Adslot Ltd · ASX:ADS
Adslot — Shareholder Meeting (November 2013)
30 slides from Adslot's shareholder meeting presentation, Nov 26, 2013
Slide 1: Adslot Limited Annual General Meeting
Adslot Limited Annual General Meeting 26th November 2013
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is given in good faith and has been prepared from information believed to be accurate and reliable. The information presented does not take into account your individual financial circumstances and it is not designed to be a substitute for spe
Slide 3: Chairman's Address
Adslot Limited Annual General Meeting Chairman’s Address
Slide 4: CEO Presentation
Adslot Limited Annual General Meeting CEO Presentation
Slide 5: Adslot Limited: two operating divisions
Adslot Limited (ASX:ADJ) Currently has two operating divisions! Changing the way Online marketing that advertising is solutions for small to bought and sold medium businesses
Slide 6: Adslot - Technology
Adslot - Technology • Leading global provider of premium display media trading platform • Founded in 2010 via acquisition and integration of 3 existing technologies • Launched first premium media trading platform Q4 2010 • Over $100m of media traded and 5,000 advertisers transacted through Adslot •
Slide 7: Global online advertising will be $162B by 2015
Global online advertising will be $162B by 2015 Digital Ad Spending Worldwide, 2010-2016 Billions, % of total media ad spending Source : eMarketer, Dec 2012
Slide 8: Global online display advertising will be $48B by 2014
Global online display advertising will be $48B by 2014 2010: $22B 2014: $48B CACR 2010 – 2014: 15.11%pa Source: Zenith OptiMedia. June 2012!
Slide 9: 88% of revenue is derived from 'premium' display
88% of revenue is derived from ‘premium’ display 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Revenue $ Global Revenue and Impressions Impressions Publisher Direct Exchanges Source: Evercore Partners May 2011
Slide 10: The $35b premium display market has no platform of record
The $35b premium display advertising market has no single, recognised, scalable platform of record for buying and selling
Slide 11: The selling process for publishers is manual, slow and expensive
The selling process for publishers is manual, slow and expensive Current State • 47 steps • Highly iterative workflow • Multiple documents created multiple times • Almost entirely manual
Slide 12: The buying process for agencies is manual, slow and expensive
The buying process for agencies is manual, slow and expensive Current State • 42 steps • Highly iterative workflow • Multiple documents created multiple times • Almost entirely manual
Slide 13: The trading process for premium display media is unsustainable
The trading process for premium display media is unsustainable 28% of budgets lost in admin costs across buy and sell sides Buyer VS 2% for Television Buyer
Slide 14: $20B display growth opportunity: media consumption exceeds spend
$20B display growth opportunity: media consumption exceeds spend Media Consumption Media Spend A $65B gap 20% Premium display’s share is worth 30% $20B 70% 80% Offline media (all forms) Online Media (all forms)
Slide 15: Adslot Vision
Adslot Vision: To become the world’s leading provider of premium display media trading technology.
Slide 16: How?
How? 1. Build version 1.0 of a platform that automates the buying & selling of premium display inventory 2. Sign foundation customers and prove that the technology works 3. Establish a world class leadership team 4. Scale the volume of inventory available by selling to multiple publishers 5. Aggrega
Slide 17: Progress...
Progress... Signed over 500 Publishers! Global Launch! Adslot! Global launch Adslot! Build out Publisher! Media Marketplace! leadership for media agencies! team! Sign foundation customers! 500! REA / Carsales / Wotif! Launch V1.0 Adslot Platform! 0! 2011! 2011! 2012! 2013! October! Publishers! Adver
Slide 18: The industry wants to solve this problem
The industry wants to solve this problem “Publishers really have to question whether sending 100 emails to win a $50,000 RFP is worth it.” Deanna Brown, CEO, Federated Media “Unfortunately, an interactive supply chain that’s been put together piece by piece, year by year, with chicken wire bytes and
Slide 19: ...and is moving into position
…and is moving into position “Microsoft, together with AOL and Yahoo, is committed to the growth of programmatic premium. We see this approach as being both ‘advertiser friendly’ and ‘publisher friendly’ – something that will address the challenges and inefficiencies that make it hard to scale big b
Slide 20: Capturing Demand
Capturing Demand • 85% of display ad spend is derived from media agencies • In October 2013 Adslot launched Adslot Media, a purpose built planning/buying tool for media agencies • Initial adoption of Adslot Media will be driven: • Via direct selling to media agencies • By integrating with our demand
Slide 21: Facilitate Digital
Facilitate Digital • Leading global provider of online media workflow & trading technology for media agencies. • Customer base includes some of the world’s largest media agencies and groups, such as Mediacom, Mindshare, Media Edge CIA, Zenith Optimedia and Mediabrands. • Facilitate Digital’s workflo
Slide 22: Adslot Supply + Facilitate Demand = Significant Opportunity
Adslot Supply + Facilitate Demand = Significant Opportunity $800m of annual display spend 650+ Publishers Facilitate agency customers Adslot publisher customers
Slide 23: Benefits of the Facilitate Digital acquisition
Benefits of the Facilitate Digital acquisition • A more rapid execution of our strategy and vision • Greater access to advertising demand at scale (over A$800m per annum and growing) • Ownership of a proven, incumbent buy side technology (Symphony) • Greater scale, including a combined sales organis
Slide 24: 2013 was all about...
2013 was all about… • Scaling the volume of premium inventory available signed several hundred premium publishers across US, UK & Australia • Building a marketplace which allows buyers to transact with multiple publishers simultaneously launched Adslot Media marketplace (October) • Establishing a st
Slide 25: 2014 is all about...
2014 is all about… • Continuing to scale the volume of premium inventory available • Successfully integrate the Facilitate Digital business and their operations • Driving initial adoption of the Adslot marketplace with media agencies • Providing Facilitate Digital agency customers with seamless acce
Slide 26: Resolutions
Adslot Limited Annual General Meeting Resolutions
Slide 27: Resolution #1
Resolution # 1 That the Remuneration Report as set out in the Annual Report of the Company for the financial year ended 30 June 2013 be adopted. In favour 75,368,638 85.1% Against 1,549,904 1.8% At Proxy’s Discretion 11,682,517 13.2% Open conditional 15,000 0.0% Abstain & Excluded 72,950,292 -
Slide 28: Resolution #2
Resolution # 2 That Mr Chris Morris, a director retiring by rotation in accordance with clause 58.1 of the Company’s constitution, and being eligible, be re-elected as a director of the Company. In favour 78,389,384 86.4% Against 717,798 0.8% At Proxy’s Discretion 11,653,187 12.8% Abstain & Excluded
Slide 29: Thank You
Adslot Limited Annual General Meeting Thank You
Slide 30: Contact details
twitter: @adslot ian.lowe@adslot.com CEO brendan.maher@adslot.com CFO & Company Secretary