3GB
€ 46
€29.95 one-off
•Unlimited voice/sms•4GB
€ 39
€0 one-off
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
OR
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
OR•Unlimited Voice/sms•4GB
€ 24
€0 one-off
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
OR•Unlimited Voice/sms•4GB
€ 24
€0 one-off
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
OR•Unlimited Voice/sms•4GB
€ 24
€0 one-off
OR EVEN
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
OR•Unlimited Voice/sms•4GB
€ 24
€0 one-off
OR EVEN
•Unlimited Voice/sms•8GB
€ 28
€0 one-off
€ 24.50
Source: www.studentmobiel.nl
How do we compare?Galaxy J5 + 1GB + 100 MINUTES
• 100 min/sms•0.7GB
€ 23
€45 one-off
• 150 min/sms• 1GB
€0 one-off
• 120 min/sms•0.5GB
€0 one-off
€ 27.50
• 100 min/sms• 1GB
€ 15
€0 one-off
OR•Unlimited Voice/sms•4GB
€ 24
€0 one-off
OR EVEN
•Unlimited Voice/sms•8GB
€ 28
€0 one-off
€ 24.50
Competitive proposition for all Sim-Only
Competitive proposition for all Sim-Only
100min/SMS
1GB
€10
150min/SMS
1.5GB
€15
250min/SMS
2.5GB
€20
Source: Websites of mobile operators
• 300 min + unlimited sms• 3GB• 24 months binding
€24+ € 15 activation fee
• 200 min/sms• 5GB• 24 months binding
€25+ € 20 activation fee
• 300 min + unlimited sms• 2GB• 24 months binding
€22.50+ € 14.95 activation fee
How do we compare?250 minutes + 2.5GB
Source: Websites of mobile operators
• 200 min/sms• 2GB• 12 months binding
€25+ € 14.99 activation fee
• 300 min/sms• 3GB• 24 months binding
€22.50+ € 9.95 activation fee
• 300 min + unlimited sms• 3GB• 24 months binding
€24+ € 15 activation fee
• 200 min/sms• 5GB• 24 months binding
€25+ € 20 activation fee
• 300 min + unlimited sms• 2GB• 24 months binding
€22.50+ € 14.95 activation fee
How do we compare?250 minutes + 2.5GB
• 1800 min/sms/MB• 24 months binding
€20+ € 10 activation fee
No 4G offer
Source: Websites of mobile operators
•250 min/sms•2.5GB• 12 months binding
€ 20+€ 10
activation fee
• 200 min/sms• 2GB• 12 months binding
€25+ € 14.99 activation fee
• 300 min/sms• 3GB• 24 months binding
€22.50+ € 9.95 activation fee
• 300 min + unlimited sms• 3GB• 24 months binding
€24+ € 15 activation fee
• 200 min/sms• 5GB• 24 months binding
€25+ € 20 activation fee
• 300 min + unlimited sms• 2GB• 24 months binding
€22.50+ € 14.95 activation fee
How do we compare?250 minutes + 2.5GB
• 1800 min/sms/MB• 24 months binding
€20+ € 10 activation fee
No 4G offer
Source: Websites of mobile operators
•250 min/sms•2.5GB• 12 months binding
€ 20+€ 10
activation fee
OR• 200 min/sms• 2GB• 12 months binding
€25+ € 14.99 activation fee
• 300 min/sms• 3GB• 24 months binding
€22.50+ € 9.95 activation fee
• 300 min + unlimited sms• 3GB• 24 months binding
€24+ € 15 activation fee
• 200 min/sms• 5GB• 24 months binding
€25+ € 20 activation fee
• 300 min + unlimited sms• 2GB• 24 months binding
€22.50+ € 14.95 activation fee
How do we compare?250 minutes + 2.5GB
• 1800 min/sms/MB• 24 months binding
€20+ € 10 activation fee
No 4G offer
Source: Websites of mobile operators
•250 min/sms•2.5GB• 12 months binding
€ 20+€ 10
activation fee
OR• 200 min/sms• 2GB• 12 months binding
€25+ € 14.99 activation fee
• 300 min/sms• 3GB• 24 months binding
€22.50+ € 9.95 activation fee
• 300 min + unlimited sms• 3GB• 24 months binding
€24+ € 15 activation fee
• 200 min/sms• 5GB• 24 months binding
€25+ € 20 activation fee
• 300 min + unlimited sms• 2GB• 24 months binding
€22.50+ € 14.95 activation fee
How do we compare?250 minutes + 2.5GB
€ 24
•Unlimited voice/sms•4GB•24 monthsbinding
• 1800 min/sms/MB• 24 months binding
€20+ € 10 activation fee
No 4G offer
Source: Websites of mobile operators
•250 min/sms•2.5GB• 12 months binding
€ 20+€ 10
activation fee
OR• 200 min/sms• 2GB• 12 months binding
€25+ € 14.99 activation fee
• 300 min/sms• 3GB• 24 months binding
€22.50+ € 9.95 activation fee
• 300 min + unlimited sms• 3GB• 24 months binding
€24+ € 15 activation fee
• 200 min/sms• 5GB• 24 months binding
€25+ € 20 activation fee
• 300 min + unlimited sms• 2GB• 24 months binding
€22.50+ € 14.95 activation fee
How do we compare?250 minutes + 2.5GB
€ 24
•Unlimited voice/sms•4GB•24 monthsbinding
• 1800 min/sms/MB• 24 months binding
€20+ € 10 activation fee
No 4G offer
Building ourbrand
OMDAT HET KAN• TELE2 PRESENTS •
summary
summary
summary
summary
summary
summary
summary
summary
summary
QUESTIONS?