Investor Presentaiton
Fixed Data - 13% of group revenue
Leveraging unique GEO-MEO network and solution expertise to tackle connectivity growth
▲ Strong market opportunity
▲ Transforming business model to capture growth
SES
Capacity and services (USD Million
SES estimates)
Revenue development (EUR Million)
A
Recent performance
314
271
+8.1% CAGR
255
6,550
4,440
314
268
246
.
2017 impacted by satellite health (EUR 12 million in H2 2017)
New market approach taking longer to rollout
▲ Significant contribution of MEO
2017
2022
2015 LfL
2016 LfL
2017
Underlying
Periodic
Includes wide-beam and HTS, for GEO, MEO
and LEO along with satellite associated services
SES Networks level of services and bandwidth to manage services:
Raw bandwidth: Provides pure satellite
capacity to satellite experts
Managed bandwidth: Adds
gateway/hub capabilities and uplink
Managed Network: Adds smart
routing and end-user equipment
Full Network management: Provides end to
end connectivity and seamless integration to
terrestrial networks
Traffic routing
Data processing
Teleport/Gateway
.
Unique competitive advantage
•
Recent contract signatures underpinning relevance of ongoing strategy
Space Segment
GEO-MEO
Data processing
Remote terminal
Networks analytics
Raw bandwidth: X MHz
Managed bandwidth: Routing MHZ
Managed Network: From MHZ to Mbps
Full Network management: Turn-key connectivity
(((81))
Enterprise
Telco
Cloud
▲ EMEA
f
―
enhance Cloud access
Complete solution bringing mobile
internet to Sub-Saharan Africa
A NAM
G
-
extend corporate broadband
'Entreprise+' managed service to
enhance connectivity in Alaska
▲ LATAM - Enterprise and Telcos
Partnership to support Telcos and
Enterprise customers in Peru
▲ ASIA PACIFIC - MNO solutions
PAU TELECOMS
GEO-MEO to support rollout of 4G
networks in the Pacific
Leverage MEO 'sweet spot'
GEO
MEO
LEO
Flexibility
Distributed network
Scalability
Time to market
Technological update-ability
Latest technology incorporation
Economics
Driving elasticity of demand
Market access
Spectrum + Landing rights
SES investor presentation I September 2018
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