Digital Turbine, Inc. · NASDAQ:APPS
Digital Turbine — B. Riley 17th Annual Investor Conference (May 2016)
14 slides from Digital Turbine's conference presentation, May 25, 2016
Slide 1: B. Riley 17th Annual Investor Conference
B. Riley 17th Annual Investor Conference May 25, 2016
Slide 2: Safe Harbor Statements
Safe Harbor Statements. the combined Company's global reach, accelerate growth and create a scalable, low capex business model that drives EBITDA (as well as This presentation includes “forward-looking statements” within the Adjusted EBITDA); challenges to realize anticipated operational meanings of
Slide 3: Digital Turbine Investment Thesis
Digital Turbine Investment Thesis • Clear Secular Tailwinds • Robust Demand for Our Comprehensive Suite of Products & Services • Unique/Highly-Defensible Competitive Position • Expanding Addressable Market Opportunity • Imminent Tier-1 Customer Launches/Rich Customer Pipeline • Attractive Operative
Slide 4: Secular Tailwinds Driven by Evolution of Mobile Content Distribution
Secular Tailwinds Driven by Evolution of Mobile Content Distribution Carrier OS Platform Advertiser Platform Era Era Platform Era Mobile content was delivered through With the evolution of the smartphone, The advertising era allows for Brew & Java by leading carriers apps become the prolific content
Slide 5: Current Market Trends Driving Opportunity
Current Market Trends Driving Opportunity Carriers and OEM’s are actively seeking new sources of revenue to enhance profit margins from both advertising and data Carriers are searching for relevance from a subscriber perspective (shed the “dumb pipe” label) by enhancing/personalizing the user experi
Slide 6: Solving Problems & Creating Opportunities For All Parties in Today's App Economy
Solving Problems & Creating Opportunities For All Parties in Today’s App Economy Consumer Advertiser Operators and OEMs •Assist with App discovery •Target & acquire new •Improve profit margins customers with unique by more effectively •Enhance/personalize the home screen access monetizing valuable o
Slide 7: Five Products Across Our Two Operating Segments
Five Products Across Our Two Operating Segments Content Advertising Ignite Marketplace Drive Quality App Installs White-Labelled Content Stores AdStream New User Acquisition Pay Simple Mobile Billing Discover App Search & Discovery © 2016 Digital Turbine, Inc. 7
Slide 8: The Ignite Platform End-to-End Solution
The Ignite Platform End-to-End Solution App Provider Device Type ROI - Smartphone, Tablets Post Install Event - SIM Card (PIE) Data - TV, Wearables, IoT Attribution and Campaign Management Tracking - Filtering, Targeting, Data Science - Recommendations App Redemption Point App Delivery - Silent - SD
Slide 9: Signed Contracts with Major Global Players
Signed Contracts with Major Global Players Partnered with 30+ mobile Major anchor tenants operators and OEM’s in key geographies © 2016 Digital Turbine, Inc. 9
Slide 10: Strong Demand for DT Media Advertising Inventory
Strong Demand for DT Media Advertising Inventory Digital Turbine works with top tier Advertisers & Advertising Agencies including the top grossing apps on the App Store and Google Play Travel Retail Social Music Real Estate Entertainment Finance Gaming Shopping Agency © 2016 Digital Turbine, Inc. 10
Slide 11: Roadmap for Deployment of New Major Distributors
Roadmap for Deployment of New Major Distributors • Launched • Netherlands & Czech launching new • 62M subs devices in June; additional market(s) in Sept quarter • Launched • >90M subs in Europe • 5M subs/Embedded Base Push • Revenue in June quarter from • Launched embedded base pushes • 2M annual de
Slide 12: New Partner Announcements Reflect Multi-Faceted Demand
New Partner Announcements Reflect Multi-Faceted Demand • Expected Ignite Launch this Calendar Year; Licensing Agreement • >350 M subs globally; >250M in India • 3rd Largest Global Operator, Largest in India • As a result of this and other expected Indian agreements, terminated agreement with MSAI •
Slide 13: Operational and Financial Update
Operational and Financial Update Digital Turbine Media • Live on the S7 and S7 Edge phones at our largest North American carrier partner • Time to revenue for new customers significantly reduced • Revenues increasingly more diversified • Ignite Demand > Supply. Current pipeline strongest in the hist
Slide 14: Thank You
Thank You Digital Turbine @DigitalTurbine DigitalTurbine
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