Orange -- Open Innovation & OSCR

AgendaAgenda

session 1 nesta – welcome & introductions [Roland Harwood]

session 2 orange - open innovation & oscr [Jogesh Limbani]

session 3 trusted agents – role, evaluation and airlock process

[Ben Reason & Alisdair Gunn]

session 4 orange - audience & advertising UK landscape

[David Atlan & Yann Kandelmann]

session 5 orange UK – service innovation requirements

[Mark Watts-Jones]

session 6 orange UK – service innovation requirements

[Anita Bevan]

session 7 q&a - plenary

session 8 q&a - networking

Open Innovation – Jogesh LIMBANI

Government Government RelationsRelations

Academic Academic PartnershipsPartnerships

Corporate R&D Corporate R&D InnovationInnovation

Innovation Innovation NetworksNetworks

Not-for-Profit Not-for-Profit BodiesBodies

Start-Ups / Start-Ups / SMEsSMEsResearch & Research &

InnovationInnovation

Orange PartnerOrange Partner

Venture CapitalVenture Capital

Collaborative Collaborative R&DR&D

Open Innovation – Jogesh LIMBANI

Group Functions – Support the country operations to successfully deliver the Orange 2012 strategy and also develop integrated programmes, networks, products and services.

Lines of Business – Provide expert insight and advice in specialist areas such as:

Mobile Home Communications Enterprise Content Heath Audience & Advertising

Country Operations – Run the business at the local level, delivering the Orange 2012 vision in the context of their own markets:

France UK Spain Poland AMEA Orange Business Services

Orange Labs – FT Orange Innovation Network. 5,000 Employees (researchers, marketing experts, engineers).

R&D – Main source of Innovation for the Group that supplies the innovation pipeline.

Technocentre – Select, design, produce and release innovative products and services on the market.

Orange Vallée – Fast-track development unit focussed on growing markets.

Innovacom – Venture Capital.

Start-Up / SME

Open Innovation – Jogesh LIMBANI

Strategic Partnerships – Active partnering policy to forge a competitive advantage and integrate new technologies:

Technologies in networks and support information systems. Handset equipment. Content. Distribution channels.

Start-Ups – Working with innovative Start-ups and SMEs (some of which are spin offs):

Access to Orange Labs R&D. IP Licensing and Venture Capital from Innovacom. Orange Trial Factory (France). Partnerships & Acquisition Opportunities via Lines of Business.

Innovacom – €150 million VC Fund. Early stage investor. Usually working with start-ups from Round A funding. Invest an average of 6M€ per company over several rounds.

Orange Partner – A programme for 3rd parties, helping you to create and provide compelling products and services with Orange:

Orange Application Shop. Orange Developer Centres. Orange APIs.

Open Innovation – Jogesh LIMBANI

Lines o

f

Business

Expert

Insight

International Labs

Local Eco-systems

Start-UpsSMEs

WORLD

Start-UpsSMEs

WORLD

Orange ValléeNew Markets

Orange L

abs

R&D

3PTechnocentre

Innovacom

VC Investors

MCO’s

Country Operations

OSUPSpecialists

Can you work with Orange to deliver service innovations that grow their audience?

Orange Restricted

Orange Audience & Online Advertising Division

October 2009

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Orange is one of the world’s leading telecom operators, with a strong presence on web, mobile and TV…

Among top 30 audiences worldwide with 59 M UVs monthly in nov. 2008

10 million mobile broadband active users worldwide ( x 3 over the past year)

40% of our French mobile base with EDGE/3G/3G+ uses portal services

FT group press release – third quarter 2008 financial results

1.7 million IP TV households

#1 in Europe

#2 worldwide

Source: Nielsen NetRatings Dec 08. France. Spain and Comscore Dec 08 for worldwide and UK figures

million customers worldwide

mobile

fixed-line

broadband

177

48.5

12.4

#1 Broadband operator in Europe (#2 in the

world) #2 European Mobile network operator Present in 12 European countries 177 million customers worldwide (142 million in

Europe)

11

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In Europe, Orange owns strong digital assets on 3 screens…

European Online Ad Spend Top 10 2006

(M€)

1.5M

3.4M

10M

1,2M

2.9M

<1M UV 2.8M

Source: Nielsen/Netratings as for FR,UKand SP, Comscore as for US Hispanics and Latin America as of Dec 08,Megapanel for Poland as of Nov 08, Mobile as of Oct 2008, IP TV figures per country as of Oct 2008

4,3 M UV15.6 M

8.7 M UV 14,2 M

10M UV11.1 M54 000 HH

22 M UV24.2 M1.7 M HH

Top Audience (Million UV)1. Google (13,5)

3. FTgroup (8,7) : Wirtualna Polska,

…

Top Audience (Million UV)1. Google (13,5)

3. FTgroup (8,7) : Wirtualna Polska,

…

Top Audience (Million UV)

1. Google (21)

…

5. FTgroup (10)

Top Audience (Million UV)

1. Google (21)

…

5. FTgroup (10)

Top Audience (Million UV)1. Google (29)

2. Microsoft (28)

3. FTgroup (22)

Top Audience (Million UV)1. Google (29)

2. Microsoft (28)

3. FTgroup (22)

Top Audience (Million UV)

1. Google(32)

…

40.Orange (4,3)

Top Audience (Million UV)

1. Google(32)

…

40.Orange (4,3)

#3 web portal in France

#5 web portal in Spain

#3 web portal in Poland

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FR UK SP PL In Americ

a

Orange.fr

Orange.co.uk

Orange.es

Tp.pl/Orange.pl/

Neostrada.pl

Wp.plYa.comVoila.fr Starmedia.com

Rincon del Vago, El

Planazo

Whosegame.comSoundtribes.com

Pikeo.com

No asset

No asset

No asset

Mobile only

countries

Orange.xx

No asset

…

Orange portals

For Orange & non-Orange customers

Other generalist portals

For Orange & non-Orange customers

Thematic sites

For Orange & non Orange customers

New audience services

For Orange & non Orange customers

Site type

Cityvox, Clust, Zapzone,Alapage, Topachats

Ananova.co.uk

…and is the number #1 European player in worldwide web audience

nocoty.pl,bloog.pl

Terravista.pt

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Key figures Orange UK mobile customers usage trends

million customers in the UK

6,2 (PAYM)

mobile

Internet

In the UK, Orange owns a large mobile and broadband customer base with growing usage trends

Source: Orange UK Orange Digital Media Index report, December 2008OUK Web customers usage trends: Nielsen NetRatings, Jan 09

Orange UK web customers usage trends

1 billion SMS sent each month 7 million MMS sent each month 1 million mobile video downloads (H1 2007)

film being the most watched category (20%) 3,2 million Orange World (Orange mobile portal) users each month 172 million page impressions on Orange World each month

4,3 million UVs (Comscore – December 2008) 13 min average time spent per UV* 22 page views per UV* Driving categories are communication and entertainment, including celebrity and film

9,8 (PAYG)

1,05

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Orange acquired Unanimis ad network company, reinforcing its positioning on UK online advertising market

Together Orange and Unanimis reach 71.5 % of the UK’s online population, that’s approximately 25.6 million unique visitors a month.

A cumulated market-leading reach of over 66% in UK, France, Spain and Poland

Unanimis was created in 2001 and has enriched and diversified its services over the years with performance-related advertising and behavioural targeting offers

It offers multiple advertising solutions across display, video and mobile.

71,5 70,8

Facebook

59,6

Yahoo

56,2

MSNUnanimis +

Orange

A leading ad network for advertisers and ad agencies in the UK

A leading ad network for Pan European display ad campaigns An expert in Performance-based offers, which is currently the most dynamic display advertising segment and a key lever of growth for audience monetisation

An expert in innovative advertising solutions

Reach of UK online population (%)

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Orange is seizing the Mobile Internet opportunity, which is expected to reach mass market in the next few years

Orange World France, 2008

Orange World Spain, 2009

Orange World UK, 2008

Orange World Poland, 2008

Orange World (Orange mobile portal) key figures

~ 4 million active Mobile Internet users over 23M mobile users

~ 3.2 million active Mobile Internet users per month over 16M mobile users (~17%)

~ 1.3 million active Mobile Internet users over 11M mobile users

~ 1.9 million active Mobile Internet users over 14M mobile users

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In-house, thanks to our partners, Orange has developed innovative services which are significant audience drivers

Launch of new in-house services : Pikeo: UGC photo sharing platform Soundtribes, Whosegame, My content …

17 widgets delivered on 3 major platforms, including for the launch of Vista

20 million Orange Mail accounts Launch of MySocialPlace on mobile in Q2/Q3

2008: the user is able to manage his whole community ecosystem on his mobile through a single interface

constant innovation

Mobile deals signed with big players (Myspace, Facebook, Nokia Maps…)

500k Orange Messenger registered users as of November 2008

Content partnerships with, Sky, ITN, eBay, Dating Direct, Moneysupermarket, Wikipedia

a strong expertise in

building strategic

partnerships

+

=

(1) Source: Nielsen Netratings (FR) and Comscore (US and LatAm)