Tnl Mediagene · NASDAQ:TNMG
Tnl Mediagene — FY2024 Earnings Presentation
20 slides from Tnl Mediagene's earnings presentation, May 2, 2025
Slide 1: Asia's Next-Generation Media and Data Analytics Company – FY2024 Financial Results
Copyright © 2024 TNL Mediagene Asia's Next - Generation Media and Data Analytics Company Investor Presentation – FY2024 Financial Results April 2025 1
Slide 2: Disclaimer
Disclaimer 2 Copyright © 2024 TNL Mediagene Disclaimer This presentation (this “Presentation”) is for information purposes only. By accepting, reviewing or reading this Presentation, you will be deemed to have agreed to the obligations and restrictions set out below. No Offer or Solicita tion This P
Slide 3: Non-IFRS Financial Measures
Non - IFRS Financial Measures This Presentation includes adjusted EBITDA, a financial measure not presented in accordance with the International Financial Reporting Standards. This non - IFRS financial measure is not a measure of financial performance in accordance with IFRS and may exclude items th
Slide 4: FY2024 Financial Results
Copyright © 2024 TNL Mediagene FY2024 Financial Results
Slide 5: Consolidated Revenue
$35.8m 5 Copyright © 2024 TNL Mediagene $48.5m FY2023 FY2024 Consolidated Revenue Consolidated Revenue +35%
Slide 6: Business Unit Revenue
FY2023 FY2024 $10.6m $14.2m FY2023 FY2024 $9.7m $13.7m FY2023 FY2024 Business Unit Revenue Media & Branded Content Technology Digital Studio 6 Copyright © 2024 TNL Mediagene $20.5m +33% $15.4m +41% +34%
Slide 7: Gross Margin & Adjusted EBITDA Margin
Copyright © 2024 TNL Mediagene - $0.9m - $1.0m - 2.8% Margin FY2023 FY2024 35% 37% FY2023 FY2024 Gross Margin & Adjusted EBITDA Margin 1 Gross Margin Adjusted EBITDA Margin 1 +1% Gross Margin Expansion 2 ~1% Adjusted EBITDA Margin Improvement Notes: 1. Adjusted EBITDA is a non - IFRS financial measu
Slide 8: Business Snapshot
Copyright © 2024 TNL Mediagene Business Snapshot
Slide 9: Media, Digital Studio and Technology Company with Data at its Core
850+ Customers Global Diverse customer base Tokyo 25 500+ Content brands Employees 189M+ Monthly digital footprint ¹ 45M+ Monthly unique users ² $48.5M Digital Studio Technology We are a Media, Digital Studio and Technology Company with Data at its Core Media 9 Copyright © 2024 TNL Mediagene & Brand
Slide 10: Monthly Unique Users (Owned Sites)
91 66 64 59 50 39 33 30 19 Monthly Unique Users (Owned Sites) 2 (Millions) 36 1 31 26 23 21 20 18 10 8 7 10 ポ 17% 21% 26% 25% 47% 53% Regional Media Nikkei (JP) Asahi (JP) South China Morning Post Yormiuri (JP) Nikkan Sports (JP) United Daily News (TW) Liberty Times (TW) China Times (TW) Straits Tim
Slide 11: Reaching Asian Millennial & Gen Z Audiences
~ 66% reach among Japanese Gen Z and Millennials ~ 39% reach among Taiwanese Gen Z and Millennials Reaching Asian Millennial & Gen Z Audiences Both in Asia & Abroad And countries with large overseas Asian populations 11 Copyright © 2024 TNL Mediagene
Slide 12: We Have a Large, Prestigious Customer Base
Notes: This list represents a subset of our broader client base since July 2021. 12 Copyright © 2024 TNL Mediagene We Have a Large, Prestigious Customer Base 850+ Clients Trust Us with their Advertising Spend
Slide 13: Strong Brands & Significant Audience Reach
Sports & Entertainment Lifestyle & Food Technology B2B Media News & Business Sports Vision Agent Movie Sirabee Fuze Lifehacker Japan Roomie Kitchen Roomie International Mandarin Edition Money Insider iGood iCook Roomie every little d Life Insider Gizmodo Japan Cool3c INSIDE Tech Insider Digiday Japa
Slide 14: Integrated Business Ecosystem With Segments
Integrated Business Ecosystem With 3 Segments Data Technology Media E - commerce Ad Tech Al Customer Data Service Research Data Analytics User Data Content IMC/Events Advertising $ We strategically leverage cross - selling opportunities to enhance service adoption among our existing customer base. C
Slide 15: Target Millennial and Gen Z Populations and Ad Spending
+1.0B Tier 2 Priority Markets: — Indonesia — Philippines — India +147M Tier 1 Priority Markets: — Singapore — Asian - Americans — South Korea — Thailand — Vietnam — Malaysia Core Markets: 54M — Japan — Taiwan Target Millennial and Gen Z Populations (Millions) 1 Ad Spending ($US) 2 Sources: Company c
Slide 16: SAM by Country
Core Markets $18.7 $426 43.9 Japan $2.6 $255 10.1 Taiwan Tier 1 Priority Markets $1.4 $459 3.0 Singapore $15.3 $1,109 13.8 Asian - American $6.4 $292 22.0 South Korea $2.0 $64 31.5 Thailand $1.2 $22 56.8 Vietnam $0.9 $45 19.5 Malaysia Tier 2 Priority Markets $3.4 $22 152.7 Indonesia $1.6 $23 68.1 Ph
Slide 17: We Strategically Acquire Media and Technology Companies to Enhance Growth
Our M&A Model One or two acquisitions per year Focus on media and content brands, technology, or data solutions Intended to open new geographies or strengthen internal technology Our M&A methodology was profiled in a Harvard Business Review case study 1 Notes: 1 Huang, Laura, and Katie LaMattina. "T
Slide 18: Appendix
Copyright © 2024 TNL Mediagene Appendix
Slide 19: Use of Non-IFRS Financial Measures
Use of Non - IFRS Financial Measures In this Presentation we have included adjusted EBITDA, a non - IFRS financial measure, which is a key measure used by our management and board of directors in evaluating our operating performance . Adjusted EBITDA is our preferred metric for profitability because
Slide 20: Adjusted EBITDA Reconciliation
2024 2023 2022 ($ in dollars, unless otherwise stated) (85.0) (1.2) (11.4) Loss for the year Add (less) : (0.3) (0.6) (0.2) Income tax (benefit) expense 8.2 0.3 0.1 Finance costs 0.9 (5.5) 8.2 Other gains and losses 1 (0.1) (0.4) (0.1) Other income (0.0) (0.0) (0.0) Interest Income (76.3) (7.4) (3.4