telenor · market position: 2 * * market position is based on revenue market share. in bangladesh,...
TRANSCRIPT
![Page 1: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/1.jpg)
TELENOR
![Page 2: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/2.jpg)
Our purpose
Connecting you
to what matters most.
Empowering societies
![Page 3: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/3.jpg)
Scandinavia: Fixed and mobile premium positions in Norway
and Sweden; mobile in Denmark.
7.5 m customers.
Telenor Norway
Subs: 3 million
Founded: 1855
Market
position: 1 *
Telenor Sweden
Subs: 2.7 million
Entry: 2001
Market
position: 3 *
Telenor Denmark
Subs: 1.8 million
Entry: 2004
Market
position: 2 *
*Market position is based on revenue market share.
![Page 4: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/4.jpg)
Emerging Asia
Strong mobile positions. No. 1 or 2 in all markets.
Additional digital services within mobile financial services,
online classifieds and health. 129 m customers. **
Telenor Pakistan
Subs: 42.6 million
Entry: 2004
Market
position: 2 *
Grameenphone
Subs: 67.5 million
Entry: 1996
Market
position: 1 *
Bangladesh
Telenor Myanmar
Subs: 18.9 million
Entry: 2013
Market
position: 2 *
* Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar
** With effect from Q1 2017, Telenor India is treated as an asset held for sale and discontinued operations in Telenor’s financial reporting.
![Page 5: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/5.jpg)
Developed Asia
Rich, digital mobile-only positions, targeting the
digital generation segment. 34 m customers.
Dtac
Subs: 21.8 million
Entry: 2000
Thailand
Market
position: 3 *
Digi
Subs:11.8 million
Entry: 1999
Malaysia
Market
position: 1 *
*Market position is based on subscription market share.
![Page 6: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/6.jpg)
67,5
42,6
18,9
21,8
11,8
3
2,7
1,8
Bangladesh
Pakistan
Myanmar
Thailand
Malaysia
Norway
Sweden
Denmark
Subscribers per country
170 million mobile subscribers
22 000 employees
4%
20%
76%
Scandinavia
Developed Asia
Emerging Asia
T E L E N O R G R O U P I N N U M B E R S | Q 1 2 0 1 8
![Page 7: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/7.jpg)
Geographic revenue distribution
Total revenues 2017: NOK 112 billion
Geographic EBITDA distribution
Total EBITDA 2017: NOK 45 billion
Telenor listed on the Oslo Stock Exchange in 2000
Total shareholder return (%) 1 year 3 year 5 year
Telenor, pr 25.04.18 26 % 2 % 36 %
39%
28%
25%
8%
36%
29%
33%
2%
T E L E N O R G R O U P I N N U M B E R S | Q 1 2 0 1 8
![Page 8: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/8.jpg)
STRATEGIC AMBITIONS
9
![Page 9: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/9.jpg)
T E L E N O R G R O U P – G L O B A L U N I T S
![Page 10: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/10.jpg)
IoT Healthcare Machine Learning Banking
B E Y O N D T E L C O S E RV I C E S
![Page 11: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/11.jpg)
Voice
Connectivity
Roaming
Messaging 20+ years
experience
600+ customers
& partners
The international communication provider of Telenor Group
About Global Wholesale
0
50
100
150
200
250
300
350
400
2014 2015 2016 2017
Revenue in mil USD
194 employees | 38 nationalities
![Page 12: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/12.jpg)
G L O B A L
W H O L E S A L E
CEO Harald Krohg
Finance Torhild Einstabland
People Annica Været
Strategy Olav Sande
Technology Per Lorentsen
Markets Rickard Widerberg
Sales Tone Snellingen
![Page 13: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/13.jpg)
G R O W I N G O U R B U S I N E S S
The Telenor
internet
highway in
South East
Asia is open
Expanding LTE
Roaming &
VoLTE
Roaming
Launch
Direct
Operator
Billing launch
(DOB)
SMS Assure –
Enhancing
messaging
quality
![Page 14: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/14.jpg)
Telenor Messaging Solution
![Page 15: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/15.jpg)
M O N E T I Z AT I O N - H O W H O T I S A 2 P ?
Preferred way
to communicate with
companies
Most SMS are opened
within 5 seconds
82 bUSD
Grey route revenue
leakage
36%
A2P traffic growth
2 trillion
A2P Messages
by 2020
Only 20% of MNOs are
monetizing A2P
![Page 16: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/16.jpg)
W H E R E I S T H E M O N E Y I N M E S S A G I N G F O R
O P E R ATO R S ? O T T A S A U S E C A S E
Enterprise
Market products
to users
End user
Use enterprise products
via Telco access
& OTTs platform
The telcos
Provide access and
connectivity
OTTs API/Platform
Collect customer information
& charge enterprises for
marketing
Operator’s Value Proposition: Our customers
2 main challenges
Take control of traffic
Ensure secure access to our networks
Operators have an opportunity to monetize
the OTT/A2P traffic and charge them for
access & there is willingness to pay
-
![Page 17: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/17.jpg)
E N S U R I N G S E C U R E D M E S S A G I N G N E T W O R K S
130%
Daily traffic increase Telenor Myanmar
x19
Monthly Traffic increase Telenor Pakistan
x10
A2P revenue increase Dtac
Success stories
From Non-secure networks To secure networks
![Page 18: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/18.jpg)
T E L E N O R VA L U E P R O P O S I T I O N
Inward
Cash Flow
End to end
Visibility
Revenue
Assurance
Robust
Solution
1
2
3
4
Generating new revenue stream
360° monitoring and monetization of all SMS traffic
Protection against leakage and fraud attacks
Stable one stop shop for all SMS traffic at no cost
for customer
![Page 19: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/19.jpg)
O U R S O L U T I O N
All in one
Gateway
Managed SMS
Firewall
Single and secure
Route
![Page 20: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/20.jpg)
T E L E N O R S O L U T I O N – K E Y H I G H L I G H T S
One Agreement
• All in one Solution of Gateway, Firewall and Managed Services
• Service availability 99.9%
• End-to-end real-time message tracking
• No Cost for customer
One Technical Solution
• Flexible and robust technical architecture
• Easy, dynamic and quick deployement
• Multi-protocol compliant - SS7, Sigtran, SMPP and API
• Premium Product features
Enhanced Customer Support
• 24/7/365 support and real time response
• Settlement and billing support
• KPI monitoring, reporting and analytics
• Complaint handling and troubleshooting
• Customer Web portal (upcoming)
Security
• Full protection and total visibility
• Advanced spamming and content filtering
• Fraud detection
• Real-time security management
![Page 21: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/21.jpg)
Direct Operator Billing (DOB) Wholesale
![Page 22: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/22.jpg)
Centralized platform
with global partners
A secure alternative way of
payment through the mobile
bill
Facilitate purchase
of digital content
D I R E C T O P E R AT O R B I L L I N G
![Page 23: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/23.jpg)
M O N E T I Z AT I O N - H O W H O T I S D O B ?
5x more mobile phones
than credit cards
10 x better conversion
rates
39 bUSD
DOB Market by 2022
Fastest growing digital
vertical for Telcos
Potential to address 53%
unbanked world population
Taken over
PSMS revenues
Source: Ovum – Global Carrier-Billing report PSMS: Premium SMS
![Page 24: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/24.jpg)
Success stories
D O B W H O L E S A L E - D E P L O Y M E N T I N T E L E N O R G R O U P
Telenor Operators Content provider
Purchase value
78M USD/year
Launched in
11 countries
60 partner
launches
![Page 25: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/25.jpg)
Instantly get connected
with all top tier
digital content providers
Grow your subscriber base &
reduce churn by offering them
carrier billing facility
Your benefits from a centralized DOB solution
Incremental revenue through
secure payment of digital content
and services for your customers
New revenue
stream
Customer
retention
Reach digital
ecosystem
![Page 26: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/26.jpg)
North API Integration
South API Integration
DOB Platform
Centralized
DOB-Wholesale
![Page 27: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/27.jpg)
O N B O A R D I N G S T E P S F O R D O B - W H O L E S A L E
Project
initiation
1
Technical API
integration
Facilitate partner
negotiations
2 3
Commercial
launch
4
![Page 28: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/28.jpg)
W H Y C H O O S E T E L E N O R A S A T R U S T E D PA RT N E R ?
Experience
and innovation
Significant results within the Telenor
Group
Learning and experience are scalable
and transferrable
One stop shop for all
content providers
Telenor has a vast coverage
and backward linkage with all the
major players in the DOB industry
Value for your end
customer
DOB Wholesale makes it fast, easy and
secure for your end-customer to purchase
online content through the phone bill
![Page 29: TELENOR · Market position: 2 * * Market position is based on revenue market share. In Bangladesh, and subscription market share in Pakistan and Myanmar ** With effect from Q1 2017,](https://reader030.vdocuments.mx/reader030/viewer/2022041102/5edc455bad6a402d6666df3b/html5/thumbnails/29.jpg)
Get in touch [email protected]