Slide 1: Accelerating Growth
Accelerating Growth Investor Presentation 1 June 2025
Slide 2: Safe Harbor for Forward-Looking Statements
Investor Presentation Safe Harbor for Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regardin
Slide 3: Notes on Presentation
Investor Presentation Notes on Presentation Use of Non-GAAP Financial Measures This presentation includes financial measures that are not in accordance with U.S. generally accepted accounting principles (“Non-GAAP financial measures”), including Adjusted EBITDA, Adjusted EBITDA Margin, Combined Comp
Slide 4: Company Overview
Company Overview 4
Slide 5: We sit at the intersection of Tech and B2B Marketing powered by compelling long-term tailwinds
Company Overview We sit at the intersection of Tech and B2B Marketing powered by compelling long-term tailwinds Our TAM is estimated to be worth $20bn annually Of the top 1,700 corporate R&D Shifting tech buyer behavior spenders in 2022, ICT hardware, focused on self-service and software and ICT ser
Slide 6: Our business in numbers
Company Overview Our business in numbers Deep Expertise That Brands & Content That Proprietary Market and A loyal Client base of 1st Party, Permissioned todays and tomorrows Shapes Markets Buyers Trust Titans of technology Audience Data 350+ 220+ 50m+ ~7,500 industry analysts owned & operated digita
Slide 7: Informing, educating, influencing and connecting the buy-side to the sell side
Company Overview Informing, educating, influencing and connecting the buy-side to the sell side OUR AUDIENCE OUR CLIENTS Knowledge to technology buyers Growth to technology sellers Unbiased and trusted information to support the Connecting sellers to buyers at the right time, with buyer journey the
Slide 8: Technology buyers: Informing, educating and influencing
Company Overview Technology buyers: Informing, educating and influencing Optimized for Search Optimized for outreach Optimized for brand exposure 650+ Industry Analysts, IT Media Editors & Journalists delivering 192k Original Content Assets per Year across CONTENT Packages for problem solving and CO
Slide 9: Technology sellers: Addressing our clients' needs across their product lifecycle
Company Overview Technology sellers: Addressing our clients’ needs across their product lifecycle R&D ROI Intelligence & Advisory Brand & Content Intent & Demand Market Strategy Brand Awareness & Reputation Buyer Intent / Buying Groups Product Strategy & Roadmap Content Strategy Marketing Qualified
Slide 10: Our end-to-end solutions drive success from R&D to ROI
Company Overview Our end-to-end solutions drive success from R&D to ROI Strategy & Product Teams Marketing Teams Sales Teams R&D ROI Strategy Content Awareness Demand Intent Connect the dots Expert-crafted content Contextually relevant Engage, convert & build Fuel your GTM with with actionable data
Slide 11: In a fragmented market, Informa TechTarget offers unique value across the product lifecycle
Company Overview In a fragmented market, Informa TechTarget offers unique value across the product lifecycle Intelligence & Advisory Brand & Content Intent & Demand Informa TechTarget offers unrivalled breadth and scale to meet the needs of industry titans, scale ups and start ups 11
Slide 12: Informa TechTarget is a trusted and proven partner to 7,500+ B2B companies
Company Overview Informa TechTarget is a trusted and proven partner to 7,500+ B2B companies across diverse verticals & geographies at scale 50+ spending >$1m annually 800+ spending >$100k annually 12
Slide 13: Future Growth Drivers
Future Growth Drivers 13
Slide 14: Ambition to double revenues over five years
Future Growth Drivers Ambition to double revenues over five years Attractive inorganic growth opportunities 2x2x New product development Growth in industry B2B tech markets REVENUE International expansion Enterprise IT market share growth TIME 5 years 14
Slide 15: The AI Opportunity
Future Growth Drivers The AI Opportunity “Worldwide spending on AI software will more than double, growing at 18% CAGR 2024-2029 when it is expected to reach $218bn.” • AI as a market to serve • AI to improve quality and reduce cost • AI to enhance product 15 Source: Omdia, H224
Slide 16: A growth business with diversity and scale
Market Fundamentals & Sources of Growth A growth business with diversity and scale High-quality audiences that span Technology decision makers and influencers. End market diversification from adjacent markets beyond Enterprise IT Increased scale across global geographic markets Ability to tap into t
Slide 17: Financial Tables
Financial Tables © informatechtarget
Slide 18: Summary financial metrics 2024
Financial Statements Summary financial metrics 2024 (in $000’s, except %) 2024 2023 2022 Revenues 284,897 252,101 197,094 Cost of revenues 107,256 98,826 72,308 Gross profit 177,641 153,275 124,786 Gross profit margin (%) 62.4% 60.8% 63.3% Operating expenses 296,750 198,642 135,886 Operating profit/
Slide 19: Reconciliation to Adjusted EBITDA
Financial Statements Reconciliation to Adjusted EBITDA (in $000’s) 2024 2023 2022 Net profit/(loss) (116,863) (57,777) (4,285) Interest income/expense, net 13,602 21,162 10,239 Income tax benefit (12,535) (9,627) (16,857) Depreciation 1,614 895 620 Amortization 48,610 42,203 21,545 EBITDA (65,572) (
Slide 20: Reported and Combined Company Adjusted EBITDA reconciliation
Financial Statements Reported and Combined Company Adjusted EBITDA reconciliation (in $000’s) 2024 - Reported 2024 - Combined Company Net profit/(loss) (116,863) (165,996) Interest income/expense, net 13,602 2,011 Income tax benefit (12,535) (6,199) Depreciation 1,614 2,661 Amortization 48,610 102,6
Slide 21: Combined Company Consolidated Statement of Operations
Financial Statements Combined Company Consolidated Statement of Operations(1) (in $000’s) 2024 Revenues $490,391 Cost of revenues 201,236 Gross profit 289,155 Selling and marketing 155,018 General and administrative 111,981 Product development 22,253 Depreciation 2,661 Amortization, excluding $19,86