Sanoma Oyj · OMXHEX:SANOMA
Sanoma Oyj — Investor Day (May 2017)
28 slides from Sanoma Oyj's investor day presentation, May 4, 2017
Slide 1: Creating value through strong media Brands
Creating value through strong media Brands Peter de Mönnink, CEO of Sanoma Media BeNe Sanoma Capital Markets Day 2017
Slide 2: Who are we? Company profile of Sanoma BeNe
Who are we? Company profile of Sanoma BeNe excluding SBS +27% vs 2015 A € 544m € 70m 1,288 FTEs >10 Key brands net sales in 2016 Operational EBIT in 2016 in 2016 with cross media activities 2016 SMBeNe – including Veronica Magazine 2016 SMBeNe – including Veronica Magazine SMH 969, SMB 282, VM 33, A
Slide 3: Solid performance
Solid performance Key figures, pro forma excl. SBS Composition of net sales, 2016 excl. SBS EUR million 2016 2015 Distribution Other * Advertising sales Net sales 544 597 Other Organic growth 1.1% 0.6% Non-print Operational EBITDA 87 76 Online sales & % 16.0% 12.8% 27% (22%) mobile Single copy Opera
Slide 4: How will Sanoma BeNe enhance its future growth potential?
How will Sanoma BeNe enhance its future growth potential? Focus on those markets where Sanoma Cross media Cost base Cash flow and brands are strongholds revenue after SBS cash conversion Overall development divestment Top 10 strong Branding, Sanoma Strong online 1.1 million brands bonding Account po
Slide 5: 6 main market trends are shaping and challenging the Dutch media industry
6 main market trends are shaping and challenging the Dutch media industry 1. New business models emerging, 2. Marketers look for alternative 3. Power of international giants. allowing incumbent players to tap models. Change from awareness Local trusted brands have into new opportunities to performan
Slide 6: Sanoma's position in Digital and Print
Sanoma’s position in Digital and Print #1 local player in Digital reach with #1 local player in Magazine reach with 9.7m unique visitors* 7.5m readers* Top 20 local Digital publishers in monthly reach (m)* Top 20 Magazine assets in monthly reach (m)* Sanoma 9,7 Libelle 1,7 NPO 8,7 Donald Duck 1,4 Ma
Slide 7: The strongholds: leading in selected Domains
The strongholds: leading in selected Domains Belgium market 2016 Dutch market 2016 Paid circulation (m) per segment Paid circulation (million copies) Paid circulation (million copies) NL market (2016 FY) Sanoma NL% 20 TV guides 98 17% 74 Women 48 67% Sanoma Sanoma Family 22 17% Market Market Kids &
Slide 8: Leading position is reflected in stable advertising revenues
Leading position is reflected in stable advertising revenues B2B advertising revenues Sanoma Media BeNe, EUR million +2% Power ratio of 145 in magazine advertising 120 122 in 2016 (ad share 48% 22 22 vs circulation share 33%) 37 35 61 65 2015 2016 Digital NL Magazines NL Magazines BE 8 4 May 2017 CM
Slide 9: Creating value through top10 strong media brands
Creating value through top10 strong media brands International mindfulness & lifestyle brand 98% 2% #2 magazine of NL in reach 96% 4% Strong Women brand with > 1m reach 85% 15% Largest Dutch women brand 85% 16% Biggest Automotive magazine in NL 77% 24% 360 Home Deco brand 75% 25% With e-commerce, pr
Slide 10: Sanoma organizes around strong A-brands
Sanoma organizes around Libelle TV Linda TV strong A-brands Libelle’s own tv channel with Engaging users with beautiful popular formats like Lifehacks and personal stories and unique LINDA Over Eva; the first online tv soap formats vtwonen NU sport Expansion of NUsport towards a Inspiring online and
Slide 11: This strategy stabilizes the topline and creates more brand value
This strategy stabilizes the topline and creates more brand value Sanoma NL B2C normalized revenues 2016, EUR million 12% Other consumer income 5 (e-com & events) 4 7 32 Other Print revenue -11 5 4 (e.g. books) 27 10 Single copy revenue 10 Subscription revenue 223 72 Branding, Bonding 61 & Bundling
Slide 12: Continuous cost innovation
Continuous cost innovation We have identified areas for enhanced operational excellence & 597 55 EBIT 544 efficiency +27% 70 Multiple projects in Content creation Purchasing, staffing, technology, 542 infrastructure, etc. 474 2015 2016 12 4 May 2017 CMD 2017 | Peter de Mönnink
Slide 13: NU.nl the number #1 news brand of the Netherlands
NU.NL THE NUMBER #1 NEWS BRAND OF THE NETHERLANDS HIGHEST BRAND AWARENESS (78%) AND BRAND PREFERENCE (37%) OF ALL NEWS BRANDS > > PAGEVIEWS VIDEO VIEWS PER YEAR PER YEAR Source: NOBO March 2017 13 4 May 2017 CMD 2017 | Peter de Mönnink
Slide 14: Differentiation in B2B is based on data and cross-media solutions
Differentiation in B2B is based on data and cross-media solutions Data Cross-media TV Events Print E-commerce Digital content Radio 14 4 May 2017 CMD 2017 | Peter de Mönnink
Slide 15: Sanoma Account ensures cross-channel identification across brands
Sanoma Account ensures cross-channel identification throughout the whole Sanoma network of Brands Active Sanoma accounts per month Peter de Mönnink 1400000 Registered accounts 1200000 1000000 Peter de Mönnink 800000 600000 Active accounts * 400000 200000 0 Jan Mar May Jul Sep Nov Jan Mar 2016 2017 *
Slide 16: Data is essential to future growth in the B2B markets
Data is essential to future growth in the B2B markets R A I D D A R Relation Awareness Interest Data Desire Action Retention Declining B2B demand in Growing B2B demand in awareness/ reach based performance/ transaction deals based deals 16 4 May 2017 CMD 2017 | Peter de Mönnink
Slide 17: Illustrating our B2B strategy
Illustrating our B2B strategy
Slide 18: Findio case: Selling personal loans
Findio case Selling personal loans A consumer credit brand of Crédit Agricole Increase supported brand awareness in key Use goodwill vtwonen to inform Acquire 10,000 leads and target group to 3%. and interact with consumer 1,200 contracts in year 1 Trigger Inform Interact Encourage Confirm Engage Mo
Slide 19: What can we offer Findio
Findio case What can we offer Findio Trigger Inform Interact Encourage Confirm Engage Motivate to connect to learn to convince to convert to reassure to delight to promote 19 4 May 2017 CMD 2017 | Peter de Mönnink
Slide 20: The results
Findio case The results Extension of 10% 12,500 leads the vtwonen supported within 6 months contract brand New projection: And awareness among TV 20,000 leads New contract viewers in year 1 for Automotive Total deal value = >€5m Trigger Inform Interact Encourage Confirm Engage Motivate to connect to
Slide 21: Hema (&LINDA) case: celebrating the 90th birthday
Hema (&LINDA) case: celebrating the 90th birthday HEMA is a Dutch retailer, a real household brand, with 500 stores in the Netherlands Create awareness for Indirectly drive store traffic HEMAs birthday (in line (core however is aware- with their DNA) ness for birthday) Trigger Inform Interact Encour
Slide 22: Why the HEMA marketeers choose LINDA?
Why the HEMA marketeers choose LINDA? LINDA. The brand with the best reach in its audience based on the full 360 (Branding, Bonding, Bundling in optima forma) LINDA.MAGAZINE LINDANIEUWS LINDA.FESTIVAL LINDA.TV 12 x a year LINDA. 3.5 million visitors p/m 2nd edition in 2017 356,000 app downlo
Slide 23: Hema (&LINDA) case: the solution
Hema (&LINDA) case: the solution The campaign consisted of a social campaign ‘who deserves a cake?’, in- store activation in the form of a baking contest, beautiful stories of 90 years old on Linda.tv and to top it all: TAART. (translation: CAKE) Magazine: 90 years of HEMA through the eyes of LINDA.
Slide 24: Hema (&LINDA) case: the results
Hema (&LINDA) case: the results Print campaign was 2 million evaluated with were reached by TAART.magazine a 9.5* One third 50% of LINDA readers stated to be proud at the of NL women nostalgic HEMA brand due were somehow to the campaign aware of campaign Trigger Inform Interact Encourage Confirm Eng
Slide 25: Summary
Summary
Slide 26: In conclusion…
In conclusion… 1. We are creating value through strong media brands Financial performance has been strong. Expectations are 2. positive. Employee Engagement Scores have consistently grown and we 3. have a highly motivated workforce Awards and Customer cases underscore the strength of the value 4. pr
Slide 27: sSqnomd
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Slide 28: Important Notice
Important Notice The information above contains, or may be deemed to contain, forward-looking statements. These statements relate to future events or future financial performance, including, but not limited to, expectations regarding market growth and development as well growth and profitability of