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Can carriers deliver content and not just capacity?

Can carriers deliver content and not just capacity?. Julien Lehmann Telefónica Global Delivery Services Product and Marketing Director. Contents. The best position to face the future The strategy to add value and not just “provide capacity”

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Can carriers deliver content and not just capacity?

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  1. Can carriers deliver content and not just capacity? Julien Lehmann Telefónica Global DeliveryServices Product and Marketing Director

  2. Contents • The best position to face the future • The strategy to add value and not just “provide capacity” • The Telefónica Global Delivery Services Example • Conclusion

  3. 01 The best position to face the future Telefónica, S.A.

  4. Numbers 1989 2010 2000 Clients About 288 million customers About 12 million subscribers About 68 million customers Services Integrated ICT solutionsfor all customer segments Basic telephone and data services Wireline and mobile voice, data and Internet services Geographies Operations in 25 countries Operations in 16 countries Spain Staff About 71,000professionals About149,000professionals About270,000professionals Finances Revenues: 4,273 M€ EPS (1): 0.45€ Revenues: 28,485 M€ EPS(1): 0.67€ Revenues: 60,737 M€ EPS(1):: 2.25€ (1) EPS: Earnings per share

  5. Telefónica is today a leader in the Latin American Telco market … Wireline market rank Mobile market rank Data as of June 2011 Argentina: 22.6 million Brazil: 79.8 million Central America: 7.3 million Colombia: 12.3 million Chile: 12.4 million Ecuador: 4.5 million Mexico: 21.2 million Peru: 17.5 million Uruguay: 1.8 million Venezuela: 10.4 million 1 2 2 1 3 2 2 1 1 2 2 Total Accesses (as of Jun11) 190.4 Mill. 1 1 2 2 Notes: - Central America includes Guatemala, Panama, El Salvador, Nicaragua and Costa Rica - Total accesses figure includes Narrowband Internet accesses of Terra Brazil and Terra Colombia, and Broadband Internet accesses of Terra Brazil, Telefónica de Argentina, Terra Guatemala and Terra Mexico

  6. … enjoys a significant footprint in Europe … Wireline market rank Mobile market rank Data as of June 2011 Spain: 47.4 million UK: 22.9 million Germany: 24.0 million Ireland: 1.7 million Czech Republic: 7.7 million Slovakia: 1.0 million 1 1 2 4 4 2 1 2 3 Total Accesses (as of Jun11) 104.7 Mill.

  7. … and it is widening its horizons for growth through strategic, industrial and business alliances RCS-e … Strategic & Industrial alliances • The largest worldwide strategic alliance in the industry. Combined accesses nearly 625 million (June 2011), which is about 10% of world’s population • 2nd integrated operator in China with a countrywide 3G licence (European standard) • Mutual investment agreement • Telefónica: 9.7% in China Unicom • China Unicom: 1.37% in Telefónica • Joint cooperation in different areas such as service provisioning, equipment & devices acquisition, R&D+i, sharing of best practices … • Largest Telecom alliance in Europe, with ~18.5% market share (1) • Combined presence in 7 European countries • Combined accesses in Europe in June 2011 (millions of customers): • Telefónica …………………………………….. 104.7 • Telecom Italia …..………….………………… 62.3 • Total industrial alliance ..……….… 167.0 (1) Market share in Western Europe+CzechRepublic+Slovakia Telco market as of Pyramid Research’s Global Market Data Forecast Q4 2010 Business alliances

  8. The long term value of Telefónica’s business is recognised by the markets, so placing it within the Top 5 in the global Telco sector Telco sector worldwide ranking by market cap (US$ bn) • 1st European integrated Telco by market capitalisation Among the 50 largest companies in the world by market capitalisation Source: Bloomberg 07/31/2011

  9. 02 A strategy to keep on our successful track record Telefónica, S.A.

  10. The world is today a Networked Society, and it will get more and better connected every day … The new environment which drives demand The great digital opportunity From Internet of People to Internet of Things • Increasingly powerful devices • Social networking • Huge increase of digital contents • User Generated Contents • Hundreds of thousands ofapplications • e-World: e-Health, e-Learning, e-Financial Services, e-Travel • M2M : smart metering, e-Car, e-Logistics, vending • Everybody and everything connected • Customers Devices 50,000 M Bn 50 • Traffic 5 0.5 0 1975 1875 1900 1925 1950 2000 2025 • Apps. & • Services • Devices People Places Machines And telecommunications are the basis and the enabling factor for the Networked Society

  11. … because Telcos have a key role to play in the ICT ecosystem Partners complementing our capabilities Telco as Service Platform Demand unified and simple services Beyond Applications: Advanced platforms for quality service delivery Adding comprehensive connectivity & service management Payment for distribution and additional services Content, advertising, on-demand services & apps Payment for segmented bundles of services Revenue sharing Third Parties End Users

  12. 03 The TelefónicaGlobal Delivery Services Example Telefónica, S.A.

  13. The evolution of the CDN market Content delivery disconnect Consumer Telco CDN Provider Content Provider QoS disconnect Content delivery connected Content Provider Consumer Telco CDN Enabled End-to-End QoS

  14. Offering new opportunities to content providers for monetization, B2C and CRM CDN

  15. Telefónica Global Delivery Services • Improve the experience of your customers • Increase the visibility of your content • Flexibility and availability guaranteed in any conditions • Offload your origin server and reduce your infrastructure cost

  16. What makes us different ?

  17. Telefónica’s CDN Position in the market Throughput (Tbps) CDN Investment 2012 2011 Number of PoP’s Continent Country City Level Source: Player public information

  18. Capacitydeployment: 2011-2012E TGDN Deploymenton 2011 TGDN Deployment on 2012

  19. Do you want to be part of the CDN of the future? • Telefónica is opening its technology to you To decrease time-to-market thanks to experience To get revenue from day 1 thanks to existing clients To get better performance thanks to existing POPs

  20. 04 Conclusion Telefónica, S.A.

  21. No it’s NOT just capacity ! Telefónica keeps on investing heavily in added value services that keep on changing the way we live, work and socialize The Telefónica Global Delivery Services are set to be theleading online experience optimizer It is not just about us, you have an opportunity to be part of it for the benefit of the whole value chain

  22. Thankyou Julien Lehmann Julien.lehmann@telefonica.es Telefónica, S.A Telefónica Global DeliveryServices

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