Enterprise. Ronald HW Spithout President

Transcription

1 Enterprise Ronald HW Spithout President

2 Enterprise business at a glance Oil and Gas Mining Utilities Alt. Energy Media NGOs Transportation Finance Construction E-Health E-Education Telcos and MNOs Primary focus on optimising, supporting and expanding global network of channel partners Identifying sustainable growth opportunities across a broad and diverse range of sectors, in both well-served and under-served geographies Flexible to accommodate an extensive range of sector specific product and service requirements Competitive and innovative - expanding the portfolio of solutions by working with technology partners BGAN M2M Other 15% Service portfolio 19% 12% Source: H financials 16% 38% GSPS FleetBroadband 17% Vertical markets 10% 31% 42% Resources Media NGO Growth 65

3 Medium-term vision > % of the world s drilling rigs and Oil & Gas platforms using Inmarsat technology as primary method of communication 25% > Inmarsat handsets (GSPS) in use in over 200 countries 300,000 > Mobile broadband units deployed (BGAN + evolved services) 150,000 > M2M devices active on Inmarsat s network 1,000,000 > Average Machine-2-machine ( M2M ) device priced $100 > SI/Partners embedding Inmarsat Chipset or Radio Module 15 SI s > GX firmly established as Inmarsat s second core business Global 66

4 Market opportunity Dynamics Increasing demand for higher streaming driven by HDTV and 4KTV Driven by the internet the number of news gathering agents is growing beyond traditional broadcasters Increased competition from very low cost Ku/Ka mainly at Local and Regional level, although Media companies still turn to BGAN for guaranteed connectivity Media Expectations Diversification of BGAN within market sweet-spot of global, uniform, reliable deployability, and form factor Leverage success of High Data Rate ( HDR ) streaming into higher bandwidths (2 Mbps) on L-band Utilise power of GX for higher bandwidths, fixed deployments and on-line reservation for temporary airtime use Developments High speed BGAN GX for Media Isat Gateway, on-line reservation 67

5 Market opportunity Dynamics Including shale and on-land exploration, market for wholesale bandwidth in the Oil & Gas ( O&G ) sector expected to grow rapidly to 2020 Operational efficiency, real-time data, safety, and security requirements driving demand for uptime and reliability Smart-grid and smart-measuring driving satellite-based M2M services in utility and renewables sectors Expectations GX high bandwidth solutions will drive growth in the O&G sector Combining GX with L band functionality uniquely positions Inmarsat to grow market share in higher reliability segment Lower L band hardware prices and expanding the OEM community will drive high volume uptake of M2M Radio Chip ( RFIC ) and enable easier service utilisation via Isat Gateway Resources & Energy Developments GX including hybrid RFIC and OEM Isat Gateway for M2M and GX 68

6 Market opportunity Dynamics Increased field worker safety concerns driving demand for personal communication and M2M services for vehicle and personnel tracking Communication market emphasis is shifting to the affected community, digital aid, mobile money and Internet access as a human right Expectations Implementing long-term certified application project to enable service expansion to sustainable development projects in remote areas (e.g. e-healthcare, e-education and agriculture) over L-band and GX As well as mobility services, GX will provide a route into fixed and longer term development sites NGOs & Sustainable Development Developments Certified Applications GX and Isat Gateway Joint developments 69

7 Market opportunity Dynamics M2M growth sectors will include Transport & Logistics, large corporations and financial services, and environmental protection There is demand in the currently mainly cellular M2M segment for a one-sim solution to fill coverage gaps and enable global service Expectations Driving down hardware costs by RFIC and radio module introduction will expand the satellite M2M market More OEM partners will drive terminal diversification into new growth segments L band is well positioned for high volume M2M deployment, which along with roaming onto terrestrial cellular networks, and further diversification of the BGAN and IsatDataPro ( IDP ) portfolio, will drive Inmarsat s M2M market share Growth segments Developments RFIC, OEM BGAN diversification M2M (data) roaming 70

8 Growth strategy summary Portfolio development GX introduction Isat Gateway driving vertical tailored solutions TelcoXchange enabling efficient network connectivity Evolution and diversification Next generation handsets BGAN evolution and diversification developing products for new markets IsatHub and next generation companion devices Chipset development New chipset planned for 2016 driving lower unit cost for M2M and IDP More industry specific user terminals (form factor, throughput specifications) Recent introductions IsatHub BGAN HDR IsatPhone 2 The expanding portfolio of services and solutions enables broader market penetration 71

9 Growth strategy summary Expanding channel Roaming partners New roaming capabilities for voice and data opens the door for new set of roaming partners from the Telco and MNO environment (M2M, IsatHub and IsatPhone) OEM partners RFIC and Radio module development enable new partnerships with OEM and System Integrator community for M2M Recent additions M2M, OEM, Roaming: GX: Market specialists Addressing new (vertical) markets requires more vertical focussed channel for M2M, IsatHub and GX Fast growing ecosystem of existing and new channel partners provide for accelerated growth in targeted Enterprise verticals 72

10 Enterprise well positioned with a solid base Market growth underpinned by innovation Portfolio of services, technology, market vertical focus and channel partners underpinned by continuous innovation, provides a solid base for growth Addition of high bandwidth services based on GX enables further penetration and expansion into adjacent segments * * 73