Slide 1: j2 Global
j2) Global PR” 4
Slide 2: Safe Harbor for Forward-Looking Statements
\i2)) Safe Harbor for Forward-Looking Statements ~ Certain statements in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, particularly those contained in the “2013 Guidance” slide. These forward- looking statements are bas
Slide 3: Risk Factors
i2) Risk Factors The following factors, among others, could cause our business, prospects, financial condition, operating results and cash flows to be materially adversely affected: Inability to sustain growth or profitability, particularly in light of an uncertain U.S. and worldwide economy and the
Slide 4: Financial Highlights
j2 )) Financial Highlights j2). @ekax’ «eVoice &)FuseMail’ “campaigner WKeepliSafe’ @onebox BZKE
Slide 5: Q4 2012 GAAP & Non-GAAP Results
x 2 )) Q4 2012 GAAP & Non-GAAP Results Q4 2012 GAAP “$ Margin Revenues $102.0M Gross Profit/Margin $83.4M 81.7% Operating Profit/Margin $42.2M 41.4% EPs (1) $0.65/Share EBITDA (2) Free Cash Flow @) Cash and Investments $343.6M Non-GAAP earnings per diluted share excludes share-based compensation and
Slide 6: Full Year 2012 GAAP & Non-GAAP Results
(a) (2) (3) j2 Full Year 2012 GAAP & Non-GAAP Results ~ FY 2012 GAAP FY 2012 Non-GAAP $ Margin $ Margin Revenues $371.4M $371.4M Gross Profit/Margin $304.4M 82.0% $305.2M 82.2% Operating Profit/Margin $162.2M 43.7% $172.1M 46.3% Eps (2) $2.61/Share $2.69/Share EBITDA (2) $196.0M Free Cash Flow (3) $
Slide 7: Digital Media
(j2)) 2 Digital Media j2) @ekax’ «eVoice &)FuseMail’ “campaigner WKeepliSafe’ @onebox BZKE
Slide 8: Investment Rationale: Digital Media
j2 Investment Rationale: Digital Media ° Attractive Space Large, growing and disruptive market Acquisition opportunities for premium brands in attractive verticals with proven management teams Targets SOHO and SMB customers similar to our cloud services business Superior marginal economics Drive val
Slide 9: Ziff Davis Overview
f j 2)) Ziff Davis Overview ) $60 $14 1,200 5 1,131 $50 ; $42 1,000 - a 10 $40 % 800 751 $8 $30 600 — a - $6 $20 KY ¢ $4 400 - 345 224 229 $10 - $2 200 - =e ia i) * FY 2010 FY 2011 rv2012——« ® |mmmRevenue) $11.0 $31.4 $48.5 2010 2011 2012 2010 2011 2012 - “ : Visits Page Views |——esrrpa $1.6 $7.1 $1
Slide 10: Ziff Davis Opportunity Technology
(j2)) Ziff Davis Opportunity Technology ~ "Supra Tech & Telecom - second largest online ad category, ~ $7B “) 9g Se eS k .cOomMm Proven management team PCMAG.COM History of successful turnaround/organic and EBITDA growth * A Digital Media Company Informing/Influencing Buyers of Technology LOGICBUY*
Slide 11: IGN Opportunity Gaming & Lifestyle
(j2)) IGN Opportunity Gaming & Lifestyle ~ * Key Statistics * 4.4B annual visits (2012) (") sv ® * 1.6B video streams (2012) () x97 * 74k video game reviews, 130k published videos, 1M gallery images * 243 index against Male 18-34 audience ?) * Opportunities & Benefits to j2 * Expand media into gamin
Slide 12: Update
( j2 )) Update j2) @ekax’ «eVoice &)FuseMail’ “campaigner WKeepliSafe’ @onebox BZKE 12
Slide 13: Lowest Cancel Rate
(j2)) Lowest Cancel Rate ~ * Cancel rate at record low * Customer base growing in size and loyalty * Underscoring value of service to our customers * — Resulting in long term value to j2 * Continue to improve * 5th consecutive quarter * 3rd consecutive calendar year Cancel Rate 3.5% 3.3% 3.0% ™ 2009
Slide 14: 2012/2013 Revenue Diversification
( j2)) 2012/2013 Revenue Diversification 2012/2013 major events: Fax Revenue Trend 2009 - 20 Fax - Organic growth driven by Corporate & Japan Fax as % of Total Revenues Voice - Organic growth US; expanded into Australia/New Zealand via Zintel acquisitions 90% Email / CRM: 14% Growth YoY; Successful
Slide 15: IGN Integration Plan
i2) IGN Integration Plan Easy to Integrate, core functions mirror ZD: editorial, reviews, traffic, ad sales Accelerate traffic growth via referrals and page views per visit Build upon emerging video advertising business Opportunity to drive deal-based commerce revenue Adds substantial data signal an
Slide 16: 2013 Financial Outlook
( i2)) 2013 Financial Outlook j2). @ekax’ «eVoice &)FuseMail’ “campaigner WKeepliSafe’ @onebox BZKE g
Slide 17: 2013 Guidance
(j2)) 2013 Guidance Guidance Revenues $500M - $525M Non-GAAP EPS (") $2.65 - $2.85 (1) Non-GAAP earnings per diluted share excludes share-based compensation and related payroll taxes, acquisition related integration costs, in each case net of tax. It is anticipated that the normalized tax rate for 2
Slide 18: Quarterly Dividend / Repurchase Plan Extension
‘i2)) Quarterly Dividend / Repurchase Plan Extension ~ Quarterly Dividend Timing * Record Date - February 25th / Payment Date - March 4th Payment Amount ° $0.2325 Per Share . ~ 30% of Quarterly Non-GAAP Earnings / ~ $10M of Cash Designed Not to Impact Operational or M&A Activities Repurchase Plan Ex
Slide 19: Supplemental Information
( i2)) Supplemental Information j2). @ekax’ «eVoice &)FuseMail’ “campaigner WKeepliSafe’ @onebox BZKE
Slide 20: Metrics - Cloud
j2 Metrics - Cloud j2 Cloud 2011 2012 Qu Q2 Q3 ead Qu Q2 Q3 4 Total GAAP Revenues z $73,384 $85,676 $86,026 $85,072 $86,652 $89,465 $93,245 $92,322 Adjustment 2 $10,326 $0 $0 $0 $0 $0 $0 $0 Total Non GAAP Revenues Ee $83,710 $85,676 $86,026 $85,072 $86,652 $89,465 $93,245 $92,322 Fixed Subscriber Re
Slide 21: Metrics - Media & Consolidated
j2 Metrics — Media & Consolidated j2 Media 2011 2012 Qi Q2 Q3 Q4 Qu Q2 Q3 Q4 Web Traffic g Visits = 45 49 57 72 80 80 82 104 = Pageviews = 153 164 191 243 238 285 264 344 j2 Consolidated 2011 2012 Qn q B ra Qu gz Qs ca 2 Total GAAP Revenues ® 5 $73,384 $85,676 $86,026 $85,072 $86,652 $89,465 $93,245
Slide 22: GAAP Reconciliation Free Cash Flow & EBITDA
(j2 GAAP Reconciliation Free Cash Flow & EBITDA ($ in millions) Free Cash Flow “) att 24 a3 a4tt ar2 212 312 asta Net cash provided by operating activities $38.153 $42.398 © $28,682 $41,515] $38.942 $46.382 $38.193 $46.34 Less: Purchases of property and equipment (80.625) ($1.860) — ($2.590) —($1.76
Slide 23: Q4 GAAP Reconciliation Non-GAAP Earnings & EPS
j2 Q4 GAAP Reconciliation Non-GAAP Earnings & EPS THREE MONTHS ENDED DECEMBER 31, 2012 THREE MONTHS ENDED DECEMBER 31, 2011 (2) (2) (3) a) Acquisition (O) Acquisition Gain on Share-based and Exit Share-based andExit Sale of GAAP Compensation Costs Non-GAAP GAAP Compensation Costs Investment Non-GAAP
Slide 24: FY GAAP Reconciliation Non-GAAP Earnings & EPS
<> ‘TWELVE MONTHS ENDED DECEMBER 31, 2012 ‘TWELVE MONTHS ENDED DECEMBER 31, 2011 FY GAAP Reconciliation Non-GAAP Earnings & EPS GAAP Revenues: $ 371,396 Cost of revenues 67,013 Operating expenses: ‘Sales and marketing 62,825 Research, development and engineering 18,624 General and administrative 772
Slide 25: Ziff Davis GAAP Reconciliation EBITDA
( j2 Ziff Davis GAAP Reconciliation EBITDA () 2010 2011 2012 GAAP Net Income (Loss) (8919) $2,312 $631 Fixed charges $41 $30 $128 Provision for income taxes $206 $821 $1,154 Depreciation and amortization and other non-cash items $752 $2,571 $6,184) Non-recurring (gains) losses $1,528 $1,407 $4,115)
Slide 26: Note Ratios & Covenants
<> j2 Note Ratios & Covenants $250 Million Senior Unsecured Notes 1213112012 Actual % of Total Total Cash & Investments $ 343.6 Total Debt $ 250.0 14.7% Total Market Capitalization $ 1,452.1 85.3% EBITDA - LTM 12/31/12 ® $ 192.0 Ratios Leverage Ratio - Net Debt / EBITDALTM 1.30x Fixed Charge Ratio -
Slide 27: Thank you.
>» Thank you. j2 eFax’ eVoice ®&)FuseMail’ “campaigner WiKeep|tSafe’ Wonebox BSE “a