Appendix III Business ⫶ Driving digitalisation with strong capabilities & partnerships
Beyond Connectivity addresses large & growing markets
We have unique scale & capabilities
Serving all customer sizes…
…with full breadth of products…
…across large geographic footprint
4.7 million customers
SOHO 1
Germany
Core Connectivity
€62bn market
€11bn market (7% growth)
€36bn market (3% growth)
194 million IoT connections
Unified Comms
UK
€8bn market (11% growth)
€50bn market
SME
€7.8 billion 1 service revenue
€34bn market (10% growth)
Cloud & Security
Other Europe
€68bn market (14% growth)
€13bn market
26% of Group service revenue 1
Enterprise
IoT & IT services
Africa
€87bn market (11% growth)
€20bn market (6% growth)
€6bn market
€124+ billion addressable market
We are a leading strategic partner of choice
We have a strong operating momentum
Unique capabilities in digital
Strengthening product offering
• Cloud & GenAI • IoT • M-Pesa
• Grow Business with new services for SMEs • Scale our new standalone IoT business • Expand M-Pesa across Africa • Develop a new cloud-native security service for our business customers leveraging Google Cloud's Security Operations platform • Accelerating our transformation to commercialise our market leading shared services operations
• 194 million IoT connections • c.€0.7 billion H1 digital services revenue (+12% growth), all product segments growing • Digital services represent 18% of Business service revenue 2
• Re- allocating c.€250 million investment to support new products & managed services capabilities • Leading partnership ecosystem (e.g. Microsoft SME managed services) • Driving brand awareness of digital services with 2x marketing invest
• Cloud & Security • GenAI
• Shared service operations
1. Based on last 12 months as at H1 FY25. 2. Based on H1 FY25 service revenue contribution.
H1 FY25 results ⫶ November 2024
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