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Capital Markets Day Roxanna Zea, Chief Strategy Officer
December 12, 2012
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7 Tele2 Capital Markets Day 2012
XX State of our Industry
SLOW
BUMPS
AHEAD
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8 Tele2 Capital Markets Day 2012
Revenue growth in Telecoms is slowing
Source: © McKinsey analysis, Oct 2012
Revenue growth of Top 30 Telcos by Region: CAGR (%)
Europe
Historical Revenue Growth Current Trajectory
7.3 7.3
-0.6
Americas
11.5 9.9
1.4
Asia-Pacific
10.7
7.9
3.2
1990 - 2002 2002-2009 2009 – 2013E
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9 Tele2 Capital Markets Day 2012
Telecom environment
Services Devices Access
Competitive environment
Regulatory development
Technology development
All claiming customer ownership for the same
Customers
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10 Tele2 Capital Markets Day 2012
XX
2bn online 5bn mobiles 800 exabytes (x1018)
2012 5bn online
10bn mobiles 53 zettabytes (x1021)
2020
Exponential data growth is still accelerating
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11 Tele2 Capital Markets Day 2012
A multi-screen world
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12 Tele2 Capital Markets Day 2012
Revenue growth in Telecoms is slowing
Source: © McKinsey analysis, Oct 2012
Revenue growth of Top 30 Telcos by Region: CAGR (%)
Europe
Historical Revenue Growth Current Trajectory
7.3 7.3
-0.6
Americas
11.5 9.9
1.4
Asia-Pacific
10.7
7.9
3.2
1990 - 2002 2002-2009 2009 – 2013E
Q3 ‘09 YTD
– Q3 ’12 YTD
3.4
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13 Tele2 Capital Markets Day 2012