America Movil Sab De Cv Class B · BMV:AMX/B
America Movil Sab De Cv Class B — Investor Day (May 2024)
17 slides from America Movil Sab De Cv Class B's investor day presentation, May 7, 2024
Slide 1: Claro Brazil, May 7 2024
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Slide 2: Claro has a solid and consolidated leadership position in Brazil
AMERICA MOVIL: Investor Day 2024 7) Claro has a solid and consolidated leadership position in Brazil 8 LEADING GROWTH MAINTAINING LEADERSHIP TRANSFORMING THE PROVIDING THE BEST IN MOBILITY IN FIXED SERVICES CONTENT BUSINESS EXPERIENCE M = FASTEST 5G WIRELESS BROADBAND PAY TV OOKLA _ Network 88 M__ s
Slide 3: Investing in technology to create the best-in-class infrastructure
AMERICA MOVIL: Investor Day 2024, 3 Investing in technology to create the best-in-c Ns infrastructure 25 k CELLULAR BASE STATIONS FOR THE BEST EXPERIENCE “,. 223k KILOMETERS OF FIBER THE LARGEST BACKBONE IN BRAZIL 14) 1 M HOMES PASSED . 5 S12 cities with fixed network G6 HIGH-INCOME COVERED 80 Yo ho
Slide 4: Disciplined execution of our strategy to achieve consistent results
AMERICA MOVIL - Investor Day 2024 4 Disciplined execution of our strategy to achieve consistent results NEW AND MORE BALANCED MIX ACCELERATED GROWTH IN MOBILE IMPROVE PROFITABILITY 1 OF REVENUE AND RECOVERING IN FIXED SERVICES WITH SUSTAINABLE GROWTH REVENUE REVENUE GROWTH EBTIDA % MIX % YOY - IN SE
Slide 5: Cost efficient strategy supported by digital transformation
Cost efficient strate supported by digita AMERICA MOVIL: Investor Day 2024 3 transformation COST EVOLUTION VAR% YOY DIGITAL TRANSFORMATION % OF DIGITAL CHANNELS’ CLARO COMPETITOR == === INFLATION ° ple “iE | 0% INFLATION "OF CUSTOMER] 25% INTERACTIONS COMPETITOR 18% o =A) oe CLARO 3 3% fo 10% 2020 2
Slide 6: Connectivity evolution
CONNECTIVITY) EVOLUTION MOBILE AS A GROWTH LEVER yy MAINTAINING FIXED LEADERSHIP \ & IN-HOUSE EXPERIENCE . ) DIGITAL TRANSFORMATION " ~NEW CONTENT OFFER® _ 5G EVOLUTION _ NEW BUSINESS GROWTH B2B ECOSYSTEM TRANSFORMATION loT AND NEW VERTICALS FINTECH
Slide 7: Convergence driving connectivity growth
AMERICA MOVIL - Investor Day 2024 7 Convergence driving connectivity growth ° BROADBAND MOBILE SERVICES % MARKET SHARE OF SUBSCRIBERS % MARKET SHARE OF SUBSCRIBERS. ’ : Claro leads in EE eee : fixed and 1 b . I 23.8% 24.2% mo I e OTHERS a. connectivity : where it offers TELCO 3 both networks “ee TEL
Slide 8: Mobile as a growth lever
AMERICA MOVIL - Investor Day 2024 i] Mobile as a growth lever MOBILE SERVICES REVENUE POST-PAID PURE’ 5G DEVICES BRL BILLION % MARKET SHARE OF SUBSCRIBERS MILLION 34 2020 feb-24 mar-23 mar-24 1 EXCLUDING M2M/IOT AND MOBILE BROADBAND: Sh Tin ee
Slide 9: Claro Flex
Claro Flex Digital transformation is now a reality Oe SELF-SERVICE 100% digital % PROFITABLE 70% EBITDA margin BEST EXPERIENCE al with higher NPS AMERICA MOVIL - Investor Day 2024 MILLION & MOBILE DIGITAL OFFER —@- % OF POST-PAID PURE? HM susscRIBERS 6% mar-24 9
Slide 10: Fixed broadband strategy
AMERICA MOVIL - Investor Day 2024 Fixed broadband strategy selective migration from HFC to FTTH and improving in-house experience MIX OF TECHNOLOGIES HOMES PASSED - MILLION MM rTtH Ml case EF} 41 available in any area BETTER EXPERIENCE FAST AND STABLE I) AVERAGE DOWNLOAD SPEED IN Mbps 82 dez-20 mar-
Slide 11: Fixed broadband strategy: recovering net adds and accelerating revenue growth
AMERICA MOVIL: Investor Day 2024, ri) Fixed broadband strategy recovering net adds and accelerating the revenue growth in broadband 2021 2022 2023 2021 2022 2023 2021 2022 2023 2021 2022 2023 F OTHER 3 TELCOs BROADBAND MARKET SHARE NET ADDs IN CLARO CITIES CLARO CITIES ACCESSES- THOUSANDS 4 \ TELCOS
Slide 12: Rebundling: a new content offer
AMERICA MOVIL: Investor Day 2024 ru Rebundling: a new content offer Traditional Pay-TV with OTT FROM TRADITIONAL OFFER... thi Micra | mn | | obopiay | CONVENIENCE CONTENT OF THE TRADITIONAL PAY-TV FRAGMENTATION INCREASES COST AND COMPLEXITY FOR THE CONSUMER $$$$SS$ NETFLIX globoplay PAY-TV HIGH COST
Slide 13: B2B strategy
B2B STRATEGY CORPORATE MAINTAIN LEADERSHIP = DIGITAL SERVICES = NEW VERTICALS SMB ¢ SOHO TRANSFORM BUSINESS = VALUE PROPOSITION * DIGITAL SALES AMERICA MOVIL: Investor Day 2024 3B COMPLETE PORTFOLIO FROM CONNECTIVITY TO DIGITAL SERVICES OMNICHANNEL ANALYTICS & Al SOLUTIONS 10T at | - yar. | J | SECU
Slide 14: Claro's digital ecosystem
AMERICA MOVIL - Investor Day 2024 14 Claro’s digital — ecosystem Beyond the connectivity, our digital platform infrastructure accelerates new business models FINANCIAL SERVICES DATA . DIGITAL top) ANALYTICS SERVICES Se 4 YOnp THE Jarra
Slide 15: Connecting to build a better society
AMERICA MOVIL - Investor Day 2024 15 Connecting to build a better society ) aD 8 | ENVIRONMENT SOCIAL GOVERNANCE , THE BIGGEST CLEAN ENERGY PROGRAM © QNEX AO sox pEOPLE BENEFITED IN THE TELECOM INDUSTRY IN BRAZIL Velunfajia BY VOLUNTEER ACTIONS & ETHICAL CODE GOALS ATTENDED WITHOUT CREDIT COMPENSATI
Slide 16: Claro is the best positioned player in Brazil
AMERICA MOVIL - Investor Day 2024 | 16 Claro is the best positioned player in Brazil to lead this new cycle and keep connecting people and businesses for a more productive and fun life Innovating to keep growing fast To Lead Revenue Growth 7 Focusing on digital transformation and synergies rs | ro [
Slide 17: Claro Brazil, May 7 2024
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