VodafoneThree Investor Briefing

GROW ⫶ BROADENING CAPABILITIES BEYOND CORE CONNECTIVITY

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Foundations

Scale into service Capabilities we are scaling

Enable new technologies Enabling the creation of new technologies Powered by AI Generating new investment cases and potential AI- enabled revenue pools AI infrastructure connectivity AI services & partner- supported propositions

Core capabilities we can leverage Infrastructure Physical and technology assets that underpin our services, including Group’s global network scale Enterprise Data Centre & Co-location National Fibre Subsea Network Connectivity Enterprise-grade connectivity with a full portfolio of products and services Speed & Latency Coverage Resilience

Applications Communications, cloud and applications that keep critical workloads running on our network Call centres Apps Hosting Managed services & security Providing access and managing outcomes Sovereign Secure Managed

Connectivity for AI

est. addressable UK market (2030) 1

Agentic AI Services

Small Medium Business spend by 2030 2

Broaden our capabilities to meet more of our customers’ technology needs

1. Sources: Internal forecasts supported by industry reports 2. Gartner, AI Opportunity for CSPs, 2026

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