Nine Entertainment Co. Holdings Limited · ASX:NEC
Nine Entertainment — Macquarie Australia Conference 2022
18 slides from Nine Entertainment's conference presentation, May 4, 2022
Slide 1: Presentation to Macquarie Conference
4 May 2022 ASX Markets Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 PRESENTATION TO MACQUARIE CONFERENCE 4 May 2022: Attached is a copy of Nine’s presentation to the Macquarie Australia Conference 2022. Authorised for lodgment by Mike Sneesby, Chief Executive Officer. Further in
Slide 2: Macquarie Conference
MACQUARIE CONFERENCE 4 May, 2022
Slide 3: Australia's No.1 Network
AUSTRALIA’S NO.1 NETWORK P25-54, P16-39, GS+CH 12.2 MILLION Registered Users Watched by 16.5 MILLION Australia’s leading AUSTRALIANS BVOD platform every month | Free to Air Television | | Broadcast Video on Demand TOTAL TELEVISION The Syoncy Horning Ferald Stan ‘THE. ext. AGE DelV = le brisbane time
Slide 4: The Opportunity for Continued Digital Growth Is Significant
THE OPPORTUNITY FOR CONTINUED DIGITAL GROWTH IS SIGNIFICANT PUBLISHING TOTAL TV + STAN RADIO DOMAIN 29% growth 32% growth <$1m of digital 26% growth in digital revenues1 in digital revenues1 revenues2 in digital revenues1 Digital Digital Digital 1 H1 FY22 on H1 FY21 2 H1 FY22 3
Slide 5: Our Business Performance Is Built on the Strength of Our Content Strategy
OUR BUSINESS PERFORMANCE IS BUILT ON THE STRENGTH OF OUR CONTENT STRATEGY PUBLISHING Combined reach SMH - #1 total The AFR – Australia’s Nine.com.au - one of Total Publishing News audience2 most read, premium of the most read platforms 16.2M1 The Age - #2 total business mast-head2 commercial News Ne
Slide 6: A Whole of Nine Strategy for Content Creation and Distribution
A WHOLE OF NINE STRATEGY FOR CONTENT CREATION AND DISTRIBUTION 5
Slide 7: Digital Subscriptions Are the Growth Driver of Our Publishing Business
DIGITAL SUBSCRIPTIONS ARE THE GROWTH DRIVER OF OUR PUBLISHING BUSINESS Nine Publishing Mastheads Over 12m Monthly audience Over 800k Registered users Over 400k Total active subscribers Across print and digital mastheads, de-duplicated New registration wall launched in June 2021 +25% growth in the pa
Slide 8: 9Now Streaming Audience and Revenue Is Positioning Total Television for Long Term Growth
9NOW STREAMING AUDIENCE AND REVENUE IS POSITIONING TOTAL TELEVISION FOR LONG TERM GROWTH Total Audience Total Advertising Revenue LIVE ON DEMAND 7
Slide 9: Key Programs Are Delivering Y-O-Y Audience Growth Across Total Television
KEY PROGRAMS ARE DELIVERING Y-O-Y AUDIENCE GROWTH ACROSS TOTAL TELVISION AUD (000s) Married At First Sight 2500000 +2% 2000000 1500000 1000000 500000 0 2021 2022 5 City Regional Live Streaming (9Now) Catch Up (9Now) 5 CITY METRO REGIONAL LIVE STREAMING CATCH UP -7% +5% +67% +16% 8
Slide 10: 2021 Was the Largest Television Advertising Year in Nine's History
2021 WAS THE LARGEST TELEVISION ADVERTISING YEAR IN NINE'S HISTORY NINE REV ($M) IND REV ($M) 1400 3500 1200 3000 1000 2500 800 2000 600 1500 400 1000 200 500 0 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 NINE NETWORK 9NOW TOTAL INDUSTRY 9
Slide 11: Total Television Revenues Now Expected to Grow Through the Cycle
TOTAL TELEVISION REVENUES NOW EXPECTED TO GROW THROUGH THE CYCLE $5.0bn Digital Video Marketplace (+15% CAGR) (Excl BVOD) $3.0bn BVOD New Categories (High Growth) BVOD Base Advertising Categories (Growth) $1.0bn (+23% CAGR) FTA Mature Advertising Categories (Decline) FTA Emerging Advertising Categor
Slide 12: 9Now Is Delivering Incremental Revenue Growth from the $3B+ Digital Video Advertising Market
9NOW IS DELIVERING INCREMENTAL REVENUE GROWTH FROM THE $3B+ DIGITAL VIDEO ADVERTISING MARKET From 490 advertisers for $11M in 2018 NINE 9NOW DIGITAL 700 advertisers 1200 VIDEO for $155M of advertisers ADVERTISING revenue for $35M of MARKET1 revenue $3B revenue 600 of `same’ advertisers (Nine + 9Now)
Slide 13: 9Now Provides Access to Every Digital Video Advertising Demand Source
9NOW PROVIDES ACCESS TO EVERY DIGITAL VIDEO ADVERTISING DEMAND SOURCE Revenue from FTA+BVOD campaigns, VOZ – combined reach Revenue from digital budgets allocated during media planning Revenue from pure digital video advertisers FY22 FY27 Expect ongoing double-digit revenue growth 12
Slide 14: Our Revenue Mix for Television Is Diversifying with Subscriptions
OUR REVENUE MIX FOR TELEVISION IS DIVERSIFYING WITH SUBSCRIPTIONS NOW CONTRIBUTING MORE THAN 20% OF OVERALL TELEVISION REVENUES 900 800 +26% On PCP 700 600 +46% On PCP 500 400 +10% On PCP 300 200 100 0 H1 2019 H1 2020 H1 2021 H1 2022 Advertising - linear Advertising - digital Subscription 13
Slide 15: A Unique and Strong Position in SVOD
A UNIQUE AND STRONG POSITION IN SVOD 14
Slide 16: Australia's Leading Talk Radio Network – Live & Local
AUSTRALIA’S LEADING TALK RADIO NETWORK – LIVE & LOCAL • Growth in audience and revenue share • Early stage of digital expansion • Introduction of single sign on in September 2021 • 15% of average audiences are streaming at any one time (20% of the cume) • 63M streams in H1 FY22 OPPORTUNITY Optimise
Slide 17: Trading Update
TRADING UPDATE Total Television Radio Stan Publishing Domain TV ad market conditions Nine continues to gain Strong revenue momentum Growth driven by Strong Q3 property market remain strong share in a recovering continues Subscription and Licensing. ad market Q3 - Residential depth revenue Nine’s Q3
Slide 18: Australia's Largest Locally Owned Media Company
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