VodafoneThree Investor Briefing

Market leader in mobile, challenger in fixed Core Connectivity Market Growth STRONG FOUNDATIONS ⫶ WITH EXCITING GROWTH OPPORTUNITIES FY26 Revenue market share 1 Market CAGR (FY26-FY30) 2

A

BT EE

VMO2

Others

Mobile (CAGR FY26-30) +0.9%

Fixed (CAGR FY26-30) +1.5%

Fixed Wireless Access +14%

Software-Defined WAN +13%

5G Slicing +31%

£5.6bn

Adjacent Growth Opportunities Market CAGR (FY26-FY30) 2

47%

5% 25% 30% 41% £2.6bn

Unified Communications +13%

Cloud +14%

33% 6% 14%

Security +10%

IOT +6%

Mobile

Fixed

1. Sources: Internal Market Data Book; MPN (Analysis Mason), Contact Centre (ContactBabel), VBUC & Teams Phone Mobile (Cavell) 2. Sources: Internal Market Data Book

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