Freelancer Ltd. · ASX:FLN

Freelancer — Morgan Stanley 2014 Australian Emerging Companies Conference

49 slides from Freelancer's conference presentation, Jun 16, 2014

  1. Slide 1: Freelancer Presentation at Morgan Stanley 2014 Australian Emerging Companies Conference

    For personal use only Freelancer Presentation at Morgan Stanley 2014 Australian Emerging Companies Conference Freelancer Limited is presenting at the Morgan Stanley 2014 Australian Emerging Companies Conference to be held in Sydney, Australia on Tuesday 17 June 2014. Attached are the presentation sl

  2. Slide 2: Freelancer Limited - Morgan Stanley Emerging Companies Conference

    For personal use only Freelancer Limited Morgan Stanley Emerging Companies Conference 17 June 2014 Matt Barrie Chief Executive

  3. Slide 3: Important notice and disclaimer

    Important notice and disclaimer This presentation has been prepared by Freelancer Limited (ACN 141 959 042) (Freelancer or the Company). The information contained in this presentation is current at the date of this presentation. The information is a summary overview of the current activities of the

  4. Slide 4: Ready to launch?

    3 For personal use only Ready to launch?

  5. Slide 5: For personal use only

    3D War Game Soldier By abbinjthomas Aus21 Logo for The Anderson Edge By nomiz009 AUS106 Flying Octopus Wallpaper By vilmango AUS32 3D CAD model for a yacht By SangitasD AUS293 = Website for Fresh Futures By Only1Design AUS2T7 3D Design for Golf Putter Head By CADWORK AUS202 Design Realistic Room By

  6. Slide 6: Freelancer Limited key market statistics

    Freelancer Limited [ASX: FLN] Key market statistics1 Share price performance1 – since IPO For personal use only ASX code FLN 2 Listing price (15 Nov 2013) A$0.50 Share price (16 Jun 2014) A$0.95 1.5 Closing Price (A$) Issued capital, comprising of: 437.6m - Shares 430.0m 1 - ESP shares 7.6m 0.5 Mark

  7. Slide 7: Industry Drivers

    6 For personal use only INDUSTRY DRIVERS

  8. Slide 8: The other 60% of the world's population are about to join the Internet

    For personal use only The other 60% of the world’s population are about to join the Internet. 7

  9. Slide 9: It's 2014: the other 5,000,000,000 are connecting

    It’s 2014 The other 5,000,000,000 are connecting at a tremendous pace For personal use only Internet Users by Development Level 2003-2013E ● World population1: 7,144,000,000 ● Number on the Internet2: 2,405,518,376 (33.7%) Worldwide Internet Growth 2000-122 North America Oceania The other 5,000,000,

  10. Slide 10: Developing world self-educating to raise socio-economic status

    Developing world self-educating to raise socio-economic status The wealth of human knowledge is available online For personal use only 81% of users of top 10 US sites are already foreign1 ● The other 5 billion people live on $10 a day or less ● The first thing they are looking to do online is raise

  11. Slide 11: For personal use only

    freelancer Post Project Find Freelancers Browse Projects Post Contest Help Dashboard My Projects Profile Inbox Rate: $10.00 USD/hour Portfolio es Finances Disputes Exams Invite Friends Freemarket Claim your FREE membership upgrade to Plus now! S A Mintu CT evr SEO Expert, SEM Expert, Link building E

  12. Slide 12: Software is eating the world

    Software is eating the world “We are in the middle of a dramatic and broad technological and economic shift in which software companies are poised to take over large swathes of the economy”1 For personal use only ● Every industry is being disrupted rapidly, and becoming Advertising dominated by soft

  13. Slide 13: The world is repeating itself years later

    The world is repeating itself 20 years later Developed Developing For personal use only World World Products Services 12

  14. Slide 14: Company Overview

    13 For personal use only COMPANY OVERVIEW

  15. Slide 15: Marketplace growth

    Marketplace growth Exponential growth in registered users, projects and contests posted For personal use only Total registered users1 5,000,000 Total projects & contests posted1 9,000,000 (excludes Warrior Forum & Fantero) 8,000,000 4,000,000 7,000,000 As at 5 June 2014 As at 5 June 2014 6,000,000 1

  16. Slide 16: Freelancer's Online Economy (Feb 2014)

    Freelancer’s Online Economy (Feb 2014) For personal use only Note: The pink lines indicate where projects are being posted by employers, and the blue lines indicate where the projects are being performed by freelancers. Thicker lines indicate a higher 15 dollar volume of work. White dots indicate th

  17. Slide 17: Freelancer's Online Economy (May 2014)

    Freelancer’s Online Economy (May 2014) For personal use only Note: The pink lines indicate where projects are being posted by employers, and the blue lines indicate where the projects are being performed by freelancers. Thicker lines indicate a higher 16 dollar volume of work. White dots indicate th

  18. Slide 18: Global, and growing regional websites supported languages

    Global, and growing 40 regional websites 32 supported languages North America Europe Asia Pacific Latin America Afrikaans Français Português For personal use only हिन्द US (International) United Kingdom Australia Argentina বাাংলা Română Canada European Union New Zealand Brazil Jamaica France Hong Kon

  19. Slide 19: Marketplace dynamics – still dominated by IT, but changing

    Marketplace dynamics – still dominated by IT, but changing Horizontal (regional & multilingual) and vertical (job category) growth For personal use only Top country sources for project & contests in FY131 ● FY13 y/e: 32 languages, 18 currencies 25% United States India ● Exceptional growth in project

  20. Slide 20: Revenue model

    Revenue model Freelancer’s revenue is primarily generated from users posting jobs – as a project (outsourcing) or a contest (crowdsourcing) For personal use only ● For employers it’s free to post a project, free to review bids, free to talk to freelancers and review samples of work – 0-3% project co

  21. Slide 21: Stellar revenue growth

    Stellar revenue growth Net revenue accelerated +77% in FY13, gross margin ahead of prospectus forecast For personal use only Net Revenue (A$m) and Gross Margin (%)1 20 18.8 18 100.0% ● Year on year monotonic acceleration in revenue 87.4% 87.6% growth FY10-13 86.7% 16 82.6% 80.0% ● Year on year monot

  22. Slide 22: Gross payment volume

    Gross payment volume Gross Payment Volume1 (GPV) growth of +66% and improved take rate2 in FY13 For personal use only Gross Payment Volume1 (A$m) and Take Rate2 (%) 90 84.4 ● Year on year monotonic acceleration in GPV 25.0% 80 22.2% 20.9% growth FY10-13 ● Year on year monotonic improvement in take r

  23. Slide 23: Group financial highlights

    Group financial highlights Focus on re-investment in product development, user experience, user/project acquisition and customer service For personal use only (A$m) FY10 FY11 FY12 FY13 31 Dec y/e Actual1 Actual1 Actual Actual Net Revenue 4.7 6.5 10.6 18.8 ● Strong track record of revenue growth grow

  24. Slide 24: Summary balance sheet

    Summary balance sheet Strong balance sheet For personal use only (A$m) FY12 FY13 Change 31 Dec FYE Actual Actual (%) Cash and cash equivalents 9.7 24.4 152% ● Total cash at year end of $24.4m after IPO proceeds in November 2013 Trade and other receivables1 1.4 2.3 66% Other current assets 0.3 0.4 23

  25. Slide 25: Q1 update and FY14 outlook

    Q1 update and FY14 outlook “Every job, every country, every language, every currency, at any time” For personal use only ● Operational updates for the start of FY14 – Commissioned engineering lab in Vancouver and regional office in London – Significantly expanded campus office in Manila “160 million

  26. Slide 26: For personal use only

    25 For personal use only

  27. Slide 27: Key transaction highlights

    Key transaction highlights In April 2014, Freelancer acquired Warrior Forum, the world’s largest Internet marketing marketplace & community (since 1997) For personal use only Transaction Details • Freelancer acquired the website, related domain names and associated intellectual property assets of Wa

  28. Slide 28: Overview of Warrior Forum

    Overview of Warrior Forum The World’s Largest Internet Marketing Marketplace & Community For personal use only ● Founded in 1997 by Clifton Allen Says, Jr. ● Warrior Special Offers (WSOs): the largest online marketing marketplace globally, including marketplaces for buying and selling products & ser

  29. Slide 29: User demographics

    28 For personal use only User demographics

  30. Slide 30: Freelancer Android Messenger App

    Freelancer Android Messenger App Stay in touch with your projects while you’re on the go For personal use only 29

  31. Slide 31: Beautiful product

    30 For personal use only Beautiful product

  32. Slide 32: Global leader

    Global leader For personal use only Source: Google 31

  33. Slide 33: Amazing Work

    32 For personal use only AMAZING WORK

  34. Slide 34: For personal use only

    Design A Logo for a Web Development Company By jummachangezi Ausea go Design for Chick with Stix By taniaoe AUS108 Design a Website Mockup By edbryan AUSIK General's Caricature By ysfworks AUS64 Logo Design for Appcade By NataliaFaLon Office Room Design By shohagss ‘Aust92 =x Design a Logo for PCCra

  35. Slide 35: For personal use only

    Design a Logo for Fashion Startup By alexandracol AUS106 Logo for Artist ly By entben12 AUS213 Ninja Character And His Enemy . JUEL Lion T-shirt Design By, MyPrints AUus427 u Website Design for Volante By Charlypr By WebsiteFast AUs32 AUSIK ‘8 aquask' — Design a Logo for iPad Application By graphics

  36. Slide 36: Pencil drawing of engine for website background

    Pencil drawing of engine for website background For personal use only Source: https://www.freelancer.com/projects/Illustration/Pencil-drawing-engine-for-website.html 35

  37. Slide 37: Logo design for 7Ddays

    Logo design for 7Ddays For personal use only Source: https://www.freelancer.com/contest/Logo-Design-for-Ddays-12970.html 36

  38. Slide 38: apricotseeds.co.nz website

    apricotseeds.co.nz website For personal use only Source: https://www.freelancer.com/contest/Graphic-Design-Redesign-FRONT-PAGE-Only-apricotseedsconz-website-13937.html 37

  39. Slide 39: apricotseeds.co.nz website

    apricotseeds.co.nz website For personal use only Source: https://www.freelancer.com/contest/Graphic-Design-Redesign-FRONT-PAGE-Only-apricotseedsconz-website-13937.html 38

  40. Slide 40: Design for a new pool toy

    Design for a new pool toy For personal use only Source: https://www.freelancer.com/contest/70969.html 39

  41. Slide 41: Giantswan.com.au – a business 100% built on Freelancer

    Giantswan.com.au – a business 100% built on Freelancer Online Pool Toy Business Swan Design Contest $450 For personal use only Packaging Contest $100 Website $250 FOB $16/unit Sell $99/unit $1,200 / day in sales You are only limited by your imagination! 40

  42. Slide 42: Exceptional Community

    For personal use only EXCEPTIONAL COMMUNITY 41

  43. Slide 43: Bangladesh

    42 For personal use only Bangladesh

  44. Slide 44: Bangladesh

    43 For personal use only Bangladesh

  45. Slide 45: Bangladesh

    44 For personal use only Bangladesh

  46. Slide 46: Pakistan

    45 For personal use only Pakistan

  47. Slide 47: Nepal

    46 For personal use only Nepal

  48. Slide 48: India

    47 For personal use only India

  49. Slide 49: Philippines

    48 For personal use only Philippines

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