Adslot Ltd · ASX:ADS
Adslot — Investor Presentation (May 2014)
41 slides from Adslot's investor presentation, May 28, 2014
Slide 1: Investor Presentation
Adslot! Investor Presentation! Ian Lowe – CEO, Adslot (ASX:ADJ)! ! Wednesday 28th May 2014! Melbourne, Australia! "! 1
Slide 2: Company Overview
Company Overview (ASX:ADJ)! • Global provider of media trading technology for online display advertising! • Founded in 2010 via acquisition and integration of 3 existing technologies! ! • Launched first premium media trading platform Q4 2010! ! • Over $100m of media traded and 5,000 advertisers tran
Slide 3: Decades of Experience
Decades of! Led by CEO Ian Lowe and a highly experienced global leadership team, Adslot bring a deep understanding of media trading and technology.! Experience! Our Directors and Management have founded and/or held Executive positions at these companies.! Andrew Barlow! Chair! Ian Lowe ! CEO & Execu
Slide 4: Global online advertising will be $163B by 2016
Global online advertising will be $163B by 2016! Digital Ad Spending Worldwide, 2010-2016! Billions, % of total media ad spending! Source : eMarketer, Dec 2012
Slide 5: Global online display advertising will be $48B in 2014
Global online display advertising will be $48B in 2014! 2010:! $22B! ! 2014:! $48B! ! CAGR 2010 – 2014:! 15.11%pa ! ! ! Source: Zenith OptiMedia. June 2012" !
Slide 6: 88% of revenue is derived from 'premium' display
88% of revenue is derived from ‘premium’ display! 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Revenue $ Global Revenue ! and Impressions! Impressions Publisher Direct Exchanges ! Source: Evercore Partners May 2011!
Slide 7: The $40b premium display market has no single platform of record
The $40b premium display advertising market has no single, recognised, scalable platform of record for buying and selling!
Slide 8: The selling process for publishers is manual, slow and expensive
The selling process for publishers is manual, slow and expensive! Current State! • 47 steps! • Highly iterative workflow! • Multiple documents created multiple times! • Almost entirely manual! !
Slide 9: The buying process for agencies is manual, slow and expensive
The buying process for agencies is manual, slow and expensive! Current State! • 42 steps! • Highly iterative workflow! • Multiple documents created multiple times! • Almost entirely manual! !
Slide 10: The trading process for premium display media is unsustainable
The trading process for premium display media is unsustainable! 28% of budgets lost in admin costs across buy and sell sides! ! Buyer VS! 2% for Television! Buyer
Slide 11: $20B display growth opportunity: media consumption exceeds spend
$20B display growth opportunity: ! media consumption exceeds spend! ! Media Consumption! Media Spend! A $65B gap! ! 20% Premium display’s share is worth! 30% $20B! 70% 80% ! ! Offline media (all forms) Online Media (all forms)
Slide 12: Adslot Vision
Adslot Vision: To become the world’s leading provider of premium display media trading technology.!
Slide 13: Progress...
Progress...! Signed over 500 Publishers" Global Launch" Adslot" Global launch Adslot" Build out Publisher" Media Marketplace" leadership for media agencies" team" Signed 700+ Publishers" Sign foundation customers" 500" REA / Carsales / Wotif" • More than 700 publishers have signed up to Adslot! Laun
Slide 14: Signing 700+ premium publishers creates strategic value for the Company
Signing 700+ premium publishers creates strategic value for the Company.!
Slide 15: Why signing 700+ premium publishers is significant…
Why signing 700+ premium publishers is significant…! Premium online display advertising is a disorganised market! • The supply side of the $50B online display market is highly fragmented – in the Australian market there are dozens of publishers, in the US and Europe market there are hundreds.! • Pub
Slide 16: Why signing 700+ premium publishers is significant…
Why signing 700+ premium publishers is significant…! For online display inventory to be traded via technology and at scale, it must be organised, including:! 1. Discoverable – offered within a marketplace; a singular, curated environment in which a diverse range of inventory is categorised for buyer
Slide 17: Why signing 700+ premium publishers is significant… (Discoverable)
Why signing 700+ premium publishers is significant…! 1. Discoverable – offered within a marketplace; a singular, curated environment in which a diverse range of inventory is categorised for buyers!
Slide 18: Why signing 700+ premium publishers is significant… (Fungible)
Why signing 700+ premium publishers is significant…! 2. Fungible – inventory is defined by a consistent set of product definitions that are universally understood!
Slide 19: Why signing 700+ premium publishers is significant… (Accessible)
Why signing 700+ premium publishers is significant…! 3. Accessible – available to buyers across and within a range of different agency tools!
Slide 20: Why signing 700+ premium publishers is significant… (Efficient)
Why signing 700+ premium publishers is significant…! 4. Efficient – a low friction proposition for buyer and seller from both a workflow and business process perspective! Adslot is integrated with more buyer/seller point solutions than any other trading platform!
Slide 21: Why signing 700+ premium publishers is significant… (Non disruptive)
Why signing 700+ premium publishers is significant…! 5. Non disruptive – online display advertising does not require democratisation; buyers and sellers need to be able to bring their relationship and their leverage to the table, and negotiate the terms that matter one to one.!
Slide 22: Adslot has created an organised market
Adslot has created an organised market! taking the industry from this…!
Slide 23: Adslot has created an organised market
Adslot has created an organised market! to this…!
Slide 24: We are building out the pipes…
We are building out the pipes…!
Slide 25: …securing global distribution…
…securing global distribution…!
Slide 26: …connecting the industry's largest global players…
…connecting the industry’s largest global players…! $1B+ of annual display spend! 700+ Publishers! Facilitate agency customers! Adslot publisher customers!
Slide 27: …and establishing a uniquely valuable technology stack…
…and establishing a uniquely valuable technology stack…! • Adslot - leading global provider of programmatic direct trading technology! – Over $100M already traded! – 700+ publishers ! • Symphony - world’s leading Trading and Workflow technology ! – Purpose built for Digital Media Agencies! – Unique
Slide 28: …to create a marketplace of scale and liquidity…
…to create a marketplace of scale and liquidity…!
Slide 29: The industry wants to solve this problem…
The industry wants to solve this problem… “Publishers really have to question whether ! sending 100 emails to win a $50,000 RFP is worth it.”! Deanna Brown, CEO, Federated Media! “Unfortunately, an interactive supply chain that’s been put together piece by piece, year by year, with chicken wire byte
Slide 30: …is moving into position…
…is moving into position… “Microsoft, together with AOL and Yahoo, is committed to the growth of programmatic premium. We see this approach as being both ‘advertiser friendly’ and ‘publisher friendly’ – something that will address the challenges and inefficiencies that make it hard to scale big bran
Slide 31: …and has validated the Adslot technology
…and has validated the Adslot technology Signed over 500 Publishers" Global Launch" Adslot" Global launch Adslot" Build out Publisher" Media Marketplace" leadership for media agencies" team" Signed 700+ Publishers" Sign foundation customers" 500" REA / Carsales / Wotif" • More than 700 publishers ha
Slide 32: Progress Report…
Progress Report…! • In January 2014 the Company announced it anticipated it would take two calendar quarters to drive initial adoption of Adslot Media, our agency buying solution! • Nearly two quarters later…how are we progressing?! • We have now presented our media planning & buying solution to ove
Slide 33: The industry has validated our technology
The industry has validated our technology !
Slide 34: How do we capture demand at scale?
How do we capture demand at scale? • 85% of display ad spend is derived from media agencies! • In October 2013 Adslot launched Adslot Media, a purpose built trading tool for media agencies! • Adoption of Adslot Media is being driven by:! • Direct sales to media agencies! • Integrating with our deman
Slide 35: Facilitate Digital
Facilitate Digital ! • Leading global provider of online media workflow technology for media agencies.! • Customer base includes some of the world’s largest media agencies and groups, such as Mediacom, Mindshare, OMD, Media Edge, Zenith Optimedia, Maxus…! ! • Facilitate Digital’s workflow & trading
Slide 36: Our footprint creates a truly global sales organisation
Our footprint creates a truly global sales organisation! • Access to publisher and agency deals encompassing multiple markets and regions (the world’s largest publishers and agencies are global)! • Greater scale, including a sales & support organisation encompassing Australia, NZ, China, Germany, UK
Slide 37: 2013 was all about…
2013 was all about…! • Supply - scaling the volume of premium inventory on our platform! we have signed over seven hundred premium publishers across US, UK & Australia! • Demand - building a marketplace product which allows buyers to access supply at scale and transact with multiple publishers simul
Slide 38: 2014 is all about…
2014 is all about…! • Successfully integrate the Adslot and Facilitate Digital organisations! • Secure additional partners to underwrite scale (Kantar Media, MediaMath)! • Capture first trades from leading media agencies! • Complete first stage integration of Adslot supply and Symphony demand! July
Slide 39: There are challenges to be met along the way
There are challenges to be met along the way! • Agencies often gear decisions to their campaign planning cycles which for large advertisers are on average 3 months or more in advance! • We must judiciously balance product development priorities given finite resources! • Whilst pressure to run faster
Slide 40: How you can measure our progress
How you can measure our progress! • Are we growing our pool of inventory?! signing more publishers! • Are we securing more partners?! scaling supply & demand! • Are we maintaining our position as the world’s leading premium display trading platform?! integration with Symphony, integrations with part
Slide 41: Thank you
Thank you twitter: @adslot! investor.relations@adslot.com ! ! ian.lowe@adslot.com ! CEO