Adveritas Limited · ASX:AV1
Adveritas — Shareholder Meeting (November 2020)
27 slides from Adveritas's shareholder meeting presentation, Nov 24, 2020
Slide 1: 2020 Annual General Meeting
rsonal use only 2020 Annual General Meeting 24 November 2020
Slide 2: Disclaimer
Disclaimer rsonal use only This presentation contains summary information about Adveritas Limited (Adveritas) and is current at 24th November 2020. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial prod
Slide 3: CEO's address: Mat Ratty
rsonal use only CEO’s address: Mat Ratty 3
Slide 4: Digital advertising fraud
rsonal use only Digital advertising fraud 4
Slide 5: Advertising fraud – a massive global problem
Advertising fraud – a massive global problem Ad fraud has massive direct and indirect costs for the global digital advertising ecosystem rsonal use only Direct costs $42 billion and rising! $ lost to ad fraud in 2019 by advertisers globally* 1 in 10 app installs worldwide will not be from genuine us
Slide 6: The true cost of ad fraud
The true cost of ad fraud Indirect costs rsonal use only Continued investment in sources of fraud Indirect costs of ad Threat of litigation Unresolved disputes about the fraud impact the entire presence of ad fraud adds digital advertising unnecessary risk Downstream media costs ecosystem Traffic so
Slide 7: TrafficGuard's holistic solution
rsonal use only TrafficGuard’s holistic solution 7
Slide 8: Our mission
Our mission rsonal use only Driving trust and transparency in the digital advertising ecosystem TrafficGuard provides a unique, holistic approach to confronting digital ad fraud. Reporting tools help advertisers recover wasted media spend but TrafficGuard isn’t a reporting tool - it is a holistic so
Slide 9: Why TrafficGuard?
Why TrafficGuard? Removing invalid traffic increases return on ad spend rsonal use only Preventing fraud, delivering genuine ad engagement, and converting more customers Surgical prevention Transparency Protection across the whole journey • Our surgical approach is based on • TrafficGuard is highly
Slide 10: Full funnel approach to solving ad fraud
Full funnel approach to solving ad fraud TrafficGuard’s unique holistic, “one-stop shop” solution is based on proprietary big data sets accumulated through 10+ years of operations rsonal use only Ad Verification Ad Fraud Mobile Ad Fraud PPC Fraud Bot Management 10
Slide 11: Global leader in digital ad fraud prevention
Global leader in digital ad fraud prevention TrafficGuard operates across the client's entire ad spend (mobile, desktop, programmatic, Google ads), rsonal use only analysing every stage of the consumer’s digital marketing journey Feature TrafficGuard Legacy Solutions Multiple channels TrafficGuard i
Slide 12: TrafficGuard's proprietary data and technology – How it works
TrafficGuard’s proprietary data and technology – How it works rsonal use only Machine learning protecting against unknown fraud TrafficGuard analyses hundreds of data points every time an ad is viewed, clicked, and converts, to determine whether that ad engagement is genuine or delivered by fraud. H
Slide 13: Trusted by major global enterprises
Trusted by major global enterprises Major enterprise clients in key segments including transport, on-demand rsonal use only applications, ad agencies, online marketplaces, fintech, mobile marketing, gaming 13
Slide 14: Key achievements in FY2020 – positioned to rapidly scale
rsonal use only Key achievements in FY2020 – positioned to rapidly scale 14
Slide 15: Business positioned to rapidly scale
Business positioned to rapidly scale All sales channels gained momentum rsonal use only • New sales appointments made in North America and EMEA to grow and nurture the sales pipeline • Strong traction gained across all marketing channels and pricing models • Launched Three by Three sales model in 4Q
Slide 16: Business positioned to rapidly scale
Business positioned to rapidly scale Revenues - Over 50 paying clients across all three pricing categories rsonal use only • Achieved FY20 Revenue of $1.23m, a 91% increase from FY19 • Received first revenues from Freemium subscriber conversions • Freemium subscribers reached ~580 by 30 June, subseq
Slide 17: Multiple Industry Awards & PR Recognition
Multiple Industry Awards & PR Recognition TrafficGuard has won multiple industry awards TrafficGuard continues to get coverage in rsonal use only beating billion-dollar competitors. major trade and business publications globally, demonstrating the Company’s building Industry awards such as Mobile Ma
Slide 18: Attractive growth strategy
rsonal use only Attractive growth strategy 18
Slide 19: X sales model
3 X 3 sales model Both “land and expand” and long-dated contracts have been proven to work for Adveritas. rsonal use only The launch of Freemium (fraud detection only) model is increasing the sales pipeline. Three Sales Models Three Paths To Market Long-dated Third Party Freemium Mass Market Contrac
Slide 20: Multiple growth drivers
Multiple growth drivers FREEMIUM rsonal use only Freemium Online Sales Direct Sales Sector Education Public Relations Strategic Sectors Freemium offering Increase marketing Increase direct Increase Increase Direct sales reps to be mass channels including sales reps to build whitepapers, awareness of
Slide 21: Multiple shareholder value drivers
Multiple shareholder value drivers All elements of the 3 x 3 sales model work together to drive shareholder value rsonal use only Shareholder Value Long-dated Land & Expand Contracts Land & Expand Long-dated Freemium Customers Contracts via Freemium via Direct Marketing Freemium Conversion & at Ente
Slide 22: Third party partnerships can be transformational
Third party partnerships can be transformational • Any groups that can introduce TrafficGuard to large numbers of clients is a potential Strategic Partnership • Examples include ad agencies, Resellers, Banks, Accounting firms, Large enterprises rsonal use only • Sales leverage through third party sa
Slide 23: Strong outlook for FY21
rsonal use only Strong outlook for FY21 23
Slide 24: Momentum continues to build
Momentum continues to build Sales continue to rapidly scale so far in FY21 • 80% quarter on quarter increase in Freemium subscribers to ~1050 by September rsonal use only • ~25% increase in customer numbers, with over 50 revenue-generating customers, driven by strong conversions from Freemium to fee
Slide 25: Momentum continues to build
Momentum continues to build New strategic partnerships rsonal use only • 12-month contract with MCN Media brands allowing them to seamlessly onboard their clients onto TrafficGuard Initial tranche of clients already onboarded • Finalising partnership with Google for combined go-to-market strategy of
Slide 26: Outlook FY2021
Outlook FY2021 rsonal use only Q3 Increased client trials and new Enterprise Level client wins expected Q3 Increased Freemium sign ups Q3 Increased Marketing and Public Relations Q4 Increased Freemium conversion ratio Ongoing New functionality in reporting and product iterations | 26
Slide 27: Investor enquiries
Investor enquiries rsonal use only This presentation has been approved by the Board of Directors of Adveritas Limited. For more information, please contact: Mat Ratty Ronn Bechler – investor relations Chief Executive Officer Managing Director Adveritas Limited (ASX: AV1) Market Eye Office: +61 (8) 9