Investor Presentaiton
SES Networks
SES
Growth engine focused on fast expanding data segments where SES has clear competitive advantages
▲ Positioned to grow
Revenue development (EUR Million)
616
627
646
Fixed Data
290
252
255
Mobility
68
134
145
258
242
246
Government
2015
2016
2017
Processing data
Network
▲ Improved business mix with:
GEO-MEO competitive advantage: Flexibility, scalability,
update-ability, low latency and economics
Unique expertise to provide complete solutions to customers
and operating with added value partners when relevant
Transmission
Reception/uplink
% of contracted future revenue
Status at FY 2017 end and in EUR million
646
>90% of 2018
expected revenue
contracted
FY 2017
FY 2018
Customer
▲ Internet
▲ Gov. / Corp. networks
▲ Network mgmt.
▲ Network Analytics
DIQ
▲ Satellite
▲ Fibre
Digicel
orange
gogo
Global Eagle
▲ Antennas
▲ Modems
SES capable to deliver a wide range of services: Bandwidth only to network management, or, more and more, to full turn-key solutions
→ Expanding role of satellite beyond traditional scope to serve new industries / customers that are technology agnostic
SES Networks transformation ongoing and implies OpEx investments, but is relevant as underpinned by recent wins: ✓ Carnival
Fixed Data | (EUR 255 Million - 2017)
Network connectivity to Telcos, Enterprises and
Cloud companies wherever terrestrial solutions
need to be complemented or are not relevant
▲ EMEA
▲ LATAM
▲ Asia Pacific
. NAM
GEO-MEO solutions
unlocking new markets with
turn-key solutions enabling
value-based pricing
Mobility (EUR 145 Million - 2017)
Provides 'home' experience Internet / Network
connectivity where no terrestrial solution is possible
▲ Aeronautical partnering with the 4 biggest aero
connectivity providers serving 90% of the
connected commercial aircraft
A
Maritime cruise with GEO-MEO capabilities
and commercial shipping with partners
▲ Energy deploying MEO solutions with partners
Government
Royal Caribbean
EXTERNATIONAL
LE GOUVERNEMENT
NATO
OTAN
Greed-achte
LUX
DEV
ETECSA
(EUR 246 Million - 2017)
Provides secured Internet / Network connectivity
to civil or military administrations or theatres
where terrestrial solution is not relevant
▲ US government: 50 clients across 15
agencies; 18 O3b sites connected end 2017
▲ Global government: 58 governments /
institutions served by existing fleet + incoming
dedicated asset: SES-16/GovSat-1
SES investor presentation I September 2018
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