America Movil Sab De Cv Class B · BMV:AMX/B
America Movil Sab De Cv Class B — Investor Day (May 2024)
21 slides from America Movil Sab De Cv Class B's investor day presentation, May 7, 2024
Slide 1: América Móvil Mexico Investor Day, May 7 2024
iS ss - a & america mow Mexico May 7** 2024
Slide 2: Telcel
Telcel AMERICA MOVIL: Investor Day 2024 e@
Slide 3: Telcel is the preferred option for mobile connectivity
AMERICA MOVIL - Investor Day 2024 @ Telcel is the preferred option for mobile connectivity Million subscribers 6%, Covered 15.1M Postpaid | © Population 68.9M Prepaid Market Share ! 7 Top'of Mind 5 % Subscribers +1 ey Source: IFT Brand in Telco
Slide 4: Telcel's revenue has increased on the back of ARPU and subscriber growth
AMERICA MOVIL - Investor Day 2024 e Telcel’s revenue has increased on the back of ARPU and subscriber growth Telcel Revenue t Billions of MXN CAGR YoY % 216 226 +5.0% +5.6 +7.5% wall |||, +5,8% 2021 2022 aQ23) Ia2 a Service m Equipment
Slide 5: We operate the best network in terms of coverage, quality and technology
AMERICA MOVIL - Investor Day 2024 @ We operate the best network in terms of coverage, quality and technology @ +25k sites 7 SPEEDTEST 0, 96% covered pops Fastest download speed Fastest upload speed Lowest latency re, * Highest consistency G 125 cities : * Best 5G performance 77M population covered *
Slide 6: We have the best commercial offer coupled with the greatest variety of handsets
AMERICA MOVIL - Investor Day 2024 e We have the best commercial offer coupled with the greatest variety of handsets Net additions ARPU 3 5 M 549k postpaid MAN . 2.9M prepaid ¢ Successful upselling strategy powered by data Baaiytics * Next Best Offer | * Add-ons * Best portfolio of handsets: ¢ Handse
Slide 7: Our distribution network is one of our most valuable assets
AMERICA MOVIL - Investor Day 2024 e@ Our distribution network is one of our most valuable assets 582 Own stores and Customer Service Centers +10k Sales and Customer Service Representatives +5k Exclusive Distributors Stores +7k Retail Stores
Slide 8: We rank #1 in NPS by a wide margin over our closest competitor
AMERICA MOVIL - Investor Day 2024 @ We rank #1 in NPS by a wide margin; 10 pp over our closest competitor (7 NPS +8 pp Telcel 2021 1024 _-” Focus on physical I and digital platforms
Slide 9: New revenue streams from value added services for enterprises and SMEs
AMERICA MOVIL - Investor Day 2024 r New revenue streams from value added services for enterprises and SMEs Our catalog of services include: * Device Management (MDM) rs 1 50 ¢ Fleet trackin i Dedicated salesforce ¢ Data connectivity ¢ Analytics
Slide 10: Revenue growth and strict cost controls are driving EBITDA margin to over 42%
AMERICA MOVIL : Investor Day 2024 r Revenue growth and strict cost controls are driving EBITDA margin to over 42% Mexico EBITDA Margin % 42.3% 38.9% 2021 1024 Note: Adjusted for the sale of towers of Telmex
Slide 11: Mexico's economy is in good shape
AMERICA MOVIL - Investor Day 2024 oe Mexico's economy is in good shape. We are prepared to seize present and future opportunities through our commercial and strategic strengths. Investment Training Distribution Commercial streneth Network — Customer Care Efficiency
Slide 12: Telmex
AMERICA MOVIL: Investor Day 2024 2
Slide 13: Telmex Infrastructure
AMERICA MOVIL - Investor Day 2024 Bo Telmex Infrastructure 2021 2022 2023 1924 Total Homes Passed pal 7S 24.8 26.1 Million Homes Passed with Fiber 6.8 9.3 13.4 17,0 Million Fiber Optic 433 483 524 579 Thousand km # Datacenters 5 5 5 5
Slide 14: Telmex Broadband Strategy
AMERICA MOVIL - Investor Day 2024 ol Telmex Broadband Strategy Customers by Technology Internet consumption Thousands GB per customer per month 450 CAGR -29% ; 400 350 | ® | | , CAGR 29% 300 250 T T T 1 200 = 2021 2022 2023 1924 2021 2022 2023 2024 mFiber # XDSL
Slide 15: Telmex Broadband Strategy
AMERICA MOVIL - Investor Day 2024 co Telmex BroadBand Strategy Broadband Additions i eae s Thousands 2022 2023 1024. ;
Slide 16: Telmex fixed-voice, broadband and business customers
MOVIL - Investor Day 2024 16 ] 1924 Broadband a me |. ] a Fixed-Voice all, 7/ 11.3 10.8 10.8 Million Business Customers
Slide 17: Telmex Entertainment Strategy
AMERICA MOVIL - Investor Day 2024 r Telmex Entertainment Strategy +1.8 million OTT Services customers with one or Mheusards more services and Free , o|o as oe 3,184 Access to Claro all hens STXR+ : 1021 1924
Slide 18: Content Delivery Network
Content Delivery Network Application Website Acceleration Digital Marketing & Web Management Presence Managed IT Services E-Commerce Server Backup Claro Drive Enterprise Applications Public Cloud +Google Cloud Platform +Oracle Cloud Cloud Productivity Services Perimetral Security Application Securit
Slide 19: Telmex IT Strategy
AMERICA MOVIL - Investor Day 2024 19 Telmex IT Strategy Business Customer IT Services Penetration IT Revenues Top 5,000 Customers Millions of MXN 2 2021 2022 2023 1924 Corporate 4,958 Cloud IAAS/SAAS) = 61% 63% 67% 67% IT Security 16% 19% 21% 22% Services IT Collaboration 41% 40% 43% 40% f i Service
Slide 20: Telmex Revenue Evolution
Telmex Revenue Evolution Revenue* Growth Rate Millions of MXN 26,989 % 23,443 1021 1922 1023 1024 1921 1022 “Excludes extraordinary revenues in 2021
Slide 21: América Móvil Mexico
iS ss - a & america mow Mexico May 7** 2024