Turkcell Iletisim Hizmetleri A.S. (TKC): Business Model Canvas

In der dynamischen Welt der Telekommunikation ist Turkcell Iletisim Hizmetleri A.S. (TKC) gilt als Pionierkraft und transformiert die digitale Konnektivität in der gesamten Türkei und darüber hinaus. Dieses innovative Unternehmen hat meisterhaft ein Geschäftsmodell entwickelt, das weit über traditionelle Mobilfunkdienste hinausgeht und modernste Technologie, strategische Partnerschaften und kundenorientierte Lösungen miteinander verbindet, die die Art und Weise, wie Unternehmen und Privatpersonen digitale Kommunikation erleben, neu definieren. Von seiner robusten Netzwerkinfrastruktur bis hin zu seinen zukunftsweisenden digitalen Diensten stellt Turkcell eine überzeugende Fallstudie strategischer Innovation in der sich schnell entwickelnden Telekommunikationslandschaft dar.

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit globalen Technologieanbietern

Turkcell unterhält strategische Partnerschaften mit wichtigen Technologieanbietern:

Partner	Einzelheiten zur Partnerschaft	Gründungsjahr
Huawei	Entwicklung der 5G-Netzwerkinfrastruktur	2019
Nokia	Lösungen für mobile Netzwerktechnologie	2017
Ericsson	Projekte zur Netzwerkmodernisierung	2016

Partnerschaften mit Inhaltsanbietern

Zu den Content-Kooperationspartnerschaften gehören:

• Netflix – Integration des Streamings digitaler Inhalte
• Spotify – Partnerschaft mit einer Musik-Streaming-Plattform
• BlueTV – Lokale Plattform für digitale Inhalte

Kooperationen im Bereich der digitalen Infrastruktur der Regierung

Regierungsbehörde	Projektfokus	Investitionsbetrag
Türkisches Verkehrsministerium	Entwicklung der 5G-Infrastruktur	125 Millionen Dollar
Büro für digitale Transformation	Implementierung der Smart-City-Technologie	87 Millionen Dollar

Finanztechnologie-Partnerschaften

Details zur Fintech-Zusammenarbeit:

• PayPal – Integration mobiler Zahlungen
• Garanti Bank – Digitale Bankdienstleistungen
• Iyzico – Online-Zahlungslösungen

Startup- und Innovationsökosystempartnerschaften

Innovationspartner	Partnerschaftstyp	Jährliche Investition
Plug-and-Play-Tech-Center	Startup-Accelerator-Programm	3,5 Millionen Dollar
Türkische Unternehmerstiftung	Innovationsförderprogramm	2,1 Millionen US-Dollar

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Hauptaktivitäten

Bereitstellung mobiler Telekommunikationsdienste

Im vierten Quartal 2023 meldete Turkcell insgesamt 56,1 Millionen Mobilfunkkunden in der Türkei. Der Mobilfunkumsatz des Unternehmens erreichte im Jahr 2023 35,3 Milliarden türkische Lira.

Mobile Service-Metriken	Daten für 2023
Gesamtzahl der Mobilfunkteilnehmer	56,1 Millionen
Umsatz aus Mobilfunkdiensten	35,3 Milliarden türkische Lira
4,5G-Netzwerkabdeckung	99,5 % der Bevölkerung

Entwicklung digitaler Dienste und Inhalte

Das digitale Dienstleistungssegment von Turkcell erwirtschaftete im Jahr 2023 einen Umsatz von 5,2 Milliarden türkischen Lira.

• Entwicklung der digitalen Speicherplattform Lifebox
• Betreibt die digitale Magazinplattform Dergilik
• Bietet den Musik-Streaming-Dienst Fizy

Wartung und Erweiterung der Netzwerkinfrastruktur

Im Jahr 2023 investierte Turkcell 5,6 Milliarden türkische Lira in Netzwerkinfrastruktur und Technologie-Upgrades.

Infrastrukturinvestitionen	Betrag 2023
Gesamte Netzwerkinvestition	5,6 Milliarden türkische Lira
Glasfasernetzabdeckung	3,4 Millionen Haushalte

Cybersicherheits- und Datenschutzdienste

Die Cybersicherheitsabteilung von Turkcell verwaltet die Sicherheit für über 1.000 Firmenkunden im Jahr 2023.

• Bietet Cybersicherheitslösungen auf Unternehmensebene
• Bietet verwaltete Sicherheitsdienste
• Implementiert fortschrittliche Bedrohungserkennungssysteme

Beratung und Lösungen zur digitalen Transformation

Digitale Transformationsdienste erwirtschafteten im Jahr 2023 einen Umsatz von 1,8 Milliarden türkischen Lira.

Kennzahlen zur digitalen Transformation	Daten für 2023
Beratungseinnahmen	1,8 Milliarden türkische Lira
Betreute Firmenkunden	Über 750 Unternehmen

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche landesweite Mobilfunknetz-Infrastruktur

Ab 2023 arbeitet Turkcell mit:

Netzwerkabdeckung	Metrisch
Gesamtzahl der mobilen Basisstationen	27,853
4,5G-Netzwerkabdeckung	99,51 % Bevölkerungsabdeckung
Länge des Glasfasernetzwerks	92.000 Kilometer

Große Kundendatenbank und Telekommunikationsspektrum

Kunden- und Spektrumsmetriken:

• Gesamtzahl der Mobilfunkteilnehmer: 35,4 Millionen
• Spektrumzuteilung:
  • 900-MHz-Band
  • 1800-MHz-Band
  • 2100-MHz-Band
  • 2600-MHz-Band

Erweiterte technologische Forschungs- und Entwicklungskapazitäten

Details zu F&E-Investitionen:

Jahr	F&E-Ausgaben
2023	87,3 Millionen US-Dollar
Patentanmeldungen	127 neue Patente

Qualifizierte Arbeitskräfte mit Telekommunikationskompetenz

Personalstatistik:

• Gesamtzahl der Mitarbeiter: 8.642
• Mitarbeiter mit fortgeschrittenen Telekommunikationsabschlüssen: 62 %
• Durchschnittliche Mitarbeitererfahrung: 9,4 Jahre

Starker Markenruf auf dem türkischen Telekommunikationsmarkt

Kennzahlen zur Markenbewertung:

Markenmetrik	Wert
Markenwert	1,2 Milliarden US-Dollar
Marktanteil in der Türkei	47.3%
Bewertung der Kundenzufriedenheit	84.6%

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Wertversprechen

Umfassende digitale Kommunikationslösungen

Turkcell bietet eine breite Palette digitaler Kommunikationsdienste mit den folgenden Schlüsselkennzahlen:

Servicekategorie	Gesamtzahl der Abonnenten	Marktdurchdringung
Mobilfunkteilnehmer	54,3 Millionen	65,2 % in der Türkei
Glasfaser-Internet	3,1 Millionen	18,5 % Deckung
Mobile Datennutzer	42,7 Millionen	78,6 % der Mobilfunkteilnehmer

Hochwertige Mobil- und Internetkonnektivität

Kennzahlen zur Netzwerkleistung:

• 4,5G-Netzabdeckung: 81,4 % der Bevölkerung
• Durchschnittliche mobile Datengeschwindigkeit: 35,6 Mbit/s
• Netzwerkzuverlässigkeit: 99,2 % Betriebszeit

Innovative digitale Dienste über die traditionelle Telekommunikation hinaus

Digitaler Service	Aktive Benutzer	Jahresumsatz
Lifebox Cloud-Speicher	6,2 Millionen	42,3 Millionen US-Dollar
Turkcell-Zahlungssysteme	3,8 Millionen	67,5 Millionen US-Dollar
Digitale Unterhaltungsplattformen	2,9 Millionen	31,7 Millionen US-Dollar

Wettbewerbsfähige Preise und flexible Servicepakete

Aufschlüsselung der Preisstruktur:

• Durchschnittlicher monatlicher Mobilfunkplan: 12,50 $
• Marktanteil von Prepaid-Tarifen: 42,3 %
• Marktanteil von Postpaid-Tarifen: 57,7 %

Verbessertes Kundenerlebnis durch digitale Plattformen

Digitale Plattform	Monatlich aktive Benutzer	Kundenzufriedenheitsrate
Turkcell Mobile App	22,6 Millionen	89.4%
Online-Kundenservice	15,3 Millionen	87.2%

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Plattformen

Turkcell betreibt das MyTurkcell digitale Plattform mit 23,4 Millionen aktiven Nutzern im vierten Quartal 2023. Die Plattform bietet Echtzeit-Kontoverwaltung, Rechnungszahlung und Serviceanpassung.

Plattformfunktion	Benutzer-Engagement-Rate	Monatlich aktive Benutzer
Rechnungszahlung	87.6%	20,5 Millionen
Paketverwaltung	76.3%	17,9 Millionen
Service-Upgrades	64.2%	15,1 Millionen

Personalisierte Kundensupportkanäle

Turkcell unterhält mehrere Kundensupportkanäle mit einer Kundenzufriedenheitsrate von 92,3 % im Jahr 2023.

• Call Center: 7x24-Support mit 1,2 Millionen monatlichen Interaktionen
• WhatsApp-Support: 850.000 monatliche Kundeninteraktionen
• Social-Media-Support: 450.000 monatliche Kundenanfragen
• In-Store-Support: 350 physische Kundendienstzentren

Treueprogramme und Belohnungssysteme

Das Treueprogramm Turkcell Platinum umfasst 3,6 Millionen Abonnenten mit exklusiven Vorteilen.

Stufe des Treueprogramms	Abonnenten	Jährliche Bindungsrate
Platin	3,6 Millionen	94.7%
Gold	2,1 Millionen	88.5%
Silber	1,5 Millionen	82.3%

Engagement für mobile Anwendungen

Die mobile Anwendung von Turkcell verzeichnete im Jahr 2023 monatlich 18,7 Millionen aktive Nutzer.

• Durchschnittliche monatliche App-Nutzung: 45 Minuten pro Benutzer
• App-Downloadrate: 2,3 Millionen neue Downloads vierteljährlich
• Servicetransaktionen per App: 65 % der gesamten Kundeninteraktionen

Proaktive Kommunikationsinitiativen

Turkcell implementiert gezielte Kommunikationsstrategien mit einer Kundenbindungsrate von 94,2 %.

Kommunikationskanal	Monatliche Reichweite	Kundenreaktionsrate
SMS-Benachrichtigungen	12,6 Millionen	76.5%
E-Mail-Kampagnen	8,4 Millionen	62.3%
Personalisierte Angebote	5,7 Millionen	55.9%

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Kanäle

Mobile Anwendungsplattformen

Turkcell betreibt mehrere mobile Anwendungen mit den folgenden Download-Statistiken:

Anwendungsname	Gesamtzahl der Downloads	Aktive Benutzer
Turkcell Mobile App	15,7 Millionen	8,3 Millionen monatlich aktive Benutzer
Lebensbox	4,2 Millionen	2,1 Millionen monatlich aktive Benutzer

Physische Einzelhandelsgeschäfte und Verkaufszentren

Das physische Vertriebsnetz von Turkcell umfasst:

• 1.250 autorisierte Einzelhandelsgeschäfte
• 375 direkte Turkcell-Filialen
• Landesweite Abdeckung in 81 Provinzen der Türkei

Online-Website und E-Commerce-Plattformen

Leistung digitaler Vertriebskanäle:

Plattform	Monatlicher Verkehr	Online-Verkaufsvolumen
Turkcell.com.tr	6,5 Millionen einzelne Besucher	342 Millionen Pfund jährlicher Online-Umsatz

Callcenter und Kundensupport-Hotlines

Kundensupport-Kennzahlen:

• 5 regionale Callcenter
• 2.100 Kundendienstmitarbeiter
• Durchschnittliche Reaktionszeit: 27 Sekunden
• Jährliches Anrufvolumen: 48,6 Millionen Kundeninteraktionen

Social Media und digitale Marketingkanäle

Statistiken zum Social-Media-Engagement:

Plattform	Anhänger	Engagement-Rate
Instagram	1,2 Millionen	3.7%
Twitter	680,000	2.9%
LinkedIn	410,000	1.5%

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Kundensegmente

Einzelne Mobiltelefonbenutzer

Im vierten Quartal 2023 hatte Turkcell 35,8 Millionen Mobilfunkkunden in der Türkei.

Segmentaufschlüsselung	Anzahl der Abonnenten	Marktanteil
Prepaid-Benutzer	16,2 Millionen	45.3%
Postpaid-Benutzer	19,6 Millionen	54.7%

Firmen- und Unternehmenskunden

Turkcell betreut rund 1,2 Millionen Firmenkunden.

• Umsatz mit Unternehmenskunden: 2,3 Milliarden TRY im Jahr 2023
• Durchschnittlicher Umsatz pro Unternehmenskunde: 1,92 Millionen TRY

Kleine und mittlere Unternehmen

Das KMU-Segment macht 22 % des gesamten Mobilfunkumsatzes von Turkcell aus.

Details zum KMU-Segment	Wert
Gesamtzahl der KMU-Kunden	378,000
KMU-Mobilfunkumsatz	1,1 Milliarden TRY

Regierung und Organisationen des öffentlichen Sektors

Regierungsaufträge trugen im Jahr 2023 15 % zum gesamten Unternehmensumsatz von Turkcell bei.

• Anzahl der Verträge mit staatlichen Institutionen: 247
• Gesamteinnahmen des Staatssektors: 345 Millionen TRY

Jüngere Bevölkerungsgruppe, die digital an erster Stelle steht

Abonnenten im Alter von 18 bis 35 Jahren machen 42 % der Mobilfunknutzerbasis von Turkcell aus.

Digitale Benutzereigenschaften	Prozentsatz
Mobile Datennutzer	78%
Smartphone-Penetration	92%
Durchschnittlicher monatlicher Datenverbrauch	8,6 GB

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Kostenstruktur

Wartung der Netzwerkinfrastruktur

Im Jahr 2023 meldete Turkcell Wartungskosten für die Netzwerkinfrastruktur in Höhe von 4,2 Milliarden türkischen Lira. Das Unternehmen betreibt 28.000 Basisstationen in der ganzen Türkei.

Kostenkategorie	Betrag (Türkische Lira)
Wartung der Basisstation	1,7 Milliarden
Upgrades der Netzwerkausrüstung	1,5 Milliarden
Glasfaserinfrastruktur	1,0 Milliarden

Technologieforschung und -entwicklung

Turkcell investierte im Jahr 2023 687 Millionen türkische Lira in Forschung und Entwicklung, was 3,2 % seines Gesamtumsatzes entspricht.

• 5G-Technologieentwicklung: 276 Millionen türkische Lira
• Innovation bei digitalen Diensten: 215 Millionen türkische Lira
• Cybersicherheitsforschung: 196 Millionen türkische Lira

Gehälter und Schulungen der Mitarbeiter

Die gesamten mitarbeiterbezogenen Ausgaben beliefen sich im Jahr 2023 auf 2,9 Milliarden türkische Lira.

Mitarbeiterkostenkategorie	Betrag (Türkische Lira)
Grundgehälter	2,3 Milliarden
Schulungsprogramme	127 Millionen
Leistungen an Arbeitnehmer	473 Millionen

Aufwendungen für Marketing und Kundenakquise

Die Marketingausgaben beliefen sich im Jahr 2023 auf insgesamt 1,6 Milliarden türkische Lira.

• Digitales Marketing: 612 Millionen türkische Lira
• Traditionelle Medienwerbung: 524 Millionen türkische Lira
• Kundenbindungsprogramme: 464 Millionen türkische Lira

Kosten für Frequenzlizenzierung und Einhaltung gesetzlicher Vorschriften

Die regulatorischen und spektrumbezogenen Aufwendungen für 2023 beliefen sich auf 892 Millionen türkische Lira.

Compliance-Kostenkategorie	Betrag (Türkische Lira)
Spektrum-Lizenzgebühren	512 Millionen
Einhaltung gesetzlicher Vorschriften	380 Millionen

Turkcell Iletisim Hizmetleri A.S. (TKC) – Geschäftsmodell: Einnahmequellen

Abonnements für mobile Sprach- und Datendienste

Im Jahr 2022 meldete Turkcell eine Mobilfunkkundenbasis von 36,3 Millionen. Die Einnahmen aus Mobilfunkdienstleistungen erreichten 27,8 Milliarden türkische Lira.

Segment	Umsatz (2022)	Abonnentenzahl
Postpaid-Mobilfunk	16,5 Milliarden TRY	20,1 Millionen
Prepaid-Handy	11,3 Milliarden TRY	16,2 Millionen

Digitale Inhalte und Unterhaltungsdienste

Die Einnahmen von Turkcell aus digitalen Inhalten beliefen sich im Jahr 2022 auf 1,2 Milliarden türkische Lira.

• Blutv-Streaming-Plattform
• Musik-Streaming-Dienste
• Mobile-Gaming-Partnerschaften

Telekommunikationslösungen für Unternehmen

Der Umsatz im Unternehmenssegment belief sich im Jahr 2022 auf 5,6 Milliarden türkische Lira.

Unternehmensdienst	Umsatzbeitrag
Cloud-Dienste	1,8 Milliarden TRY
Cybersicherheitslösungen	0,7 Milliarden TRY

IoT- und digitale Transformationsdienste

Der Umsatz mit IoT und digitaler Transformation erreichte im Jahr 2022 0,9 Milliarden türkische Lira.

• Vernetzte Fahrzeuglösungen
• Smart-City-Infrastruktur
• Industrielle IoT-Plattformen

Roaming- und internationale Kommunikationseinnahmen

Die internationalen Roaming-Einnahmen beliefen sich im Jahr 2022 auf 0,4 Milliarden türkische Lira.

Roaming-Region	Umsatzbeitrag
Europäische Länder	0,2 Milliarden TRY
Naher Osten	0,1 Milliarden TRY

Turkcell Iletisim Hizmetleri A.S. (TKC) - Canvas Business Model: Value Propositions

You're looking at the core value Turkcell Iletisim Hizmetleri A.S. (TKC) delivers across its customer base as of late 2025. It's a mix of pure connectivity and a growing digital overlay.

Superior high-speed mobile and fiber connectivity for residential users

Turkcell Iletisim Hizmetleri A.S. (TKC) provides the essential high-speed connection layer. For mobile, the focus is clearly on premium contract customers. As of September 2025, the total mobile subscriber base exceeded 39 million. 79% of these subscribers were on postpaid plans in Q3 2025, a key indicator of value stickiness. You saw 569,000 net postpaid additions just in the third quarter, pushing the 12-month total to more than 2 million new contract customers. The real-terms Mobile Blended Average Revenue Per User (ARPU) hit TRY350.3 in Q3 2025, reflecting successful upselling and pricing adjustments. Data consumption is also up, with average mobile data usage per user reaching 20.9 GB, a 12.4% year-on-year climb. On the fixed side, the value is in the fiber footprint. Turkcell Iletisim Hizmetleri A.S. (TKC) provided fiber access to 6.2 million households by September 2025. The residential fiber ARPU grew by 17.3% year-on-year in Q3 2025, reaching TRY468.4 in real terms, helped by 52% of customers opting for 100 Mbps+ plans. They are definitely pushing the high-speed tier.

Here's a quick look at the connectivity metrics as of Q3 2025:

Metric	Value / Rate	Period / Status
Total Mobile Subscribers	Over 39 million	September 2025
Postpaid Subscriber Share	79%	Q3 2025
Mobile Blended ARPU (Real Terms)	TRY350.3	Q3 2025
Average Mobile Data Usage per User	20.9 GB	Q3 2025
Total Fiber Household Coverage	6.2 million	September 2025
Residential Fiber ARPU (Real Terms)	TRY468.4	Q3 2025

The company also secured 160 MHz of total frequency rights in the 5G authorization tender, setting the stage for a commercial launch planned for April 2026.

Full-stack cloud and data center services for B2B/Corporate clients

For corporate clients, the value proposition centers on being Türkiye's largest data center operator, which is translating directly into significant revenue growth. The Data Center and Cloud business recorded a 50.6% year-on-year growth in Q3 2025. This segment's performance is so strong that Turkcell Iletisim Hizmetleri A.S. (TKC) upgraded its full-year 2025 revenue guidance for this area to around 43%. They are actively expanding physical capacity, with plans to commission two additional modules, adding 8.4 megawatts, and aiming for a total capacity expansion to 15 megawatts by the end of 2025. Corporate revenues overall increased by 17.1%, heavily driven by these Data Center & Cloud services.

Integrated digital ecosystem (Techfin, TV, messaging) for daily life

The integrated digital ecosystem is designed to embed Turkcell Iletisim Hizmetleri A.S. (TKC) into the customer's daily financial and media life. The Techfin segment is a major growth engine, showing a 20.0% revenue rise year-on-year in Q3 2025. Within this, the Paycell mobile money and payments platform saw a massive 35.8% year-on-year revenue surge in Q2 2025, supported by a 12% increase in active users that quarter. For the broader digital offering, the main mobile application reached 26.7 million active users in Q1 2025, logging 543 million visits. You can also see the standalone digital services revenue was 1.7 billion TRY in Q1 2025, showing monetization across services like TV+ and fizy.

The digital ecosystem value drivers include:

• Techfin segment revenue growth of 20.0% (YoY, Q3 2025).
• Paycell revenue growth of 35.8% (YoY, Q2 2025).
• Mobile application with 26.7 million active users (Q1 2025).
• Standalone digital services revenue of 1.7 billion TRY (Q1 2025).

Data residency and digital sovereignty via local cloud infrastructure

While specific financial figures tied directly to 'digital sovereignty' aren't itemized, the value proposition is strongly implied by Turkcell Iletisim Hizmetleri A.S. (TKC)'s stated position as Türkiye's largest data center operator and its aggressive capacity expansion. The 50.6% year-on-year growth in Data Center & Cloud revenue in Q3 2025, coupled with the planned capacity increase to 15 megawatts by year-end 2025, positions the company as the primary local provider for secure, in-country data storage and processing for both public and private sectors.

Fixed wireless internet (Superbox) for areas lacking fiber access

Superbox offers fibre-speed internet over the 4.5G mobile infrastructure, specifically targeting homes where fiber rollout is not yet complete. Although the latest specific subscriber count for 2025 wasn't in the Q3 reports, the product's strategic role remains clear: it bridges the connectivity gap. In Q1 2025, Turkcell Iletisim Hizmetleri A.S. (TKC) noted that Superbox subscribers are included within the total mobile subscriber count. This service provides an immediate, high-speed fixed internet alternative using the existing robust mobile network.

Finance: draft 13-week cash view by Friday.

Turkcell Iletisim Hizmetleri A.S. (TKC) - Canvas Business Model: Customer Relationships

Dedicated account management for high-value corporate clients

Corporate revenues, which make up 19% of the Turkcell Türkiye segment, grew by 27.3% in the second quarter of 2025, supported by strong demand for Data Center & Cloud services and hardware sales. Within Digital Business Services, service revenues increased by 22.5% in the first quarter of 2025. The Data Center & Cloud business, a specific sub-segment, saw revenue growth of 53.2% in the second quarter of 2025. In the first quarter of 2025, Corporate revenues saw a 10.6% increase, primarily due to ARPU growth.

AI-powered personalized offers and tariff management

The company employs strategies that align with general industry trends where 95% of customer interactions are expected to be powered by AI in 2025. General data suggests that 52% of consumers report higher satisfaction as digital experiences become more personalized.

Self-service via digital applications (e.g., My Turkcell)

Turkcell's mobile application serves as a significant digital channel for engagement and retention. As of the first quarter of 2025, the application had 26.7 million active users and recorded 543 million visits. Turkcell Superonline, which includes digital channels, saw a 23% year-on-year increase in users.

Strong focus on postpaid subscriber retention and upselling

The focus on acquiring higher-value postpaid subscribers is evident in the subscriber mix shift. The share of postpaid subscribers in the total mobile base reached 78% in the second quarter of 2025. This represented a 5 percentage point increase year-on-year. Over the 12 months leading up to the first quarter of 2025, Turkcell gained 1.6 million postpaid mobile subscribers. The second quarter of 2025 saw the highest mobile postpaid net additions in 5.5 years, totaling 816 thousand. Mobile ARPU (excluding M2M) increased by 9.8% year-over-year in the second quarter of 2025, supported by successful upselling initiatives. The mobile segment churn rate was reported at 2.2% in the second quarter of 2025, which occurred during a period of high mobile number portability volume reaching 5.0 million transactions. The mobile segment churn rate was noted as low as 1.5% in the first quarter of 2024, the lowest in six years.

Customer-centric approach recognized on TIME's 2025 list

Turkcell secured a spot on TIME magazine's "World's Best Companies 2025" list, which evaluated over 200,000 participants across 50 countries. The company was ranked #219 overall out of 1,000 companies. Turkcell was ranked #1 in the telecommunications sector nationwide in Türkiye and placed among the top five telecom operators globally. This recognition reflects a human-centered corporate culture.

Key Subscriber and ARPU Metrics (as of Q1/Q2 2025)

Metric	Value	Period/Context
Mobile Application Active Users	26.7 million	Q1 2025
Mobile Application Visits	543 million	Q1 2025
Postpaid Subscriber Share (Mobile Base)	78%	Q2 2025
Postpaid Subscriber Share (Mobile Base)	76%	Q1 2025
Net Postpaid Mobile Additions	816 thousand	Q2 2025
Mobile ARPU Year-over-Year Growth	9.8%	Q2 2025
Mobile Segment Churn Rate	2.2%	Q2 2025
Corporate Revenue Growth	27.3%	Q2 2025

The company emphasizes building long-lasting relationships through personalized services and loyalty programs.

Turkcell Iletisim Hizmetleri A.S. (TKC) - Canvas Business Model: Channels

The distribution and sales channels for Turkcell Iletisim Hizmetleri A.S. (TKC) are segmented across physical presence, proprietary digital platforms, direct enterprise engagement, and wholesale agreements.

The physical reach is anchored by an extensive network of physical retail stores and dealers across Türkiye, which also serves as a touchpoint for charging the Paycell mobile wallet and prepaid card, which can be charged with EFT at Turkcell Stores. While a specific store count for late 2025 isn't available, the retail channel operations are consolidated within the Turkcell Türkiye segment.

Digital channels are a major focus, heavily utilizing the company's own applications:

• Turkcell's mobile application has reached 26.7 million active users as of Q1 2025.
• This mobile application recorded 543 million visits in Q1 2025.
• The Paycell app, part of the Techfin segment, drives digital transactions, with the Techfin segment accounting for 6% of Group revenues in Q3 2025.
• Paycell revenue growth was reported at 41.7% year-on-year in Q3 2025.
• Turkcell Superonline, which includes digital channels, saw a 23% year-on-year increase in users in Q1 2025.

For enterprise and business solutions, Turkcell relies on a direct sales force for corporate and B2B solutions. This channel is supported by the Digital Business Services, which includes the high-growth Data Center & Cloud business.

• Corporate revenues increased by 17.1% in Q3 2025.
• In Q2 2025, corporate revenues, comprising 19% of the Turkcell Türkiye segment, increased by 27.3%.
• The Data Center & Cloud sub-segment recorded 50.6% year-on-year growth in Q3 2025 and 53.2% growth in Q2 2025.

The wholesale channels for international and domestic interconnection contribute directly to consolidated Group revenues. Wholesale revenues for Q3 2025 were up 9.5% to TRY 3,413 million (from TRY 3,117 million in Q3 2024). This followed a 1.1% increase to TRY 2,305 million in Q2 2025.

The fixed wireless internet distribution via Superbox units is a specific product channel. Pricing for a Superbox 4.5G 100 GB package in 2025 was listed at a total monthly fee of TRY 690 TL, which included a TRY 134 TL Superbox Modem Usage Fee and a TRY 556 TL Internet Data Fee.

Here is a look at the revenue contribution from key non-consumer channels based on the latest reported quarters:

Channel/Segment	Reported Period	Revenue Amount (TRY)	Year-on-Year Growth
Wholesale Revenues	Q3 2025	3,413 million	9.5%
Wholesale Revenues	Q2 2025	2,305 million	1.1%
Techfin Segment Revenues	Q3 2025	3,410 million	20.0%
Data Center & Cloud (within Corporate/DBS)	Q3 2025	Not specified	50.6%

The Turkcell Türkiye segment, which includes retail channel operations, generated revenues of TRY 54,454 million in Q3 2025, up 11.1% year-on-year. Consolidated Group revenues for Q3 2025 reached 59.5 billion TL.

Finance: draft 13-week cash view by Friday.

Turkcell Iletisim Hizmetleri A.S. (TKC) - Canvas Business Model: Customer Segments

You're looking at the core customer groups Turkcell Iletisim Hizmetleri A.S. (TKC) is serving as of late 2025, based on the latest operational data.

High-value postpaid mobile subscribers (79% of mobile base)

This group is the primary focus for revenue contribution, showing a clear strategic shift toward contract customers.

• Total mobile subscriber base exceeded 39 million as of the third quarter of 2025.
• The share of postpaid subscribers reached 79% of the total mobile base in Q3 2025.
• This postpaid share increased by 4.6 percentage points year-on-year as of Q3 2025.
• Net postpaid additions over the past 12 months totaled more than 2 million leading up to Q3 2025.

The average revenue per user (ARPU) for mobile, excluding M2M (Machine-to-Machine), grew 11.9% year-on-year in Q3 2025. Postpaid subscribers pay about 2.5x more on average per month than prepaid subscribers. The mobile churn rate stood at 2.6% in Q3 2025. The prepaid subscriber base declined to 8.7 million as of Q2 2025. That focus on contract customers is definitely paying off in terms of yield.

Residential customers demanding high-speed fiber and TV bundles

This segment is driven by the fixed network expansion, especially fiber optic services, often bundled with TV offerings.

Turkcell maintained its focus on fiber customers, adding 33,000 net additions on its own infrastructure in Q3 2025. The total Turkcell fiber base reached over 2.5 million as of Q3 2025. Residential fiber ARPU saw a year-on-year growth of 17.3% in Q3 2025. This growth was supported by 52% of customers being on 100 Mbps+ plans and an 88% ratio of 12-month contracts. The company passed 6.2 million homes with its fiber network as of Q3 2025. The consumer business, which accounts for 76% of Turkcell Türkiye revenues, grew 10.8% in Q3 2025. The mobile application supporting these services has 26.7 million active users.

Corporate and SME clients for cloud, data center, and digital business services

Corporate revenues are showing strong growth, heavily influenced by demand for infrastructure services.

Service Area	Q3 2025 Year-on-Year Growth	Q2 2025 Year-on-Year Growth	Q3 2025 Revenue Share (of Turkcell Türkiye)
Corporate Revenues (Total)	17.1%	27.3%	19% (Q2 2025)
Data Center & Cloud	50.6%	53.2%	Sub-segment of Digital Business Services
Digital Business Services	N/A	39.1%	N/A

The Data Center & Cloud business recorded notable growth of 50.6% year-on-year in Q3 2025. The revenue guidance for the Data Center & Cloud segment was upgraded to around 43% for 2025. The overall Techfin segment, which includes these digital services, accounted for 6% of Group revenues in Q3 2025. That high growth in the B2B infrastructure space is a key differentiator.

Techfin users leveraging Paycell for mobile payments and financial services

The Techfin segment is outpacing the overall Group revenue growth, with mobile payments being a major contributor.

• Techfin segment revenues grew 20.0% year-on-year in Q3 2025.
• Paycell revenue specifically recorded strong growth of 41.7% in Q3 2025.
• Paycell growth was primarily driven by POS and mobile payment services.

The Techfin segment generated revenues of TRY3,410 million in Q3 2025. In Q2 2025, the segment grew by 23.1% year-on-year. The company is seeing robust performance across all Paycell verticals. Finance: draft 13-week cash view by Friday.

International subscribers in Northern Cyprus and Belarus

Turkcell Iletisim Hizmetleri A.S. maintains a regional footprint through wholly-owned subsidiaries.

• Kuzey Kıbrıs Turkcell operates as the mobile operator and fixed internet provider in Northern Cyprus, launched in 1999.
• In Belarus, Turkcell holds a 100% shareholding in BeST, acquired fully by December 2022.

Kuzey Kıbrıs Turkcell launched 4.5G in the region on September 7, 2023, achieving 99.6% population coverage. No specific 2025 subscriber counts for these international operations were explicitly detailed in the Q3 2025 consolidated results. Still, these entities form part of the 'Other' segment in the Group revenue breakdown.

Turkcell Iletisim Hizmetleri A.S. (TKC) - Canvas Business Model: Cost Structure

You're looking at the cost side of Turkcell Iletisim Hizmetleri A.S. (TKC) for late 2025, and the numbers show a clear focus on heavy, strategic capital expenditure, which is typical for a market leader preparing for the next technology leap.

The guidance for the full fiscal year 2025 reflects this, with the operational CAPEX intensity ratio being guided lower, now set at around 23% of sales. This is down from an earlier projection, showing some discipline in capital spending relative to the expected revenue growth of around 10% for FY2025. Still, this level of capital intensity is high, underpinning the network quality you expect from Turkcell. For instance, in the third quarter of 2025, the Capex intensity was reported at 17.4%.

A major component of this spending is network infrastructure and spectrum acquisition, particularly for the upcoming 5G rollout scheduled for April 2026. Turkcell Iletisim Hizmetleri A.S. (TKC) emerged as the biggest spender in the Turkish 5G spectrum auction in October 2025, committing a total of over $1.2 billion for prime 700 MHz and 3.5 GHz holdings. To be fair, this massive outlay is a necessary cost to secure the future capacity and service quality. Approximately 80% of the Capex in Q3 2025 was directed toward these core mobile and fixed broadband businesses to prepare for that transition.

Personnel expenses are definitely pushing up the administrative side of the ledger. In the second quarter of 2025, administrative expenses climbed to 3.7% as a percentage of revenues, and the primary driver for this increase was explicitly cited as the rise in personnel expenses. Also, the cost of goods sold (COGS) as a percentage of revenue saw an increase in Q2 2025, which partially offset some cost savings elsewhere, likely reflecting higher hardware sales in corporate projects, though specific device COGS figures aren't broken out separately in the immediate reports.

Energy costs are being actively managed through significant investment in sustainability. Turkcell has allocated 7% of its 2025 CapEx budget specifically to renewable energy projects. This follows a substantial prior commitment, with the company having invested $240 million in solar and wind power plants to meet its own electricity demand. By Q3 2025, the solar capacity reached 37.5 megawatt, showing tangible progress toward their longer-term energy self-sufficiency goals. Energy expenses, along with interconnection and funding costs, did contribute positively to the margin in Q2 2025 by declining as a percentage of revenue, even with the high operational base.

Here's a quick look at some of those key cost structure metrics we just discussed:

Cost Component/Metric	Financial Number/Percentage	Period/Context
FY2025 Operational CAPEX Intensity Guidance	23% of sales	FY2025 Guidance
Q3 2025 Capex Intensity	17.4%	Q3 2025
5G Spectrum Acquisition Cost (Turkcell)	Over $1.2 billion	October 2025 Auction
Q2 2025 Administrative Expenses (% of Revenue)	3.7%	Q2 2025
2025 CapEx Allocation to Renewables	7%	2025 CapEx Budget
Total Renewable Energy Investment	$240 million	Cumulative Investment
Q3 2025 Solar Capacity	37.5 megawatt	Q3 2025

Finance: draft 13-week cash view by Friday.

Turkcell Iletisim Hizmetleri A.S. (TKC) - Canvas Business Model: Revenue Streams

You're looking at how Turkcell Iletisim Hizmetleri A.S. (TKC) is bringing in cash across its diverse operations as of late 2025. It's definitely not just about voice and text anymore; the growth story is in the digital and financial services layers built on top of the core network.

The foundation remains subscription fees, but the growth is coming from price realization and higher-tier service adoption. Mobile and fixed subscription fees are a major component, showing solid pricing power in a competitive environment. For instance, in the third quarter of 2025, the Mobile Blended ARPU (Average Revenue Per User, excluding Machine-to-Machine) saw a year-on-year growth of 11.9%. That's a direct result of segment-based price adjustments and growing the postpaid base. On the fixed side, the Residential fiber ARPU was up even more strongly, growing 17.3% year-on-year in Q3 2025. To be fair, the absolute numbers are also telling: the mobile ARPU reached TRY350.3 in real terms in Q3 2025, while residential fiber ARPU hit TRY468.4 in real terms for the same period.

The Techfin segment, which houses Paycell and Financell, is a significant and accelerating revenue stream. This segment is clearly a strategic growth engine. In Q2 2025, Techfin segment revenues grew by a solid 23.1% year-on-year, reaching TRY2,916 million. By Q3 2025, that growth rate moderated slightly but remained strong at 20.0%, with revenues hitting TRY3,410 million. Paycell, the digital payment brand, is driving much of this, recording a 41.7% year-on-year revenue growth in Q3 2025. Financell continues to provide financing solutions across devices and vehicle loans, supporting this segment's overall performance.

Next up, the Data Center & Cloud services revenue stream is showing explosive growth, reflecting the investment thesis in digital infrastructure. This business recorded a notable 50.6% year-on-year growth in Q3 2025. That's a massive jump, and it's supported by the company upgrading its full-year 2025 revenue guidance for this segment to around 43%. For context, in the preceding quarter (Q2 2025), this revenue stream had already surged by 53% year-over-year.

Wholesale revenues, which cover domestic and international traffic, provide a steady, albeit slower-growing, income source. In Q3 2025, these revenues increased by 9.5% to reach TRY3,413 million, up from TRY3,117 million the previous year. This compares to a more modest 1.1% growth seen in Q2 2025.

Finally, revenue from hardware and consumer electronics sales flows through the retail channels, often bundled with digital services. In Q3 2025, the broader Digital business services delivered robust 97% revenue growth, reaching TRY 4.9 billion, with stronger hardware sales cited as a contributor. The backlog from system integration projects within this area also stood at a remarkable TRY 5 billion as of Q3 2025.

Here's a quick look at how the key growth areas performed in the latest reported quarters:

Revenue Stream Component	Latest Reported Period	Year-on-Year Growth Rate	Revenue Amount (if available)
Mobile Blended ARPU (Excl. M2M)	Q3 2025	11.9%	TRY350.3 (Mobile ARPU in Q3 2025)
Residential Fiber ARPU	Q3 2025	17.3%	TRY468.4 (Residential Fiber ARPU in Q3 2025)
Techfin Segment Revenues	Q3 2025	20.0%	TRY3,410 million (Q3 2025)
Techfin Segment Revenues	Q2 2025	23.1%	TRY2,916 million (Q2 2025)
Data Center & Cloud Services Revenue	Q3 2025	50.6%	N/A
Data Center & Cloud Services Revenue	Q2 2025	53.2%	N/A
Wholesale Revenues	Q3 2025	9.5%	TRY3,413 million (Q3 2025)
Digital Business Services Revenue (incl. hardware)	Q3 2025	97%	TRY 4.9 billion (Q3 2025)

The revenue mix is clearly shifting, with non-core telecom services like Techfin and Data Center & Cloud showing double-digit to fifty-percent growth rates. Still, the core mobile and fixed subscription fees provide the bulk of the revenue base, supported by steady ARPU expansion.

You can see the key drivers for revenue generation:

• Mobile and fixed subscription fees, driven by price adjustments.
• Paycell transaction volumes and user growth.
• Financell loan offerings for technology and vehicles.
• Corporate revenue growth from Data Center & Cloud services.
• Wholesale traffic termination and transit fees.
• Consumer electronics sales via the retail channel.

Finance: review the Q4 2025 guidance update against these Q3 trends by next Tuesday.