Inuvo, Inc. · AMEX:INUV
Inuvo — Investor Presentation (September 2018)
19 slides from Inuvo's investor presentation, Sep 6, 2018
Slide 1: 1
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Slide 2: Safe Harbor Statement
Safe Harbor Statement 2 This presentation includes or incorporates by reference statements that constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements rela
Slide 3: Who We Are
Who We Are 3 •inuvo is a leading provider of artificial intelligence solutions for the advertising industry. 15 Patents 500M (8 pending) Online Records • Through our patented IntentKey technology, we match Database advertiser message with consumer intent and publisher content. Partners • We serve mo
Slide 4: INUVO is Intelligent Advertising
INUVO is Intelligent Advertising 4 1) 100M daily interactions 2) +10B daily ad opportunities 3) 100M IntentKey daily updates 1) Machines/Consumers interact with content 2) Content makes media inventory available Manage 3) IntentKey determines content INTENT 4) IntentKey targets/delivers Ad media 5)
Slide 5: Digital Ad Market Continues to Grow & Evolve
Digital Ad Market Continues to Grow & Evolve 5 • $83B+ market growing at a 10+% CAGR. U.S. Digital Ad Spend ($Billions) • Surpassed TV ad spend for the first time in $91 2017. $83 • Budgets continue to shift to mobile (57% $75 of digital ad spend in 2017) $67 $59 • Highly fragmented market, advertis
Slide 6: How We Go To Market
How We Go To Market 6 For Advertisers (Payers) For Publishers (Payees) (Demand Side) (Supply Side) Direct Sales (13% of Revenue – Higher Margins): Agencies and Brands • We target direct advertisers and mid-sized advertising • We work with vertically oriented websites in popular agencies. We bear the
Slide 7: Our Scope: >1B Ads/Month for Notable Brands
Our Scope: >1B Ads/Month for Notable Brands 7 A proven track record with a strong portfolio of advertisers, partners and publishers
Slide 8: The Competitive Landscape
The Competitive Landscape 8 A fragmented / changing Industry creates opportunity for differentiation on Data Demand 01: Demand Platforms 02: Data Platforms The IntentKeytm 01 02 03: Publisher Tools Supply 03
Slide 9: Why Inuvo? Our Patented AI Technology
Why Inuvo? Our Patented AI Technology 9 We are the originators of INTENT-based advertising The IntentKeytm is a map of concept “nodes” where edges between nodes Drums represent the conditional probability Music of co-occurrence of the two concepts. Sound BASS 15% 15% Guitar When we see BASS, 15% pro
Slide 10: We Taught a Machine to Think like a Human
We Taught a Machine to Think like a Human 10 We used the content of the Internet to teach that machine how to determine INTENT 3.8 Billion LARGE Individual pieces of content were MOUTH used as the teacher. BASS FISHING 25 Million Important concepts identified Guitar (object, idea, emotion, place, pe
Slide 11: So Advertising Could Be Done Better
So Advertising Could Be Done Better 11 Web pages are instantly read. Their INTENT is determined, stored and used to target History of Bass Guitar LARGE MOUTH BASS FISHING LARGE MOUTH BASS Guitar JAZZ Guitar BASS PAUL Guitar FISHING MCCARTNEY PAUL Incorrect targeting is bad for advertiser, publisher
Slide 12: The IntentKey Database Identifies Audiences
The IntentKeytm Database Identifies Audiences 12 A typical profile of INTENT can be identified for the Brands we serve • IntentKey stores the Intent(s) of over 500M machines. • Patterns of Intent are evident in the Database. • We find audiences based on WebSite Concept: WebSite Concept: Music Fishin
Slide 13: Key Stats
Key Stats 13 Trading Data (Aug. 24, 2018) Financial Highlights (TTM @June 30, 2018) Renewed Focus on Profitability Stock Price $0.65 Revenues $83.6M 52 Wk. High/Low $1.24/$0.50 Gross Profit $42.9M Revenue Adjusted EBITDA (1) Avg. Daily Vol. (3 mo) 45,500 Gross Margin 51.3% Shares Outstanding 32.2M A
Slide 14: Revenue Performance
Revenue Performance 14 ($ in millions) $23.8 $21.0 $20.5 $20.3 $19.3 $19.7 $18.7 $18.3 $19.0 $17.2 $16.7 $17.5 $15.6 $15.5 $13.4 $13.0 FY15 FY16 FY17 FY18 FY15 FY16 FY17 FY18 FY14 FY15 FY16 FY17 FY14 FY15 FY16 FY17 Q1 Q2 Q3 Q4 • Consistent double-digit grower: 14% CAGR from 2014-2017 • We look at th
Slide 15: Growth Opportunities
Growth Opportunities 15 Ad-Delivery = 95% of our Revenue. Go-To-Market has one Brand = inuvo MARKET PRODUCT STRATEGY GROWTH POTENTIAL Interactive Continue building direct salesforce. Huge market and we have IntentKey Media Complete integration with AppNexus. highly differentiated product. Search Cur
Slide 16: Key Takeaways
Key Takeaways 16 We developed the most innovative and differentiated AI platforms & Data assets in the advertising industry. IntentKeytm We have a long and established B2B history of serving the largest brands and media companies in the world with highly-targeted consumers. The barriers to entry are
Slide 17: Get In Touch
17 Get In Touch Richard Howe, CEO Wally Ruiz, CFO Phone: 501-205-8508 richard.howe@inuvo.com wallace.ruiz@inuvo.com
Slide 18: Reconciliation of Loss from Continuing Operations Before Taxes & Adjusted EBITDA
Reconciliation of loss from Continuing Operations 18 Before Taxes & Adjusted EBITDA In addition to disclosing financial results in accordance with United States generally accepted accounting principles ("GAAP"), this presentation contains the non- GAAP financial measure "Adjusted EBITDA." We present
Slide 19: An Experienced Team and Board
An Experienced Team and Board 19 Richard Howe Wally Ruiz Trey Barrett Andrea Haldeman CEO CFO COO CRO • Worldwide relationships/experience • Billions in M&A transactions • Vested interest with >20% ownership Charles Morgan Kent Burnett Pat Terrell Gordon Cameron • Multiple successful businesses Dire