Turkcell iletisim Hizmetleri A.S. (TKC): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico das telecomunicações, Turkcell iletisim Hizmetleri A.S. (TKC) é uma força pioneira, transformando a conectividade digital na Turquia e além. Esta empresa inovadora criou com maestria um modelo de negócios que vai muito além dos serviços móveis tradicionais, tecendo a tecnologia de ponta, parcerias estratégicas e soluções centradas no cliente que redefinem como as empresas e os indivíduos experimentam comunicação digital. Desde sua infraestrutura de rede robusta até seus serviços digitais de visão de futuro, a Turkcell representa um estudo de caso atraente de inovação estratégica no cenário de telecomunicações em rápida evolução.

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com provedores de tecnologia global

A Turkcell mantém parcerias estratégicas com os principais provedores de tecnologia:

Parceiro	Detalhes da parceria	Ano estabelecido
Huawei	Desenvolvimento de infraestrutura de rede 5G	2019
Nokia	Soluções de tecnologia de rede móvel	2017
Ericsson	Projetos de modernização de rede	2016

Parcerias com provedores de conteúdo

As parcerias de colaboração de conteúdo incluem:

• Netflix - Integração de streaming de conteúdo digital
• Spotify - Parceria de plataforma de streaming de música
• Bluetv - plataforma de conteúdo digital local

Colaborações de infraestrutura digital do governo

Entidade governamental	Foco do projeto	Valor do investimento
Ministério do Transporte Turco	Desenvolvimento de infraestrutura 5G	US $ 125 milhões
Escritório de Transformação Digital	Implementação de tecnologia da cidade inteligente	US $ 87 milhões

Parcerias de tecnologia financeira

Detalhes da colaboração de fintech:

• PayPal - Integração de pagamento móvel
• GARANTI BANK - Serviços bancários digitais
• IYZICO - Soluções de pagamento online

Parcerias de ecossistemas de inicialização e inovação

Parceiro de Inovação	Tipo de parceria	Investimento anual
Centro de tecnologia Plug and Play	Programa de acelerador de inicialização	US $ 3,5 milhões
Fundação de Empreendedorismo Turco	Programa de suporte à inovação	US $ 2,1 milhões

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: atividades -chave

Provisionamento de serviços de telecomunicações móveis

A partir do quarto trimestre de 2023, a Turkcell registrou 56,1 milhões de assinantes móveis totais na Turquia. A receita de serviços móveis da empresa atingiu 35,3 bilhões de lira turca em 2023.

Métricas de serviço móvel	2023 dados
Total de assinantes móveis	56,1 milhões
Receita de serviço móvel	35,3 bilhões de lira turca
4.5G Cobertura de rede	99,5% da população

Serviço digital e desenvolvimento de conteúdo

O segmento de serviços digitais da Turkcell gerou 5,2 bilhões de lira turca em receita para 2023.

• Plataforma de armazenamento digital LifeBox desenvolvida
• Opera a plataforma de revista Dergilik Digital
• Fornece serviço de streaming de música fizy

Manutenção e expansão da infraestrutura de rede

Em 2023, a Turkcell investiu 5,6 bilhões de lira turca em atualizações de infraestrutura de rede e tecnologia.

Investimento de infraestrutura	2023 quantidade
Investimento total de rede	5,6 bilhões de lira turca
Cobertura de rede de fibras	3,4 milhões de famílias

Serviços de segurança cibernética e proteção de dados

A divisão de segurança cibernética da Turkcell gerencia a segurança de mais de 1.000 clientes corporativos em 2023.

• Fornece soluções de segurança cibernética no nível da empresa
• Oferece serviços de segurança gerenciados
• Implementa sistemas avançados de detecção de ameaças

Consultoria de transformação digital e soluções

Os serviços de transformação digital geraram 1,8 bilhão de lira turca em receita para 2023.

Métricas de transformação digital	2023 dados
Receita de consultoria	1,8 bilhão de lira turca
Clientes corporativos serviram	750 mais de empresas

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: Recursos -chave

Extensa infraestrutura de rede móvel em todo o país

A partir de 2023, o Turkcell opera com:

Cobertura de rede	Métrica
Total de estações base móveis	27,853
4.5G Cobertura de rede	99,51% de cobertura populacional
Comprimento da rede de fibras	92.000 quilômetros

Grande banco de dados de clientes e espectro de telecomunicações

Métricas de cliente e espectro:

• Total de assinantes móveis: 35,4 milhões
• Alocação de espectro:
  • Banda de 900 MHz
  • Banda de 1800 MHz
  • Banda de 2100 MHz
  • 2600 MHz Band

Capacidades avançadas de pesquisa e desenvolvimento tecnológico

Detalhes do investimento em P&D:

Ano	Despesas de P&D
2023	US $ 87,3 milhões
Aplicações de patentes	127 novas patentes

Força de trabalho qualificada com experiência em telecomunicações

Estatísticas de Recursos Humanos:

• Total de funcionários: 8.642
• Funcionários com graus avançados de telecomunicações: 62%
• Experiência média dos funcionários: 9,4 anos

Forte reputação da marca no mercado de telecomunicações turcas

Métricas de avaliação da marca:

Métrica da marca	Valor
Valor da marca	US $ 1,2 bilhão
Participação de mercado na Turquia	47.3%
Classificação de satisfação do cliente	84.6%

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: proposições de valor

Soluções abrangentes de comunicação digital

A Turkcell oferece uma ampla gama de serviços de comunicação digital com as seguintes métricas -chave:

Categoria de serviço	Total de assinantes	Penetração de mercado
Assinantes móveis	54,3 milhões	65,2% na Turquia
Internet de fibra	3,1 milhões	18,5% de cobertura
Usuários de dados móveis	42,7 milhões	78,6% dos assinantes móveis

Conectividade móvel e internet de alta qualidade

Métricas de desempenho de rede:

• 4.5g Cobertura de rede: 81,4% da população
• Velocidade média de dados móveis: 35,6 Mbps
• Confiabilidade da rede: 99,2% de tempo de atividade

Serviços digitais inovadores além das telecomunicações tradicionais

Serviço digital	Usuários ativos	Receita anual
Armazenamento da nuvem da LifeBox	6,2 milhões	US $ 42,3 milhões
Sistemas de pagamento da Turkcell	3,8 milhões	US $ 67,5 milhões
Plataformas de entretenimento digital	2,9 milhões	US $ 31,7 milhões

Preços competitivos e pacotes de serviço flexíveis

Remutação da estrutura de preços:

• Plano móvel mensal médio: US $ 12,50
• Plano pré -pago Participação de mercado: 42,3%
• Plano pós -pago Participação de mercado: 57,7%

Experiência aprimorada do cliente através de plataformas digitais

Plataforma digital	Usuários ativos mensais	Taxa de satisfação do cliente
Turkcell Mobile App	22,6 milhões	89.4%
Atendimento ao cliente on -line	15,3 milhões	87.2%

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: relacionamentos com o cliente

Plataformas de autoatendimento digital

Turkcell opera o Myturkcell Plataforma digital com 23,4 milhões de usuários ativos a partir do quarto trimestre 2023. A plataforma fornece gerenciamento de contas, pagamento de contas e personalização de serviços em tempo real.

Recurso da plataforma	Taxa de envolvimento do usuário	Usuários ativos mensais
Pagamento da conta	87.6%	20,5 milhões
Gerenciamento de pacotes	76.3%	17,9 milhões
Atualizações de serviço	64.2%	15,1 milhões

Canais de suporte ao cliente personalizados

A Turkcell mantém vários canais de suporte ao cliente com uma taxa de satisfação do cliente de 92,3% em 2023.

• Call Center: Suporte 7x24 com 1,2 milhão de interações mensais
• Suporte do WhatsApp: 850.000 interações mensais do cliente
• Suporte de mídia social: 450.000 consultas mensais de clientes
• Suporte na loja: 350 centros de atendimento ao cliente físico

Programas de fidelidade e sistemas de recompensa

O programa de fidelidade da Platina da Turkcell abrange 3,6 milhões de assinantes com benefícios exclusivos.

Nível do Programa de Fidelidade	Assinantes	Taxa de retenção anual
Platina	3,6 milhões	94.7%
Ouro	2,1 milhões	88.5%
Prata	1,5 milhão	82.3%

Engajamento de aplicativos móveis

O aplicativo móvel da Turkcell registrou 18,7 milhões de usuários ativos mensais em 2023.

• Uso médio mensal do aplicativo: 45 minutos por usuário
• Taxa de download do aplicativo: 2,3 milhões de novos downloads trimestralmente
• Transações de serviço via aplicativo: 65% do total de interações com os clientes

Iniciativas de comunicação proativa

A Turkcell implementa estratégias de comunicação direcionadas com 94,2% de taxa de envolvimento do cliente.

Canal de comunicação	Alcance mensal	Taxa de resposta ao cliente
Notificações de SMS	12,6 milhões	76.5%
Campanhas de e -mail	8,4 milhões	62.3%
Ofertas personalizadas	5,7 milhões	55.9%

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: canais

Plataformas de aplicativos móveis

A Turkcell opera vários aplicativos móveis com as seguintes estatísticas de download:

Nome do aplicativo	Downloads totais	Usuários ativos
Turkcell Mobile App	15,7 milhões	8,3 milhões de usuários ativos mensais
LifeBox	4,2 milhões	2,1 milhões de usuários ativos mensais

Lojas de varejo físicas e centros de vendas

A rede de distribuição física da Turkcell inclui:

• 1.250 lojas de varejo autorizadas
• 375 lojas diretas de Turkcell
• Cobertura nacional em 81 províncias na Turquia

Site online e plataformas de comércio eletrônico

Performance dos canais de vendas digitais:

Plataforma	Tráfego mensal	Volume de vendas on -line
Turkcell.com.tr	6,5 milhões de visitantes únicos	342 milhões de vendas on -line anuais

Call centers e linhas diretas de suporte ao cliente

Métricas de suporte ao cliente:

• 5 call centers regionais
• 2.100 representantes de atendimento ao cliente
• Tempo médio de resposta: 27 segundos
• Volume anual de chamada: 48,6 milhões de interações com os clientes

Mídias sociais e canais de marketing digital

Estatísticas de engajamento de mídia social:

Plataforma	Seguidores	Taxa de engajamento
Instagram	1,2 milhão	3.7%
Twitter	680,000	2.9%
LinkedIn	410,000	1.5%

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: segmentos de clientes

Usuários individuais de telefones celulares

No quarto trimestre de 2023, a Turkcell tinha 35,8 milhões de assinantes móveis na Turquia.

Quebra de segmento	Número de assinantes	Quota de mercado
Usuários pré -pagos	16,2 milhões	45.3%
Usuários pós -pagos	19,6 milhões	54.7%

Clientes corporativos e corporativos

A Turkcell atende a aproximadamente 1,2 milhão de clientes corporativos.

• Receita do cliente da empresa: 2,3 bilhões de tentativa em 2023
• Receita média por cliente do cliente: 1,92 milhão de tentativa

Pequenas e médias empresas

O segmento de PME representa 22% da receita móvel total da Turkcell.

Detalhes do segmento de PME	Valor
Total de clientes de PME	378,000
Receita móvel para PME	1,1 bilhão de tentativa

Organizações do governo e do setor público

Os contratos governamentais contribuíram com 15% para a receita total da empresa da Turkcell em 2023.

• Número de contratos de instituição governamental: 247
• Receita total do setor governamental: 345 milhões de tentativas

Primeiro digital mais jovem demográfico

Os assinantes de 18 a 35 anos constituem 42% da base de usuários móveis da Turkcell.

Características do usuário digital	Percentagem
Usuários de dados móveis	78%
Penetração de smartphone	92%
Consumo médio mensal de dados	8.6 GB

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

Em 2023, a Turkcell relatou custos de manutenção de infraestrutura de rede de 4,2 bilhões de lira turca. A empresa opera 28.000 estações base na Turquia.

Categoria de custo	Quantidade (lira turca)
Manutenção da estação base	1,7 bilhão
Atualizações de equipamentos de rede	1,5 bilhão
Infraestrutura de fibra óptica	1,0 bilhão

Pesquisa e desenvolvimento de tecnologia

A Turkcell investiu 687 milhões de lira turca em P&D durante 2023, representando 3,2% de sua receita total.

• Desenvolvimento de tecnologia 5G: 276 milhões de lira turca
• Inovação de serviços digitais: 215 milhões de lira turca
• Pesquisa de segurança cibernética: 196 milhões de lira turca

Salários e treinamento de funcionários

As despesas totais relacionadas aos funcionários em 2023 foram de 2,9 bilhões de lira turca.

Categoria de custo do funcionário	Quantidade (lira turca)
Salários da base	2,3 bilhões
Programas de treinamento	127 milhões
Benefícios dos funcionários	473 milhões

Despesas de marketing e aquisição de clientes

As despesas de marketing em 2023 totalizaram 1,6 bilhão de lira turca.

• Marketing Digital: 612 milhões de lira turca
• Publicidade da mídia tradicional: 524 milhões de lira turca
• Programas de retenção de clientes: 464 milhões de lira turca

Licenciamento de espectro e custos de conformidade regulatória

As despesas regulatórias e relacionadas ao espectro em 2023 totalizaram 892 milhões de lira turca.

Categoria de custo de conformidade	Quantidade (lira turca)
Taxas de licenciamento de espectro	512 milhões
Conformidade regulatória	380 milhões

Turkcell iletisim Hizmetleri A.S. (TKC) - Modelo de negócios: fluxos de receita

Assinaturas de serviço de voz e dados móveis

Em 2022, a Turkcell registrou uma base de assinantes móveis de 36,3 milhões. As receitas de serviços móveis atingiram 27,8 bilhões de lira turca.

Segmento	Receita (2022)	Contagem de assinantes
Mobile pós -pago	16,5 bilhões de tentativas	20,1 milhões
Celular pré -pago	11,3 bilhões de tentativas	16,2 milhões

Conteúdo digital e serviços de entretenimento

As receitas de conteúdo digital da Turkcell em 2022 foram 1,2 bilhão de lira turca.

• Plataforma de streaming BLUTV
• Serviços de streaming de música
• Parcerias para jogos móveis

Enterprise Telecommunications Solutions

As receitas do segmento corporativo totalizaram 5,6 bilhões de lira turca em 2022.

Serviço corporativo	Contribuição da receita
Serviços em nuvem	1,8 bilhão de tentativa
Soluções de segurança cibernética	0,7 bilhões de tentativas

IoT e serviços de transformação digital

As receitas de transformação digital e IoT atingiram 0,9 bilhão de lira turca em 2022.

• Soluções de veículos conectados
• Infraestrutura da cidade inteligente
• Plataformas IoT industriais

Receitas de roaming e comunicação internacional

As receitas internacionais de roaming foram de 0,4 bilhão de lira turca em 2022.

Região de roaming	Contribuição da receita
Países europeus	0,2 bilhão de tentativa
Médio Oriente	0,1 bilhão de tentativa

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.