Tnl Mediagene · NASDAQ:TNMG
Tnl Mediagene — Investor Presentation (April 2025)
15 slides from Tnl Mediagene's investor presentation, Apr 22, 2025
Slide 1: Company Snapshot
Asia’s Next-Generation Media and Data Analytics Company Company Snapshot April 2025
Slide 2: Disclaimer
Disclaimer Disclaimer This presentation (this “Presentation”) is for information purposes only. By accepting, reviewing or reading this Presentation, you will be deemed to have agreed to the obligations and restrictions set out below. No Offer or Solicitation This Presentation does not constitute an
Slide 3: Industry and Market Data
Industry and Market Data This Presentation contains industry and market data obtained from third-party industry publications and sources, from research reports prepared for other purposes and from our management’s good faith estimates and internal sources. Such information was obtained or prepared f
Slide 4: We are a Media, Digital and Technology Company with Data at its Core
We are a Media, Digital and Technology Company with Data at its Core TNL Mediagene Profile: What We Do: Media & 25 500 Branded Content Content brands Employees 189M+ 850+ Monthly digital footprint¹ Customers 45M+ Global Monthly unique users² Diverse customer base $35.8M Tokyo Technology Digital Stud
Slide 5: With a Global Scale, a Diverse, Regional Audience
…With a Global Scale, a Diverse, Regional Audience… TNLMG Outranks Major Asian Media and is Audience Profile 1 Comparable to Major US Media 1% 6% Monthly Unique Users 2 (Millions) Geography Gender 3% Regional Media 6% 40 1 Nikkei(JP) 31 50% 45% 55% Asahi(JP) 26 34% South China Morning Post 23 Yormiu
Slide 6: We Generate Revenue from Sources Across Three Interconnected Business Units
We Generate Revenue from 11 Sources Across Three Interconnected Business Units Media & Technology Digital Studio Branded Content Advertising Retail Media Marketing Strategy Sponsored Content AdTech Creative and Design Subscriptions CDP / Data Licensing Market Research Events E-Commerce Copyright © 2
Slide 7: We Operate 25 Media Brands Across Five Categories
We Operate 25 Media Brands Across Five Categories Sports& News & Business B2B Media Technology Lifestyle & Food Entertainment 7 Copyright © 2025 TNL Mediagene 7
Slide 8: and a Large, Prestigious Customer Base
…and a Large, Prestigious Customer Base Advertisers are global, regional, and diversified across sectors. Notes: This list represents a subset of our broader client base since July 2021. Copyright © 2025 TNL Mediagene 8
Slide 9: We are Scaled, Fast Growing and Cost Efficient
We are Scaled, Fast Growing and Cost Efficient Revenue Growth Year-on-Year and Adjusted EBITDA1 ($US Millions) Revenue Adjusted EBITDA Preliminary 2024 Guidance: 30%+ 35.8 Revenue Growth 21.4 Near Break- Even EBITDA -0.5 -1.1 2022 2023 2024 Notes: ¹ 2024 guidance is preliminary and adjusted for extr
Slide 10: Our Sustainable Growth is Led by a Seasoned Leadership Team
Our Sustainable Growth is Led by a Seasoned Leadership Team… Joey Chung Motoko Imada Jim Wu Hiroyuki Terao Richard Lee Aya Miyake Carly Ma Chief Executive Officer President, COO Chief Corporate Affairs Chief Financial Officer Chief Technology Chief Governance Chief Human Co-Founder, Director Co-Foun
Slide 11: And Supported by an Experienced Public Company Board
…And Supported by an Experienced Public Company Board Marcus Brauchli Takako Masai Lauren Zalaznick Priscilla Han Director Director Director Director Chairman of the Board of Director and Chair at SBI Senior Advisor, BCG, Independent Director at Blue Ocean Financial and Economic Global TMT Blue Ocea
Slide 12: We Have Integrated 10 Acquisitions Since 2018 and Have a Robust Pipeline of Targets
We Have Integrated 10 Acquisitions Since 2018 and Have a Robust Pipeline of Targets for Future M&A Our M&A Model One or two acquisitions per year Focus on media and content brands, technology, or data solutions Intended to open new geographies or strengthen internal technology Notes: 1 Huang, Laura,
Slide 13: We Develop Brands Organically to Expand Audiences for Our Customers
We Develop Brands Organically to Expand Audiences for Our Customers Our innovative publishing and creative teams have a long track record of creating and licensing new, sustainable brands 1998 2013 2015 2017 2019 2021 2023 2006 - 2012 2014 2016 2018 2020 2022 Launched TNL ASEAN, International Editio
Slide 14: Compelling Valuation vs. Reference Comparables
Compelling Valuation vs. Reference Comparables TNL Mediagene management believes the company is currently undervalued AdTech Digital & Social Media 17.1x 12.0x 11.3x 9.5x 7.3x Average: 6.6x 6.2x Average: 5.7x Median: 6.2x 4.1x 3.3x 2.8x Median: 2.8x 2.9x 2.7x 2.5x 2.5x 2.0x 0.4x Source: Yahoo Financ
Slide 15: Thank You
Thank You pe INL LiL mediagene