Orange – NAB, April 20, 2009

Orange TV

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the digital revolution: capitalising on content fragmentation, multi-screen and on-demand new usages

creatingnew value from new usage

editorializationseamless multi-screensearch solutionsunlimited access

from linear monoscreenbroadcasting…

…to interactive multi-screendigital services

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Orange: one of the world’s leading telecom operators, a world class communications brand

220 countries and territories

€53.5 Bn revenue

#2 mobile operator in Europe

#1 broadband operator in Europe

#2 broadband operator worldwide

#1 IPTV operator worldwide

M customers worldwide

122

12.7

2.1

mobile

dsl

IPTV

182

26.7mobile broadband

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Orange is the market leader in Europe for new TV servicesand a worldwide reference for IPTV

1stin France in 2002

1stin Europe in 2004

VoD on PC

TV and VoD on DSL

1stin France in 2003

1stin Europe in 2006

1stHDTV on DSL

worldwide in 2006

1stInternet, TV and mobile simultaneous broadcast

worldwide in 2007

1stHybrid DSL+sat IPTV

worldwide in 2008

1stCatch up TV

in Europe in 2008

Mobile TV

HSDPA mobile HDTV

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Orange generated €1.5 Bn revenue from the content and advertising space in 2008 - to double by 2011

content

everywhere

ad

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Orange TV subscribers have grown simulteouslyon DSL and TV

2.1 M OrangeIPTV subscribersout of 12.7 MDSL broadbandcustomers

13 M Orangemobile TV users

out of 26.7 Mmobile broadband

customers

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Note : all subscriber data are as of as of end of 2007

Orange TV subscribers have grown simulteouslyon DSL and TV

0

2,000

4,000

6,000

8,000

10,000

12,000

4Q04

1Q05

2Q05

3Q05

4Q05

1Q06

2Q06

3Q06

4Q06

1Q07

2Q07

3Q07

4Q07

Orange mobile broadband (3G+Edge) subscribers (in 000’s)

Q4/06 – Q4/07 : +325%

availability of soccer TV content has boostedcustomers migration to 3G

42% of new Orange DSL subscribers choose Orange because of TV

0

200

400

600

800

1000

1200

1Q04

2Q04

3Q04

4Q04

1Q05

2Q05

3Q05

4Q05

1Q06

2Q06

3Q06

4Q06

1Q07

2Q07

3Q07

4Q07

Orange IPTV subscribers(in 000’s)

Q4/06 – Q4/07 : +311%

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Orange has brought to life future "mobile lifestyle" services by making the mobile multimedia user experience easy

Orange customizes handset devices to foster mobile multimedia use

Orange is developing new mobile ad funded services

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IPTV needed to boost IPTV needed to boost multiplaymultiplay services services

adoptionadoption

network limitations vs. high investments:a chicken and egg problem pour IPTV operators…

multiplaymultiplay broadband services needed to pay broadband services needed to pay

back high investment in IPTVback high investment in IPTV

multiplaymultiplay

offersoffers

can only can only

address address

eligibleeligible

householdshouseholds

(> 2Mbps)(> 2Mbps)

TV TV

distribution distribution

onlyonly

can hardly can hardly

amortize IPTV amortize IPTV

investmentsinvestments

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IPTV has become a standard as part of multiplay bundles:Orange’s answers to the chicken and egg problem…

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interactive channels

high definition channelsall inclusive bouquets50 TV channels, including DVB-T

VOD, SVOD

exclusiveevents

thematic bouquets

catch up TV: “Rewind TV”

abundant, exclusive TV content is key for Orange to acquire educate and keep fixed and mobile broadband customers

Orange bouquetsseries

movies

kids

sport

ethnics

3rd partypartners’bouquets

on network DVR

exclusive channels

Orange Sports: simultaneousbroadcaston mobile,web andTV

sports rights

Orange movieschannel

“24/24 Video” on web and TV:3,000 titles from majors’ catalogues

Orange production company

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Orange Cinéma Séries, an interactive premium TV service on the 3 screens, is re-inventing television experience

multi-screen: TV + mobile + web

1 month programs catch-up

on demand access

editorialized VoD

start-over

exclusive films and series from major partners:

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Orange learning for content monetization: a secured access to content for the largest number of educated customers…

acquireattractiveand differentiatingTV content

protect the content against an increasing

risk of fraud*

*content revenue expected to grow by

400% 2007/2011

keep control and flexibility to upsell premium content and cross sell multiplay bundles

monetize

secureaccess

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Orange TV the key component and driver for the full rangeof Orange digital home services

COVERAGE

ENTERTAINMENT

COMMUNICATION

LIFE MANAGEMENT

Livebox range

Livephone

Set top box Range

Sat, DVB-T, DSL

Livephoto

Liveradio Home Library

BB Internet Liveplug HDRemote access

WiFi extender

… and friendlypowerful …

content centralization

anytime anywhere delivery

home automation services

plug & play home network

easy Orange setup

easy Orange home network management and remote assistance

DSL, FTTH, HSDPA

Orange livebox: a user-friendly Digital Home gateway and a QoS proven differentiating among 7.8 M users

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network agility is critical to reach 100% of targeted homes, even in areas where IPTV is not available over DSL

Billing

CRM WimaxEVDO

HSDPA

IP TVplatform

cust.database

DVB-S

DVB-H

DVB-T

DRM VODplatform

Internet & VOIPgateways

core network (DSL)

set top box

homegateway:

Orange livebox

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Orange has developed its IPTV experience around 4 subsidiaries and a toolkit to be deployed in new territories

set-top box& gateway

middleware

integration& enabling

sale &support

contentdelivery andaggregation

the Orange IPTV toolkit

platform middlewaresecurity DRM

headend and platform hardware

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we still donwe still don’’t have the answert have the answer……

remember our chicken and egg problem?

…… but the little chick finally grew up!but the little chick finally grew up!

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bundle IPTV within bundle IPTV within multiplaymultiplay offersoffers

sell premium content and adsell premium content and ad

control your roadmap and your ecosystemscontrol your roadmap and your ecosystems

be pragmatic, flexiblebe pragmatic, flexible

Orange experience in IPTV: 4 key takeaways

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gracias

merci

thank youشكراً 謝謝

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