Appendix III B2B ⫶ Driving digitalisation with strong capabilities & partnerships We have unique scale & capabilities Beyond Connectivity addresses large & growing markets
Serving all customer sizes…
…with full breadth of products…
…across large geographic footprint
€8.0 billion 1 service revenue
4.7 million customers
Germany €68bn market
SOHO €12bn market (8% growth)
Core Connectivity €37bn market (3% growth)
Unified Comms €9bn market (11% growth)
UK €54bn market
SME €37bn market (10% growth)
Cloud & Security €78bn market (14% growth)
Other Europe €14bn market
205 million IoT connections
26% of Group service revenue 1
Enterprise €95bn market (11% growth)
IoT & IT services €20bn market (8% growth)
Africa €8bn market
€144 billion addressable market
We are a leading strategic partner of choice
We have a strong operating momentum
Strengthening product offering • 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
Unique capabilities in digital • 205 million IoT connections • c.€1.5 billion FY25 digital services revenue (+13.8% growth), all product segments growing • Digital services represent 21% 2 of Business service revenue
• Cloud & GenAI • IoT • M-Pesa • Cloud & Security • GenAI • Shared service operations
• 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
FY25 results ⫶ May 2025
1. Based on last 12 months as at 31 March 2025. 2. In Q4 FY25.
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