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GroupDigital LifeCreating new scalableengines of growth for theSingtel GroupSingtel Investor Day 2018Samba NatarajanCEO, Group Digital Life13 June 2018
Singtel Group Digital Life at a glanceCreating new scalable engines of growth for the Singtel GroupGroup DigitalLifeFinancialsFY18 RevenueFY18 EBITDAS 1.16b 86%Actualvs FY17Increased byS 71mFY17 : -S -122vs FY17FY18 : -S 51mCore businessesDigitalMarketingOver the TopVideoVC Fundone the largestindependent buy-sidemarketing technologyproviders in the worldLeading subscription videoservice in the emergingmarkets S 1BillionRevenue 20MILLIONDownloads#1 in appdownloads andbranding inIndonesiaWorking with 2000advertisersRollout ofFree to AirLive TV inFY19Innovation EngineOffices in:San Francisco,Beijing, Israel,Sydney, Singapore65 InvestmentsDataAnalyticsDelivering mobilityintelligence insightsleveraging carrier dataData-as-ServiceMobility Intelligence ReportsData Science ConsultingUS 250million evergreen fund2
AmobeeProviding Data Driven Solutions for the World’s Largest Brands900 2,000EmployeesSan FranciscoLos AngelesAdvertisersSan DiegoNew YorkChicagoLondon23 1BOfficesRevenueTel AvivSingaporeSydneyMelbourne3
About AmobeeWholly Owned subsidiary of Singtel - Over 1Billion invested Founded in 2005 in California, whollyowned subsidiary of Singtel.Integrated data, analyticsand activation platformUsed by agencies andAcquired in 2017Acquired Turn on February 22, 2017,adding to our advertising technologycapabilities. Now one of the largest independentbuy-side marketing technologyproviders in the world, providingunparalleled solutions for our clients.US 310MReal Time Brand IntelligenceAnalyzing and targeting the world’scontent consumption.Acquired in 2014 advertisers worldwideUS 150MTrue Cross Channel AdvertisingCross channel & cross device targeting,powered by INK.Acquired in 2014Turned EBITDA positive for the first timein FY18Acquired in 2012US 240MLeading Mobile and DataPlatform for Operators,Advertisers and Publishers.US 340M4
Our Integrated Programmatic StackAmobee Marketing PlatformWorld-class technology enables youto transform insights into action.Amobee DMP: Built toAmobee DSP: Orchestrateunderstand your consumerat a molecular level.exceptional consumer experiences. Data CentralizationAudience Managementand Segmentation Branding and Direct ResponsePlanning and ActivationOmnichannel Campaign ManagementBrand SafetyIn-Flight OptimizationAdvanced Analytics: The industry’s most powerfulintelligence engine built for marketers. Brand Sentiment and Market TrendsAdvanced Audience ModelingCross-Platform PerformanceConsumer Journey ManagementCustomized Analysis5
The #1 video on demand servicefor the emerging marketsLaunched in 2015, HOOQ is a joint venture betweenSingtel, Sony Pictures and Warner BrosHOOQ is now live in five markets including Philippines,Thailand, India, Indonesia and SingaporeLeading over the top service in SE Asia with over 20Mdownloads in the PlaystorePremium content offering Hollywood Local Kids inevery country we operate, with average 40,000 hours.Value Proposition:1. Bringing the ‘Best of Hollywood and the Best of Local’ for me time, family time, andkids time2. Access anytime, anywhere, on any device (especially mobile)3. All for less than the price of a trip to the movies6
maintains its position in the region and will launch atransformed business model to scale in FY19HOOQ remains #1 in Indonesia and is one of the twoleaders in SEA1st in SEA to develop pipeline of original series withpremium program titlesLaunching transformed business model in FY19Freemium layer forMonthly ActiveUsersSachet plansforoccasionalusersSVOD1. Freemium layer to retain monthly active users Free-to-air LIVE TV streamingSample of premium : first episode of premium content2. Sachet plans for occasional users e.g 1 day plan launched in Indonesia for occasional users3. Existing premium SVOD7
Industry leader for carrier-based data-driven software solutionsthat transform raw spatial temporal signals into mobility intelligence*Non-exhaustive listAnonymized data from telcooperators, mobile SDKs and othersources of mobility dataDataSpark’s Mobility Genome processes data and turns locationdata into rich actionable insights.Mobility intelligence insights intopeople, places and movements,which can power applications intransport, retail, telco networkoptimization amongst others8
DataSpark’s Mobility Intelligence CapabilitiesProductsApplicationsTelco Network Planning and DataSpark CAPEX Optimizer Optimizes performance and profitability of network infrastructure,and quality of customer experience Combines network and subscriber data with mobility intelligenceto optimize CAPEX and network s-a-Service APIS APIs provide users withprogrammatic access toDataSpark’s richmobility intelligencedataset.ADMobility Intelligence Reports Provides snapshots ofcommercial buildings acrossSingapore Daily footfall Profiling of visitors by ageand gender Home and work locationsRetailOOH MarketingEvents and TourismMobility Genome FrameworkPowerful framework of technologies and algorithms to transform anonymized telco data into insights on people, places and movement9
Innovation Engine – Innov8Our MissionOur FundTo help Singtel Group: Adopt new innovative technologies / solutions Strengthen existing Singtel Group business Seek new growth opportunities Foray into new marketsUS 250MEvergreen Fundwith Own Decision MakingStructureOur Global PresenceOur Objectives100% owned subsidiary ofIdentify trendsand insightsDrive adoptionof innovativetechnologiesStartupInvestmentsReinforce Singtel asa Thought LeaderOffices in Global Innovation HubsBeijingSydney10
Innov8 FY18 HighlightsCHINAInnov8 remains an active investorand has made 9 investments inFY18.Since its establishment in 2010,Innov8 has invested in over 70companies globally in variousverticals including cyber security,digital marketing, mobile video andbig data.Innov8 launched ICE71 inconjunction with NUS Enterprise The region’s first cybersecuritystartup hubThe Innovation Cyber SecurityEcosystem at Block 71 (ICE71) aimsto catalyse, develop and grow thecyber security start-up ecosystem inSingapore and the region.Established Innov8’s presence inChinaThe growth of China’s economy overthe decade has generated globalinterest in its tech scene. To capturethis opportunity, Innov8 has reestablished its presence in Beijing toextend its network and reach to startups in the Chinese market.11
Group Digital Life FinancialsGDL RevenueS mGDL EBITDAS 84111-180-170-1800FY13FY14FY15FY16FY17FY18-20012
1. Bringing the 'Best of Hollywood and the Best of Local' for me time, family time, and kids time 2. Access anytime, anywhere, on any device (especially mobile) 3. All for less than the price of a trip to the movies Value Proposition: Launched in 2015, HOOQ is a joint venture between Singtel, Sony Pictures and Warner Bros
