Far EasTone Telecommunications Co., Ltd. · TWSE:4904

Far EasTone Telecommunications — Q4 2006 Earnings Presentation

12 slides from Far EasTone Telecommunications's earnings presentation, Feb 15, 2007

  1. Slide 1: 2006 4th Quarter and Full Year Result Investor Update

    4904 (TWSE) 2006 4th Quarter and Full Year Result Investor Update Jan Nilsson President February 15, 2007 4:30pm Disclaimer This presentation contains forward-looking statements. These forward-looking statements are subject to risks, uncertainties and assumptions, some of which are beyond our contro

  2. Slide 2: Agenda; Taiwan Wireless Market Overview (1)

    Agenda I. Market Overview II. 2006 Performance III. Strategic Direction IV. 2007 Q1 Forecast IV. Management Highlight 3 Taiwan Wireless Market Overview (1) Wireless Wireless Market Market Revenue Revenue && Subs Subs 2006 2006 Service Service Revenue Revenue Share Share Service Revenue (NT$mn) Subsc

  3. Slide 3: Taiwan Wireless Market Overview (2) and (3)

    Taiwan Wireless Market – Q4 & 2007 Overview (2) NCC published its final decision on price cap adjustments for Taiwan's telecom industry tariff cap reductions of 4.88% per year on for pre-paid, fixed to mobile, and the 'most expensive' per minute post-paid rate plans for each operator; and 5.4% avera

  4. Slide 4: Operational Performance: Consolidated ARPU

    Agenda I. Market Overview II. 2006 Performance III. Strategic Direction IV. 2007 Q1 Forecast IV. Management Highlight 7 Operational Performance ARPU Consolidated Consolidated ARPU ARPU NT$ 1,200 1,029 1,028 1,018 1,010 1,018 1,014 999 985 981 975 976 1,000 931 800 600 453 437 416 397 408 390 402 398

  5. Slide 5: Operational Performance: Total MOU and Subscribers

    Operational Performance Total MOU Total Total Minutes Minutes of of Usage Usage (Total (Total MOU) MOU) million minutes 1,600 1,510 1,524 1,515 1,476 1,484 1,462 1,451 1,351 1,386 1,417 1,367 1,417 1,200 800 400 0 Jan- Feb- Mar- Apr- May- Jun- Jul- Aug- Sep- Oct- Nov- Dec- 06 06 06 06 06 06 06 06 06

  6. Slide 6: Data Performance

    Data Performance Leading Data Usage and Increasing Usage Y2006 Y2006 Data Data Revenue Revenue Share Share FET FET Packet Packet Data Data Usage Usage #2: CHT: #3: TWM: 30% 28% (bn bytes) 7,000 6,243 6,000 4,893 5,000 4,035 #1: FET dominates 3,442 4,000 3,507 42% of data rev mkt share 2,557 3,033 2,

  7. Slide 7: Consolidated Financial

    Consolidated Financial FY2006 Item Unit: NT$ Million, except for EPS 1Q06 2Q’06 3Q’06 4Q’06 FY2006 Total Revenue 17,608 16,887 16,460 16,272 67,227 Service Revenue 15,394 15,305 15,059 14,715 60,472 EBITDA 7,226 7,527 7,345 7,140 29,237 Service EBITDA Margin % 48.4% 50.0% 50.7% 49.8% 49.8% Pre-tax I

  8. Slide 8: Strategic Direction

    Agenda I. Market Overview II. 2006 Performance III. Strategic Direction IV. 2007 Q1 Forecast IV. Management Highlight 15 Strategic Direction Maintain Stable Revenue Share and Continue to Drive Operational Efficiency continue being competitive in voice related services and reinforcing our leadership

  9. Slide 9: Growth from New Resources beyond Traditional Telco

    Growth from New Resources beyond Traditional Telco Service (content) and place as new demarcation lines to attract customers Service Places (Content) Community Service such as blog, instant Home messenger, dating In Car or Entertainment Travelling such as online Convergence games and MOD to Services

  10. Slide 10: 2007 Q1 Consolidated Financial Forecast

    Agenda I. Market Overview II. 2006 Performance III. Strategic Direction IV. 2007 Q1 Forecast IV. Management Highlight 19 2007 Q1 Consolidated Financial Forecast 2007 Q1 Forecast vs. 2006 Q4 Actual Item 2007 Q1 2006 Q4 QoQ % Unit: NT$ Million, except for EPS Forecast Actual Total Revenue 15,784 16,27

  11. Slide 11: Management Highlights

    Agenda I. Market Overview II. 2006 Performance III. Strategic Direction IV. 2007 Q1 Forecast IV. Management Highlight 21 Management Highlights Remain leading position in data (future growth driver) Focus on offering integrated solutions and moving towards Fixed-Mobile Convergence Strategic partnersh

  12. Slide 12: Q&A

    Q&A For Further Information: Websites Email http://corporate.fetnet.net http://corporate.fetnet.net Investor Investor Relations Relations http://www.fetnet.net http://www.fetnet.net [email protected] [email protected] 23

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