SES SA FDR (Class A) · EURONEXT:SESG
SES SA FDR (Class A) — SES — Investor Day (2007)
12 slides from SES SA FDR (Class A)'s investor day presentation, 2007
Slide 1: Investor Day 2007
Investor Day 2007 Romain Bausch Introduction 1 1
Slide 2: Key highlights
Key highlights S SES has the most interesting profile in the industry: ¾ Delivering highest net profits by a wide margin…. ¾ Substantially increasing earnings per share … ¾ Strong revenue growth … Organic and by acquisition… ¾ Well positioned to capture growth in expanding market segments… Video
Slide 3: The FSS industry – key developments 2006: a growth industry
The FSS industry – key developments 2006 S A growth industry ¾ Increasing demand for video distribution capacity organic growth of TV HDTV new markets ¾ ... satellite IP … ¾ … satellite broadband “direct-to-user” capacity … ¾ … government/institutional capacity Satellite is well positioned to
Slide 4: The FSS industry – key developments 2006: a competitive market place
The FSS industry – key developments 2006 S A competitive market place ¾ Terrestrial competition: IPTV and DTT ¾ Triple and quadruple play ¾ Cable market share is declining ¾ Video distribution and government applications go mobile Satellite is a complementary technology 4
Slide 5: The FSS industry – key developments 2006: an innovative industry
The FSS industry – key developments 2006 S An innovative industry ¾ Satellite platforms for IP distribution ¾ Triple and quadruple play via satellite ¾ S-band capacity for mobile broadcasting New growth areas are being developed 5
Slide 6: The FSS industry – key developments 2006: continued consolidation
The FSS industry – key developments 2006 S Continued consolidation ¾ Combination of existing players ¾ New national players appear Enhanced SES positioning 6
Slide 7: FSS Industry – Operators' market shares
FSS Industry – Operators’ market shares 2006 Total industry revenue: $7.9 billion USD 7.4% 12.7% Others 28.7% 24.9% Top 2: 51.2% Top 4: 71.3% 26.3% Others: 28.7% Strongly positioned against other industry players Source: SES analysis 7
Slide 8: Key market trends
Key market trends S Media: ¾ Migration from analogue to digital and HD ¾ Ubiquity of IP ¾ Interactive, time-shifted, on-demand applications ¾ Mobile broadcast S Broadband: ¾ Emergence of residential broadband S Enterprise: ¾ Growth opportunities in specific sectors S Government: ¾ U.S.-centric with
Slide 9: World transponder demand set to grow
World transponder demand set to grow Demand forecast by application (in 36 MHz equiv.) CAGR 2005 - 2011 5133 3.1% 4900 5019 4796 4442 4620 4273 6.2% 837 Pay DTH 585 1708 4.9% Video Distribution (FTA DTH + Terrestrial feeds) 1283 Broadband 541 685 4.0% Video contribution & OU 767 857 1.9% Narrowband
Slide 10: Conclusion
Conclusion S Strong operating presence worldwide S Multiple growth drivers across regions and applications S Strong financial base for future development (organic and via acquisition) S Focus on delivering value to our shareholders S A compelling investment story Delivering today and into the future
Slide 11: Disclaimer
Disclaimer S This presentation does not constitute or form part of, and should not be construed as, any offer for sale of, or solicitation of any offer to buy, any securities of SES nor should it or any part of it form the basis of, or be relied on in connection with, any contract or commitment what
Slide 12: Your Satellite Connection to the World
Your Satellite Connection to the World