Tnl Mediagene · NASDAQ:TNMG

Tnl Mediagene — Investor Presentation (May 2025)

55 slides from Tnl Mediagene's investor presentation, May 15, 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: Non-IFRS Financial Measures
Non-IFRS Financial Measures This Presentation includes adjusted EBITDA and adjusted EPS, financial measures not presented in accordance with the International Financial Reporting Standards. These non-IFRS financial measures are not measures of financial performance in accordance with IFRS and may ex
Slide 6: Business Unit Revenue
Business Unit Revenue Media & Branded Content Technology Digital Studio $20.5m +33% $15.4m $14.2m $13.7m +41% +34% $10.6m $9.7m FY2023 FY2024 FY2023 FY2024 FY2023 FY2024 Copyright © 2025 TNL Mediagene 6
Slide 7: Gross Margin & Adjusted EBITDA Margin
Gross Margin & Adjusted EBITDA Margin1 Gross Margin Adjusted EBITDA Margin1 +1% Gross Margin 37% 35% Expansion2 ~1% Adjusted EBITDA Margin FY2023 Improvement FY2024 -$1.0m -$0.9m -2.8% -1.8% Margin Margin Notes: FY2023 FY2024 1. Adjusted EBITDA is a non-IFRS financial measure. See the “Use of Non-IF
Slide 8: Adjusted EPS
Adjusted EPS1 Adjusted EPS1 FY2023 FY2024 ($0.015) ($0.035) Notes: 1. Adjusted EPS is a non-IFRS financial measure. See the “Use of Non-IFRS Financial Measures” section of this presentation for the definition of this non-IFRS measure. Copyright © 2025 TNL Mediagene 8
Slide 10: New Assets Drive Growth & Diversification
New Assets Drive Growth & Diversification We launched key new media assets in 2024 and have more planned for 2025 Key New Assets Launched: ● Expanding Specialized Sites: Launched TECH INSIDER in 2024 and expect to launch BUSINESS INSIDER TAIWAN in 2025, enhancing engagement across key verticals Why
Slide 11: Transforming Media Trust into Purchase Power
Transforming Media Trust into Purchase Power PChome collaboration - Taiwan’s leading E-commerce platform Why This is Exciting: ● High Visibility, High Traffic Marketplace: PChome is a key ecommerce platform in Asia, similar to Amazon, and generating USD billions of GMV sales per year across millions
Slide 12: We are Shaping Taiwan's AI Future
We are Shaping Taiwan’s AI Future TNL Mediagene is Co-Hosting the Premier 2025 Generative AI Dual Conference Taiwan's premier AI gathering (May 23-24, Taipei) — bringing together 1000+ developers, industry leaders, and innovators to explore next-generation AI technologies Why This is Exciting: ● Fro
Slide 14: We are a Media, Digital Studio and Technology Company with Data at its Core
We are a Media, Digital Studio and Technology Company with Data at its Core Media 25 500+ & Branded Content brands Employees Content 189M+ 850+ Monthly digital footprint ¹ Customers Data 45M+ Global Monthly unique users ² Diverse customer base Technology Digital Studio $48.5M Tokyo 2024 revenue ³ He
Slide 15: With a Global Scale & Diverse, Regional Audience
With a Global Scale & Diverse, Regional Audience TNMG Among Largest Asian & International Media Audience Profile 1 1.2% 1.8% Regional Media Monthly Unique Users (Owned Sites)2 (Millions) Geography Gender 2.6% 0.7% 36 1 Nikkei(JP) 31 20.3% Asahi(JP) 26 47% 53% South China Morning Post 23 Yomiuri(JP)
Slide 16: Reaching Asian Millennial & Gen Z Audiences Both in Asia & Abroad
Reaching Asian Millennial & Gen Z Audiences Both in Asia & Abroad ~66% reach among Japanese Gen Z and Millennials ~39% reach among Taiwanese Gen Z and Millennials And countries with large overseas Asian populations Copyright © 2025 TNL Mediagene 16
Slide 17: We Have a Large, Prestigious Customer Base
We Have a Large, Prestigious Customer Base 850+ Clients Trust Us with their Advertising Spend Notes: This list represents a subset of our broader client base since July 2021. Copyright © 2025 TNL Mediagene 17
Slide 18: 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-Found
Slide 19: 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 Ocean
Slide 20: Strong Brands & Significant Audience Reach
Strong Brands & Significant Audience Reach We Operate 25 Media Brands Across Five Categories Sports & News & Business B2B Media Technology Lifestyle & Food Entertainment The News Lens Digiday Japan Gizmodo Japan iCook Lifehacker Japan Sports Vision Business Insider Japan Mashing Up Cool3c Roomie Roo
Slide 21: We Help Advertisers Gain Access to More Than One Billion Asian Millennials and Gen Zers
We Help Advertisers Gain Access to More Than One Billion Asian Millennials and Gen Zers Target Millennial and Gen Z Populations (Millions) 1 Ad Spending ($US) 2 Tier 2 Priority Markets: — Indonesia +1.0B Tier 2 Priority Markets: — Indonesia +22.7B — Philippines — Philippines — India — India Tier 1 P
Slide 22: And Unlock an Estimated $61B Market
And Unlock an Estimated $61B Market Country Millennial + Gen Z Populations (millions) × Ad Spend per Capita 2 ($US) = SAM ¹ ($US billions) Core Markets Japan 43.9 $426 $18.7 Taiwan 10.1 $255 $2.6 Tier 1 Priority Markets Singapore 3.0 $459 $1.4 Asian-American 13.8 $1,109 $15.3 South Korea 22.0 $292 $
Slide 23: We Strategically Acquire Media and Technology Companies to Enhance Growth
We Strategically Acquire Media and Technology Companies to Enhance Growth We have integrated 10 acquisitions since 2018 and operate an active target sourcing pipeline 2019 2021 2023 2018 2020 2022 2024 Our M&A Model One or two acquisitions per year Focus on media and content brands, technology, or d
Slide 25: Integrated Business Ecosystem With 3 Business Units
Integrated Business Ecosystem With 3 Business Units User Data Data Analytics Research Data Content Ad Tech $ Media Technology Advertising E-commerce IMC/Events Al Customer Data Service We strategically leverage cross- selling opportunities to enhance service adoption among our existing customer base
Slide 26: Our Competitive Edge: Scaling Media and Data Sources and Monetizing Data Assets
Our Competitive Edge: Scaling Media and Data Sources and Monetizing Data Assets with Three Interconnected Business Units Expanding Media Influence Expand Reader Data Across CMS / Media Operational Technology Strong Customer Base Language, Market, SNS, and AI CDP / Data Licensing Media & Branded Tech
Slide 27: Media & Branded Content
Media & Branded Content Our key drivers are expanding global reach and readership through multilingual content while maximizing profitability by diversifying revenue streams with a focus on high-value advertising, subscriptions, and content commerce. Revenue 13.8 ($US Millions) $13.7M Annual Revenue
Slide 28: Media & Branded Content
Media & Branded Content Trust-Driven Revenue Diversification Expansive Media Portfolio AI-Powered Evolution ● 25 trusted brands across five categories in three ● Technology division partnership for content optimization languages ● Enhanced multilingual capabilities and video production ● 45M+ monthl
Slide 29: Technology
Technology Our key drivers for the Technology business are leveraging advanced AI technology and data analytics to develop and optimize integrated advertising solutions (especially content commerce and performance ads) and forging strategic partnerships to capture and grow revenue within the retail
Slide 30: Technology Retail Media Leadership
Technology Retail Media Leadership ● Proprietary DSP technology for e-commerce monetization Media-Powered Innovation Engine ● Omnichannel advertising utilizing first-party data ● Platform development and data ecosystem integration Data & AI Foundations ● Media operations expertise driving tech innov
Slide 31: Digital Studio
Digital Studio Our Digital Studio thrives through long-term enterprise partnerships where technology meets creativity to deliver contemporary brand communications. This business serves as our strategic client entry point—showcasing our capabilities through integrated campaigns while expanding relati
Slide 32: Digital Studio Cross-Business Synergies
Digital Studio Cross-Business Synergies ● Customer insights informing media & content development Innovative Solutions Through ● Production expertise fueling technology business Technology & Creativity innovation ● Integrated approach to complex communication Strategic Partnership Model challenges ●
Slide 33: Cross-Selling Opportunities
Cross-Selling Opportunities: We aim to be the one-stop shop for all of our clients’ digital transformation needs Client Attachments by Business Unit Integrated Solutions Approach ● Media & Branded Content: Advertisers, brand ● Complementary services across business units managers, PR firms ● Technol
Slide 35: Competitive Landscape
Competitive Landscape The first ½ of our moat is expanding our media verticals, influence Business Technology Lifestyle and thus readership. Our data collection has scaled year after from 20M to over 40M unique readers, and is expected to grow to 60M Food Sports and then 100M unique readers and beyo
Slide 36: Our Strategy Builds on Itself, Resulting in More Customers, Wallet Share
Our Strategy Builds on Itself, Resulting in More Customers, Wallet Share Growth Drivers Key Activities 1 Invest in Sophisticated Deploy AI and cookie-less technology to capture rich, behavioral data Data Assets Acquire retail purchasing data through partnerships Expand membership-based service offer
Slide 37: Our Proprietary Technology Drives Advertising Performance for Customers
Our Proprietary Technology Drives Advertising Performance for Customers in an Integrated Fashion Proprietary Technology Description Manages multi-media content across brands Content Management System Assesses performance of each piece of content Optimizes content to improve audience reach and engage
Slide 38: Powering Commerce Success Through Integrated Technology Solutions
Powering Commerce Success Through Integrated Technology Solutions Trial Outside Media (SNS) Product Retail Development DATA Marketing BRAND Content Media Retail CONSUMER BRAND ADS Strategy Media Commerce Feedback Feedback Supporting corporate commerce business, including retail media advertising usi
Slide 39: AI-Driven Targeting: Connecting Brands with Their Ideal Audiences
AI-Driven Targeting: Connecting Brands with Their Ideal Audiences AI Agent Unified Capabilities All-in-One Advanced AI Consumer RAG Data Matching Audience Insights Technology Integration Engine Reports Copyright © 2025 TNL Mediagene 39
Slide 40: Beyond Demographics: Translating Consumer Behavior into Actionable Insights
Beyond Demographics: Translating Consumer Behavior into Actionable Insights Predictive AI Insight Engine Ad Response Consumer Metrics 2 Intent Data Cleansing Media Consumption User Profile 1 3 5 5M+ Habits Content Engagement Data Collection Data Structuring Tagging Anonymized Lifestyle Preferences 4
Slide 42: Case Study Anker
Case Study Anker Brand Content Drives Over 3x Purchase Volume Lift Brand Anker Japan addressed the challenge of consumers feeling lost when choosing portable power stations by leveraging a major e-commerce platform event to increase brand awareness and drive definite purchases. They implemented spon
Slide 43: Case Study Intel
Case Study Intel GIZMODO JAPAN's Video Format: Guiding Students to Their Ideal PC GIZMODO JAPAN created YouTube video content to support students choosing PCs for their new life, focusing on finding their "ideal partner." This special content, commissioned by Intel, showcased the appeal of 13 AI PCs
Slide 44: Case Study ViewSonic TeamJoin
Case Study ViewSonic TeamJoin By leveraging Ad2 × jooii AI retail data, we conduct precise consumer behavior analysis to generate high-value audience segments. This data is seamlessly integrated across multiple platforms for optimized ad placement. The approach not only enhances targeting accuracy b
Slide 45: Case Study DBS Bank
Case Study DBS Bank Through multi-dimensional data analysis, RMN helps luxury brands (financial products, high- end merchandise, premium automobiles) identify potential consumer segments. By implementing consistent and long-term advertising campaigns, we build comprehensive audience tags and detaile
Slide 46: Case Study BENROMACH
Case Study BENROMACH We managed social media brand presence for Benromach's whisky, developing strategic content and advertising for both Facebook fan page and Instagram platforms. Our approach focused on promoting brand values and strengthening overall brand image. Performance Results: Average mont
Slide 47: Case Study Taiwan Tourism Bureau
Case Study Taiwan Tourism Bureau We established a long-term partnership with Taiwan's Tourism Bureau developing tailored promotional strategies to support the "New Southbound Policy" aimed at attracting Southeast Asian tourists to Taiwan. We collaborated with prominent Malaysian influencers and crea
Slide 48: Case Study Sony Semiconductor Solutions
Case Study Sony Semiconductor Solutions Case Example: Creating 'LightsWill': A Media Platform for SSS Branding INFOBAHN supported the branding activities of Sony Semiconductor Solutions Corporation (SSS). INFOBAHN planned and produced the web media "LightsWill" (published by Mediagene) to discuss th
Slide 49: Case Study Canon Marketing Japan
Case Study Canon Marketing Japan Case Example: Developing 'Mirai Angle': Enhancing Canon MJ's Corporate Communication INFOBAHN provided corporate communication support to Canon Marketing Japan Inc. (Canon MJ). INFOBAHN designed, built, and operates the owned media "Mirai Angle." Digital marketing wa
Slide 50: Case Study Nichirei
Case Study Nichirei Case Example: Case Example: Driving Long-term Customer Engagement Building Awareness for New Audiences In 2018 INFOBAHN began a long-term engagement to manage Nichirei also engaged INFOBAHN to help bring existing products to content marketing for Nichirei, one of Japan’s largest
Slide 52: Use of Non-IFRS Financial Measures
Use of Non-IFRS Financial Measures In this Presentation we have included adjusted EBITDA, a non-IFRS financial measure, and adjusted EPS, a non-IFRS measure, which are key measures used by our management and board of directors in evaluating our operating performance. Adjusted EBITDA and adjusted EPS
Slide 53: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation Notes: 1Other gains and losses for the year ended December 31, 2022 comprise an $8.2 million loss mainly attributed to a change in the fair value through profit and loss (“FVPTL”) associated with our convertible preference shares. Other gains and losses for the year en
Slide 54: Adjusted EPS Reconciliation
Adjusted EPS Reconciliation Notes: 1Other gains and losses for the year ended December 31, 2022 comprise an $8.2 million loss mainly attributed to a change in the fair value through profit and loss (“FVPTL”) associated with our convertible preference shares. Other gains and losses for the year ended
Slide 55: Compelling Valuation vs. Reference Comparables
Compelling Valuation vs. Reference Comparables TNL Mediagene management believes the company is currently undervalued AdTech Digital & Social Media 22.3x 13.0x 12.5x 11.8x 8.6x Average: 7.2x Average: 7.1x 6.1x Median: 6.1x 4.6x Median: 3.4x 3.4x 3.6x 3.1x 2.8x 3.1x 2.7x 2.3x 0.6x Source: Yahoo Finan

TNL Mediagene — Investor Presentation (May 2025) on 6ix

Tnl Mediagene — Investor Presentation (May 2025)

Slide 1: Asia's Next-Generation Media and Data Analytics Company

Slide 2: Disclaimer

Slide 3: Non-IFRS Financial Measures

Slide 4: FY2024 Financial Results

Slide 5: Consolidated Revenue

Slide 6: Business Unit Revenue

Slide 7: Gross Margin & Adjusted EBITDA Margin

Slide 8: Adjusted EPS

Slide 9: Recent Business Updates

Slide 10: New Assets Drive Growth & Diversification

Slide 11: Transforming Media Trust into Purchase Power

Slide 12: We are Shaping Taiwan's AI Future

Slide 13: Business Snapshot

Slide 14: We are a Media, Digital Studio and Technology Company with Data at its Core

Slide 15: With a Global Scale & Diverse, Regional Audience

Slide 16: Reaching Asian Millennial & Gen Z Audiences Both in Asia & Abroad

Slide 17: We Have a Large, Prestigious Customer Base

Slide 18: Our Sustainable Growth is Led by a Seasoned Leadership Team

Slide 19: And Supported by an Experienced Public Company Board

Slide 20: Strong Brands & Significant Audience Reach

Slide 21: We Help Advertisers Gain Access to More Than One Billion Asian Millennials and Gen Zers

Slide 22: And Unlock an Estimated $61B Market

Slide 23: We Strategically Acquire Media and Technology Companies to Enhance Growth

Slide 24: Business Unit Overview

Slide 25: Integrated Business Ecosystem With 3 Business Units

Slide 26: Our Competitive Edge: Scaling Media and Data Sources and Monetizing Data Assets

Slide 27: Media & Branded Content

Slide 28: Media & Branded Content

Slide 29: Technology

Slide 30: Technology Retail Media Leadership

Slide 31: Digital Studio

Slide 32: Digital Studio Cross-Business Synergies

Slide 33: Cross-Selling Opportunities

Slide 34: Competitive Advantage

Slide 35: Competitive Landscape

Slide 36: Our Strategy Builds on Itself, Resulting in More Customers, Wallet Share

Slide 37: Our Proprietary Technology Drives Advertising Performance for Customers

Slide 38: Powering Commerce Success Through Integrated Technology Solutions

Slide 39: AI-Driven Targeting: Connecting Brands with Their Ideal Audiences

Slide 40: Beyond Demographics: Translating Consumer Behavior into Actionable Insights

Slide 41: Case Studies

Slide 42: Case Study Anker

Slide 43: Case Study Intel

Slide 44: Case Study ViewSonic TeamJoin

Slide 45: Case Study DBS Bank

Slide 46: Case Study BENROMACH

Slide 47: Case Study Taiwan Tourism Bureau

Slide 48: Case Study Sony Semiconductor Solutions

Slide 49: Case Study Canon Marketing Japan

Slide 50: Case Study Nichirei

Slide 51: Appendix

Slide 52: Use of Non-IFRS Financial Measures

Slide 53: Adjusted EBITDA Reconciliation

Slide 54: Adjusted EPS Reconciliation

Slide 55: Compelling Valuation vs. Reference Comparables