Vodafone Group Public Limited Company · LSE:VOD

Vodafone Group Public — Vodafone Group — Investor Presentation (September 2021)

77 slides from Vodafone Group Public's investor presentation, September 2021

  1. Slide 1: Digital services & experiences investor briefing

    Digital services & experiences Investor briefing September 2021

  2. Slide 2: Leading digital services & outstanding experiences

    Leading digital services & outstanding experiences Welcome & introduction p3 11 Deep & trusted customer relationships Alex Froment-Curtil Chief Commercial Officer p8 22 Leading digital consumer services p24 3 The leading FinTech in Africa Shameel Joosub Vodacom CEO p39 4 The global IoT connectivity

  3. Slide 3: Our vision: the new generation connectivity & digital services provider

    Our vision ⫶ The new generation connectivity & digital services provider We connect for a better future Our Purpose Inclusion for All Planet Digital Society Ensuring everyone has access to the benefits of Reducing our environmental impact and helping Connecting people and things and digitalising a d

  4. Slide 4: Deep & trusted customer relationships

    1 ⫶ Deep & trusted customer relationships We have made significant progress over the last 3 years Evolving consumer needs present opportunities to go further Launched converged customer offer in all European markets Purpose A brand people can emotionally connect with 1 Purpose-led brand Launched Unl

  5. Slide 5: Leading digital consumer services

    2 ⫶ Leading digital consumer services Consumer M-Pesa Emerging growth area High return emerging opportunities Low latency Business applications customer Financial merchant services Cloud connectivity customer focus Device services Connectivity growth area Video Analytics focus insurance UC applicati

  6. Slide 6: The leading FinTech in Africa

    3 ⫶ The leading FinTech in Africa New financial services & opportunities Egypt June 2013 58 million FinTech – we generate revenue of US$1.3bn Vodacom financial Ethiopia services customers Industry growth outlook FY21-FY25 = CAGR 27% Ghana Dec 2015 Insurance – addressable market US$44bn Kenya US$25bn

  7. Slide 7: The global IoT connectivity leader

    4 ⫶ The global IoT connectivity leader Leading international scale A Gartner leader in managed connectivity IoT connections1 130m A 81m Other leading MNOs B 48m C 45m D 26m E 18m For seven consecutive years 1. Number of IoT connections by MNOs excluding China. Data for Digital services & experiences

  8. Slide 8: Alex Froment-Curtil

    1 ⫶ Deep & trusted customer relationships Alex Froment-Curtil Group Chief Commercial Officer Digital services & experiences investor briefing September 2021 8

  9. Slide 9: Deep & trusted customer relationships

    1 ⫶ Deep & trusted customer relationships A We have deepened relationships with consumers over the last 3 years B The expectations of consumers are evolving C Leveraging group scale to improve customer loyalty further D Trusted relationships underpin our revenue growth & productivity gains Digital s

  10. Slide 10: We have deepened relationships with consumers over the last 3 years

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We have deepened relationships with consumers over the last 3 years Launched converged customer offer in all European markets Launched ‘value’

  11. Slide 11: We have deepened relationships with consumers over the last 3 years

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We have deepened relationships with consumers over the last 3 years Launched converged customer offer in all European markets Launched ‘value’

  12. Slide 12: The expectations of consumers are evolving

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ The expectations of consumers are evolving We have a forensic understanding of what drives NPS today… ‘Multi-products’ have a large impact on m

  13. Slide 13: Longer term consumer trends accelerating over the last 18 months

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ The expectations of consumers are evolving …plus the longer term consumer trends accelerating over the last 18 months Purpose A brand people ca

  14. Slide 14: Purpose-led brand

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Leveraging group scale to improve loyalty further 1) Purpose-led brand 2007-2015 2016-2020 2021+ Case study video investors.vodafone.com/digita

  15. Slide 15: Multi-product connectivity

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Leveraging group scale to improve loyalty further 2) Multi-product connectivity Mobile connectivity We have a large consumer cross-selling oppo

  16. Slide 16: Digital First platforms

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Leveraging group scale to improve loyalty further 3) Digital First platforms 2 1990s ⫶ Highstreet 2 2000s ⫶ Multichannel 2 2010s ⫶ Omnichannel

  17. Slide 17: Digital First platforms: marketing

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Marketing C ⫶ Leveraging group scale to improve loyalty further 3) Digital First platforms Mass personalisation of marketing through enhanced autom

  18. Slide 18: Digital First platforms: retail

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Retail C ⫶ Leveraging group scale to improve loyalty further 3) Digital First platforms Digital First retail supported by redesigned analogue chann

  19. Slide 19: Digital First platforms: service, TOBi

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Service C ⫶ Leveraging group scale to improve loyalty further 3) Digital First platforms Evolving the largest AI-enabled customer service operation

  20. Slide 20: Digital First platforms: retention

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Retention C ⫶ Leveraging group scale to improve loyalty further 3) Digital First platforms Our always-on ‘Base’ management engine maximises househo

  21. Slide 21: Convergence drives significantly better economics

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ Trusted relationships underpin our revenue growth & productivity gains Convergence drives significantly better economics, supporting medium-ter

  22. Slide 22: Digital First lifecycle management drives productivity gains

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ Trusted relationships underpin our revenue growth & productivity gains Digital First customer lifecycle management drives significant productiv

  23. Slide 23: Summary: Deep & trusted customer relationships

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Summary ⫶ Deep & trusted customer relationships A We have deepened relationships with consumers B The expectations of consumers are evolving Europe

  24. Slide 24: Alex Froment-Curtil

    2 ⫶ Leading digital consumer services Alex Froment-Curtil Group Chief Commercial Officer Digital services & experiences investor briefing September 2021 24

  25. Slide 25: Leading digital consumer services

    2 ⫶ Leading digital consumer services A We have compelling growth opportunities in adjacent digital services B We have the commercial & technical capabilities to deliver C We are developing scalable digital platforms for key growth areas D Our digital platforms have an attractive economic model Digi

  26. Slide 26: Compelling growth opportunities in adjacent digital services

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We have compelling growth opportunities in adjacent digital services Consumer M-Pesa Emerging growth area High return emerging opportunities Lo

  27. Slide 27: Growth opportunities: addressable market by service

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We have compelling growth opportunities in adjacent digital services VTV Home C.IoT Device Life Loyalty Total addressable €26bn €3bn €2bn €7bn

  28. Slide 28: Commercial & technical capabilities to deliver

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ We have the commercial & technical capabilities to deliver Leveraging scale through shared expertise Local, in-market delivery & customer suppo

  29. Slide 29: Matrix organisation and product owners

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ We have the commercial & technical capabilities to deliver Matrix organisation to optimise blend of technical, commercial & functional expertis

  30. Slide 30: Scalable digital platforms for key growth areas

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ We are developing scalable digital platforms for key growth areas VTV Home C.IoT Device Life Loyalty Position • 22m customers • >20m customers

  31. Slide 31: Scalable digital platforms: TV

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Case study video C ⫶ We are developing scalable digital platforms – TV investors.vodafone.com/digital-services A scaled platform in Europe Class-le

  32. Slide 32: Scalable digital platforms: Home

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ We are developing scalable digital platforms – Home Case study ⫶ WiFi Doctor in Italy Super-WiFi ⫶ Reliable connectivity in every corner • Self

  33. Slide 33: Scalable digital platforms: Consumer IoT

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Case study video C ⫶ We are developing scalable digital platforms – Consumer IoT investors.vodafone.com/digital-services Phones Watches Speakers No

  34. Slide 34: Scalable digital platforms: Device Lifecycle

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ We are developing scalable digital platforms – Device Lifecycle Vodafone Device Lifecycle Services Platform to improve customer lifecycle engag

  35. Slide 35: Scalable digital platforms: Loyalty

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ We are developing scalable digital platforms – Loyalty Loyalty applications driving engagement, satisfaction & loyalty Case study ⫶ Vodafone Tu

  36. Slide 36: Our digital platforms have an attractive economic model

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ Our digital platforms have an attractive economic model VTV Home C.IoT Device Life Loyalty Service revenue Low single-digit Double-digit High d

  37. Slide 37: Case studies: Vodafone TV in Portugal, device lifecycle in UK

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ Our digital platforms have an attractive economic model Case study ⫶ Vodafone TV in Portugal Case study ⫶ Device lifecycle in the UK Pay TV Mar

  38. Slide 38: Summary: Leading digital consumer services

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Summary ⫶ Leading digital consumer services A Attractive growth opportunities in adjacent digital services B Commercial & technical capabilities to

  39. Slide 39: Shameel Joosub, Vodacom CEO

    3 ⫶ The leading FinTech in Africa Shameel Joosub Vodacom CEO Digital services & experiences investor briefing September 2021 39

  40. Slide 40: The leading FinTech in Africa

    3 ⫶ The leading FinTech in Africa A We built the leading FinTech platform in Africa B We have a strong opportunity to extend our leading position C Our economic model is highly attractive D We have a clear strategic roadmap for growth Digital services & experiences investor briefing September 2021 4

  41. Slide 41: We built the leading FinTech platform in Africa

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading FinTech platform in Africa Vodacom Group: c.30% of Vodafone Group operating profit Market leading position across all our

  42. Slide 42: Consumer system of advantage: lifestyle super-app

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading FinTech platform in Africa Consumer System of Advantage Further together, growing with our customers Lifestyle Lifestyle s

  43. Slide 43: M-Pesa history and milestones

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Case study video A ⫶ We built the leading FinTech platform in Africa investors.vodafone.com/digital-services March 2007 – M-Pesa launched as a Egyp

  44. Slide 44: Customer proposition, enablers and KPIs

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading FinTech platform in Africa Customer proposition Enablers KPIs Real-time processing of 1,500 Banking grade platform transac

  45. Slide 45: Products & services

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading FinTech platform in Africa M-Pesa Africa Financial Services in South Africa US$1.15 billion of revenue in FY21 US$161 mill

  46. Slide 46: M-Pesa and South Africa financial services growth

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading FinTech platform in Africa M-Pesa – consistent track record of growth Financial Services in SA - highly profitable growth

  47. Slide 47: African competitive landscape and regulatory environment

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading FinTech platform in Africa African competitive landscape covers telcos, fintech & banks Supportive regulatory environment

  48. Slide 48: Strong opportunity to extend our leading position

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ We have a strong opportunity to extend our leading position Money transfer & basic services Growth opportunities >400m R98.3bn Further financia

  49. Slide 49: Lifestyle super-app proposition

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Case study video B ⫶ We have a strong opportunity to extend our leading position investors.vodafone.com/digital-services Lifestyle super-app Consum

  50. Slide 50: Evolving agile matrix organisational model

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ We have a strong opportunity to extend our leading position An evolving agile matrix organisational model… … enabling our growth ambitions Bran

  51. Slide 51: Our economic model is highly attractive

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Our economic model is highly attractive Low capital intensity + higher margin = growing ROCE Also creating value for society Vodacom Group Fint

  52. Slide 52: High-growth & scalable super app model

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Our economic model is highly attractive High-growth & scalable model with attractive returns Attractive Multiple revenue Expanding our product

  53. Slide 53: Clear strategic roadmap for growth: Vision 2025

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ We have a clear strategic roadmap for growth Financial services integral to our Vision 2025 Combine the power of A true business partner to cre

  54. Slide 54: Vision 2025: increase new services contribution

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ We have a clear strategic roadmap for growth “Vision 2025” – a clear ambition to increase New Services contribution FY21 FY24 FY26 3yr CAGR: =/

  55. Slide 55: Summary: The leading FinTech in Africa

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Summary ⫶ The leading FinTech in Africa A We built the leading FinTech platform in Africa B Strong have a strong opportunity to extend our leading

  56. Slide 56: Vodafone Business Team

    4 ⫶ The global IoT connectivity leader Vodafone Business Team Digital services & experiences investor briefing September 2021 56

  57. Slide 57: The global IoT connectivity leader

    4 ⫶ The global IoT connectivity leader A We built the leading global IoT connectivity business B The addressable market opportunity is compelling C Significant benefits from scalable platforms & services D Our economic model is highly attractive Digital services & experiences investor briefing Septe

  58. Slide 58: We built the leading global IoT connectivity business

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading global IoT connectivity business Over the last 13 years we have built the leading IoT business from the ground up Entered

  59. Slide 59: IoT connections, data usage and revenue growth

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading global IoT connectivity business Connections are growing rapidly With increasing data usage Driving accelerating revenue g

  60. Slide 60: IoT connections and use cases by vertical

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading global IoT connectivity business Automotive Energy & Logistics & Other Healthcare & insurance Utilities Transport industri

  61. Slide 61: Leading international scale and reach across 190 markets

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading global IoT connectivity business Leading international scale Leading international reach across 190 markets IoT connection

  62. Slide 62: Capabilities: scale, expertise and technical

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading global IoT connectivity business Capabilities [Video case study link] 1 Scale & Expertise 2 Technical capabilities • 250 i

  63. Slide 63: Customer sentiment and Gartner leader

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader A ⫶ We built the leading global IoT connectivity business Customer sentiment is at record highs A Gartner leader in managed connectivity1 NPS +57 +

  64. Slide 64: The addressable market opportunity is compelling

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ The addressable market opportunity is compelling IoT adoption continues to increase Leading to deeper adoption % of surveyed firms adopting IoT

  65. Slide 65: IoT total addressable market

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader B ⫶ The addressable market opportunity is compelling IoT Total Addressable Market1 Germany FY2 1 €2.7bn FY2 2 €3.3bn €2.7bn market FY2 3 €3.7bn 15.

  66. Slide 66: €750bn recovery fund enables significant IoT opportunity

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Case study video B ⫶ The addressable market opportunity is compelling investors.vodafone.com/digital-services €750bn recovery fund enables signific

  67. Slide 67: Scaled solution industrialisation factory

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Significant benefits from scalable platforms & services Creating a scaled, solution industrialisation factory Legal & System Marketing Pricing

  68. Slide 68: Smart building case study

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader C ⫶ Significant benefits from scalable platforms & services Smart building case study Seamless integration between hardware and software We created

  69. Slide 69: Share of IoT capital additions

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ Our economic model is highly attractive Share of IoT capital additions Drivers Indicative capital allocation excluding shared network infrastru

  70. Slide 70: IoT economic model by revenue stream

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader D ⫶ Our economic model is highly attractive Q1 L12m Connectivity Hardware E2E solutions Majority of revenues, growing Total revenue Small, growing

  71. Slide 71: Summary: The global IoT connectivity leader

    1 ⫶ Deep & trusted customer relationships 2 ⫶ Leading digital consumer services 3 ⫶ The leading FinTech in Africa 4 ⫶ The global IoT connectivity leader Summary ⫶ The global IoT connectivity leader A We built the leading global IoT connectivity business B The addressable market opportunity is compel

  72. Slide 72: Appendices

    Appendices I More information p73 II Definitions p74 III Importance notice p76 Digital services Technology & experiences Investor Briefing September June 2021 2021 investor briefing 72

  73. Slide 73: Appendix I: More information

    Appendix I ⫶ More information Vodafone Business ⫶ Investor briefing • 4-part video presentation investors.vodafone.com/vbbriefing • 8 video case studies • Analyst Q&A video replay Technology ⫶ Investor briefing • 4-part video presentation investors.vodafone.com/vtbriefing • 5 video case studies • An

  74. Slide 74: Appendix II: Definitions

    Appendix II ⫶ Definitions Term Definition Term Definition Cellular technologies that enable voice and data services. 2G stands for CAGR Compound annual growth rate 2G/3G/4G/5G 2nd generation etc. Connections The number of devices or products that we connect AI Artificial intelligence CPaaS Communica

  75. Slide 75: Appendix II: Definitions

    Appendix II ⫶ Definitions Term Definition Term Definition IRR Internal rate of return RAN Radio access network LTM Last twelve months ROCE Return on capital employed Marketing Technology, a range of software and tools that assist in MarTech achieving marketing goals or objective SaaS Software as a s

  76. Slide 76: Appendix III: Important notice

    Appendix III ⫶ Important notice By accessing these slides, you agree to be bound by the following conditions. You may not This presentation, along with any oral statements made in connection therewith, contains disseminate these slides or any related recording, in whole or in part, without the prior

  77. Slide 77: Investor Relations contacts and upcoming events

    Group investors.vodafone.com Upcoming events Investor Relations ir@vodafone.co.uk 1 Kingdom Street, London, W2 6BY 16 H1 FY22 results Nov’ Matthew Johnson Director matthew.johnson@vodafone.com Group IR Daniel Morris Deputy Director Group IR daniel.morris@vodafone.com Feb’ Q3 FY22 trading update 2022

Vodafone Group — Investor Presentation (September 2021) on 6ix