Telia Company Investor Day Presentation Deck
GROWING TELECOM MARKET EXCLUDING LEGACY BUT
WITH A SOFTENING B2C MOBILE TREND
MARKET DEVELOPMENT BY PRODUCT
SEK billion, core telco revenue excl. equipment
80
60
40
20
ā
ā
66
0
CAGR
2014-2018
I
2014
2015 2016 2017 2018
FIXED VOICE OTHER* TV MOBILE BB
Growth in all core services historically
Continuous legacy decline
+3.5%
-14%
Datacom, UCC & Contact Centre, Managed Security Services
Source: Gartner, IDC, Telia Market analysis
B2C MARKET MOBILE SERVICE REVENUES**
Percent y-o-y, B2C mobile service revenues
2.5%
2.0%
1.5%
1.0%
0.5%
0.0%
-0.5%
12 5:42
Q4 17 Q1 18 Q2 18 Q3 18
Clearly softening trend in B2C mobile
market throughout 2018
Q4 18
Telia as market leader is aiming to get
market back to growth
**Telia Market analysis based on Top 4 companies' quarterly reports
MARKET SHARE DEVELOPMENT
Core telco revenues excl. equipment
100%
80%
60%
40%
20%
0%
||||||
2013 2014 2015 2016 2017 2018
TELIA TELE2 TELENOR 3 OTHER
Telia in stable market leader position
despite legacy exposureView entire presentation