Mats Lundquist, CEO

Telenor Connexion

Industry trends

Future of IoT service providers

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•

•

•

•

•

•

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Norway

Bangladesh Pakistan

Thailand

Malaysia

Sweden

Denmark

Myanmar

Customer value Platform Devices

Applications Connectivity Customer product

STORE & PROCESS CONNECT & CAPTURE PRESENT & MANAGE

Partner network Partner network

Connexion portfolio • Managed Connectivity

• Managed IoT Cloud

• Service excellence tools

* Incl. Telenor BUs and Telenor Connexion

Source: Berg Insight 2018

Million cellular M2M subscriptions (2017Q2)

10,2

10,0

9,4

6,2

Vodafone

Telenor Group*

Telefonica

Orange

DT

47,2 43

37

33

33

32

23

20

19

15

10

Vodafone

Telecom Italia

Telenor Connexion

Deutsche Telekom

Verizon

Orange

Softbank

AT&T

Telefónica

America Móvil

** In terms of number of IoT connections,

excluding Chinese Operators

8

Financials

Volumes

Telenor Connexion

Industry trends

Future of IoT service providers

10 Source: Berg Insight, 2018

11 Photos: Volvo Car Corporation. Copyright @ 2018 Volvo Car Corporation

12

Risk

Requirements on a succesful IoT solution

Time to market Strategy Business transformation

IoT infrastructure evolution

QUIZ

Customer value Platform Devices

Applications Connectivity Customer product

STORE & PROCESS CONNECT & CAPTURE PRESENT & MANAGE

16

A. < 3 month

B. < 3 years

C. > 3 years

17

A. < 1 million SEK

B. < 10 million SEK

C. > 10 million SEK

Risk

Requirements on a succesful IoT solution

Time to market Strategy Business transformation

Years Months

19

Telenor Connexion

Industry trends

Future of IoT service providers

End2End Wholesale

Local Global

Standardized/

Digital

Customized/

People

End2End Wholesale

Local Global

Standardized/

Digital

Customized/

People

23

24