Nine Entertainment Co. Holdings Limited · ASX:NEC
Nine Entertainment — Shareholder Meeting (November 2019)
14 slides from Nine Entertainment's shareholder meeting presentation, Nov 12, 2019
Slide 1: Annual General Meeting | 12 November, 2019
ANNUAL GENERAL MEETING | 12 NOVEMBER, 2019
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer of its businesses. Forward looking statements can achievement or reasonableness of any forward looking This document is a presentation of general generally be identified by the use of forward looking statements, forecast financial information or other background infor
Slide 3: Chairman
CHAIRMAN Peter Costello. AC 3
Slide 4: CEO Hugh Marks
CEO Hugh Marks Drive Gidoctont ‘ |, Ves bee: “ & ~~, | Domain ; | 7] a fe ] - Teg Fa ad Q AT FIRST SIGHT —— a THE MASTERS = THE AGE
Slide 5: Pro Forma Combined Group Results
PRO FORMA COMBINED GROUP RESULTS GROUP EBITDA GROUP NPAT EPS DIVIDEND $424M $198M 11.6 CENTS 10 CENTS, UP 16% FULLY FRANKED A$M, CONTINUING BUSINESS BASIS FY19 FY18 VARIANCE REVENUE 2,341.7 2,364.0 -1% GROUP EBITDA 423.8 385.1 +10% EBIT 338.5 308.0 +10% NPAT 224.8 205.9 +9% GROUP NPAT (AFTER MINORIT
Slide 6: Growth Businesses Offsetting Cycle
Millions ($) GROWTH BUSINESSES OFFSETTING CYCLE 1 10% GROWTH 0 FY18 Group Broadcasting Digital & 9NOW Stan Domain Corporate Associates FY19 Group EBITDA Publishing EBITDA 6 1 Continuing business, Pro Forma basis
Slide 7: Pro Forma Combined Group Divisional Results
PRO FORMA COMBINED GROUP DIVISIONAL RESULTS Revenue1 contribution - FY19 TOTAL FY19 DIGITAL & BROADCASTING DOMAIN STAN CORPORATE ASSOCIATES INTERSEGMENT CONTINUING A$M PUBLISHING BUSINESS REVENUE 1,221.8 637.3 335.6 157.1 19.1 - (29.2) 2,341.7 PCP 1,290.8 619.6 357.3 96.8 18.9 - (19.4) 2,364.0 Broad
Slide 8: Trading Update – Organic Growth to Offset Market Weakness
TRADING UPDATE – ORGANIC GROWTH TO OFFSET MARKET WEAKNESS BROADCASTING DIGITAL VIDEO STAN METRO MEDIA DOMAIN Difficult broad Strong growth in 9Now - Consistent subscriber A refocused business, Trading remains advertising market in BVOD market up 34%, growth and positive with a growing digital challe
Slide 9: Nine Is Changing the Paradigm
NINE IS CHANGING THE PARADIGM Premium Content Brand Safe Engagement Measurable Large Scale Audience Data & Addressability Ease of Transaction 9
Slide 10: VirtualOZ - Television Combined
VIRTUALOZ - TELEVISION COMBINED Weekly reach Reach (%) People 25-54s 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Sunday Monday Tuesday Wednesday Thursday Friday Saturday Both TV VPM Linear (2009) • Early `test’ data from VirtualOZ shows that the combined reach of Television + BVOD today, is comparab
Slide 11: Nine's Television Combined
NINE’S TELEVISION COMBINED Millions Network +9Now EBITDA1 ($) 300.0 250.0 200.0 42% FY17-19 150.0 100.0 50.0 0.0 FY17 FY18 FY19 FTA 9Now • Combining Nine Network and 9Now, adjusted EBITDA1 since FY17 is up 42% • Driven by growth in 9Now audiences combined with the incremental value of a connected au
Slide 12: Australian Video Market
MARKET SIZE ($M) AUSTRALIAN VIDEO MARKET 4000 3500 Subscription Advertising 3000 2500 2000 TOTAL DIGITAL VIDEO 1500 40% 1000 25% 500 -5% 40% 30% 5% 0 FTA BVOD Pay TV YouTube Facebook Other SVOD Pay TV 12 12 Source: Nine estimates
Slide 13: Platform
PLATFORM TECHNOLOGY AUDIENCE CONTENT TV MASS REACH AUDIENCE RADIO PRINT @iGlaxy #Voyager Ninedata DIGITAL ADDRESSABLE AUDIENCE
Slide 14: Slide 14
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