JPN_Global telecoms study.indd

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2 About this report 40 EY M&A 1: ,

3 4043 6,700 9,910 32% 50 46% 54% 2:

4 Talal Said Al Mamari Chief Executive Officer Omantel Claudio Contini Chief Executive Officer Telecom Italia Digital Michael Foley Chief Executive Officer Telenor Pakistan Brian Armstrong Chief Operating Officer Telkom South Africa Christian de Faria Chief Executive Officer Airtel Africa Akhil Gupta Vice Chairman Bharti Enterprises Dr. Andrew Arowojolu Group Executive Director Strategy and Business Development Zain Group Jon Fredrik Baksaas Chief Executive Officer Telenor Datuk Bazlan Chief Financial Officer Telekom Malaysia Eelco Blok Chief Executive Officer KPN Professor Martin Cave OBE Regulatory and Policy Expert UK Government Nick Dent Chief New Business Officer Ooredoo Carsten Dilling Chief Executive Officer TDC Tony Dolton Chief Executive Officer Unitel Miguel Escrig Chief Financial Officer Telefonica S.A. Deon Fredericks Chief Financial Officer Telkom South Africa Emre Gurkan Chief Strategy & Business Development Officer Zain Group Jose Henriques Managing Director Movicel Sanjay Kapoor Chairman Micromax Informatics Limited Zarrar Khan Chief Technology Officer VIVA Kuwait Murat Kirkgoz Chief Financial Officer Turk Telekom

Jukka Leinonen Chief Executive Officer DNA Finland John Porter Chief Executive Officer Telenet Fran Shammo Chief Financial Officer Verizon Communications Dominique LeRoy Chief Executive Officer

5 Jukka Leinonen Chief Executive Officer DNA Finland John Porter Chief Executive Officer Telenet Fran Shammo Chief Financial Officer Verizon Communications Dominique LeRoy Chief Executive Officer Proximus Faisal Qamhiya Chief Financial Officer Batelco Group John Stephens Chief Financial Officer AT&T Inc. Jo Lunder Former Chief Executive Officer VimpelCom Elaine Robinson Director of Consumer Products Eir Chari TVT Group Chief Financial Officer Axiata Berhad Yiannos Michaelides Chief Executive Officer GO Malta Vincent Rousselet VP Market Insight and Strategy Amdocs Klaus Werner Chief Financial Officer Telekom Deutschland Simon Moutter Chief Executive Officer Spark New Zealand Enzo Scarcella Chief Marketing Officer Telkom South Africa Ulaiyan Al Wetaid Chief Executive Officer VIVA Bahrain Tim Pennington Group Chief Financial Officer Millicom Urs Schaeppi Chief Executive Officer Swisscom Rhys Philip Chief Commercial Officer IHS Africa BS Shantharaju Chief Executive Officer Indus Towers *

6 12 EY

7 disrupt 10 OTT OTT10% 8% Ovum OTT

8 OTT 2 68% M&A M&A M&A 41 TV IoT 36% % B2B IoT M&A

9 2020 9

10 % % % 1 Revenue and Capex Forecast, Ovum

11 3: 2 50% ,000 2,000 CnalsysIDCGartnerEY PC PC % IP M&A : Rebased 160% 140% 120% 100% 80% 60% : ThomsonOne MSCI EM Latin America Telecoms Index DJ Euro Stoxx Telecoms Index MSCI AC Asia Telecoms Index Dow Jones U.S. Telecoms Index 2 40 Million New Broadband Subscribers and 14.1% Growth in IPTV Mark a Year of Steady Growth, Point Topic, 9 April

ICTM2M 202010IoT 10% 3 5:TMT 10 M2M CAGR 93.5 55.7 90.4 42.1 42.6 17.4 6.3 195.6 10.9% 16.5% 35.6% 22.

12 ICTM2M IoT 10% 3 5:TMT 10 M2M CAGR % 16.5% 35.6% 22.5% 2014 : Ovum, IDC, Research & Markets, emarketer 2019 ROIC OTT 3 The Mobile Economy 2015, GSMA,

13 OTT OTT OTT 10%EY 6:2015 OTT 5% 20% 55% 10% 10% : EY

2 3 2015 Global telecommunications study: 1. 2. OTT 3.

14 Global telecommunications study: OTT M&A TVIoT

15 2015 M&A3 M&A M&A 2020 IoT 36% OTT ROI 7: % ROI

16 % WhatsApp E MVNO MVNO M&A MVNO MVNO 8: % OTT EC MVNO OTT 40% EC % 27% 1 2 OTT OTT OTT OTT OTT

17 78% 3 ROI 9: 23 % OTT OTT OTT 75% 88% 38%

18 % 3 82% 10:3 3 % M&A 8 5 M&A

19 11: % % 4G143 4 FTTH % % FTTx LTE 4 GSA confirms 422 LTE networks launched, Cat 6 LTE-Advanced deployments setting the pace, Global mobile Suppliers Association, 22 July Infonetics Projects Fixed Broadband Subscribers to Approach 1 Billion in 2019, Led by China, IHS Infonetics, 10 April

20 : % : % % 14: %

21 % CFO IT 15: % M&A OTT M&A M&A M&A

16:M&A M&A % 4 29 36 39 57 68 68 0 10 20 30 40 50 60 70 M&A

22 16:M&A M&A % M&A M2M28% 6 63% 6 Cellular M2M Forecasts, Ovum, November

2020 2020 05%25% 17:2020 5 % 0% 5% 6% 10% 11% 15% 16% 20% 21% 25%

23 %25% 17: % 0% 5% 6% 10% 11% 15% 16% 20% 21% 25% 25% KPI KPI 3% 5 10% 20%

24 TVIoT TVE TV 31% TV M&ATV 18: % IoT IoT IoT IoT IoT TV

M&A OTT 4GM2M M&A B2BB2C IT EY 2020 1. 2020 2. 2020 3.

27 M&A OTT 4GM2M M&A B2BB2C IT EY M&A

28 WAP Wi-Fi MVNO MTR OTT 3G/LTE 3G 4G OTT IPTV

29 OTT B2C IoT IoT Web M&A M&A MVNO IoT5G

30 IPTVOTTTV 2020 ICT OTT IoT OTT 44% 47% 20: : TV M2M % % 2020

31 IoT5G 5G 22 TV 5G GHz

32 4G4G M2MLTE 5G 5G10 Li-Fi Wi-FiBluetooth 23: GSM WCDMA HSPA LTE LTE-A LTE-M LTE-U 5G Wi-Fi a/b/g Wi-Fi n Wi-Fi ac/ad Li-Fi DOCSIS 2.0 DOCSIS 3.0 CCAP DOCSIS 3.1 Remote PHY ADSL VDSL/FTTC FTTH Bonding, vectoring, G.Fast IP-MPLS Ethernet Carrier Ethernet 2.0 IoT M2MWi-FiBluetoothLPWA

33 M&A M&A TV M&AIoTIT M&A 24:M&A Q15 M&A : EY M&A 40% 30% 20% 10% 0 % 90 IoT TV

34 25: 20% 15% 15% TV TV The Bundle Jungle EY, 20142, OTT 2020 B2B B2C B2CB2B 26: B2C B2B2C B2B IP TV =

35 : SaaS OTT M2M 28: IT KPI

NPSNet Promotor Score NPS31NPS 7 NPS ISP 29: % ISP EU 0 5 10 15 20 25 30 35

36 NPSNet Promotor Score NPS31NPS 7 NPS ISP 29: % ISP EU : Future of Digital Trust, Orange, February 2014 OTT 7 Satmetrix

37 IoT 30: (%) : Capital Confidence Barometer, EY 31: Good

38 : IoT

Contacts EY Japan MBA tsukahara-mshk@shinnihon.

39 Contacts EY Japan MBA EY Japan

1 8 10% 6% 14% 3 10% 25% 10% 15% 10%35% 4 14% 9% 6% 6% 8.5% 9% 14% % 25% 0% 5% 21.7% % 9% 5% % 5% 9% 5% % 6% 2 = 310% 2 14%

1 8 10% 6% 14% 3 10% 25% 10% 15% 10%35% 4 14% 9% 6% 6% 8.5% 9% 14% % 25% 0% 5% 21.7% % 9% 5% % 5% 9% 5% % 6% 2 = 310% 2 14% 2016 12 20 Japan tax newsletter EY 29 EY EY /pdf http://www.ey.com/gl/en/services/tax/ International-Tax/Tax-alert-library%23date Contents 2 8 16 18 28 12 829 2016 12 20 Financial services tax alert29