ASX ANNOUNCEMENT 27 September 2017 MVNOs Asia 2017 Congress amaysim Australia Limited (ASX: AYS) CEO and Managing Director Julian Ogrin delivered today the enclosed presentation as a keynote speaker at the MVNOs Asia 2017 Congress in Singapore. The MVNOs Asia Congress is a flagship regional MVNO event of the global MVNO Industry Summit Series. For investor & analyst enquiries contact: Mark Chen, Investor Relations Manager T: +61 466 999 998 | E. mark.chen@amaysim.com.au For media enquiries contact: Renée Bertuch, Cannings Strategic Communications T. +61 409 550 389 | E. rbertuch@cannings.net.au
amaysim : amazingly simple Julian Ogrin, CEO and Managing Director MVNOs Asia, Singapore 27 September 2017
We're a customer-centric technology company bringing amazingly simple products and services into Aussie homes
amays ysim im Gr Grou oup o over verview ew 1.2m+ We are 93% total subscribers in the Group #1 amaysim mobile subscribers Australia’s best Virtual Network 800k+ would recommend amaysim to Operator 3 family and friends 9 households in the Group Multi-vertical business built on • Best Telco Customer Service innovative technology and Innovation for Help Platform 4 exceptional user experience Australia’s largest MVNO 96.4% 1,074k of Australia’s population mobile subscribers covered by the Optus 4G Plus 3% network 10 Operates an asset light, technology- Award winning • share of mobile services market 1 led business model customer service 5,6,7 5.9 days 165k average number of days to 1.0 energy subscribers Customer value proposition is activate a nbn customer, >2x • quicker than industry average 11 complaints per 10,000 mobile centered around great value, no lock- customers, one of the lowest in in contracts and transparent pricing the industry 8 7k broadband subscribers 14,000+ ~50% retail points of presence offering 482 amaysim products in addition to of nbn subscribers had an employees across Sydney, online channels existing amaysim product 2 Melbourne & Manilla 1. Telsyte Australian Mobile Services Market study (2017) ; 2. Includes existing and churned amaysim Group mobile customers ; 3. CommsDay Edison Awards (March 2017) ; 4. Finder Innovation Awards (2016) ; 5. Both amaysim and Vaya won Gold awards in Money Magazine’s annual 2017 Best of the Best Awards – amaysim for its As You Go plan, and Vaya for their Unlimited M mobile plan, December 2016 ; 6. amaysim won the 2016 Canstar Blue Customer Satisfaction Award – SIM-only postpaid mobile phone plans, July 2016 ; 7. amaysim won the 2017 Canstar Blue Customer Satisfaction Award – SIM-only postpaid mobile phone plans, July 2017 ; 8. Comparison to other 3 mobile services providers such as Telstra, Optus, Vodafone and other participants. Telecommunications Complaints in Context (April-June 2017). Applies only to amaysim brand ; 9. amaysim NPS tracking survey of ~2,700 customers (May 2017) ; 10. Optus media release (11 August 2017) ; 11. Based on industry average of 14.4 days on similar technologies (excluding satellite), amaysim company data and NBNCo company data (21 July 2017)
Th The a e amaysim ysim Gr Grou oup prod oduc uct t offer ering ng mobile broadband energy devices 4
Ou Our tr track ck rec ecor ord of de f deliver ering ing res esul ults ts Closing Group mobile subscribers Group statutory gross profit ($m) Group underlying EBITDA (‘000) & gross profit margin (%) ($m) FY12 – FY17 CAGR = +36% FY12 – FY17 CAGR = +70% FY12 – FY17 growth = $62.6m Mobile gross margin = 31.9% 34% 43.5 35% 1,074 30% 28% 966 35.4 120.0 30% 99.1 22% 22% 100.0 85.4 21% 25% 718 16.4 619 80.0 20% 59.5 60.0 400 15% 27.8 230 40.0 10% (2.2) 15.8 (9.2) 20.0 5% 6.9 (19.1) 0.0 0% FY12 FY13 FY14 FY15 FY16 FY17 FY12 FY13 FY14 FY15 FY16 FY17 FY12 FY13 FY14 FY15 FY16 FY17 Gross profit Gross margin Note: All figures reported are for the amaysim Group, which includes the mobile (including devices), broadband and energy businesses. FY16 includes 6-months contribution from Vaya (acquired 1 January 2016) and FY17 includes ~10-months contribution from AusBBS (acquired 23 August 2016), ~2-months contribution from amaysim nbn (launched 5 May 2017) and 2-months contribution from Click (acquired 1 May 2017) 5
Com ompeti titi tive ve advan vanta tage ge dri riven ven si simpli mplicit city and nd exp xper erien ence Our key assets allow us to create Delivering them simply without fuss Empowering customers to better manage products and services customers want their household services • Our vision is to allow customers to order mobile plans, devices, nbn and Industry-leading technology energy with the touch of a button platform based on microservices, focused on operating efficiency • Eliminate time consuming and and customer experience repetitive tasks through automation, including managing account details and mobile energy changing plans according to customers evolving needs Services underpinned by strong • Enhance existing services and introduce wholesale agreements new services with ease by leveraging our next generation microservices broadband devices platform 6 6
How a amays ysim will sca cale b bett etter, faster Single customer view consistent, best in class user experience future proofing CUSTOMER EXPERIENCE design once, apply to all MOBILE BROADBAND ENERGY DEVICES VERTICAL 1 channel/business agnostic ability to quickly spin up/integrate new verticals PRODUCT EXTENSIONS (e.g. Devices) decoupled platform MICRO SERVICES no dependencies between services ability to build or buy best in breed faster whole business optimisation/ decision making rapid iteration and feature deployment DATA PLATFORM 7
Strategic p St c priorities for r FY18 – focusing on delive vering shareholder value FY18 strategic priorities Cross-sell vision for the amaysim Group Continue to develop and leverage our technology platforms • Continue to develop and improve our microservices architecture with a focus on experience leadership • Extend single sign-on for energy and devices • Integrate Click’s acquired systems into amaysim’s technology platform mobile devices Increase subscriber growth • Launch new mobile, nbn and energy products in FY18 that are competitive, simple and transparent • Ensure customer satisfaction remains at industry highs and maintain low customer churn energy Grow share of customer wallet • Increase share of customer wallet through efficient cross-sell of broadband products across the Group’s household customer base 8
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