Ziff Davis, Inc. · NASDAQ:ZD
Ziff Davis — j2 Global Communications — Growth Forum 5.0 (June 2003)
10 slides from Ziff Davis's conference presentation, Jun 19, 2003
Slide 1: j2 Global Communications Growth Forum 5.0
j2 Global Communications ™ www.j2global.com Growth Forum 5.0 June 19, 2003 (Based upon First Quarter 2003 results)
Slide 2: Safe Harbor for Forward-Looking Statements
j2)Global" Safe Harbor for Forward-Looking Statements Certain statements in this presentation constitute “forwarcHooking statements” within the meaning of the Private Securities Litigation Reform Act of 1965, particularly those contained in the slides enttled “Tax Considerations” and “2003 Financial
Slide 3: Risk Factors
j2)Global Risk Factors ‘The following factors, among others, could cause our business, prospects, financial condition, cperating results and cash flaws to be materially adversely affected! ‘+ Inability to sustain growth in our customer base, reverie or profitability + Competition in price, quality,
Slide 4: j2 Global brands: eFax, jConnect
j2)Global @ijfax.com Y eFax “ a Ora Consensus j2) jConnect 4 42) Global commu
Slide 5: What we do
j2) Global Inbound (Receive) What we do... Peto Proprietary IP Control Structure 1,000+ Cities tbat Worldwide Voicemail Outbound (Send) — 31%} = Create a document Proprietary IP Subscriber Control Structure 5 42) Global Communication, nc.
Slide 6: Unique Assets
j2)Global Unique Assets 4.6 million subscribed phone numbers Global advanced messaging network + 1,000+ cities in 18 countries on 5 continents + 5,8MM+ unique telephone numbers (DIDs) worldwide Patented technology +5 issued U.S. Patents, with 9 Patents pending Expertise + Telecom, messaging, Interne
Slide 7: Paid Telephone Numbers (DIDs)
j2)Global 310,000 290,000 270,000 250,000 230,000 210,000 190,000 170,000 Paid Telephone Numbers (DIDs) 150,000 130,000 Tyajax/2001 | 9/31/2002 | 6/30/2002 | 9/30/2002 | 12/31/2002 | 3/31/2005 Corporate I [20,000 23,255 23,480 34480) 43331 4727 ‘Web Paid ME | 170,000 183,044 197,996 212,001 228,863
Slide 8: Revenue Growth
3 2 2 oO a Ss | Revenue Growth ‘orica Hist 24 consecutive quarters of revenue growth $16.0 $14.0 $12.0 eeagqgga 86s ¢ a gs 2S 8 43 8 8 & (suo) 0,10 zo, 60 zo, £0 zo, z0 zo, 10 To, +0 To, £0 To, z0 To, 10 00, 60 00, £0 00, z0 00, 10 66, 60. 66, £0 66,20 66, 10 26, 60. 86, £0 86,20 86,10 26,60 26,60 2
Slide 9: Free Cash Flow (millions)
j2)Global (millions) voz (1 eludes a one-time recovery ofa marketing payment of $834,000, ‘GINat cath provided by operating activites, less purchases of FFEE., Free Cash Flow amounts are net meant 352 substitute for GAAP, but are solely for informational purposes Te awe aa Net cash provided by opera
Slide 10: Global Communications
j2). Global Communications www.j2global.com
j2 Global Communications — Growth Forum 5.0 (June 2003) on 6ix