Slide 1: Investor Presentation (Based upon First Quarter 2003 results)
j2 Global Communications ™ www.j2global.com Investor Presentation (Based upon First Quarter 2003 results) April 2003
Slide 2: Safe Harbor for Forward-Looking Statements
j2)Global" Safe Harbor for Forward-Looking Statements Certain statements in this presentation constitute “forwarcHooking statements” within the meaning of the Private Securities Litigation Reform Act of 1965, particularly those contained in the slides enttled “Tax Considerations” and “2008 Financial
Slide 3: Risk Factors
j2)Global Risk Factors ‘The following factors, among others, could cause our business, prospects, financial condition, cperating results and cash flaws to be materially adversely affected! ‘+ Inability to sustain growth in our customer base, reverie or profitability + Competition in price, quality,
Slide 4: j2 Global delivers business critical communication and messaging services
j2)Global j2 Global delivers business critical communication and messaging services to individuals and corporations throughout the world. 4 52) clonal communications, tne.
Slide 5: j2 Global brands: jfax, eFax, Consensus, jConnect
j2)Global @ijfax.com Y eFax “ a Ora Consensus j2) jConnect 5 42) Global commu
Slide 6: What we do: inbound and outbound messaging
j2) Global Inbound (Receive) What we do... Peto Proprietary IP Control Structure 1,000+ Cities tbat Worldwide Voicemail Outbound (Send) — 31%} = Create a document Proprietary IP Subscriber Control Structure 6 42) Global Communication, nc.
Slide 7: Unique Assets
j2)Global Unique Assets 4.6 million subscribed phone numbers Global advanced messaging network + 1,000+ cities in 18 countries on 5 continents + 5,8MM+ unique telephone numbers (DIDs) worldwide Patented technology +5 issued U.S. Patents, with 9 Patents pending Expertise + Telecom, messaging, Interne
Slide 8: Market Sizes
j2)Global Market Sizes Fax + Estimated multi-billion dollar annual spend on transmission costs worldwide, of which approximately one-half is estimated to be for the inbound receipt of faxes + j2 Global is estimated to have 40%+ of the “inbound fax supplier market” (i.e. fax-to-email) Voicemail + 76M
Slide 9: Sales Channels
j2)Global Sales Channels Web ¢ Target individual users [pean * Targeted marketing over the Web + Use of Web-based marketing tools [econ | Corporate * Direct sales force to SMEs and large corporations * TeleSales to smaller businesses www.j20orporate.com * Resellers Licensed Services + Opportunistica
Slide 10: Corporate Channel Vertical Markets
j2)Global Corporate Channel Vertical Markets ¢ Financial institutions + Law firms & corporate legal departments + Real estate + Hospitality + Medical * Government + Remote workers & “road warriors” al Features ‘ation (paper reduction) + Security + Privacy + Efficiency + Cost 10 52) clonal communicat
Slide 11: Subscriber and DID growth by channel
j2)Global 310,000 __, 290,000 € 270,000 8 g 250,000 = 220,000 © 210,000 4 190,000 3 2 170,000 2 150,000 130,000 2/34/2001 | By 31/ 2002 | 6/0/2002 | 9/30/2002 | 12/31/2002 | 3/31/208 Corporate MN | 20,000 23,265 23480 34480 erect 4727 WebPaid MI | 170000 | 193040 | a9z996_ | 212,00 | 2as,ana | aman
Slide 12: Metrics
j2)Global Metrics 1 1 402” gi od” Qi ‘02 Paid Web Channel Number of Deployed DIDs 183,844 Net DID Additions 13,844 ARPU / Month $12.79 Corporate Channel Number of Deployed DIDs 23,265 Net DID Additions 3,265 Number of Accounts 858 Q2'02_Q3' 197,996 212,001 14,152 14,005 $13.13 $13.42 28,480 34,480 5
Slide 13: Global Network Presence
Global Network Presence | Asia/Pacific The Americas. Europe 1,000+ cities in 18 countries on 5 continents ‘tobe deployed B 52) clonal communications, tne.
Slide 14: Product Roadmap
j2)Global 4 Ip a Fax Document Management Inbound Fax to Ema + ProtoFax® + Outbound Fax via Email * Messenger + Fax broadcasting + HotSend® + Secure fax + PaperMastera3/022 + PaperMaster 2003 + Messenger 2008 OCR + Fax storagefarchive + New notification methods I Curently offered I Future cpportuniti
Slide 15: Financial Highlights
j2)Global Financial Highlights 52) clonal communications, tne.
Slide 16: Revenue Growth
3 2 2 oO a Ss | Revenue Growth ‘orica Hist 24 consecutive quarters of revenue growth $16.0 $14.0 $12.0 eeagqgga 86s ¢ a gs 2S 8 43 8 8 & (suo) 0,10 zo, 60 zo, £0 zo, z0 zo, 10 To, +0 To, £0 To, z0 To, 10 00, 60 00, £0 00, z0 00, 10 66, 60. 66, £0 66,20 66, 10 26, 60. 86, £0 86,20 86,10 26,60 26,60 2
Slide 17: Quarterly Revenue
Quarterly Revenue 2002 2003 Qi Q2 Q3. Q4 Qu Subscriber $9370 $10,427 $11,551 $12,958 $14,454 Quarter-to-Quarter Growth 21% 11.3% 10.8% 12.2% 11.6% Advertising 877 705 783 715 612 Quarter-to-Quarter Growth 7.7% © -14.8% «= 1.1% = BM “144% Licensed Srvs & Other 183 174 169 354 142 Total Revenue 410380
Slide 18: Quarterly Revenue by Channel
Quarterly Revenue by Channel 2002 2003 QL Q2 g3® gae qi? Web 97733 «(98,292 —«48,0B1_ «9844 «$10,761 Quarter-to-Quarter Growth 6.9% V2 B.M% 9.0% 9.32% Corporate 2,464 2840 3308 3827 4,306 Quarter-to-Quarter Growth 22.0% 15.3% 16.3% 15.9% 125% Licensed Services 166 159 160 185 89 Other 7 5 9 169 52 T
Slide 19: Cost Trends
j2)Global Cost Trends $4.0 G&A $3.5 $3.0 $2.5 $2.0 Sales & Marketing’ (Millions) $L5 Engineeri $1.0 oe $0.5 $0.0 Ql MOL Q102 Q202 Q8'02 M02 Q103 In Q4 2002, excludes a cne-time recovery of a marketing payment of $694,000 19 52) clonal communications, tne.
Slide 20: Free Cash Flow
j2)Global (millions) voz (1 eludes a one-time recovery ofa marketing payment of $834,000, ‘GINat cath provided by operating activites, less purchases of FFEE., Free Cash Flow amounts are net meant 352 substitute for GAAP, but are solely for informational purposes Te awe aa Net cash provided by opera
Slide 21: Tax Considerations
j2)Global Tax Considerations Federal Net Operating Loss (NOL) + Approx. $50MM available to off-set future taxes + As of March 31, 2003, an estimated $41MM is available California Taxes + State suspended use of NOL retroactive to tax-year 2002 and continuing through tax-year 2003 + Company expects to
Slide 22: 2003 Financial Guidance
j2)Global 2003 Financial Guidance (Revised 4/21/03) Q2 Year-End 2003 2003 Revenue $16.3MM $66.0 — $69.0MM Net Earnings Per Share “) $0.43 $1.70 - $1.85 © assumes fully cluted shares of 12,595,775 as of April 14, 2003, 22 52) clonal communications, tne. an
Slide 23: Recent Events
j2)Global Recent Events Re-launched eFax Free in the United Kingdom + Introduced Consensus”, our stand-alone audio conference calling service (www.consensus.com) + Released a new version of Messenger”, now providing “client matter codes” (particularly valuable to the legal and consulting professions
Slide 24: j2 Global
j2). Global