Ionos Group Se · XETR:IOS

Ionos — Investor Presentation (October 2022)

20 slides from Ionos's investor presentation, October 2022

Slide 3: A Tech Success Story
COMPANY PRESENTATION A Tech Success Story “Next to sustainable energy, digitalization is the largest macro trend of today. Europe traditionally a digital laggard vs US is now seeing an acceleration in digital adoption and European small and mid-sized businesses (SMBs) urgently need to catch up. The
Slide 4: IONOS at a Glance
IONOS at a Glance: #1 European SMB digitalization partner & trusted cloud enabler Leading partner for digitalization, ~6mm customers worldwide €1.1bn total revenue2 (12% yoy growth) active in 18 markets across Europe and Unparalleled European SMB customer access Subscription based business model Nor
Slide 5: IONOS has successfully transformed into the leading enabler for SMBs in Europe
IONOS has successfully transformed into the leading enabler for SMBs in Europe … 1998 2000-2007 2006-2008 2017 2022 1&1 becomes shareholder of 1&1 Hosting launches Acquisition of fasthosts Warburg Pincus minority Rebranding to internet pioneer Schlund + Partner operations in France in the UK (2006)
Slide 6: Comprehensive product portfolio from Web Presence & Productivity to Cloud Solutions
… with a comprehensive product portfolio from Web Presence & Productivity to Cloud Solutions supported by first class customer care and infrastructure Unique customer support organisation (Personal Service Agent & 24/7 multi-channel support) v WEB PRESENCE & PRODUCTIVITY CLOUD SOLUTIONS One-stop sho
Slide 7: The IONOS One-Stop-Shop portfolio enables end-to-end digitisation journey
The IONOS One-Stop-Shop portfolio enables end-to-end digitisation journey for our customers Protect your brand with a domain Communicate your professional identity with company branded email 1 ccTLDs 2 Business Mail “Take your business online with a domain!” Anmut.Bar (cafe,´ bar) Set up your websit
Slide 8: Easy-to-use, intuitive and scalable platform offering mission critical products
Easy-to-use, intuitive and scalable platform offering mission critical products across the customer lifecycle Large and high growth SMB market, fuelled by digitalization and a shift from on-premise to MARKET cloud environments #1 European SMB digitalization partner & trusted cloud enabler with leadi
Slide 9: A large and fast growing market
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E A large and fast growing market … Large and untapped IONOS addressable market ’15-262, EURbn SMB core target group1 19% CAGR 89 >90mm SMBs in North America 34 15% and Europe CAGR 38 16 22 55 >58mm 14
Slide 10: Supported by structural megatrends
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E … supported by structural megatrends Increasing share of companies with online presence1 … … and utilization of ecommerce solutions1 % of European SMBs2 with a website % European SMBs2 with websites t
Slide 11: Leading partner for SMB digitalization in Europe with a strategic footprint
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E IONOS is the leading partner for SMB digitalization in Europe with a strategic footprint and leading local brands IONOS footprint in 18 markets & local brand champions Webhosting market share in Europ
Slide 12: Broad portfolio supported by unique differentiators
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E Easy-to-use, intuitive and scalable platform offering mission critical products across the customer lifecycle Broad portfolio in the industry … … supported by unique differentiators Proprietary tech 2
Slide 13: Highly diversified customer base with strong unit economics
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E Highly diversified customer base with strong unit economics ~6mm 10x+ ~90% >7y Subscription Average customer Customers CLTV/CAC2 revenue lifetime Diversified customer base with Efficient customer acqu
Slide 14: Strong track record of expanding customer relationships across product suite
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E IONOS has a strong track record of expanding customer relationships across its product suite … €: MONTHLY >7x ARPU SchlaU – Nina Hille, Co-CEO From VPS Server to ■ Started with a VPS Server €70+ E-com
Slide 15: Strong combination of growth, margins and cash flow generation
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E … translating into a strong combination of growth, margins and cash flow generation with strong revenue visibility Strong growth Consistent EBITDA growth Cash conversion with high visibility at high m
Slide 16: Well positioned to take advantage of multiple additional growth levers
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E IONOS is well positioned to take advantage of multiple additional growth levers Driving Accelerated Further International Expand product Platform for digitalization growth via up- accelerate cloud exp
Slide 17: Strong commitment to the environment and people is a driver of value creation
M AR K ET LEAD ER S H I P PRODUCT C U S T O M ER S F I NANC I ALS G R O W T H LEV ER S C U LT U R E IONOS’ strong commitment to the environment and people is a clear driver of value creation We focus on energy efficiency measures … … and people, culture & sense of community 115 ✓ 1.41 ✓ 100% ✓ 23.9%
Slide 19: Disclaimer
Disclaimer Important Notice NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, JAPAN OR ANY OTHER JURISDICTION WHERE SUCH RELEASE, PUBLICATION OR DISTRIBUTION IS UNLAWFUL THIS PRESENTATION, INCLUDING ANY PRINTED OR ELECTRONIC COPY O
Slide 20: Disclaimer (cont'd)
Disclaimer (cont’d) The Group and its licensors have proprietary rights to trademarks used in this Presentation. Solely for convenience, trademarks and trade names referred to in this Presentation may appear without the “®” or “™” symbols, but the lack of such references is not intended to indicate,

Ionos — Investor Presentation (October 2022) on 6ix

Ionos — Investor Presentation (October 2022)

Slide 1: European SMB digitalization partner & trusted cloud enabler

Slide 2: Management

Slide 3: A Tech Success Story

Slide 4: IONOS at a Glance

Slide 5: IONOS has successfully transformed into the leading enabler for SMBs in Europe

Slide 6: Comprehensive product portfolio from Web Presence & Productivity to Cloud Solutions

Slide 7: The IONOS One-Stop-Shop portfolio enables end-to-end digitisation journey

Slide 8: Easy-to-use, intuitive and scalable platform offering mission critical products

Slide 9: A large and fast growing market

Slide 10: Supported by structural megatrends

Slide 11: Leading partner for SMB digitalization in Europe with a strategic footprint

Slide 12: Broad portfolio supported by unique differentiators

Slide 13: Highly diversified customer base with strong unit economics

Slide 14: Strong track record of expanding customer relationships across product suite

Slide 15: Strong combination of growth, margins and cash flow generation

Slide 16: Well positioned to take advantage of multiple additional growth levers

Slide 17: Strong commitment to the environment and people is a driver of value creation

Slide 18: Copyright © IONOS SE 2022

Slide 19: Disclaimer

Slide 20: Disclaimer (cont'd)