Pubmatic, Inc. · NASDAQ:PUBM
Pubmatic — Navigating Commerce Media 2.0 Webinar (March 2024)
10 slides from Pubmatic's conference presentation, March 2024
Slide 1: Navigating Commerce Media 2.0 Market Opportunity
NAVIGATING COMMERCE MEDIA 2.0 MARKET OPPORTUNITY CONFIDENTIAL & PROPRIETARY
Slide 2: Commerce Media Is a $158B Market Opportunity
COMMERCE MEDIA IS A $158B MARKET OPPORTUNITY GLOBAL COMMERCE MEDIA AD SPEND 21% 20% $220B 19% $199B 17% $178B 16% $158B $138B 2023 2024 2025 2026 2027 Commerce Media Ad Spend $ Share of Advertising % Source: Magna Global, 2023 © 2024 PUBMATI C, I NC. ALL RI GHTS RESERVED. CONFI DENTI AL & PROPRI ETA
Slide 3: China Dominates Global Commerce Media Revenues
CHINA DOMINATES GLOBAL COMMERCE MEDIA REVENUES GLOBAL COMMERCE MEDIA REVENUES LatAm 1% N. America 36% China 49% Europe 9% Asia Ex-China 5% Source: Magna Global, 2023 © 2024 PUBMATI C, I NC. ALL RI GHTS RESERVED. CONFI DENTI AL & PROPRI ETARY 2
Slide 4: 60% of Ecommerce Happens Outside of Amazon
60% OF ECOMMERCE HAPPENS OUTSIDE OF AMAZON; BRANDS WANT TO BE WHERE THEIR CUSTOMERS ARE US COMMERCE MEDIA REVENUE MARKET SHARE* Other Walmart retailers Walgreens Instacart Amazon Target Kroger CVS Source: Magna Global *US only, 2022 revenues © 2024 PUBMATI C, I NC. ALL RI GHTS RESERVED. CONFI DENTI
Slide 5: Open Retailers' Share Expected to Rise to 26% by 2027
OPEN RETAILERS’ SHARE OF THE MARKET EXPECTED TO RISE TO 26% BY 2027 WA L L E D V S O P E N A D S P E N D S H A R E WA L L E D V S O P E N Yo Y G R O W T H % 29% 17% 19% 21% 23% 25% 26% 26% 23% 21% 19% 14% 83% 81% 79% 77% 75% 11% 74% 10% 9% 8% 2022 2023 2024 2025 2026 2027 2023 2024 2025 2026 2027 Wa
Slide 6: Onsite Accounts for 83% of CMN Revenues in 2024; Offsite to Drive Growth
ONSITE ACCOUNTS FOR 83% OF CMN REVENUES IN 2024; OFFSITE TO DRIVE COMMERCE MEDIA GROWTH GLOBAL COMMERCE MEDIA SHARE GLOBAL COMMERCE MEDIA YOY % GROWTH 35% 13% 15% 17% 19% 21% 23% 30% 26% 23% 20% 87% 85% 83% 81% 79% 77% 14% 11% 10% 9% 8% 2022 2023 2024 2025 2026 2027 2023 2024 2025 2026 2027 Onsite O
Slide 7: Open Retailers Drive More Spend Through Data Than Walled Gardens
OPEN RETAILERS DRIVE MORE SPEND THROUGH DATA THAN WALLED GARDENS AMONG OFFSITE ADS ONSITE VS OFFSITE ONSITE AD SPEND OFFSITE AD SPEND § Walled gardens are still $170.4B $50.1B 3% Open focused on driving on-site 12% Retailers 11% keyword based/Sponsored $117.6B listings with a consumer 9% 1% 40% Open
Slide 8: Programmatic Onsite Display to Grow 4.5X by 2027
PROGRAMMATIC ONSITE DISPLAY TO GROW 4.5X BY 2027 G L O B A L O N S I T E D I S P L AY- R E L AT E D C O M M E R C E M E D I A A D R E V E N U E $4.7B $3.7B $2.0B $2.9B $2.2B $2.2B $1.7B $2.0B $1.2B $1.7B $2.7B $1.4B $1.1B $1.6B $0.9B $0.3B $0.6B $0.2B 2022 2023 2024 2025 2026 2027 Programmatic share
Slide 9: Offsite Revenue Will Roughly Double by 2027
OFFSITE REVENUE WILL MORE ROUGHLY DOUBLE BY 2027; AUDIENCE EXTENSION TO DRIVE GROWTH OFFSITE COMMERCE MEDIA AD REVENUE (EXC WG) $32.2B $26.9B 17% Open Internet - Retargeting $21.9B 18% Open Internet - Audience $17.5B 19% Extension 62% $13.6B 20% Social Media - Retargeting 62% $10.2B 20% 61% 21% 61%
Slide 10: Questions? Contact Us
QUESTIONS? CONTACT US Research Contact: Susan Wu Senior Director, Marketing Research Press Contact: Broadsheet Communications pubmaticteam@broadsheetcomms.com © 2024 PUBMATI C, I NC. ALL RI GHTS RESERVED. CONFI DENTI AL & PROPRI ETARY 9
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