FY20 Financial and Strategic Overview

SaaS metrics summary FY19 ANZ • 000 000 0000000000 00000 000 000000 000000 . 00000 000 0000000 000000 0000 International Group FY20 FY19 FY20 FY19 FY20 ARPU $30.66 $29.83 $27.21 $30.05 $29.25 $29.93 CAC months 9.4 9.7 18.3 18.1 13.6 14.0 MRR churn 0.85% 0.84% 1.55% 1.59% 1.10% 1.13% Subscribers 1,077,000 1,306,000 741,000 979,000 1,818,000 2,285,000 LTV per sub $3,075 $3,058 $1,413 $1,573 $2,398 $2,422 LTV/CAC 10.7 10.6 2.8 2.9 6.0 5.8 Total LTV $3.31b $3.99b $1.05b $1.54b $4.36b $5.53b 31

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