Arn Media Limited · ASX:A1N
Arn Media — Jarden Future Leaders Conference 2022
24 slides from Arn Media's conference presentation, Nov 15, 2022
Slide 1: Jarden Future Leaders Conference: Presentation & Trading Update
MARKET ANNOUNCEMENT Jarden Future Leaders Conference: Presentation & Trading Update SYDNEY, 26 October 2022 – HT&E Limited [ASX: HT1] attaches a copy of the presentation and trading update to be presented today at the Jarden Future Leaders Conference. ENDS *** This announcement has been authorised f
Slide 2: Jarden Future Leaders Conference
In ie Jarden Future Leaders Conference October 2022
Slide 3: Our ambition is to build the best broadcast radio and digital audio business in Australia
Our ambition is to build the best broadcast radio and digital audio business in Australia, offering our audiences and clients a gateway to develop deeper connections in the booming world of audio. • Radio listening is at an all time high and growing new audiences • Radio’s transition into digital au
Slide 4: Commercial radio's audience has grown over 1.2 million listeners in the last 5 years
Commercial radio's audience has grown over 1.2 million listeners (nearly 12%) in the last 5 years Record high for Commercial Radio audiences1 Commercial Radio continues to engage listeners of all ages2 Commercial Weekly Listening by age demographic 12.1m Cumulative Audience Time Spent Listening (T)
Slide 5: ARN's multi-platform youth media brand, connecting with 3M+ each week
ARN’s multi-platform youth media brand, connecting with 3M+ each week Targeting & growing young audiences: #1 DAB station for 18-24s in Sydney1 72% Instagram & 88% YouTube audience = 18-342 Significant audience ecosystem growth: Measured across broadcast, streaming, podcast, digital, video & social
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Slide 7: ARN's audio solutions for advertisers across the Audiosphere
Events & Experiences Audio Branding Radio Audio Innovation DAB+ For advertisers, ARN’s audio solutions seek to leverage the while Audiosphere, providing audio entertainment, experiential connections, audio Dynamic Streaming Audio messaging, dynamic creative and campaign amplification. Digital Podcas
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Slide 9: Live Australian commercial radio accounts for nearly three quarters of audio listening
Live Australian commercial radio accounts for nearly three quarters of all listening on audio platforms that have advertising 3.0m 12 million people (aged new audience 10+) listen to commercial metro radio each week. 3.7m overlap 6.7 million people in metro areas listen to digital audio 3 million ne
Slide 10: Radio and digital audio advertising revenue growth
AM/FM/DAB+ Excludes streaming revenue 1.5% CAGR 2022-2026 All pre-roll, in stream revenue All podcasting revenue Source: 40.6% CAGR 39% CAGR SMI, CY 2007 – CYTD 2022 (Jan-Sep)
Slide 11: Podcasting is Australia's fastest growing advertising opportunity
Podcasting is Australia’s fastest growing advertising opportunity 90% 78% 40% 38% AUS USA AUS USA Podcasting Awareness Monthly Podcast Listening Australian podcasting Monthly podcast listening awareness 90%, up from increased by one million people over the past 12 72% five years ago months (from 37%
Slide 12: A Sound Audience
A Sound Audience. 8.6 m 48% 52% Monthly Australian Female Male Podcast Listeners Listeners Listeners 12+ (40%)* 24% 20% 17% 17% 16% 15% 14% 15% 14% 10% 12% 11% 8% 8% 12-17 18-24 25-34 35-44 45-54 55-64 65+ Age Breakdown Monthly Podcast Listeners 12+ Aus Population 12+ Source: Infinite Dial 2022, Edi
Slide 13: Australian Podcast Consumption
Australian Podcast Consumption 7X Average number of podcasts consumed weekly (was 5X in 2021) 1 2 3 4-5 6-10 11+ Source: Infinite Dial Australia, 2022 (total Australian population aged 12+) Number of Podcasts Listened to in Last Week Base: Australian 12+ and Listened to podcast in last week; 28%
Slide 14: Podcast listening percentage by location
Percentage by location At Home 87 In a Vehicle 59 While Walking 51 On Public Transport 39 At Work 27 While Exercising 24 Source: Edison Research’s Infinite Dial 2021 - Base: Australian 12+ and Listened to podcast in last month; 37%
Slide 15: Triton Digital Podcast Metrics, September 2022
September 2022 Triton Digital Podcast Metrics, September 2022.
Slide 16: Driving audiences across our ecosystem
Driving audiences across our ecosystem PODCAST BROADCAST Australia’s biggest podcast for females Trialling new talent 18-34, 450k+ monthly cume Re-engaging podcast fans with KIIS Increasing reach & revenue with radio Fuelling online/social content The radio show catchup The radio show references pod
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Slide 18: Combined network of 58 AM/FM stations across 33 markets
% 2021 % Change A$ million 2022 2021 Pro Change Pro forma forma Revenue Metro 97.2 93.0 5% 93.0 5% Regional 54.2 – 100% 48.7 11% Total Revenue 151.4 93.0 63% 141.7 7% Costs Metro (68.4) (64.9) 5% (64.9) 5% Regional (33.6) – 100% (31.7) 6% Total Costs (102.1) (64.9) 57% (96.6) 6% Share of associates
Slide 19: Collaborative CRA looking to the future
Collaborative CRA looking to the future PROMINENCE-FREE, EASY, UNIVERSAL ACCESS TO RADIO IN CARS AND ON SMART SPEAKERS IMPROVED AUDIENCE MEASUREMENT SYSTEM GFI< Radio360: Commercial Radio Streaming Dashboard (BETA) - GFK amazon @ —7 hie 18
Slide 20: Trading Update
Trading Update hileste
Slide 21: ARN and Cody Q3 trading update
ARN Total radio revenues for Q3 finished +7%1 on same time last year following a soft July advertising market. Growth continues to come from both metro and regional markets. Costs remain in line with previous guidance. Cody Adjusted revenues2 for Q3 finished up +17% on same time last year. The busin
Slide 22: Thank You
Thank You hileste
Slide 23: Disclaimer
HT&E Limited (HT&E) does not accept any liability to any person, organisation or company for any loss or damage suffered as a result of reliance on this document. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements, and are subject to varia
Slide 24: HT&E Limited / ABN 95 008 637 643
HT&E Limited / ABN 95 008 637 643