STR RATEGIC REV VIEW Vodacom Business Analyst presentation 2009 PC-AP-Vodacom Business-030309.ppt C Convergence att a network, t k d device i and d market k t level l l Operators across the world are adding complementary converged services to their core mobile business Telco expands out IP-PBX IT Systems Voice Data Video Telecomms Network Vod dacom Busine ess Voice Data Video IP-PBX IT Systems IT/Broadcasters/ISP’s/VAN’s etc expands in Source: Ovum Analyst presentation 2009 PC-AP-Vodacom Business-030309.ppt C t ICT market k t overview i Corporate Vodacom Business will focus on the most attractive growth areas within the corporate ICT market Corporate ICT revenue for 2008 (R125 billion) R million, corporate revenue estimates for 2008, CAGR 2004 - 2008 34,421 81% 29,966 22% 6,983 6,640 Managed network services IT Servicess 0% Mobile data M 4,665 Le eased liness Mo obile Voice e Fixed Voice F Source: In nterconnectt 3% 6,747 Broadband B 13% 8% 0% 20% Nokia Siemens ICT 2007 Analyst presentation 2009 Vod dacom Busine ess 18,165 17,765 PC-AP-Vodacom Business-030309.ppt C Current t competitive titi landscape l d Carriers VANS Consumer voice & data Vod dacom Busine ess Data hosting Voice & VOIP Outsourcers Integrators g Web based app Providers & OTT Mobile operators Analyst presentation 2009 PC-AP-Vodacom Business-030309.ppt V d Vodacom Business’ B i ’ strategic t t i objectives bj ti ♦ Expand into services closely connected to our core business – Managed services – Fixed and mobile last mile access provider – Hosted and converged applications – Wholesale and international connectivity provider – Critical to retain corporate customers with increased number of competitors / licenses being awarded – Provide core support to other areas of Vodacom Group such as backhaul, connectivity and data services ♦ Vehicle for Vodacom to pursue opportunities in the broader ICT market across Africa – Opportunity to leverage SA converged diversification capabilities and best practices to other emerging markets – Leverage Gateway as a vehicle outside of South Africa ♦ Differentiation of our value proposition will be price and quality Analyst presentation 2009 Vod dacom Busine ess ♦ Total communications – a strategy to support core business PC-AP-Vodacom Business-030309.ppt A platform l tf created t d for f success Since formation we have put in place all the necessary building blocks to compete effectively, underpinned by support from Vodacom Group and our leading ICT brand ♦ We have established an infrastructure layer that is reliable, available and affordable Infrastructure ♦ Point-to-point and point-to-multipoint microwave link ♦ Established a solution architecture capability ♦ Direct sales force split across product lines Channels Products ♦ Seven indirect sales channels established ♦ Acquired StorTech ♦ Established E t bli h d pipeline i li managementt ffor sales l ♦ 28 products launched with demand across the range ♦ Developed solution selling processes ♦ Developed a SME strategy and products Analyst presentation 2009 STR RATEGIC REV VIEW Vod dacom Busine ess Resources ♦ “Cherry picked” top talent from leading regional ICT players ♦ Extensive sales and technical skills PC-AP-Vodacom Business-030309.ppt A ffull ll product d t suite it developed d l d Converged application services Managed hosting services 3G/HSDPA ISP Fixed mobile g access converged Basic hosting WiMAX VPN Mobile value added services Storage and backup Satellite Voice IP/ Mobile voice Connected communications Firewalls Mobile applications Email security Microwave Analyst presentation 2009 Vod dacom Busine ess Access services Managed network services PC-AP-Vodacom Business-030309.ppt Ch ll d managementt priorities i iti Challenges and Challenges ♦ Impact of global economic downturn on corporate communications spend STR RATEGIC REV VIEW Vod dacom Busine ess ♦ Countering the impacts of any disruptive product and market level strategy ♦ To remain competitive at all times ♦ To establish the Vodacom Business brand Priorities ♦ Achieving sales targets for 2009/2010 ♦ Leveraging the indirect sales channels across total portfolio ♦ Continuous management of our competitive position in the total communications market ♦ Realising synergies with Gateway and Stortech Analyst presentation 2009 Q&A Vodacom Business Analyst presentation 2009