Marchex, Inc. · NASDAQ:MCHX
Marchex — Investor Presentation (November 2004)
15 slides from Marchex's investor presentation, Nov 23, 2004
Slide 1: Investor Presentation, November 2004
Exhibit 99.2 Exhibit 99.22004 November
Slide 2: Safe Harbor Statement
Saferefer During uncertainties based We materially This OIBA should There thereof, Harbor presentation on can isbe the without not you information considered be from course in Statement and no toaccordance our those such republication other refers ofprospectus this in prior known contained factors t
Slide 3: Our Mission
Our Mission Marchex provides technology-based merchant services that facilitate and drive growth in online transactions.
Slide 4: Executing on the Mission: Driving Online Transactions
Executing ONLINE 17 Travel Insurance Real Home Auto Entertainment Web Commerce SEARCH SERVICES Proprietary Feed Pay-per-Click Advertising Search Outsourced Million & Estate Management Financial & Jobs Engine Telecom Garden USER Health MARKETING on +Portal Technology-based Personals Search FOR Campai
Slide 5: Transaction Highlights
Transaction With billion In StatMarket Marchex This commerce insurancecenter.com The Key services, September total vertical traffic this foreducation, is number transaction 2004, categories, division. is acquiring Highlights commerce 2004, generated according of and more Web and Marchex aand proprie
Slide 6: Transaction Highlights (cont.)
Transaction Marchex time The by Closing the transaction byNASDAQ leveraging ofbelieves the Highlights transaction value National that its is existing the (cont.) $164.2 asset isMarket currently technologies acquisition million, prior expected consisting to the will andtransaction to build strategic
Slide 7: Pro Forma Impact and Strategic Rationale
Impact segments. Marchex Although relationships. 2005) Pro forma ofto$84 believes has the Marchex with identified million transaction theitasset will or opportunities more control be have acquisition, is expected among in a non-replicable revenue thethe online to Marchex toleaders close grow with us
Slide 8: Marchex Commerce Services and Acquired Assets
Commerce Marchex Acquired Proprietary Feed Pay-per-Click -Advertising Search Outsourced Small Bid Management Detailed Merchants and Engine Search distribution Assets Reporting Portals Directory Direct Search Search Campaign Optimization Engine Medium-Sized Navigation and Marketing Marketing includes
Slide 9: Marchex Direct Navigation Focus
Marchex Direct Marchex’s commerce categories. directNavigation navigationFocus efforts are centered around the ownership of Web properties, or Internet domains, that are based on descriptive, commercially relevant search terms in popular vertical
Slide 10: Direct Navigation Business Model Characteristics
Direct Navigation Keyword Defensible (non-replicable Search-based (pay-per-click) Relatively Targeted (search-like Conversions Search Low Position terms) Business assets) Traffic R&D Terms Business Cost Model and = Products Branding Characteristics orCosts Services = Descriptive Web Properties
Slide 11: Online Consumer Usage and Direct Navigation Trends
Online February Direct -coupled An WebSideStory There The Consumers’ Use Monetization IDC depth direct quantity ofnavigation Navigation users are with the 2002 March millions and navigation Internet are associated online of ofbreadth Inc.’s increasingly 2004 Web is third-party Trends aof as usage si
Slide 12: Potential Future Concepts for Web Properties
Possibilities Methods Potential Users 1. 2. 3. Targeted Shopping Targeted Meta-product Geographically-targeted cancontent. pay-per-click currently Concepts listings access: Web for Future shopping results; that (andlead listings. Web projected results; to results. Properties meta-product to and be)
Slide 13: Financial Guidance
Financial Standalone guidance Pro acquisition or -contributions margin Acquired Marchex: Pro Long-Term more forma forma target inof Guidance Consolidated revenue Assets: would Marchex Guidance Consolidated more Adjusted from to 30% than have 2004 the with isor for Operating acquired $60 raising clos
Slide 14: Marchex Summary
Marchex Proprietary High Integrated Growth Summary Technology Merchant and and Partner Profitability Advertisers Platform Traffic Margins Sources
Slide 15: ©2004 Marchex, Inc. All Rights Reserved
©2004 Marchex, Inc. All Rights Reserved.