Investor Presentaiton
Mobility - 7% of group revenue
Providing 'home connectivity' to passenger and crew of Aeronautics and Maritime or Energy segments
▲ Transforming business model to capture growth
▲ Significant growth expected
Capacity and services (USD Million
NSR SES estimates)
SES
Revenue development (EUR Million)
▲ Recent performance
5,055
145
23
145
•
Growth from existing asset underpins strong asset monetisation
18
+13.6% CAGR
2,125
96
2,677
735
122
128
2,930
91
Recent contract awards underpin relevance of strategy
▲ Upcoming GEO-MEO HTS (2018/2019)
1,942
2017
2022
2015 LfL
Maritime
Aero
2016 LfL
Underlying
2017
Periodic
•
Three GEO HTS payloads (SES-15, SES-14 and SES-12) and another
eight O3b MEO HTS satellites augmenting the existing MEO
constellation (of 12 satellites)
SES Networks executing a clearly defined go-to-market strategy
Develop internal capabilities
No
Recruitment - bolt-on strategy
Go direct
Go to market strategy
What is the best channel
Segment market attractiveness
New market new need
What is Growth potential / Profitability potential
High
With SES providing core competitive advantage and having
access to end user
Yes.....
Partnerships with variety of scopes from
commercial - distribution - installation
to co-design - joint-venture
Go with partners
Low
Can SES leverage competitive advantage
Risk of commoditisation / Substitution
Remain alert - Business case re-iterations
with latest market evolutions technologies...
better capital allocation possible
No go
▲ Aeronautical (~4% of group revenue) with
IFE/IFC providers connecting 90% of aircraft
Global
Panasonic THALES gogo
Eagle
Leveraging global fleet and improving asset
monetisation with inclined orbit assets
HTS satellites co-design securing important pre-
commitments (~USD 1 billion of future revenue)
Soon: Integrate MEO capabilities to offering
SES investor presentation I September 2018
▲ Maritime (~3% of group revenue) fast
expanding commercial and cruise segments
Partnering with recognised industry players to
offer tailor-made solutions for shipping
Unsurpassed user experience with MEO and
turn-key solutions for the cruise segments
ROYAL CARIBBEAN CRUISES LTD.
CARNIVAL
CORPORATION & PLC
GENTING
Soon: New opportunities with O3b mPOWER
▲ Energy: Partnering with major industry players
to deploy on offshore oil & gas sites globally
speedcast RigNet
MODEC
Leveraging GEO-MEO to power digital
transformation in the oil & gas industry for more
than 20% of the worlds largest players
Soon: New prospects with offshore cloud
processing
20
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