FY20 Financial and Strategic Overview

Contribution margins positive in both segments Australia and New Zealand contribution improved 24% YOY, exceeding revenue growth of 22% YOY due to continued operating discipline and scale benefits International full year contribution positive for the first time in FY20 as scaling and CAC efficiencies offset continued investment to drive subscriber additions $300m $200m $100m Australia and New Zealand contribution $272m FY18 FY19 FY20 $0m $40m $20m $0m International segment contribution $27m $-20m FY18 FY19 FY20 20

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