America Movil Sab De Cv Class B · BMV:AMX/B
America Movil Sab De Cv Class B — Investor Day (May 2024)
47 slides from America Movil Sab De Cv Class B's investor day presentation, May 7, 2024
Slide 1: Telecom Business and Solutions
é america 3 Telecom Business tert and Solutions May 7** 2024
Slide 2: America Movil Footprint & Infrastructure
AMERICA MOVIL : Investor Day 2024 America Movil Footprint & Infrastructure .. : % < . w! x Countries Home Passes Bh Mobile 1] Li F, ’ 7 Bi obi «Fixed , by LT | Fiber Optic Submarine Il Mobile + Fixed + Pay TV Network Cables
Slide 3: Investor Day
AMERICA MOVIL - Investor Day 20 —
Slide 4: Technology Key Initiatives
AMERICA MOVIL : Investor Day 2024 Technology Key Initiatives
Slide 5: Technology Key Initiatives
AMERICA MOVIL : Investor Day 2024 Technology Key Initiatives Jf High Speed | AY la Broadband ‘Gi Ge DataCenters&Cloud ‘|
Slide 6: Internet Traffic keeps increasing YoY
AMERICA MOVIL : Investor Day 2024 Internet Traffic keeps increasing YoY = TBPS
Slide 7: Internet Average Consumption per User
AMERICA MOVIL : Investor Day 2024 Internet Average Consumption per User op 3 WI! G B =GB/fixeduser =GB/ mobile user fixed +19% CAGR (2019-2023) 7 GB mobile +24% CAGR (2019-2023) ii ii TT I 2016 / 2019, YH 2023
Slide 8: Transport Network
AMERICA MOVIL : Investor Day 2024 Transport Network Automation National & Metropolitan International Network Backbone
Slide 9: International Network
AMERICA MOVIL : Investor Day 2024 International Network Internet Traffic (84 Tbps) Local Peering+ Caching+CDN 89% of traffic International Submarine & Terrestrial, 11% of traffic Activated Capacity Submarine Kilometers 152K
Slide 10: Local Transport Network
Local Transport Network Multi-Service Networks ¢ IP-Photonic Integration National ¢ Automated Architecture Backbone 2017 - 2021 * 6x - 10x Capacity Growth 100% ready ~70% Cost Reduction Latency Reduction & Increased Coverage AMERICA MOVIL : Investor Day 2024 Metropolitan Backbone 2021 - 2025 +60% re
Slide 11: Technology Key Initiatives
AMERICA MOVIL : Investor Day 2024 Technology Key Initiatives Ge “igh Speed v, | ; ja Broadbanc \// ‘Cia . Pp k er daedel {41 | i) nee Transport Network = ; |
Slide 12: Cloud Infrastructure
AMERICA MOVIL - Investor Day 2024 Cloud Infrastructure Our broadly distributed cloud strategically positions us to deliver B2B Edge Services +141 K Mircette? ae: NN a \ Mn = /| 8
Slide 13: Technology Key Initiatives
AMERICA MOVIL : Investor Day 2024 Technology Key Initiatives
Slide 14: Fixed Broadband Speeds
AMERICA MOVIL : Investor Day 2024 Fixed Broadband Speeds ee) Customer Base Access to 32M Technologies FTTH (GPON) 90%
Slide 15: Internet Average Speed
AMERICA MOVIL : Investor Day 2024 Internet Average Sped 0) Megabits per user 300 Netflix Speed Index (Latam & Austria) sa counties atone
Slide 16: Homes Passed
AMERICA MOVIL : Investor Day 2024 Homes Passed 18% @ Copper M HFC M@ Fiber 104M
Slide 17: Technology Key Initiatives
AMERICA MOVIL : Investor Day 2024 Technology Key Initiatives i "igh Speed a Broadband Data Centers & Cloud mie. | +6 TransportNetwork, ai,
Slide 18: Our 4G Platform is the best in the Region
AMERICA MOVIL : Investor Day 2024 Our 4G Platform is the best in the Region Covered New Sites Population & Traffic +10 k ' Wir wxherf ff | WIS Technology +528 million
Slide 19: 5G Platform up and running, ready for growth
AMERICA MOVIL : Investor Day 2024 5G Platform up and running, ready for growth Covered Population +200 +23 million million a (3 tht al elhsactale ff { N Se ‘ Reach Technology
Slide 20: Strategic investments in our mobile infrastructure
AMERICA MOVIL : Investor Day 2024 Strategic investments in our mobile infrastructure position us favorably for the future —26/3G —4G —sG —NewSites mmMobile Investments By 2026, 5G soft will represent ~20% markets | i aa | iE 2020 2024 2026
Slide 21: II. VN
AMERICA MOVIL : Investor Day 20: m ’ II. VN NK
Slide 22: Customer Base
AMERICA MOVIL : Investor Day 2024 Customer Base
Slide 23: Driving Revenue Growth
AMERICA MOVIL : Investor Day 2024 Driving Revenue Growth Core Consolidation (connectivity) Expanding core business by improving operation and customer value proposition Customer Experience (NPS) Best Network Brand and Reputation Cost Control Automation and Digitalization Sustainability Footprint
Slide 24: IPTV Evolution
IPTV Evolution Service Base Growth +269% ud Better experience i More customer loyalty 22, More Retention ze) q Comparison between.2021 - 2023 tv+ @) () i © AMERICA MOVIL : Investor Day 2024 Customers with androidtv have new and better functionalities Rewind and fast forward programming Recording Dow
Slide 25: Increasing Convergence
AMERICA MOVIL : Investor Day 2024 Increasing Convergence - +13 pp 4 2021 ee +l 2023 46% Leading Country Claro Full Customers (Fixed + Mobile Postpaid)
Slide 26: Customer Centric Organization
AMERICA MOVIL : Investor Day 2024 Customer Centric Organization NPS
Slide 27: Increasing Customer Loyalty
Increasing Customer Loyalty AMERICA MOVIL : Investor Day 2024 la . Voice of Customer Program Monitoring Customer Feedback Streamlined Processes Customer Retention ~~ Va NPS Improvement Brand NPS rt 4 pp Mobile NPS Fixed NPS 4 4PB 4 13 PP Best 10 Countries Best 9 Countries Comparison between.2021 = 2
Slide 28: Digital Experience
Digital Experience AMERICA MOVIL : Investor Day 2024 Va @) Cost Reduction Calls Decrease Y 47% Digital Invoice 97% Sy Revenue Increase Recharge & Packages App t 11.4 pp Contribution 16% Self Service Registered Users App +110 M Tea pp _ Digital Assets Visits | ] +750 M Digital Transactions 93% Churn
Slide 29: AI across all Customer Journeys
Al across all Customer Journeys & Advanced Analytics Up & Cross Selling Churn prediction Maximize Revenue Robot Process Automation (RPAs) Simplification Time reduction 1| Cost Saving “Customer Satisfaction i SAD AW Ah Al) A AMERICA MOVIL : Investor Day 2024 Generative Al (Alg) Conversational ChatBot
Slide 30: AMERICA MOVIL : Investor Day 20
AMERICA MOVIL : Investor Day 20
Slide 31: Driving Revenue Growth
AMERICA MOVIL : Investor Day 2024 Driving Revenue Growth Growth beyond the core (Adjacent Markets) New sources of revenue with services that go beyond connectivity, offering new value solutions, leveraged on our competitive advantages
Slide 32: Adjacent Markets to Telecom
Adjacent Markets to Telecom Digital Content B2B Services Education Housing Wealth & Protection Health Payments -~ AMERICA MOVIL : Investor Day 2024 Adressable Market Value 2X Total over Telecom
Slide 33: Competitive Advantages
AMERICA MOVIL - Investor Day 2024 Competitive Advantages Adjacent Markets Customers Transactionsand _ Distribution Strategic Entry Brand and Relationship Behavior Data Networks Field Forces Alliances Marginal Costs Reputation Mobile financial services Loyalty programs Smart home solutions Gaming Hea
Slide 34: Solutions in adjacent markets
AMERICA MOVIL - Investor Day 2024 Solutions in adjacent markets Digital Wealth & Content —— Education Housing protection Health Video/music Managed networks, Remote learning Smart home, home Payments, Remote OTTs, Cloud, Cyber, loT, solutions and security services, Financial services, medicine, Heal
Slide 35: Investor Day
AMERICA MOVIL - Investor Day 20 —
Slide 36: B2C Alliance Ecosystem
B2C Alliance Ecosystem NETFLIX max 3 YouTube Premium STXR+ video m RIOT = GAMES AMERICA MOVIL : Investor Day 2024 Dirneph LIONSGATE* globoplay Y & “Paramount ae SI TN Pro i &Q BEMOBI GAMELOFT
Slide 37: Provided through our Super App
AMERICA MOVIL : Investor Day 2024 Provided through our Super App Integrated Simplified experience payment methods 1 ] ly Claro+) / video | Claro% ) musica —
Slide 38: B2C Value Added Services
B2C Value Added Services AMERICA MOVIL : Investor Day 2024 Subscribers Claro“video Diane HETELLS CDovtuberremm Monthly Active Users within all assets
Slide 39: SF
AMERICA MOVIL : Investor Day 20 SF
Slide 40: B2B Alliance Ecosystem
B2B Alliance Ecosystem J TELUS QuaALcOMmM ge Microsoft salesforce — aws Hewlett Packard Enterprise FeRATiner®. HUAWEI AMERICA MOVIL : Investor Day
Slide 41: B2B Services Portfolio and Revenue Evolution
AMERICA MOVIL : Investor Day 2024 B2B Services Portfolio and Revenue Evolution Core ¢ Voice ¢ Internet « Data 0 TW + Mobile CBE m= CORE @ SHARE 2023 Figures in USD Millions Comparison between 2021 - 2023 Digital Solutions 23% A Managed Security Data Center - Cloud SD - WAN Unified Communications 1OT
Slide 42: Revenue by Cloud Services Type
Revenue by Cloud Services Type Revenue Share Applications Virtual Servers Private Servers (CEEL)) ((EEL)) (Private Cloud) Figures in USD Millions - Aggregated to December 2023 Comparison between 2021 - 2023 AMERICA MOVIL : Investor Day 2024 $538 M 59 %4
Slide 43: Cybersecurity Managed Services
AMERICA MOVIL : Investor Day 2024 Cybersecurity Managed Services ‘> Scitum Figures in USD Millions
Slide 44: Digital Transformation
AMERICA MOVIL : Investor Day . a J Digital Transformation Solutions Fleet Utility Omnichannel 300+ Predictive Management 60+ peracid Process Management 60+ Wireless = : Maintenance 30+ aptinization NO OT - Networks LOO+ Multicloud 1+ Projects In Process 1,700+ Operational 500+ Customers { ~ F i Publ
Slide 45: 20:
AMERICA MOVIL : Investor Day 20:
Slide 46: Final Remarks
AMERICA MOVIL : Investor Day 2024 Final Remarks ¢ Leading core services continue with key initiatives ¢ Market share, convergence and penetration growth ¢ Automation, Digitalization and Customer Experience ¢ Strengthen Alliances ¢ Monetize adjacent markets, leverage on the core business
Slide 47: Telecom Business and Solutions
é america 3 Telecom Business tert and Solutions May 7** 2024