Ooh Media Ltd · ASX:OML
Ooh Media — 2022 Macquarie Australia Conference
19 slides from Ooh Media's conference presentation, May 4, 2022
Slide 1: 2022 Macquarie Australia Conference ASX Release
oOh!media Limited ABN 69 602 195 380 For personal use only 4 May 2022 ASX Release 2022 MACQUARIE AUSTRALIA CONFERENCE oOh!media Limited (ASX:OML) (oOh! or Company) attaches a copy of oOh!’s 2022 Macquarie Australia Conference presentation being given today. This announcement has been authorised for
Slide 2: oOh!media Macquarie Investor Conference
For personal use only oOh!media Macquarie Investor Conference 4 May 2022
Slide 3: Agenda
Agenda For personal use only • The Out Of Home media opportunity • Introducing oOh!media • Focus of oOh!media - Growth strategy • Trading update • Questions 2.
Slide 4: Out Of Home Media opportunity
For personal use only Out Of Home Media opportunity
Slide 5: Out of Home Sector Resumes Structural Growth
Out of Home Sector Resumes Structural Growth Acceleration in Q1 2022 For personal use only • First wave of OOH share growth largely driven by the physical digitisation of OOH environments, and fragmentation of other traditional media audiences (FTA, Radio, Print Structural change delivering OOH shar
Slide 6: Out Of Home revenue growth in Q1 led by road
Out Of Home revenue growth in Q1 led by road For personal use only Q1 ‘22 OMA Revenues format mix Q1’22 Road growth vs Q1’19 +27%1 23% • Significant road growth despite Covid-19 demonstrates advertising markets increasing transition to digital Out Of 47% Home 22% • Other formats behind / flat with p
Slide 7: Introducing oOh!media
For personal use only Introducing oOh!media
Slide 8: Reach 98% of metro Australians
For personal use only Reach 98% Everywhere of metro people live, Australians work, travel per fortnight and play Over 37,000 of digital screens 7.
Slide 9: oOh! delivers mass reach
oOh! delivers mass reach Compared to online: oOh!’s weekly reach of ppl 16+ is almost equivalent to the total users of Facebook and Google a month, and nearly the entire FTA+BVOD industry maximum weekly reach For personal use only oOh! reaches 16m Australians are 19.6m All TV networks 15.4m active u
Slide 10: oOh! leading the industry's growth
oOh! leading the industry’s growth For personal use only oOh! Revenue and EBITDA1 profile 800 160 • oOh! has the leading Out Of Home market share position in Australia and New Zealand 700 140 – 44%2 $m Adjusted Underllying EBITDA1 600 • Year on Year revenue and EBITDA growth from listing in 2014 to
Slide 11: Focus of oOh!media – growth strategy
Focus of oOh!media – growth strategy For personal use only Grow Revenues Expand Margins Increase ROI • Continue investing in the • Rate and occupancy • Revenue growth coupled largest Digital Out of Home management focus with expanding margins footprint driving free cash flow • Continued disciplined
Slide 12: Harnessing returning audiences
Harnessing returning audiences Melbourne, Brisbane airport and Qantas Lounges refreshed – set to capture returning airport traffic For personal use only 11.
Slide 13: The Digital Opportunity
The Digital Opportunity More than just screens – A dynamic canvas For personal use only NEW INDUSTRY DYNAMIC, DATA SUPERIOR AUDIENCE CONTEXTUAL MESSAGING REAL TIME FLEXIBILTY NEW TECHNOLOGY MEASUREMENT DRIVEN CONTENT TARGETING MOVE 1.5 enabled – Digital Out Of Home Digital Out Of Home can Advancemen
Slide 14: OMA launches MOVE 1.5
OMA launches MOVE 1.5 For personal use only
Slide 15: MOVE 1.5 – Client perspective
MOVE 1.5 – Client perspective For personal use only “The evolution of the industry’s “Having one source of truth is going audience measurement platform, to save us a lot of time and allows us MOVE, gives us greater to focus on bringing to life smart data confidence in the planning and led campaigns
Slide 16: Trading update
Trading update Q1 strength flowing into Q2 For personal use only • Q1 revenues achieved +15% growth over Q1 2021, and at 93% of Q1 2019 – consistent with outlook given in February • April grew 18% over April 2021, and at 95% of April 2019 • Very strong performances in Road, Street Furniture and Reta
Slide 17: Questions
For personal use only Questions
Slide 18: Important notice and disclaimer
Important notice and disclaimer For personal use only This document is a presentation of general background information about the activities of Forward looking statements are provided as a general guide only, and should not be relied on as oOh!media Limited (oOh!media or oOh!) current at the date of
Slide 19: For personal use only
Sydney T +61 (2) 9927 5555 Level 2, 73 Miller Street For personal use only North Sydney NSW 2060 Melbourne T +61 (3) 8598 0700 Level 3, 101 Moray Street South Melbourne VIC 3205 Brisbane T +61 (7)3620 2900 56 Doggett Street Newstead QLD 4006 Adelaide T +61(8)8367 3222 84 Frome Street Adelaide SA 500