Turkcell Iletisim Hizmetleri A.S. (TKC): Canvas del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de las telecomunicaciones, Turkcell iletisim Hizmetleri A.S. (TKC) se erige como una fuerza pionera, transformando la conectividad digital en Turquía y más allá. Esta empresa innovadora ha creado magistralmente un modelo de negocio que va mucho más allá de los servicios móviles tradicionales, entrelazando la tecnología de vanguardia, las asociaciones estratégicas y las soluciones centradas en el cliente que redefinen cómo las empresas e individuos experimentan la comunicación digital. Desde su robusta infraestructura de red hasta sus servicios digitales con visión de futuro, Turkcell representa un estudio de caso convincente de la innovación estratégica en el panorama de telecomunicaciones en rápida evolución.

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocios: asociaciones clave

Alianzas estratégicas con proveedores de tecnología global

Turkcell mantiene asociaciones estratégicas con proveedores de tecnología clave:

Pareja	Detalles de la asociación	Año establecido
Huawei	Desarrollo de infraestructura de red 5G	2019
Nokia	Soluciones de tecnología de red móvil	2017
Ericsson	Proyectos de modernización de redes	2016

Asociaciones con proveedores de contenido

Las asociaciones de colaboración de contenido incluyen:

• Netflix: integración de transmisión de contenido digital
• Spotify - Asociación de plataforma de transmisión de música
• Bluetv - Plataforma local de contenido digital

Colaboraciones de infraestructura digital del gobierno

Entidad gubernamental	Enfoque del proyecto	Monto de la inversión
Ministerio de Transporte turco	Desarrollo de infraestructura 5G	$ 125 millones
Oficina de transformación digital	Implementación de tecnología de la ciudad inteligente	$ 87 millones

Asociaciones de tecnología financiera

Detalles de la colaboración de fintech:

• PayPal - Integración de pagos móviles
• Garanti Bank - Servicios de banca digital
• Iyzico - Soluciones de pago en línea

Asuntos de innovación e innovación del ecosistema

Socio de innovación	Tipo de asociación	Inversión anual
Centro de tecnología de enchufe y juego	Programa de acelerador de inicio	$ 3.5 millones
Fundación de emprendimiento turco	Programa de soporte de innovación	$ 2.1 millones

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: actividades clave

Aprovisionamiento del servicio de telecomunicaciones móviles

A partir del cuarto trimestre de 2023, Turkcell reportó 56.1 millones de suscriptores móviles totales en Turquía. Los ingresos por servicio móvil de la compañía llegaron a 35.3 mil millones de lira turca en 2023.

Métricas de servicios móviles	2023 datos
Suscriptores móviles totales	56.1 millones
Ingresos del servicio móvil	35.300 millones de lira turca
4.5G Cobertura de red	99.5% de la población

Servicio digital y desarrollo de contenido

El segmento de servicios digitales de Turkcell generó 5.200 millones de lira turca en ingresos para 2023.

• Plataforma de almacenamiento digital de LifeBox desarrolló
• Opera la plataforma de revistas digitales Dergilik
• Proporciona servicio de transmisión de música FIZY

Mantenimiento y expansión de la infraestructura de red

En 2023, Turkcell invirtió 5.600 millones de lira turca en infraestructura de red y actualizaciones de tecnología.

Inversión en infraestructura	Cantidad de 2023
Inversión de red total	5.600 millones de lira turca
Cobertura de red de fibra	3.4 millones de hogares

Servicios de ciberseguridad y protección de datos

La División de Ciberseguridad de Turkcell administra la seguridad para más de 1,000 clientes corporativos en 2023.

• Proporciona soluciones de ciberseguridad de nivel empresarial
• Ofrece servicios de seguridad administrados
• Implementa sistemas avanzados de detección de amenazas

Consultoría y soluciones de transformación digital

Los servicios de transformación digital generaron 1,8 mil millones de lira turca en ingresos para 2023.

Métricas de transformación digital	2023 datos
Consultoría de ingresos	1.800 millones de lira turca
Clientes corporativos atendidos	750+ empresas

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: recursos clave

Extensa infraestructura de red móvil a nivel nacional

A partir de 2023, Turkcell opera con:

Cobertura de red	Métrico
Estaciones base móvil totales	27,853
4.5G Cobertura de red	99.51% de cobertura de población
Longitud de la red de fibra	92,000 kilómetros

Base de datos de clientes grandes y espectro de telecomunicaciones

Métricas de cliente y espectro:

• Total de suscriptores móviles: 35.4 millones
• Asignación de espectro:
  • Banda de 900 MHz
  • Banda de 1800 MHz
  • Banda de 2100 MHz
  • Banda de 2600 MHz

Capacidades avanzadas de investigación tecnológica y desarrollo

Detalles de inversión de I + D:

Año	Gasto de I + D
2023	$ 87.3 millones
Solicitudes de patentes	127 nuevas patentes

Fuerza laboral calificada con experiencia en telecomunicaciones

Estadísticas de recursos humanos:

• Total de empleados: 8,642
• Empleados con títulos avanzados de telecomunicaciones: 62%
• Experiencia promedio del empleado: 9.4 años

Fuerte reputación de la marca en el mercado de telecomunicaciones turcas

Métricas de valoración de la marca:

Métrico de marca	Valor
Valor de marca	$ 1.2 mil millones
Cuota de mercado en Turquía	47.3%
Calificación de satisfacción del cliente	84.6%

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: propuestas de valor

Soluciones integrales de comunicación digital

Turkcell ofrece una amplia gama de servicios de comunicación digital con las siguientes métricas clave:

Categoría de servicio	Suscriptores totales	Penetración del mercado
Suscriptores móviles	54.3 millones	65.2% en Turquía
Fibra internet	3.1 millones	18.5% de cobertura
Usuarios de datos móviles	42.7 millones	78.6% de suscriptores móviles

Conectividad móvil e internet de alta calidad

Métricas de rendimiento de la red:

• 4.5G Cobertura de red: 81.4% de la población
• Velocidad promedio de datos móviles: 35.6 Mbps
• Confiabilidad de la red: 99.2% de tiempo de actividad

Servicios digitales innovadores más allá de las telecomunicaciones tradicionales

Servicio digital	Usuarios activos	Ingresos anuales
Almacenamiento en la nube de Lifebox	6.2 millones	$ 42.3 millones
Sistemas de pago de Turkcell	3.8 millones	$ 67.5 millones
Plataformas de entretenimiento digital	2.9 millones	$ 31.7 millones

Precios competitivos y paquetes de servicio flexibles

Desglose de la estructura de precios:

• Plan móvil mensual promedio: $ 12.50
• Cuota de mercado del plan prepago: 42.3%
• Cuota de mercado del plan pospago: 57.7%

Experiencia mejorada del cliente a través de plataformas digitales

Plataforma digital	Usuarios activos mensuales	Tasa de satisfacción del cliente
Aplicación móvil de Turkcell	22.6 millones	89.4%
Servicio al cliente en línea	15.3 millones	87.2%

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: relaciones con los clientes

Plataformas de autoservicio digital

Turkcell opera el Myturkcell Plataforma digital con 23.4 millones de usuarios activos a partir del cuarto trimestre 2023. La plataforma proporciona administración de cuentas en tiempo real, pago de facturas y personalización del servicio.

Característica de la plataforma	Tasa de participación del usuario	Usuarios activos mensuales
Pago de facturas	87.6%	20.5 millones
Gestión de paquetes	76.3%	17.9 millones
Actualizaciones de servicio	64.2%	15.1 millones

Canales de atención al cliente personalizados

Turkcell mantiene múltiples canales de atención al cliente con una tasa de satisfacción del cliente del 92.3% en 2023.

• Centro de llamadas: soporte 7x24 con 1,2 millones de interacciones mensuales
• Soporte de WhatsApp: 850,000 interacciones mensuales de clientes
• Soporte de redes sociales: 450,000 consultas mensuales de clientes
• Soporte en la tienda: 350 centros de servicio al cliente físico

Programas de fidelización y sistemas de recompensas

El programa de lealtad de Turkcell Platinum abarca 3.6 millones de suscriptores con beneficios exclusivos.

Nivel de programa de fidelización	Suscriptores	Tasa de retención anual
Platino	3.6 millones	94.7%
Oro	2.1 millones	88.5%
Plata	1.5 millones	82.3%

Compromiso de aplicaciones móviles

La aplicación móvil de Turkcell registró 18.7 millones de usuarios activos mensuales en 2023.

• Uso promedio de la aplicación mensual: 45 minutos por usuario
• Tasa de descarga de la aplicación: 2.3 millones de descargas nuevas trimestralmente
• Transacciones de servicio a través de la aplicación: 65% de las interacciones totales del cliente

Iniciativas de comunicación proactiva

Turkcell implementa estrategias de comunicación específicas con una tasa de participación del cliente del 94.2%.

Canal de comunicación	Alcance mensual	Tasa de respuesta del cliente
Notificaciones de SMS	12.6 millones	76.5%
Campañas de correo electrónico	8.4 millones	62.3%
Ofertas personalizadas	5.7 millones	55.9%

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: canales

Plataformas de aplicaciones móviles

Turkcell opera múltiples aplicaciones móviles con las siguientes estadísticas de descarga:

Nombre de la aplicación	Descargas totales	Usuarios activos
Aplicación móvil de Turkcell	15.7 millones	8.3 millones de usuarios activos mensuales
Caja de vida	4.2 millones	2.1 millones de usuarios activos mensuales

Tiendas minoristas físicas y centros de ventas

La red de distribución física de Turkcell incluye:

• 1.250 tiendas minoristas autorizadas
• 375 tiendas Turkcell directas
• Cobertura nacional en 81 provincias en Turquía

Sitio web en línea y plataformas de comercio electrónico

Rendimiento de los canales de ventas digitales:

Plataforma	Tráfico mensual	Volumen de ventas en línea
Turkcell.com.tr	6.5 millones de visitantes únicos	₺342 millones de ventas en línea anuales

Centros de llamadas y líneas directas de atención al cliente

Métricas de atención al cliente:

• 5 centros de llamadas regionales
• 2.100 representantes de servicio al cliente
• Tiempo de respuesta promedio: 27 segundos
• Volumen anual de llamadas: 48.6 millones de interacciones con el cliente

Redes sociales y canales de marketing digital

Estadísticas de compromiso de las redes sociales:

Plataforma	Seguidores	Tasa de compromiso
Instagram	1.2 millones	3.7%
Gorjeo	680,000	2.9%
LinkedIn	410,000	1.5%

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: segmentos de clientes

Usuarios individuales de teléfonos móviles

A partir del cuarto trimestre de 2023, Turkcell tenía 35.8 millones de suscriptores móviles en Turquía.

Desglose del segmento	Número de suscriptores	Cuota de mercado
Usuarios prepagos	16.2 millones	45.3%
Usuarios de pospago	19.6 millones	54.7%

Clientes corporativos y empresariales

Turkcell atiende a aproximadamente 1,2 millones de clientes corporativos.

• Ingresos empresariales del cliente: 2.300 millones de intentos en 2023
• Ingresos promedio por cliente empresarial: 1.92 millones intente

Pequeñas y medianas empresas

El segmento SME representa el 22% de los ingresos móviles totales de Turkcell.

Detalles del segmento de PYME	Valor
Total de clientes de PYME	378,000
PYME Ingresos móviles	1.100 millones de intentos

Organizaciones gubernamentales y del sector público

Los contratos gubernamentales contribuyeron al 15% a los ingresos empresariales totales de Turkcell en 2023.

• Número de contratos de instituciones gubernamentales: 247
• Ingresos totales del sector gubernamental: 345 millones de intentos

Digital primero demográfico más joven

Los suscriptores de entre 18 y 35 años constituyen el 42% de la base de usuarios móviles de Turkcell.

Características del usuario digital	Porcentaje
Usuarios de datos móviles	78%
Penetración de teléfonos inteligentes	92%
Consumo promedio de datos mensuales	8.6 GB

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: estructura de costos

Mantenimiento de infraestructura de red

En 2023, Turkcell informó costos de mantenimiento de infraestructura de red de 4.200 millones de lira turca. La compañía opera 28,000 estaciones base en Turquía.

Categoría de costos	Cantidad (Lira turca)
Mantenimiento de la estación base	1.700 millones
Actualizaciones de equipos de red	1.500 millones
Infraestructura de fibra óptica	1.000 millones

Investigación y desarrollo de tecnología

Turkcell invirtió 687 millones de lira turca en I + D durante 2023, lo que representa el 3.2% de sus ingresos totales.

• Desarrollo de tecnología 5G: 276 millones de lira turca
• Innovación de servicios digitales: 215 millones de lira turca
• Investigación de ciberseguridad: 196 millones de lira turca

Salarios y capacitación de los empleados

Los gastos totales relacionados con los empleados para 2023 fueron de 2,9 mil millones de lira turca.

Categoría de costos de empleado	Cantidad (Lira turca)
Salarios base	2.300 millones
Programas de capacitación	127 millones
Beneficios para empleados	473 millones

Gastos de marketing y adquisición de clientes

El gasto de marketing en 2023 totalizaron 1.600 millones de lira turca.

• Marketing digital: 612 millones de lira turca
• Publicidad de medios tradicional: 524 millones de Lira turca
• Programas de retención de clientes: 464 millones de Lira turca

Costos de licencia de espectro y cumplimiento regulatorio

Los gastos regulatorios y relacionados con el espectro para 2023 ascendieron a 892 millones de lira turca.

Categoría de costos de cumplimiento	Cantidad (Lira turca)
Tarifas de licencia de espectro	512 millones
Cumplimiento regulatorio	380 millones

Turkcell iletisim hizmetleri a.s. (TKC) - Modelo de negocio: flujos de ingresos

Suscripciones de servicios de voz y datos móviles

En 2022, Turkcell informó una base de suscriptores móviles de 36.3 millones. Los ingresos del servicio móvil alcanzaron 27.8 mil millones de liras turcas.

Segmento	Ingresos (2022)	Recuento de suscriptores
Móvil pospago	16.500 millones de intentos	20.1 millones
Móvil prepago	11.3 mil millones de intentos	16.2 millones

Contenido digital y servicios de entretenimiento

Los ingresos por contenido digital de Turkcell en 2022 fueron 1.2 mil millones de lira turca.

• Plataforma de transmisión Blutv
• Servicios de transmisión de música
• Asociaciones de juegos móviles

Soluciones de telecomunicaciones empresariales

Los ingresos del segmento empresarial totalizaron 5.600 millones de lira turca en 2022.

Servicio empresarial	Contribución de ingresos
Servicios en la nube	1.800 millones de intentos
Soluciones de ciberseguridad	0.700 millones de intentos

IoT y servicios de transformación digital

Los ingresos de IoT y de transformación digital alcanzaron 0.9 mil millones de lira turca en 2022.

• Soluciones de vehículos conectados
• Infraestructura de la ciudad inteligente
• Plataformas industriales de IoT

Regresos de roaming y comunicación internacional

Los ingresos internacionales de roaming fueron 0,4 mil millones de lira turca en 2022.

Región de roaming	Contribución de ingresos
Países europeos	0.200 millones de intentos
Oriente Medio	0.100 millones de intentos

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.