Digital Turbine, Inc. · NASDAQ:APPS
Digital Turbine — 28th Annual ROTH Conference (March 2016)
18 slides from Digital Turbine's conference presentation, Mar 14, 2016
Slide 1: 28th Annual ROTH Conference
28th Annual ROTH Conference March 14, 2016
Slide 2: Safe Harbor Statements
Safe Harbor Statements. This presentation includes “forward-looking statements” within drives EBITDA (as well as Adjusted EBITDA); challenges to the meanings of the U.S. federal securities laws. Statements in realize anticipated operational efficiencies, revenue (including this presentation that are
Slide 3: Current market trends driving opportunity
Current market trends driving opportunity Carriers and OEM’s look for new sources of revenue from both advertising and data Carriers search for relevance from a subscriber perspective (avoid the dumb pipe) App economy is here to stay – 80%+ of content consumed on smartphones through apps App discove
Slide 4: Evolution of Mobile Content Distribution
Evolution of Mobile Content Distribution Carrier Era OS Era Platform Era Mobile content was delivered through With the evolution of the smartphone, The advertising era allows for Brew & Java by leading carriers apps become the prolific content monetization and content solutions wanting to provide va
Slide 5: Parallel
Parallel Facebook is currently driving approximately $4.5 billion in quarterly mobile ad revenue FB stock hits low of $17.73 on September 4, 2012 Launches app install ads on October 17, 2012 Facebook now has generated over 1.2B downloads with ~1.4 billion mobile monthly active users Source: Facebook
Slide 6: Digital Turbine’s platform solves problems for all participants in the app economy
Digital Turbine’s platform solves problems for all participants in the app economy Consumer Advertiser Operators and OEMs • Discovery • User acquisition • Monetization disproportionately • Provides user • Unique ad format going to other control and choices through device home players screen • Releva
Slide 7: Digital Turbine is uniquely positioned to capitalize on this market opportunity
Digital Turbine is uniquely positioned to capitalize on this market opportunity • Platform vs. ad tech • Unique ad unit through the device home screen • Access to unique data sets • Scale economics where the winners win disproportionately
Slide 8: Five Products Across Our Two Operating Segments
Five Products Across Our Two Operating Segments Content Advertising Ignite Marketplace Drive Quality App Installs White-Labelled Content Stores AdStream New User Acquisition Pay Simple Mobile Billing Discover App Search & Discovery © 2016 Digital Turbine, Inc. 8
Slide 9: AppSource is the engine and data science that enables app install recommendations
AppSource is the engine and data science that enables app install recommendations, tracking, and optimization AppSource Advertiser RTB Publisher • App install ads • Carriers & OEMs • App preloads • Mobile publishers • Push notifications • Utilizing Ignite, AdStream • App install retargeting and Disc
Slide 10: Ignite attacking four market segments
Ignite Drive Quality App Installs Ignite attacking four market segments Alternative Operators OEMs SIM Cards Distribution © 2016 Digital Turbine, Inc. 10
Slide 11: Evolution of Ignite App Delivery – Multiple Go to Market Approaches
Ignite Drive Quality App Installs Evolution of Ignite App Delivery – Multiple Go to Market Approaches Silent Wizard SDK Direct © 2016 Digital Turbine, Inc. 11
Slide 12: Ignite Direct expands addressable market including Apple iOS
Ignite Drive Quality App Installs Ignite Direct expands addressable market including Apple iOS • In some markets >80% of activations are SIM only • Ignite Direct loads on the SIM card: • Sold in operator shops • Already in the market • Customers pre-select apps that match their needs • Expand market
Slide 13: Signed contracts with major global players
Signed contracts with major global players Partnered with 25+ mobile Major anchor tenants operators and OEM’s in key geographies © 2016 Digital Turbine, Inc. 13
Slide 14: Roadmap for deployment of new major distributor partners
Roadmap for deployment of new major distributor partners • Launched • Expansion to six total markets • 62M subs • 96M subs • Launched • Expected Launch June quarter • 5M subs • Embedded Base opportunity • 289M subs • Expected launch 3/25 • >100 M subs • Expected Launch June quarter • 123M subs • Exp
Slide 15: Strong Demand for DT Media Advertising Inventory
Strong Demand for DT Media Advertising Inventory Digital Turbine works with top tier Advertisers & Advertising Agencies including the top grossing apps on the App Store and Google Play Travel Retail Social Music Real Estate Entertainment Finance Gaming Shopping Agency © 2016 Digital Turbine, Inc. 15
Slide 16: Q4 and Q1– Opportunities & Risks
Operational updates over next 100 days impacting Q4 and Q1– results Opportunities • Opportunities: & Risks • Embedded-base push to América Móvil Android users • Cricket – six devices identified for deployment between now and 6/30 • Deutsche Telekom – multiple devices across 6 countries • India – mat
Slide 17: Investment Thesis
Investment Thesis At center of the secular trend of mobile application media dollar growth Unique access to a device’s home screen to deliver apps and ads Growing global customer base of carriers, OEMs, advertisers, and other partners Products and services attacking all parts of the market Tremendou
Slide 18: Thank You
Thank You Digital Turbine @digitalTurbine digitalTurbine
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