Gb Group Plc · LSE:GBG
Gb — Investor Day (2018)
58 slides from Gb's investor day presentation, 2018
Slide 1: Capital Markets Event: Introducing Loqate, a GBG solution
Capital Markets Event Introducing Loqate, a GBG solution
Slide 2: Agenda
Agenda Introduction .................... Chris Clark, CEO Introducing Loqate .................... David Green, Managing Director, Loqate Customer Story - Moo.com .................... Tyler Brock, VP Sales & Customer Success, Loqate Jules Marshall, Senior Product Manager, Moo.com Break Enabling globa
Slide 3: Customer drivers
Sustained Ever-increasing Growth in Increase in Customer growth in digital commerce fraud and data breaches friction and customer losses regulatory and compliance focus drivers Our customers need $500B+ in 2.5 billion+ records $147B in Frequency of changes to innovative digital eCommerce sales stole
Slide 4: End to end digital journey
End to end digital journey Loqate Identity Fraud Know your customer Onboard customers faster Preventing fraud Age | AML
Slide 5: | Peertinbadn Capscan
| Peertinbadn Capscan Global Location Intel redic % LOQATE — Qpearresct ayepiEy Slogate GBG
Slide 6: Introducing Loqate
Introducing Loqate David Green Managing Director
Slide 7: Helping every business in the world reach every customer in the world
Our purpose Helping every business in the world reach every customer in the world
Slide 8: The Market Opportunity Customer Drivers
The Market Opportunity Customer Drivers Sustained growth in digital commerce $1bn target addressable market Growth in friction and customer losses UK, USA, Canada, Germany and Australia The need for the golden data record Source: Management estimate
Slide 9: Adding value and driving growth
Adding value and driving growth Cost of failed deliveries per region Average Total % of failed deliveries 5.0% 4.7% 5.6% 4.6% Cost per failed order $17.78 $16.58 £14.33 €14.87 Data from independent research conducted by Loudhouse Research on behalf of Loqate. 300 international retailers and over 2,0
Slide 10: The digital purchase
The digital purchase Address Payments Website App Geocode Billing Hosting Location Payment
Slide 11: Business model
Business model 240 countries & territories Applications Onboarding customers API & Increasing conversions Enhanced data & decisioning Master data management
Slide 12: Loqate's differentiation
Loqate’s differentiation Data Technology People • Unique global reference address and • Search any address in the world in • Highly engaged global team with geocode database featuring 240 under 5 keystrokes via rapid indexing localised expertise and customer counties and territories. and global API
Slide 13: Loqate financial track record
Loqate financial track record £40m Apr ‘15 Acquisition of Loqate £30m c. £3.6m revenues £20m May ‘17 CAGR FY15-FY18 Acquisition of PCA 32% c. £14.2m revenues £10m Loqate % of GBG £0m FY18 Revenues – 33% (FY17-25%) FY15 FY16 FY17 FY18 * Based on audited and published results
Slide 14: Partners, Routes to Market, Direct, Self serve
Partners Routes to Market Over 40 partners 23% of revenue Embedded, Reseller and Platform providers Direct Over 2,000 direct customers 66% of revenue Universal industry relevance and sectorized propositions Over 10,000 self-serve customers 11% of revenue Fully automated digital experience and subscr
Slide 15: International Growth
International Growth
Slide 16: Customer sectors
Retail / eCom Insurance Gaming Fintech / FS Partners Utilities
Slide 17: Slide 17
Slide 18: Customers
Customers To be considered a trusted and strategic partner, seen as an extension of our customers’ existing team rather than a supplier.
Slide 19: Technology
Technology Serve the best technologies with the richest data, to give our clients the precision and reliability the need to give their customers the best possible experiences.
Slide 20: Brand
Brand Articulate a memorable proposition, internally and externally, that is simple to understand and that best projects the Loqate vision.
Slide 21: People
People An employer of choice in our major markets, with the best and most engaged people in our industry.
Slide 22: Products
Products Deliver the best global solutions that consistently outperform local offerings, serving all segments of the market whilst ensuring they are easy to use, understand and differentiate.
Slide 23: A view from our customers
A view from our customers Tyler Brock VP Sales & Customer Experience (North America)
Slide 24: Jules Marshall
Jules Marshall Senior Product Manager
Slide 25: About Moo
About Moo Founded in 2007 Silicon Roundabout ‘original’ >1m customers In >190 countries £100m revenues 70% revenues in U.S.
Slide 26: Screen capture (Moo)
6 MOO Freunden empfehlen Konto Abmelden 57 Warenkorb (1) lj Design works wonders Versandarten Adressangaben Zahlung N Lieferanschrift Lieferanschrift Promocode oder Geschenkgutschein Vorname hinzufdigen Nachname Bestellbersicht Firmenname Artikel Zwischensumme: 12,99€ Adresse Versandkosten: —1,25€ M
Slide 27: Break
Break
Slide 28: Enabling scale through technology
Enabling scale through technology Mike Cook CIO
Slide 29: Loqate Design Ethos
Loqate Design Ethos Ease Speed Consistency
Slide 30: MADISON
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Slide 31: Let's get started!
i Let's get started! What would you like to set up? Address, Email and Phone Verification {Uso this option fo sot up any of those sorvicos, b & A Be Ee] a) Store Finder Location List Distance & Data Cleanse Find neatest locations by Cheat a tof places for Directions ‘Cloan up enrors 9 address: ae na
Slide 32: Now select your platform
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Slide 33: Now select your platform
Shs =m ~~ Now select your platform Where would you like to instal our services? Great, website it is! Which web page do you plan to use the sence on itp //downloads.postcodearjwhere.co.uk/macison/checkout/onepage/defaulthtn|
Slide 34: Here's your setup code
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Slide 35: £6 dint soo hema
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Slide 36: Loqate
Logate MADISON ISLAND WOMEN MEN ACCESSORIES CHECKOUT Bi burs mroswanion CHECKOUT METHOD: First Name = idcte Namo intial Last Name * HOME & DECOR 2 ACCOUNT “eg CART (2) ‘Search entire store here Q) SALE IP ‘YOUR CHECKOUT PROGRESS edit PAYMENT METHOD Requre Fats We've automatically detected form field
Slide 37: Your Services
legate £1.00 remaring Your Services Filter by name, key, oF type. ‘Tag based installations Email Verification downloads.posteodeanywhere.co.uk | madison | checkout | onepage | default - Email validation - BY73-BY86-CR56-RAZ2 Phone Venfication downloads postcodeanywhere.co.uk | madison | checkout | o
Slide 38: Transactions
Transactions • 11 billion transactions last year • 3,800 transactions per second peak on Black Friday Black Friday UK Black Friday USA
Slide 39: Easy scaling to meet customer demand
Easy scaling to meet customer demand Dial up / down when needed Containerised Infrastructure - Kubernetes (what Google use for YouTube and GMail) What this means for Loqate What this means for customers • “Infrastructure as code” – guarantee consistency, remove • Faster query execution & higher thro
Slide 40: Business model
Business model 240 countries & territories Applications Onboarding customers API & Increasing conversions Enhanced data & decisioning Master data management
Slide 41: A view from our customers
A view from our customers Justin Duling Senior Vice President, Commercial Director
Slide 42: Alicia Wu
Alicia Wu Product Management Director
Slide 43: Strategic Alignment & The Future
Strategic Alignment & The Future Gus Tomlinson Matthew Furneaux Head of Strategy Global Commercial Director
Slide 44: Innovation
Technology Innovation Customer demands
Slide 45: Slide 45
Slide 46: Slide 46
Slide 47: Hard to address markets
Hard to address markets
Slide 48: Locate places accurately
Locate Identify Spot places people fraud accurately seamlessly sooner
Slide 49: Closing remarks
Closing remarks Dave Wilson CFO & Deputy CEO
Slide 50: Q&A
Q&A
Slide 51: Appendix
Appendix
Slide 52: Speaker bios
Speaker bios
Slide 53: Chris Clark and David Green bios
Chris Clark, Chief Executive Officer, GBG David Green, Managing Director, Loqate Appointed to the Board in April 2017 as Chief Executive. Before David Green is the managing director of GBG’s market-leading joining GBG, Chris was Managing Director at Experian for five location intelligence service Lo
Slide 54: Tyler Brock and Jules Marshall bios
Tyler Brock Jules Marshall, Senior Product Manager, MOO Tyler Brock is the Vice President of Sales & Customer Success and is Jules is a developer, turned senior product manager, with over 10 based out of our New York City office. At Loqate, he is responsible years’ experience across financial, broad
Slide 55: Mike Cook, Chief Information Officer
Mike Cook, Chief Information Officer Mike graduated from DeMontfort University with a first class honours in Computer Science in 2008 and joined Postcode Anywhere the same year. Since then he helped achieve ISO27001 certification in 2010, has driven the move to a cloud based infrastructure and grown
Slide 56: Justin Duling and Alicia Wu bios
Justin Duling, Senior Vice President, Commercial Director at GBG plc Alicia Wu, Product Management Director, Oracle Cloud Engagement As Senior Vice President, Commercial Director, Justin leads the U.S. strategy and global channel business for Loqate. Justin is a strategic Alicia is an accomplished p
Slide 57: Gus Tomlinson and Matthew Furneaux bios
Gus Tomlinson, Group Head of Data and Strategy, GBG Matthew Furneaux, Global Commercial Director, Loqate Gus has been with GBG for five years, with a key focus on outlining Matthew Furneaux is the Global Commercial Director for location and delivering strategies to ensure the group is fuelling all o
Slide 58: Dave Wilson, Chief Financial Officer and Chief Operating Officer
Dave Wilson, Chief Financial Officer and Chief Operating Officer Appointed to the Board in October 2009 having joined GBG as Finance Director, Dave has a strong background in managing business growth. He has worked in technology, media and telecoms for over 30 years, previously holding international