Vend Marketplaces Asa · OSL:VEND
Vend Marketplaces Asa — Schibsted — Investor Day (2017)
18 slides from Vend Marketplaces Asa's investor day presentation, 2017
Slide 1: Finn Marketplaces: Continuing Market Leadership
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Slide 2: Disclaimer
This presentation (hereinafter referred to as the "presentation") has been prepared by Schibsted ASA ("Schibsted" or the "Company") exclusively for information purposes, and does not constitute an offer to sell or the solicitation of an offer to buy any financial instruments. Reasonable care has bee
Slide 3: Video
Slide 4: Continuing Market Leadership
CONTINUING MARKET LEADERSHIP od Continuing to strengthen our Fal position . Developing data-driven tools and products to deepen vertical roots iy Integrating Schibsted components to enable focus on local opportunities Launching new concepts to secure long-term growth E) SCHIBSTED 2
Slide 5: We are the market leader across all classifieds verticals
WE ARE THE MARKET LEADER ACROSS ALL CLASSIFIEDS VERTICALS... ue _ POSITION oe SHARE oe VERTICAL POSITION | MARKET SHARE 100% of homes for , -_- 2% i total leisure as ae ty) Ties = Ee , uy SERVICES / Bl 80% of online job y CRAFTSMEN - quote requests ° — 95% of ies cars sold ? 85% a advertised 4: a "1
Slide 6: And FINN's position keeps getting stronger
_ AND FINN’S POSITION KEEPS GETTING | em) STRONGER Brand Awareness? 96% : 96% 7 Internet Rank (pageviews) * Visits/Capita -—‘Timespent/Capita. = ttt 994 NOK 332 NOK * Revenue/Capita 26.8 hrs 28.4 hrs ® re Customer Satisfaction® L 1 FE: SCHIBSTED 5) 3) 04 2016-03 2017
Slide 7: Strengthening our position in the younger demographic
WE ARE ALSO STRENGTHENING OUR POSITION IN THE YOUNGER DEMOGRAPHIC FINN.no with largest increase in Word Of Mouth score in younger demographic” ow ranked #5 brand overall in younger demographic, ahead of e.g.. Spotify* Focus group studies reveal that «FINN has set the standard», also in younger demog
Slide 8: Back on a clear growth trajectory and maintaining high margins
WE ARE BACK ON A CLEAR GROWTH TRAJECTORY AND MAINTAINING HIGH MARGINS Norwegian marketplace revenues, MNOK EBITDA margin, % 80 2000 - 1800 1600 40 41 6 1400 30 1200 20 1000 17 0 800 600 0 2003] i 201 2013 £00 ail 200 0) 716 ) *2017: Q4 2016- Q3 2017 E) SCHIBSTED 7
Slide 9: Well-balanced revenue portfolio with new concepts contributing to growth
WELL-BALANCED REVENUE PORTFOLIO WITH NEW SERHIEES CONGHEY ERS STRONGLY TO GROWTH Jobs, Vehicles, Real estate make Other, incl. » new concepts Display ke Ce New concepts, incl. personal | finance and services developing strongly Real estate, Jobs, Vehicles Display advertising Generalist 2017 Q1-Q3 ac
Slide 10: Traffic continues to grow: visits up 10% in 2017
TRAFFIC CONTINUES TO GROW: VISITS UP 10% IN 2017 visits YTD mobile” visits of visits trom logged-in users E) SCHIBSTED
Slide 11: Traffic growth driven by apps
TRAFFIC GROWTH DRIVEN BY APPS - APPS USAGE CORRELATES WITH HIGH pba) # ee ee GROWTHORIVER 490% LOGGED-IN & HIGH ENGAGEMENT 90% logged-in rate on apps; Apps visits +40% YTD more listings viewed per visit rons vs. other platforms #2 RANKING #2 ranking in App Store and Google Play «Shopping» categories
Slide 12: Growth in listings for all major verticals
GROWTH IN LISTINGS FOR ALL MAJOR VERTICALS; GENERALIST +28% —nusr-seviemer 2016-2017 aD, —@— JOBS = s 156 REAL ESTATE +7%) — > = (FOR SALE) “ * Manufacturing and 80 90 industry strong * More properties for * Oil & gas on the sale in market rise _ * Rental listings up k 2016 2017 2016 2017 4% ytd Lis
Slide 13: Developing insights and tools to deepen vertical roots
WE ARE DEVELOPING INSIGHTS & TOOLS TO DEEPEN VERTICAL ROOTS AND DRIVE INCREMENTAL REVENUE 7 Enhanced performance _ sai dashboards andalerts " Focus onprofessional = =—«_— customers : os ™ Future: Demand-side metrics Example: Performance dashboard for real estate 350% Example: Upsell conversion | rat
Slide 14: Hus & Torget: Blink
Haner & torre * Traditional marketplace model relies on buyers actively visiting site With Blink, distribute listings to reach additional passive buyers (audience) outside FINN to create additional effect E) SCHIBSTED Example: Real estate listing w/Blink 3174 besok 9033 besok © Basic listing @ Blink
Slide 15: Integrating more Schibsted components
WE ARE INTEGRATING MORE SCHIBSTED COMPONENTS; ENABLES FOCUS ON LOCAL OPPORTUNITIES * Number of global Schibsted components implemented at FINN continues to expand * Implementation of global components enables focus on local opportunities — SCHIBSTED Bins a SPH . MESSAGING Advertising Platform i Logi
Slide 16: Successfully growing new concepts that complement existing positions
WE ARE SUCCESSFULLY GROWING NEW CONCEPTS THAT COMPLEMENT EXISTING POSITIONS mittanbud.no BAGO shopping SERVICES/TENDERS SMALL JOBS SHOPPING/NEW ITEMS * Revenue model: Craftsmen * Revenue model: Helpers pay * Revenue model: Commission subscribe to tenders to «open» small jobs on items sold + 200k+ te
Slide 17: Personal finance services developing very strongly
PERSONAL FINANCE SERVICES DEVELOPING VERY STRONGLY; ENABLE BETTER USER EXPERIENCES AND REVENUE GROWTH Classifieds product Personal finance integrations marketplaces Advertising Complete advertising solution: display, content, integrations E) SCHIBSTED as
Slide 18: Continuing Market Leadership
CONTINUING MARKET LEADERSHIP od Continuing to strengthen our Fal position . Developing data-driven tools and products to deepen vertical roots iy Integrating Schibsted components to enable focus on local opportunities Launching new concepts to secure long-term growth E) SCHIBSTED a6