Yellow Subs Snapshot 1 2 Trade Yellow unique subs in Sept is 2.2Mn, only 76% transacted again in Oct 76% (1.7Mn) Subs i n ‘000 Yellow-subs transacted in Sep, having next month trx includes but not limited to FIS2.5, FI3, FU5.5 Yellow-subs total revenue (-26%) is decreasing and new product still can’t compensate Yellow revenue lost 500k (24%) subs not transacted again in Oct, potential lost 4.9Bn -26% (14.1Bn) New product revenue still can’t compensate Yellow revenue lost Rev i n Bn Sept Trx Oct Trx 36.3Bn 18.6Bn 40.1Bn 109Bn