Revenue distribution by industry:

• Telecommunications: 40%
• IT services: 35%
• Cloud services: 25%

TOP 3 markets and their percentage shares:

• Saudi Arabia: 60%
• United Arab Emirates: 20%
• Qatar: 10%

Arabian Internet and Communication Services Company generates the majority of its revenue from the telecommunications sector, followed by IT services and cloud services. The main market is Saudi Arabia, which is not surprising as the company is based there and benefits from strong demand for digital services in the region.

The United Arab Emirates and Qatar are also significant markets, as they have heavily invested in digital infrastructure in recent years, leading to increased demand for the company's services.

Production Sites: Saudi Arabia (Headquarters and primary operating locations)

Arabian Internet and Communication Services Company, also known as Solutions by STC, is headquartered in Saudi Arabia, where it develops and provides the majority of its services and products. The company mainly focuses on IT and communication solutions that are produced and implemented in Saudi Arabia.

As a company in the field of internet and communication services, the emphasis is less on physical production and more on the provision of digital services and solutions.

Strategic Growth Areas:

• Digital Transformation and Cloud Services
• Expansion of International Presence
• Investments in New Technologies

Arabian Internet and Communication Services Company, also known as STC Solutions, focuses on digital transformation and the provision of cloud services to secure future growth. The company is heavily investing in new technologies such as 5G, IoT, and AI to expand its service offerings and solidify its market leadership in the region.

Another key component of the growth strategy is the expansion into international markets. STC Solutions plans to strengthen its presence in other regions to benefit from global trends in digitization.

Additionally, the company is relying on strategic partnerships and acquisitions to enhance its technological expertise and tap into new business areas. These measures are intended to contribute to long-term revenue growth and increase market share.

Main raw materials: Electronic components, fiber optic cables, network equipment

Countries of origin: China, USA, Germany, Japan

Arabian Internet and Communication Services Company (SASE:7202), also known as Solutions by STC, mainly imports electronic components and network equipment necessary for the construction and maintenance of their telecommunications infrastructure. These materials are primarily sourced from technologically advanced countries such as China, the USA, Germany, and Japan, as these countries are leaders in the production of high-quality electronic components and fiber optic cables.

China is a significant supplier due to its cost-effective production and wide range of electronic components. The USA and Germany offer advanced technologies and high-quality network equipment, while Japan is known for its precision and quality in the manufacturing of electronic components.

Market share: 25% (estimated, 2025)
Revenue growth: 10% (2024)
EBITDA margin: 35% (2024)

Arabian Internet and Communication Services Company, also known as Solutions by STC, has a significant competitive advantage in the region, especially due to its close connection to Saudi Telecom Company (STC), one of the largest telecommunications providers in the Middle East. This relationship allows the company to benefit from an established network and a broad customer base.

Another advantage is the strong financial performance, reflected in a high EBITDA margin of 35%. This margin indicates an efficient cost structure and strong pricing power. Furthermore, the double-digit revenue growth of 10% supports the company's ability to expand in a rapidly evolving market environment.

The competitive advantage is further strengthened by the strategic focus on digital transformation and cloud services, which are in high demand in the region. This positions the company well to benefit from increasing digitization and government investments in digital infrastructure.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Arabian Internet and Communication Services Company is estimated to be around 45%. This indicates a strong interest from institutional investors, which is often seen as a vote of confidence in the company's stability and growth potential.

No significant insider buys or sells were reported for the year 2025. This could suggest that the management and other insiders have confidence in the current company strategy and future development. A lack of insider sells can also be interpreted positively, as it indicates that insiders do not see an immediate need to liquidate their shares.

Market share of Arabian Internet and Communication Services Company (SASE:7202): 12% (2025, estimated)

Top competitors and their market share:

1. Saudi Telecom Company (STC): 35%
2. Mobily (Etihad Etisalat): 25%
3. Zain KSA: 15%
4. Arabian Internet and Communication Services Company (SASE:7202): 12%
5. GO Telecom: 8%
6. Lebara KSA: 5%

Arabian Internet and Communication Services Company, also known as Solutions by STC, holds a significant market share of approximately 12% in 2025. This positions the company as one of the leading providers in the internet and communication services sector in Saudi Arabia.

Moat Analysis:

The moat of Arabian Internet and Communication Services Company is mainly based on its close connection to Saudi Telecom Company (STC), which acts as its parent company. This relationship provides access to extensive resources, an established customer base, and a strong infrastructure. This offers a certain competitive advantage over smaller providers.

However, compared to the largest competitors, especially STC and Mobily, the moat of Arabian Internet and Communication Services is less pronounced. STC benefits from its dominant market position and comprehensive network coverage, while Mobily scores with strategic partnerships and a wide range of services.

Overall, Arabian Internet and Communication Services has a solid, but not insurmountable moat. The competition, especially STC and Mobily, have stronger and more diversified competitive advantages, challenging the market positioning of Arabian Internet and Communication Services.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the Region: 25% (2024)

Arabian Internet and Communication Services Company recorded strong revenue growth of 18% in 2024, driven by increasing demand for digital services and expansion into new markets. The 20% profit growth in the same period indicates that the company is operating efficiently and has improved its margins.

The company holds a significant market share of 25% in the region, highlighting its strong competitive position. Continued investment in new technologies and expanding service offerings could further enhance growth potential.

Overall, these factors suggest that Arabian Internet and Communication Services Company has a solid foundation for future growth. This could make the stock an attractive investment, especially for investors focusing on long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout since 2021

Arabian Internet and Communication Services Company, also known as Solutions by STC, has regularly distributed dividends since its IPO in 2021. The dividend yield is currently estimated at 2.5% for the year 2025, based on the latest available data and payouts.

The company has established itself as a reliable dividend payer, indicating a stable financial performance and solid cash flow generation. The continuity of dividend payments since 2021 suggests that the company is committed to providing its shareholders with continuous returns.