Rogers and the Digital Landscape

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Rogers and the Digital Landscape
Michael Lee Chief Strategy Officer Rogers
Communications Inc.

• 17th Biennial Conference of International
  Telecommunications Society
• June 25, 2008

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Rogers At A Glance
Rogers Wireless

Largest Wireless Carrier
Revenues LTM 5,703M Operating Profit
LTM 2,713M

• 7.4M wireless subscribers
• Canadas largest wireless carrier covering 94 of
  population
• Leader in wireless data services
• 3G HSPA network across 25 Canadian markets
• Only GSM carrier in Canada
• Extensive national distribution with dual Rogers
  Fido brands

Rogers Cable Largest
Cable Provider

• 2.3M basic cable subs, 1.5M high-speed Internet
  subs
• 94 750/860 MHz, highly clustered plant with 94
  cable telephony availability
• 2.0M digital set-top boxes deployed to 1.4M homes
• 702K cable telephony subs plus 320K
  circuit-switched subs
• Local long-haul CLEC networks with 20K
  business customers 222K lines
• Over 460 Rogers Retail (Video, Plus/mall, Fido)
  stores

Revenues LTM 3,628M Operating Profit
LTM 1,076M
Rogers Media Leading Media Brands

• 52 radio stations 70 consumer magazine trade
  publications
• Five station Citytv television network
• Five station OMNI television network
• Four Sportsnet regional sports TV networks with
  national HDTV feed
• The Shopping Channel national televised shopping
  network
• Toronto Blue Jays Rogers Centre event venue

Revenues LTM 1,358M Operating Profit
LTM 156M
Powerful Combination of High-growth
Communications Media Assets
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Unmatched Platform in North America
National Wireless Market Share
National Cable Market Share

• Uniquely position of having full ownership of
  quad play under an integrated platform
• Market Penetration Leadership in Wireless,
  Wireless Data, Television and Broadband

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The Digital LandscapeFront-End of a Fundamental
Transition
THE EMERGING CUSTOMER

• Personalization
• Control
• Simplicity

DISRUPTIVE FORCES
TECHNOLOGY ADVANCES

• Digitization
• Broadband
• Emerging Standards
• Devices / Chip Sets
• Systems

Technology Development

• Disintermediation
• Over-the-Top
• Value Chains

• 06

• 08

• 10

• 02

• 04

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We Have Seen A Dramatic Change In Consumer
Consumption
Entertainment
Communication
Information
Telephone Postal Service E-Mail
Magazines/Newspapers/Books Television Yellow
Pages Yahoo (just launched)
Cable / OTA Television VCR Radio Magazines /
Newspapers / Books
1995
Cable / Satellite Television DVD / DVR Digital
Music Broadband Video Online Social
Networks Gaming Console/PC/Wireless Radio Magazi
nes/Newspapers/Books
Mobile Phones E-Mail IM Video IM Online Social
Networks Blogs Telephone
Internet Magazines/Newspapers/Books Television
2008
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TECHNOLOGY ADVANCEMENTSLayered Technologies
Provide Seamless Connectivity
GSM / GPRS / EDGE / UMTS / HSDPA / WiFi / WiMax
/ Fibre / HFC / DSL
IP Everywhere - Seamless customer experience
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TECHNOLOGY ADVANCEMENTSEnabling New Services for
the Future
Wireless And Cable Networks Will Be The Service
Enablers For A New Generation Of On-Demand
Consumer Services
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Emerging Customer Needs
Physical and Social Context Determines the
Application Mix Used

• Personalization
• Customers gain social / business currency and
  derive value through personalized content and
  communications.
• Control
• On Demand control over the what, when, where and
  how. Controlling frequency, intensity and types
  of experiences. Maximizing time and minimizing
  effort.
• Making It Easy
• Easy to understand, access, choose, use and do
  business with.

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• Entering into the Era of
• Internet Everywhere

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Market Opportunities in Digital World

• Network investment to power next stage of
  innovation and growth
• Services innovation will enter hypergrowth mode
• No longer early adopter market
• Network intelligence will drive value for all
  participants
• Revolution in Information, Communication and
  Entertainment markets underway
• One thing is clear Consumers love these
  services and usage growth is unprecedented

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Our Customer Informed, In Touch and Entertained

• INFORMED

• IN TOUCH

• ENTERTAINED

• Digitization
• Mobility
• Personalization
• Control