Azerion Group N.v · EURONEXT:AZRN
Azerion — Investor Presentation (October 2024)
10 slides from Azerion's investor presentation, October 2024
Slide 1: Presentation materials
Presentation materials Becoming the go-to-partner for advertisers and publishers in the digital environment October 2024 1
Slide 2: Disclaimer
Disclaimer The following disclaimer applies to this document, any oral or video presentation of the information in this document by Azerion Group N.V. (“Azerion Group”) or any person on behalf of Azerion Group and any question-and-answer session that follows the oral or video presentation (collectiv
Slide 3: Forward-looking statement
Forward-looking statement The Information includes statements, including Azerion Group's financial and operational objectives that are, or may be deemed to be, “forward-looking statements”. These forward-looking statements may be identified by the use of forward-looking terminology, including the te
Slide 4: Azerion Overview – 2022
Azerion Overview – 2022 Listing Strong M&A activity in H2 2022 On 1 February 2022, Acquisition of Madvertise (July), Vlyby Digital (September), Azerion completed its Takerate (September), Adverline (September), Mmedia business combination (October), Hybrid Theory (November), Adplay (November), with
Slide 5: Azerion Overview – H1 2023
Azerion Overview – H1 2023 2023 integration focus Resilient growth in Q1 Integration Delivering results in Q2 Integration of previous Azerion achieved revenues of Integration of previous Azerion achieved revenues of acquisitions became a €113m (19% growth) and acquisitions matures in €122m (17% grow
Slide 6: Azerion Overview – H2 2023
Azerion Overview – H2 2023 Integration Social Card Games Divestment Hawk acquisition Integration of previous Azerion completed the sale of its social Hawk is an acquisitions matures in Q3 card games portfolio to Playtika in independent – Takerate, AdPlay, Vlyby August 2023 for an initial cash Demand
Slide 7: Azerion Overview – H1 2024
Azerion Overview – H1 2024 Improved performance in Q1 Strategic Eniro investment Improved efficiency in Q2 Exco expanded to include: €120m revenue (6% growth) Azerion continues Continued significant - Julie Duong Ferat (CFO) and adjusted EBITDA of €10m expansion in the Nordics improvement in - Gönen
Slide 8: Azerion Overview – H2 2024
Azerion Overview – H2 2024 Bond tap Macro-economic factors Interest rate outlook During July Azerion During Q3-24 the ECB and Market consensus1 is tapped the existing the FED lowered their key that the ECB and FED bond framework for an interest rates by 25 and 50 will lower their key additional €50m
Slide 9: Organic Development – Opportunities and Themes
Organic Development – Opportunities and Themes Azerion’s organic performance can be accelerated with options for more focused strategic development of people, product and m arketing • Organic Revenue growth Objectives • Product & Technology refinement • Market positioning • Sales process efficiency
Slide 10: Inorganic Strategy – Acquisition Framework
Inorganic Strategy – Acquisition Framework Azerion’s acquisition framework re-affirms the strategic focus on investment into the commercial organisation, technology, and content • Increase Europe market share Objectives • Prioritise simple deal structures, with higher degree of execution certainty A