VodafoneThree Investor Briefing

AI & DIGITALISATION AI, cloud and automation increase dependence on high-quality connectivity and infrastructure GROWTH ⫶ UK MARKET TRENDS DRIVING OPPORTUNITIES CUSTOMER PREFERENCES Customers favour integrated outcomes, with mobile becoming the technology platform for small businesses DIFFERENTIATED SERVICE Customers increasingly value performance, service levels and assured outcomes

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SECURITY & SOVEREIGNTY Resilience and sovereignty are now board-level priorities for UK organisations

Est. UK AI infrastructure market (2030) 1

Est. UK addressable SoHo market, growing at 8% CAGR 2

of businesses prioritise SLA compliance 3

Est. UK AI Cybersecurity market (2030) 4

Vodafone Business can enable the next phase of growth for businesses

1. Gartner, AI opportunity in the U.K. for CSPs, 2026 2. Sources: Internal Market Data Book and industry reports (BCG & Gartner) 3. Source: The B2B pulse (Capgemini report, 2025) 4. Gartner, Forecast: AI Spending Worldwide 2025-2030

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