Ooh Media Ltd · ASX:OML
Ooh Media — Macquarie Australia Conference 2018
40 slides from Ooh Media's conference presentation, May 3, 2018
Slide 1: Presentation to Macquarie Australia Conference 2018
For personal use only oOh!media Limited ABN 69 602 195 380 3 May 2018 ASX Announcement Presentation to Macquarie Australia Conference 2018 SYDNEY, 3 May 2018 – Attached is a presentation which will be delivered by oOh!media Limited (ASX:OML) at the Macquarie Australia Conference 2018 (held in Sydney
Slide 2: Macquarie 2018 Presentation
For personal use only MACQUARIE 2018 PRESENTATION 3 MAY 2018 Brendon Cook / Sheila Lines
Slide 3: Out-of-Home in Australia Continues to Climb
OUT-OF-HOME IN AUSTRALIA CONTINUES TO CLIMB For personal use only Source: Outdoor media association (Australia)
Slide 4: 10% of the media pie worth circa $1.6bn
For personal use only 10% of the Media Pie is worth circa $1.6bn1 as at the end of 2017 in gross media revenues, which represents circa an upside of $0.6bn1 for Out Of Home.
Slide 5: Top advertisers spend on Out of Home
TOP 200 For personal use only Top 200 Advertisers spend on Out of Home Number of clients who spend more than 11% of Budget OOH - 43 clients Number Spend between 6% to 10% - 42 clients Number under 6% - 60 clients Number spend 0% - 55 clients Source: Nielsen AdEx 2017
Slide 6: How Do We Achieve This
HOW DO WE ACHIEVE THIS… For personal use only QUALITY OF DATA CREATIVITY INVENTORY
Slide 7: Quality of Inventory
QUALITY OF INVENTORY For personal use only oOh! oOh! CLASSIC: DIGITAL SELECTIVE RE-VALUING WITH DEVELOPMENT NEW DATA
Slide 8: Data That Helps Advertisers Say Yes
DATA THAT HELPS ADVERTISERS SAY YES For personal use only QUANTIUM TELCO INSIGHT
Slide 9: Introducing oOh!media's new planning capability
For personal use only PURCHASE BASED TARGETING INTRODUCING oOh! MEDIA’S NEW PLANNING CAPABILITY
Slide 10: Our Quantium data partnership
For personal use only OUR QUANTIUM DATA PARTNERSHIP HAS GIVEN US THE ABILITY TO PLAN AUDIENCES WITH PRECISION
Slide 11: Purchase based targeting, optimised audience planning
WITH PURCHASE BASED TARGETING For personal use only OPTIMISED PARTNERSHIP AUDIENCE PLANNING
Slide 12: Big data means more granular insight at location
BIG DATA MEANS MORE GRANULAR INSIGHT AT LOCATION For personal use only Quantium Real behaviour Roy Morgan Helix Personas Transaction based Claimed behaviour 200+ QSegments Psychographic based Sample: 11 million+ 56 personas • 200 people per SA1 Sample: 50,000+ • 733 per suburb • Less than 1 person p
Slide 13: Our partnership with oOh!
OUR PARTNERSHIP WITH oOh! For personal use only WHAT CUSTOMERS BUY BUYERGRAPHICS WHAT PANELS QSegments LINKED TO PANELS CUSTOMERS VIEW (2.5b Transactions) (350+ segments) Formats Retail Road Where consumers Insurance spend 3m customers Automotive OPTIMISATION Retail Entertainment Powered by Where Qu
Slide 14: Purchase based targeting, optimised audience planning
WITH PURCHASE BASED TARGETING For personal use only OPTIMISED PARTNERSHIP AUDIENCE PLANNING
Slide 15: Introducing Q-Segments
INTRODUCING Q-SEGMENTS For personal use only TRANSACTION/ PURCHASE LIFESTAGE OR BEHAVIOUR all buyers or top buyers within a category
Slide 16: Demographic vs Buyergraphic
DEMOGRAPHIC vs BUYERGRAPHIC For personal use only P18 – 49 POTENTIALS NON DAIRY MILK 11.1 MILL IN AUSTRALIA PURCHASES 6.7 MILL 4.3 MILL CROSSOVER IN AUSTRALIA 6.85 MILL ( 62%) 2.4 MILL ADDITIONAL WASTAGE OPPORTUNITY
Slide 17: Purchase based targeting, optimised audience planning
WITH PURCHASE BASED TARGETING For personal use only OPTIMISED PARTNERSHIP AUDIENCE PLANNING
Slide 18: More buyergraphic audience for a non dairy product
HOW WE WERE ABLE TO DELIVER MORE BUYERGRAPHIC AUDIENCE FOR A NON DAIRY PRODUCT. For personal use only oOh RETAIL - NON DAIRY MILK BUYERS % REACH 41% 51% 59% 79% WITH THIS EXAMPLE, PLANNING QSEGMENT POTENTIAL 6.71M WITH oOh! POWERED BY QUANTIUM WILL REACH AN oOh! POTENTIAL 5.28M INCREMENTAL 25% OF YO
Slide 19: It doesn't just help FMCG and our retail product
IT DOESN’T JUST HELP FMCG and OUR RETAIL PRODUCT. For personal use only oOh ROAD - FURNITURE & HOMEWARE BUYERS % REACH 38% 49% 56% 88% WITH THIS EXAMPLE, PLANNING QSEGMENT POTENTIAL 7.284M WITH oOh! POWERED BY QUANTIUM WILL REACH AN oOh! POTENTIAL 6.38M INCREMENTAL 28% OF YOUR AUDIENCE AT THE SAME C
Slide 20: Office / Fly optimised reach results
OFFICE / FLY OPTIMISED REACH RESULTS For personal use only WE RECOMMEND AN OPTIMISED AUDIENCE SOLUTION USING QUANTIUM TO TARGET THE BUSINESS INFLUENCERS Q SEGMENT ON YOUR BRIEFED $150K SPEND, WE CAN DELIVER A REACH OF 575,607 PEOPLE OR 34% OF BUSINESS INFLUENCERS OVER A 6 WEEK CAMPAIGN USING OFFICE
Slide 21: In Summary
For personal use only IN SUMMARY…
Slide 22: Guarantees you less wastage
For personal use only GUARANTEES YOU… LESS WASTAGE USING OPTIMISED PLANNING USING +30% IN BUYERGRAPHIC BUYERGRAPHICS PURCHASE BASED TARGETING AUDIENCE DELIVERY* Source: *100 oOh! Campaigns through oOh! Powered by Quantium tool 2017-2018
Slide 23: Telco: Chinese travellers reach numbers
TELCO For personal use only Chinese: Reach Numbers / High Value Audience / No client being presented to 1.6M Chinese travellers in 2017 spending $11.7B - the largest international audience in both numbers and spend per visitor. Using mobile roaming data (China, Macau, Hong Kong) we captured the move
Slide 24: Telco: Chinese study audience and presentations
TELCO For personal use only Chinese: Reach Numbers / High Value Audience / No client being presented to The study captured movements of between 60-90% of the total audience across their trip 35 presentations made covering 70 clients across the following categories: Luxury goods Health & Well Bei
Slide 25: Chinese travellers to Australia
For personal use only CHIN ESE TRAVELLERS TO AUSTRALIA Reaching the biggest spending visitors beyond the airport Chinese visitors inj jected Chinese New on attracted +25% stay in Australia longer than $11.7 billion | only 3% more of the annual visitors than ays in the Australian economy last year Sc
Slide 26: Insights: Out of Home is working in a connected world
For personal use only INSIGHTS OUT OF HOME IS WORKING IN A CONNECTED WORLD
Slide 27: Out of Home delivers amongst Australians aged 16-30
OUT OF HOME DELIVERS AMONGST AUSTRALIANS AGED 16-30 For personal use only SEARCH ACTION ON TALK- ABILITY 3 in 4 CAMPUS 62% 66%
Slide 28: Creativity
For personal use only CREATIVITY
Slide 29: Value of new systems / media tech
VALUE OF NEW SYSTEMS / MEDIA TECH For personal use only Creative speed / Free up time Real Time Advanced Fully Functioning context ( sales to operation) Pricing / Yield ”Machine” enable Management Automation Private Place.
Slide 30: New revenue streams
NEW REVENUE STREAMS For personal use only ONLINE OFFLINE ( MOBILE / PC) ( OUT OF HOME) Social Publications oOh! Experiential
Slide 31: Strategy
For personal use only STRATEGY
Slide 32: The oOh! strategy since 2012
THE oOh! STRATEGY SINCE 2012 For personal use only
Slide 33: The oOh! strategy for 2020
THE oOh! STRATEGY FOR 2020 For personal use only
Slide 34: Leading diverse out of home ecosystem
LEADING DIVERSE OUT OF HOME ECOSYSTEM For personal use only DIVERSE ONLINE / OFFLINE ECOSYSTEM ONLINE 20,000 SIGNS RETAIL INCL 8,000+ DIGITAL FLY ACROSS ROAD, RETAIL, AIRPORT AND ROAD GYM MOBILE EDGE OFFICE PLACE BASED LOCATIONS STUDY SPORT CONTENT VENUE CAFE WIFI
Slide 35: Leading diverse out of home ecosystem
LEADING DIVERSE OUT OF HOME ECOSYSTEM For personal use only MULTIPLE MOBILE FIRST LIFESTYLE PLATFORMS & ABC NEWS
Slide 36: Financials
For personal use only FINANCIALS
Slide 37: 13.1% revenue growth driven by portfolio diversification
13.1% REVENUE GROWTH DRIVEN BY PORTFOLIO DIVERSIFICATION For personal use only 4.8% 2.5% 8.9% CY2017 ($m) CY2016 ($m) Change Road Retail CY2017 36.1% Road 137.1 124.6 10.0% Fly REVENUE 14.5% Locate BY Retail 126.3 109.2 15.7% New Zealand PRODUCT Other AS % Fly 55.0 56.0 (1.8%) 33.2% Locate by oOh! 3
Slide 38: Summary
SUMMARY For personal use only The Out Of Home oOh!media will continue Acquisitions made in sector is expected to execute its end to end CY2016 are now to continue to digital strategy, including successfully integrated grow over CY2018 the continued roll out with revenue synergies of its data analyti
Slide 39: Questions
For personal use only QUESTIONS
Slide 40: Consumers can't help consuming oOh!
CONSUMERS CAN’T HELP CONSUMING oOh! WE CAN’T BE .U) w (x ppl — 1 US€ ONlily SWITCHED OFF BLOCKED MUTED SKIPPED MINIMISED ooh! Unmissable