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Telefonica S.A. — Investor Presentation 2011
Apr 13, 2011
1889_rns_2011-04-13_bbdabac7-2c93-49eb-9cde-9c647054af5b.pdf
Investor Presentation
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terra
TERRA

Investor
Conference
London, 13 - 14 April 2011
FERNANDO MADEIRA
CEO
Disclaimer
This presentation contains statements that constitute forward-looking statements about the Company, within the general meaning of the term and within the meaning of applicable securities laws, including financial projections and estimates and their underlying assumptions, statements regarding plans, objectives and expectations. These statements appear in a number of places in this document and include statements regarding our intent, belief or current expectations regarding our customer base, estimates regarding future growth in our different business lines and our global business, market share, financial results and other aspects of our activity and situation relating to the Company. The forward-looking statements in this document can be identified, in some instances, by the use of words such as "expects", "anticipates", "intends", "believes", and similar language or the negative thereof or by the forward-looking nature of discussions of strategy, plans or intentions.
Such forward-looking statements, by their nature, are not guarantees of future performance and involve risks and uncertainties, and actual results may differ materially from those in the forward-looking statements as a result of various factors. These risks and uncertainties include those discussed or identified in the documents filed by Telefónica with the relevant Securities Markets Regulators, and in particular, with the Spanish Securities Market Regulator.
Except as required by applicable law, Telefónica undertakes no obligation to release publicly the results of any revisions to these forward looking statements which may be made to reflect events and circumstances after the date of this presentations, including, without limitation, changes in Telefónica's business or acquisition strategy or to reflect the occurrence of unanticipated events.
Neither this presentation nor any of the information contained herein constitutes an offer of purchase, sale or exchange, nor a request for an offer of purchase, sale or exchange of securities, or any advice or recommendation with respect to such securities.
Finally, be advised that this document may contain summarized information or information that has not been audited. In this sense, this information is subject to, and must be read in conjunction with, all other publicly available information, including if it is necessary, any fuller disclosure document published by Telefónica. Furthermore, Telefónica may present financial information herein that is not prepared in accordance with IFRS. This non-GAAP financial information should be considered in addition to, but not as a substitute for, financial information prepared in accordance with IFRS. Telefónica has included such non-GAAP financial information because Telefónica's management uses such financial information as part of its internal reporting and planning process and to evaluate Telefónica's performance. Accordingly, Telefónica believes that investors may find such information useful. However, such non-GAAP financial information is not prepared in accordance with IFRS or any other generally accepted accounting principles, and such non-GAAP financial information, as defined and calculated by us, may be different from similarly-titled financial information used by other companies. Investors are cautioned not to place undue reliance on such non-GAAP financial information.
220 MILLION
INTERNET USERS IN LATAM
DIGITAL LATINO
96%
ACCESS INTERNET DAILY
86%
MORE THAN ONCE A DAY
ONLINE ACTIVITY - BRAZIL
BRAZILIANS SURF
41
HOURS MONTHLY
86 %
ACCESS
SOCIAL NETWORKS
82%
WATCH
VIDEO ONLINE
60 %
ACCESS TERRA
5h20
DOING SOCIAL ACTIVITY
11h35
WATCHING AND LISTENING
VIDEO/MUSIC
7h07
READING NEWS
DIGITAL LATINO TRENDS
- SOCIAL
- LIVE
- VIDEO
- MUSIC
67% EXPRESS OPINION
59% TAKE CARE ABOUT SOMEONELSE'S OPINION
86% ARE ACTIVE SOCIAL NETWORKS USERS
FOLLOW LIVE ANY SINGLE EVENT
MULTISCREEN, ANYTIME, ANYWHERE
LIVE VIDEO IS A KILLER CONTENT ON INTERNET
CLASS A/B: 96% WATCH VIDEOS ONLINE, 87% OFFLINE
15-30 YRS: 31% WATCH TV SERIES ONLINE, 27% OFFLINE
2ND REASON TO HAVE A HOME COMPUTER (INTERNET IS 1ST)
DIGITAL IS THE FIRST INCOME REVENUE FOR MUSIC INDUSTRY IN BRAZIL


TERRA IS THE LEADING DIGITAL MEDIA COMPANY IN LATIN AMERICA

70 MILLION
PEOPLE ACCESS TERRA MONTHLY
1 Google
2 msn
3 Yahoo!
5 facebook.
6 YouTube
10
15
23 CNN
24 G
25 S
30 BBC






TERRA IS THE 31ST MOST VISITED SITE IN THE WORLD
STRATEGIC FRAMEWORK
BRANDS
CONTENT
PEOPLE
SOCIAL
SCREENS
SCREENS

TABLETS


HOME APPLIANCES



DOOH
CONNECTED TV AND BLURAY

COMPUTERS

MOBILE PHONES

DASHBOARDS

12 MILLION
EYEBALLS IN LATAM

6 MILLION LISTENERS IN LATAM
terra tv
video store
BETA
busque por título, ator, atriz ou diretor
BUSCAR
Olá, Pedro | Minha Conta | Sair
Comprar créditos | Créditos: R$ 271,80
0
ALUGUEL E COMPRA
VÍDEO CLUBE
MEUS VÍDEOS
Trailers | Como Funciona | Ajuda
Filmes | Séries | Shows

Manipuladores
Matriz
Aluguel | Compra
Toy Story 3
Aluguel | Compra
Harry Potter e a
Ordem da Fênix
Aluguel | Compra
Sex and the City 2
Aluguel | Compra
Conheça e aprenda
como utilizar o
Terra TV
Video Store
sonora
busque por artista, álbum ou música...
BUSCAR
exemplos: Ivete Sangalo Cassiane Alexandre Pires Eyshila Bee Gees
ENTRAR | novo usuário? | registre-se grátis
nome de usuário: | senha:
nome de usuário | ENVIAR
☐ salvar senha | lembrar senha | ajuda
INÍCIO ACERVO → RANKING → AGORA → RÁDIOS → GERAR PLAYLIST RÁPIDA
conheça o sonora FAÇA UM TOUR
CONHEÇA OS PLANOS →
Destaques

GUADALAJARA 2011 | LONDRES 2012
OFFICIAL BROADCASTER
100 MILLION PEOPLE
13 LIVE HD CHANNELS
LIVE ON SMARTPHONES AND TABLETS

terra
CANAL OFICIAL
ADDING VALUE TO TELEFÓNICA
TERRA TV
- Gives to Telefónica access to state of art OTT multiplatform
- Technology and content expertise leverage Telefónica know how
- Unique video content offering
SONORA
- Unique offering to Telefónica’s broadband customers
- Expansion to Telefónica’s smartphone clients increase loyalty and conversion
- 500,000 Telefónica’s clients on the program
CONTENT
- Terra offers huge catalog of premium content for mobile
- 2 million Movistar clients impacted daily by Terra content
- 7 million pieces of content per day are delivered for Telefónica clients
INNOVATION
- Online Advertising Leadership
- Anticipating internet trends
- Internet brand awareness
STRATEGY TO GROW
- ANYWHERE
- INSTANTLY
- FREMIUM
ALL PRODUCTS AND CONTENTS MUST BE AVAILABLE IN ANY SCREEN, DEVICE AND O.S.
LIVE EVENTS
PUSH CONTENT FOR MOBILES
EVERYTHING ON THE CLOUD
FREE CONTENT – ADVERTISING
PREMIUM CONTENT – SUBSCRIPTION