Ooh Media Ltd · ASX:OML
Ooh Media — Macquarie Investor Conference 2017
40 slides from Ooh Media's conference presentation, May 3, 2017
Slide 1: Macquarie Investor Conference 2017
MACQUARIE INVESTOR CONFERENCE 2017
Slide 2: Proven oOh! Strategy
PROVEN oOh! STRATEGY Audience Led Objectives Data Content Consumer Systems Sales | Finance | Assets | Systems | Operations Road Retail Fly Locate by oOh! People
Slide 3: Will Out of Home Continue to Grow?
WILL OUT OF HOME CONTINUE TO GROW?
Slide 4: Proven oOh! Strategy
PROVEN oOh! STRATEGY Audience Led Objectives Data Content Consumer Systems Sales | Finance | Assets | Systems | Operations Road Retail Fly Locate by oOh! People
Slide 5: Out-of-Home in Australia Continues to Climb
OUT-OF-HOME IN AUSTRALIA CONTINUES TO CLIMB SOURCE: OUTDOR MEDIA ASSOCIATION (AUSTRALIA) © oOh!media – your Out-of-Home media partner
Slide 6: The New Media Landscape - Q1 SMI
THE NEW MEDIA LANDSCAPE - Q1 SMI OUTDOOR TV DIGTIAL RADIO CINEMA MAGAZINE NEWSPAPERS 7.9% 3.1% 0.4% -0.9% -12.4% -16.2% -23.4% TOTAL MEDIA -0.4% SOURCE: SMI MEDIA TRENDS REPORT MARCH 2017 © oOh!media – your Out-of-Home media partner
Slide 7: The New Media Landscape - March SMI
THE NEW MEDIA LANDSCAPE - MARCH SMI OUTDOOR TV RADIO CINEMA DIGITAL MAGAZINE NEWSPAPERS 17.8% 12.7% -2.8% -5.2% -7.9% -16.4% -25% TOTAL MEDIA +2.0% SOURCE: SMI MEDIA TRENDS REPORT MARCH 2017 © oOh!media – your Out-of-Home media partner
Slide 8: Outdoor is performing more impressively (Mark Ritson)
“…OUTDOOR IS PERFORMING MORE IMPRESSIVELY. THIS IS SHAPING UP TO BE A NEW GOLDEN AGE FOR OUTDOOR ADVERTISING” Mark Ritson The Australian 20th Feb 2017 © oOh!media – your Out-of-Home media partner
Slide 9: Advertisers Are Getting It
ADVERTISERS ARE GETTING IT “ ANZ’s outstanding use of large- format digital billboards around the nation’s freeways this month for its “business ready” campaign to showcase, in real time and with local emphasis, every new business that opens with the help of ANZ funding, shows how to get it right. ”
Slide 10: Advertisers Are Getting It
ADVERTISERS ARE GETTING IT “ …The tactical possibilities and faster lead times from idea to street of digital billboards ensure outdoor advertising has many more double- digit months of growth ahead. ” © oOh!media – your Out-of-Home media partner
Slide 11: The Return to Traditional Broadcast
THE RETURN TO TRADITIONAL BROADCAST "The days of giving digital a pass are over. It's time to grow up. It's time for action.“ Marc Pritchard P&G Chief Brand Officer ! Facebook and Youtube have created doubt in the advertisers mind and they have had enough. ! Online fraud has the big guys asking ques
Slide 12: Data + Systems + Automated Connection + Creativity
DATA + SYSTEMS + AUTOMATED CONNECTION + CREATIVITY © oOh!media – your Out-of-Home media partner
Slide 13: Classic + Digital = Results
CLASSIC + DIGITAL = RESULTS CBA used Classic and Digital CBA then utilised their ATM Using the responses and formats to build brand network to ask key questions data gathered, CBA then awareness across mass to Australian’s answered the questions with audiences tailored creative across multiple envir
Slide 14: oOh! Powered by Quantium
oOh! POWERED BY QUANTIUM Challenging the ‘past | present’ of demographic reach with a ‘future’ reach, targeting actual buying audiences
Slide 15: Define 'A Better Many' – Think Online Targeting, But Tangible
DEFINE ‘A BETTER MANY’ – THINK ONLINE TARGETING, BUT TANGIBLE Tuscan luxury villa © oOh!media – your Out-of-Home media partner
Slide 16: Define 'A Better Many' – Think Online Targeting, But Tangible
DEFINE ‘A BETTER MANY’ – THINK ONLINE TARGETING, BUT TANGIBLE © oOh!media – your Out-of-Home media partner
Slide 17: Define 'A Better Many' – Think Online Targeting, But Tangible
DEFINE ‘A BETTER MANY’ – THINK ONLINE TARGETING, BUT TANGIBLE Luxury Tuscany Holiday Tours Book your Tuscan Holiday today Book your Tuscan Holiday today Nobody knows Tuscany like Luxury Tuscany Holidays. Early bird specials available now © oOh!media – your Out-of-Home media partner
Slide 18: Premium Car consideration Premium Car
Book your Tuscan Holiday today Luxury travel consideration Luxury travel Luxury travel consideration Premium Car consideration consideration Luxury travel Premium Car consideration consideration Luxury travel consideration Premium Car Luxury travel Premium Car Premium Car consideration Luxury travel
Slide 19: Big data means more granular insight at a location level
Big data means more granular insight at a location level Quantium Roy Morgan Helix Personas Real behaviour Claimed behaviour Transaction based Psychographic based 200+ Qsegments 56 personas Sample: 11 million+ Sample: 50,000+ • 200 people per SA1 • Less than 1 person per • 733 per suburb SA1 • 3,320
Slide 20: Audience & Data-Led: Move from demographics to Buyergraphics
AUDIENCE & DATA-LED: Move from demographics to “Buyergraphics” (QSegments)
Slide 21: Targeting With Scale, an Out of Home Example
Targeting With Scale, an Out of Home Example Old Way New Way Total Reach 5m 5m Frozen Food Buyers Reach 3m 3.5m
Slide 22: Define a Better Many - Dispel the Myths – Geelong Billboard
DEFINE A BETTER MANY - DISPEL THE MYTHS – GEELONG BILLBOARD Proportion of panel audience originating from each postcode Based on a random 4 week period during September 2016 and Panel ON-0027W.
Slide 23: Define a Better Many - Dispel the Myths – Geelong Billboard
DEFINE A BETTER MANY - DISPEL THE MYTHS – GEELONG BILLBOARD Postcode residents Exposed audience DEMOGRAPHICS DEMOGRAPHICS Customers Age Age 15 - 24 1.2x 15 - 24 1.2x who view the North 25 - 34 0.9x 25 - 34 1.1x 35 - 44 0.9x 35 - 44 1.1x 45 - 54 1.0x 45 - 54 1.0x Geelong Princes Hwy 55 - 64 1.0x 55 -
Slide 24: The Outcome
The Outcome WHO? WHERE? WHAT? 1. Use transactional data to 2. Link this transactional data 3. Build optimised understand the audience that will so it is fused to oOh! media schedules against drive the best business result assets clients briefs Buyergraphics/ Qsegment Reach, Full campaign QSegments Q
Slide 25: Audience Led Objectives Data Content
2007 - 2017 Audience Led Objectives Data Content Consumer Systems Sales | Finance | Assets | Systems | Operations Road Retail Fly Locate by oOh! People
Slide 26: Our long term growth and sustainability is built around our proven strategy
OUR LONG TERM GROWTH AND SUSTANABILITY IS BUILT AROUND OUR PROVEN STRATEGY
Slide 27: © oOh!media – your Out-of-Home media partner
© oOh!media – your Out-of-Home media partner
Slide 28: © oOh!media – your Out-of-Home media partner
© oOh!media – your Out-of-Home media partner
Slide 29: Financial Performance 2016
2016 FINANCIAL PERFORMANCE © oOh!media – your Out-of-Home media partner
Slide 30: CY2016 Highlights
CY2016 HIGHLIGHTS FINANCIAL DIGITAL EXPANSION CONTENT & DATA STRATEGIC • Revenue of • Added: • Progressing ACQUISITIONS AND $336.1m, up 20.1% o 29 Road large Quantium for MERGERS format screens launch in 2017 • Integration of Inlink • Underlying EBITDA o 39 EVOKE Retail of $73.5m, up large format •
Slide 31: CY2016 Result Highlights – Revenue by Product Group
CY2016 RESULT HIGHLIGHTS – REVENUE BY PRODUCT GROUP 2.9% 2.2% ($m) CY2016 CY2015 Change (%) 8.6% Road 124.6 110.9 12.3% 37.1% Retail 109.2 99.0 10.2% 16.7% Fly 56.0 54.5 2.8% Locate by oOh! 28.9 9.8 196.4% 32.5% New Zealand 9.8 5.6 75.2% • All products experienced revenue growth • Strong Road perfor
Slide 32: CY2016 Financial Highlights
CY2016 FINANCIAL HIGHLIGHTS ($m) CY2016 CY2015 Change (%) Revenue 336.1 279.8 20.1% Underlying EBITDA 73.5 57.7 27.4% Underlying NPATA 35.6 28.5 24.8% NPATA 32.9 27.7 18.8% Underlying EPS (cps) 23.3 19.0 22.5% Full year dividend (cps, fully franked) 14.0 9.5 47.4% Net debt / Underlying EBITDA 1.6x 1
Slide 33: Merger Update
MERGER UPDATE © oOh!media – your Out-of-Home media partner
Slide 34: Merger Update: What's Proposed?
MERGER UPDATE WHAT’S PROPOSED? • All-scrip merger of OML and APO via an OML Scheme of Arrangement • OML shareholders to receive 0.83 APO shares for every OML share they own • Merged group will have pro forma market capitalisation of circa $1.7 billion (before including any value for synergies or mar
Slide 35: Merger Update: What is the Board's Recommendation?
MERGER UPDATE WHAT IS THE BOARD’S RECOMMENDATION? • The Board of OML is in full support of the merger and intends recommending that shareholders vote in favour of the Scheme, in the absence of a superior proposal and subject to the Independent Expert concluding that the Scheme is in the best interes
Slide 36: Trading Update
TRADING UPDATE © oOh!media – your Out-of-Home media partner
Slide 37: Trading Update
TRADING UPDATE • Out of Home sector continues to grow • Our year-to-date trading is in line with our revenue and EBITDA growth expectations • Strength in Road and Retail/Lifestyle more than offsets some softness in Fly • Continued Digital conversion – 9 Road signs, 14 new Evokes, 200 Shopalive Retai
Slide 38: © oOh!media – your Out-of-Home media partner
© oOh!media – your Out-of-Home media partner
Slide 39: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER Important notice and disclaimer This document is a presentation of general background information about the activities of oOh!media Limited (oOh!media) current at the date of the presentation, 3 May 2017. The information contained in this presentation is of general ba
Slide 40: oohmedia.com.au
oohmedia.com.au