1. 22 Novembre 2005 IDATE

2. 2 François Thénoz Directeur Marketing Stratégique Orange Directeur Marketing Stratégique Orange

3. bonjour

4. 4 10 years of growth… and still growing

5. 50 Millions 10 Millions 86 réseau x W-CDMA 2,8 Milliards 11 Milliards dans le monde Win Back Motorola & Nokia (mais pas en 3G) 370 M (2009: 547 M dont 100 M 3G) 232 Milliards (volume / valeur) O2: 26,6 Mds Amena: 6,4 Mds

6. TV on mobile Francois THENOZ

7. TV on Mobile, a real appetite Between 40 and 60% users are ready to buy 5-10 per month to receive TV on their mobile. Source : IPDC Forum / HPI Research

9. 50 channels (largest TV offer in the world) LCI Mobile : 1st program made only for mobile TV Possibilty to include regional news (M6) Orange TV

10. 10 Usage : first key learnings Video on demand - 2 millions of video downloads/month - 5 millions of customers use Orange World each month Usages of mobile TV – 10 programs are gathering 68% of viewers - Success of short movies - Average length of use : 35 min/month - 2 busy periods: 12h-14h and evenings - Mobile TV is watched indoor A need to stimulate short film creation (ex. Cannes Festival award dedicated to short film) Video on demand - 2 millions of video downloads/month - 5 millions of customers use Orange World each month Usages of mobile TV – 10 programs are gathering 68% of viewers - Success of short movies - Average length of use : 35 min/month - 2 busy periods: 12h-14h and evenings - Mobile TV is watched indoor A need to stimulate short film creation (ex. Cannes Festival award dedicated to short film)

11. 11 Mobile TV: key takeaways TV needs indoor coverage - D-VBH : 300-500 antennas are required for a full coverage of Paris - S-DMB in Seoul, 2000-4000 antennas are required Indoor coverage of Mobile TV needs more antennas than current GSM network ! Frequencies allocation –A need to exist at a European level, for economies of scale. -A solution has to be found before the digital dividend (2012) Mobile TV terminals –Terminals for mobile TV will be multiple (dedicated for car ? i-pod TV ?...) TV needs indoor coverage - D-VBH : 300-500 antennas are required for a full coverage of Paris - S-DMB in Seoul, 2000-4000 antennas are required Indoor coverage of Mobile TV needs more antennas than current GSM network ! Frequencies allocation –A need to exist at a European level, for economies of scale. -A solution has to be found before the digital dividend (2012) Mobile TV terminals –Terminals for mobile TV will be multiple (dedicated for car ? i-pod TV ?...)

12. 12 merci

13. the futures bright, the futures Orange