Enterprise
Ronald HW Spithout
President
Enterprise business at a glance
Oil and Gas
Mining
Utilities
Alt. Energy
Media
NGOs
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
Transportation
Service portfolio
Finance
10%
19%
Construction
E-Health
38%
17%
42%
15%
12%
E-Education
Telcos and MNOs
Vertical markets
BGAN
M2M
Other
16%
GSPS
FleetBroadband
31%
Resources
Media
NGO
Growth
Source: H1 2014 financials
65
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
> Average Machine-2-machine (“M2M”) device priced
1,000,000
$100
> SI/Partners embedding Inmarsat Chipset or Radio Module
15 SI’s
> GX firmly established as Inmarsat’s second core business
Global
66
Market opportunity
Media
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
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
Market opportunity
Resources
& Energy
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
Developments
GX including
hybrid
RFIC
and OEM
Isat Gateway for
M2M and GX
68
Market opportunity
NGOs &
Sustainable
Development
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
Developments
Certified
Applications
GX and Isat
Gateway
Joint
developments
69
Market opportunity
Growth
segments
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
Developments
RFIC, OEM
BGAN
diversification
M2M (data)
roaming
70
Growth strategy summary
Portfolio development
Recent introductions
GX introduction
• Isat Gateway driving vertical tailored solutions
• TelcoXchange enabling efficient network
connectivity
IsatHub
Evolution and diversification
IsatPhone 2
• 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)
BGAN HDR
The expanding portfolio of services and solutions enables
broader market penetration
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Growth strategy summary
Expanding channel
Recent additions
Roaming partners
M2M, OEM, Roaming:
• 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
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
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Enterprise well positioned with a solid base
Market growth underpinned by innovation
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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