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amaysim changes in the Aussie mobile sector - a seismic shift

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Low Cost Mobile

• BYO device

• No lock in contracts

• Simple, low rates

• Excellence in Customer Service

3

Jun 2011amaysim

UNLIMITED

Nov 2010amaysimASYOUGO

Apr 2011

We moved our call centre to head office.

Oct 2011amaysim MOBILE

BROADBAND

June 2012amaysim

FLEXI

April 2013

Acceleratedgrowth path

An amaysim story…

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A thought before I continue

• Low cost mobile is not all about price• Smart shoppers want value for money• Differentiation works across all segments

Performance Trends and KPI

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Our achievements as of April 2013

22

POS

(000)

64

NPS

…turned cash flow positive within 18 months

in %

*averaging 2.0% to total closing base** Monthly Telecommunications Industry Ombudsman Charges: Complaints across Industry for October 2012: 14,435 Complaints for all Telco Companies. 8 Complaints for amaysim.***Source: MediaCom Pulse – n=400: August 2012

2.0

CHURN

in %

monthly

*8

TIO Charges

In #

monthly

56

Awareness

in %

Brand

*****

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Aussie mobile at the tipping point

The tipping point is that magic moment when an idea, trend, or social behavior crosses a threshold, tips, and spreads like wildfire.

*Source: Roy Morgan Single Source (Australia), July 2009 to December 2012, Australian Main Mobile Phone Users 14+, 6 month rolling average n=8,049.** amaysim prognosis, based on Australian market opportunity and EU benchmarks

                                                      2005 approx. 5%

                                                            2013  25-30%                                  

                    12/2009 8.4%                                                       12/2012  13.5%*

12/2017 20-25%**

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Opportunity/challenge: data consumption

• Data use is erupting (to state the obvious)

• Pricing is out of sync with rising use

• Intelligent pricing schemes required for the future

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MVNOs form a safety net for MNOs

Impressive speed-to-market due to flat structures and lack of red tape

Mature markets will evolve through segmentation

Ability to swiftly reach specific customer segments

Retention net for cost savvy customers in 2-tiered market

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We are where the industry needs to be in five to ten years

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We are where the industry needs to be in five to ten years

• Low acquisition costs

• DIY customer account maintenance

• Driven by e-commerce

• Freedom breeds loyalty

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In summary

• It’s a crowded wave out there - MVNOs are part of the community

• There are multiple ways to ride it• Match consumer needs – or experience the wipe out