Function X

Function X — Viggle — Investor Presentation (November 2012)

33 slides from Function X's investor presentation, Nov 8, 2012

  1. Slide 1: Investor Presentation November 2012

    Vr Vv viggle’ Investor Presentation November 2012 John Small CFO viggle"

  2. Slide 2: Forward-looking statements

    In addition to historical information, this presentation contains forward-looking statements within the meaning of Section 27A of the Securitios Act of 1933, as amended, and Section 21£ of the Securitios Exchange Act of 1934, as amended. Forward-looking statements are those that predict or describe

  3. Slide 3: Investor Presentation agenda

    Investor Presentation Executive Summary Business Overview User Experience Product Roadmap Financial Summary viggle

  4. Slide 4: Executive Summary

    Executive Summary viggle"

  5. Slide 5: What is Viggle?

    What is Viggle? A comprehensive second screen platform that provides real rewards to users for their loyalty and engagement to TV shows Discovery Companion & Utility Viewing Social redbox af | nti viggle

  6. Slide 6: Viggle Makes TV Better

    Viggle Makes TV Better Discovery »What friends are watching *Which shows are popular <What has the most chatter Loyalty +Real Rewards “Streaks and Quests Social Chat during show -Follow friends +Connect through Facebook “Twitter trending MyGuy gle LIVE »Exclusive trailers and clips »Adver-games vigg

  7. Slide 7: Simple idea

    Simple idea om 36 hours of TV every week watched by the average American 0 86% use second screen while watching TV @ 18 loyalty memberships on average per US household 1 Smarphona Ursa tching T2012 Catogu, “The ZDHCaoguy ovat Cena" 21 viggle

  8. Slide 8: Viggle at a Glance

    Viggle ata Glance Overview Engagement + 1.2M total registered users + 82 minutes active per session + Launched January 2012 + 17% completed engagements/ad + Mobile-based loyalty program for TV impressions, October 2012.0 + Consumer engagement platform that + 260,288 monthly active users @ complement

  9. Slide 9: Why is Second Screen Important?

    Why is Second Screen Important? Networks need to drive and hold TV ratings Advertisers need to reinforce and maximize their TV ROI viggle

  10. Slide 10: Smartphone & Tablet Ubiquity, Connectivity, Mobile Content Consumption

    Smartphone & Tablet Ubiquity + — Connectivity Mobile Content Consumption & 250% Penetration 2/33G+ penetration 39 min/day App usage S2MMPeoplew/ android &IOSphones >75%4G-LTEcoverage 86% Utilize another screen while watching yf US Nate 35 MM People w/ tablets Sieepereelay aN viggle

  11. Slide 11: Team

    Team Management RobertF.X.Sillerman — ExecutiveChairman&CEO ——_CKX, SFX Entertainment, SFX Broadcasting Greg Consiglio President & COO AOL, Ticketmaster John Small CFO GLG Partners Kevin Arrix CRO MTV, CBS, Turner Organization Offices « 83 fulltime employees * 16sales & marketing * 38 engineering &

  12. Slide 12: How Viggle Works

    How Viggle Works 1, Tapthe App k inte your faverite @e 6.Redeem points anal real rewards 2. Audio Fingerprint irlatches with shows in data center 5.Engage&Share wilh Irlends while watching iS 3.Confirms and checks you into the she “ 4. Rewards you poinis fer walching shows viggle

  13. Slide 13: Business Overview

    Business Overview viggle"

  14. Slide 14: Sources of Revenue

    Sources of Revenue Brand CPE Brand CPM the office Carousel Tune-In Slider Takeover viggle

  15. Slide 15: Proven CPE Ad Model

    Proven CPE Ad Model CPE model - you pay for completes, not impressions 17% ad engagement rate - from impression to completion Consistent lift in key marketing funnel metrics Targeted Impressions Engagement Action viggle

  16. Slide 16: Users: Scale & Engage

    Users: Scale & Engage 1.2 MM registered users 82 minutes per user session >11 days active per user per month Launch date Indexed daily uniques Indexed min/user/mo. iv 2012 1.00 1.00 ce] 2008 0.46 0.05 2004 1.47 0.02 viggle

  17. Slide 17: Users: Scale & Engagement

    Users: Scale & Engagement AVERAGE MINUTES PER USER PER MONTH ‘i 9 bd 14 |_| a = 8 VY EEE tum cote Gina Linked[f). wiggle ote: Selected Social Networking Properties (Mobil Browser and App Autence Combined) March20% Total US Smartphone Subscnbeas Age 8+ on105, Andou and AIM Patfons Seuvce: comScore Ma

  18. Slide 18: Partnering for Scale

    Partnering for Scale Multi-year marketing agreement to drive customer retention and loyalty by rewarding DIRECTV customers with exclusive Viggle point earning opportunities and rewards Additional Relationships Degowery tie we 8 5 OWN sundance a ee @ vynnpon

  19. Slide 19: User Experience

    User Experience viggle"

  20. Slide 20: Driving Discovery and Tune-In

    Driving Discovery and Tune-In Vv Viggle provides TV networks with a platform to promote upcoming shows, via editorial placement and video spots, and al viggle for these shows lows users to set reminders if ss o.¢ +50 OR. viggle

  21. Slide 21: Creating Sustained Engagement

    Creating Sustained Engagement vi le A gamification platform for enhancing live TV programming with trivia, QQ uve Polls, mood-o-meters and other interactive content. 130 Viggle LIVE events across 70 programs in the past 8 weeks viggle

  22. Slide 22: Creating Sustained Engagement continues

    Creating Sustained Engagement continues { Asacial fantasy sports game for pro & college football, pro & college BS SY =. basketball & pro baseball. Pick a player. He scores. You score points. Viggle launched football version for week 1 of NFLseason viggle

  23. Slide 23: Rewards Redemption

    Rewards Redemption Users canredeemin the app; rewards are predominately digitally fulfilled Redemption Account Emall with Complete Historywith Code Code Catalog viggle

  24. Slide 24: Product Roadmap

    Product Roadmap viggle"

  25. Slide 25: Viggle Product Roadmap

    gle Product Roadmap Consumer Product Mobile Ad Leadership Discovery Ad Product Innovation Enhancement Cross-Media Industry Research Loyalty viggle

  26. Slide 26: Enhance Viggle Platform

    Enhance Viggle Platform Ensures Relevance Drives Engagement Increases Monetization viggle

  27. Slide 27: Discovery: What's On 2.0

    Discovery: What’s On 2.0 Personalized recommendations What my friends are watching Most social viggle

  28. Slide 28: Ad Product Innovation: Commercial Check-In

    Ad Product Innovation: Commercial Check-In User checksinto TV commercial Unlocks companion experience Companion experience ModernFarnlly customizable to brand needs viggle

  29. Slide 29: Financial Summary

    viggle"

  30. Slide 30: User Base: Stability without Marketing Spend

    User Base: Stability without Marketing Spend New Usens & MowTity AcrIvE Users -YTD. ‘ToTAL ResisteReD USERS- YTD 350.000 - New tsors 1400000 » ea 300,000 - Monthly AetiveUsarg ongor 4200.00 Be ae pea dl oe | =e a con ar — _ oy sean) 8.000.000, 9.695.515 — 2.900,000,000 Ve ons ee — on eee Sepa : :

  31. Slide 31: Advertiser Growth

    Advertiser Growth 2012-13 Quarterly Ad Revenue ($0003) 23 S221 a 134 a Repeat ‘26 | Advertisers rao” Faca | FIG. rao Fac IG No. of Advertisersin Quarter $1004 F 2012-2012 Booked Revenue A by Advertiser Category No.of Advertisers Spending S100K+In Quarter | rio FaaR FIR No.of Advertisers by Level ot

  32. Slide 32: User Profitability

    User Profitability REVENUE PER MAU YTD By Jan"2 Feb'2! Mar"2 Ape'2 May'2 Jun" ly'2 Aug"? Sep" Manwerins Aoaus mon Costs PERMAU-YTO 88 Jon'i2 Feb" Mar" Apr May'2 un" dly'2 Aug"? Sep" ‘CASH Cost oF Rewanns pen MAU- YTD Jen" Feb'2 Mare Apr'2 May" Jun" Jly'2 Aug" Sep't2 ‘Oreaamine Expenses (SMD- YTD fs

  33. Slide 33: Thank You

    Thank You

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