System1 Group Plc · LSE:SYS1
System1 — Investor Day (February 2023)
49 slides from System1's investor day presentation, Feb 28, 2023
Slide 1: Capital Markets Day
Capital Markets Day 28th February 2023
Slide 2: Rupert Howell, Chairman
Rupert Howell Chairman
Slide 3: James Gregory, Chief Executive Officer
James Gregory Chief Executive Officer
Slide 4: Agenda
Agenda Key. insights from the Strategic Review James Gregory (Chief Executive Officer) Commercialising IP through product development Robyn Di Cesare (Chief Product Officer) Commercial Execution and US Focus Jon Evans (Chief Customer Officer) John Kearon (Founder & President, US New Biz) Q&A System1
Slide 5: We are a marketing decision-making platform
predicts and improves marketing effectiveness … We are a marketing We predict and improve decision-making platform marketing effectiveness
Slide 6: Through our 'predict your' and 'improve your' offering
… through our ‘predict your’ and ‘improve your’ offering … Data Data-Led Bespoke Consultancy Consultancy (Predict Your) (Improve Your) © System1 Group PLC 6
Slide 7: Predictions delivered through an automated platform
… our predictions (and some improvements) are delivered through an automated platform … Predict Your… Improve Your… Project Management Set up Programming Panel Data processing Reports Data Led respondents Consultancy Forward translation Back translation Key: Automated Process Consultancy © System1 G
Slide 8: Results provided on a self-serve platform
… with results provided to customers on a self-serve platform © System1 Group PLC 8
Slide 9: Our USP is predictiveness
Our USP is predictiveness … Most Predictive CMO C-Suite Speed Price © System1 Group PLC 9
Slide 10: World leading IP, methodologies and technologies
… based on world leading IP, methodologies and technologies Ads | Brands Survey Emotions measured Markets Ideas tested Responses through FaceTrace™ © System1 Group PLC 10
Slide 11: We are targeting the world's biggest advertisers
We are targeting the worlds biggest advertisers … © System1 Group PLC 11
Slide 12: Revenue by offering: Predict your and Improve your
… with our ‘Predict your’ and ‘Improve your’ offer … Revenue by Offering 80% 60% 40% 20% 0% Data Only Data + Consultancy Consultancy Only Sales Revenue (%) Data from Apr-22 through to Jan-23 inclusive © System1 Group PLC 12
Slide 13: We already have many world class customers
We already have many world class customers (but can only name a few) © System1 Group PLC 13
Slide 14: Partnerships provide a route to scale fast
Partnerships provide a route to scale fast © System1 Group PLC 14
Slide 15: We are focussing on US growth
We are focussing on US growth © System1 Group PLC 15
Slide 16: We have recruited a world class leadership team
We have recruited a world class leadership team … John Kearon Jon Evans James Gregory Mark Beard Chris Willford Founder & Chief Customer Chief Executive Chief Information Chief Financial President Officer Officer Officer Officer Robyn Di Cesare Orlando Wood Rebecca Hatherall Chief Strategy and Emma
Slide 17: Obsessed over execution to deliver Rule of 40 growth
… who are obsessed over execution to deliver Rule of 40 growth © System1 Group PLC 17
Slide 18: The Case for System1 is compelling
The Case for System1 is compelling Assertion Thesis World-beating prediction / improvement methodologies Unique, step-change improvement in product value for customers Innovation and investment to maintain this product lead Prediction and Improvement market dynamics are very favourable Defensible th
Slide 19: Advertising market and waste in marketing
$43bn $1000bn $1700bn 10% Idea testing $4.4bn 48% 1 Star ads = zero ROI $4.4bn 4% Ad pre-tests $1.6bn 0.16% Ad prediction spend $1.6bn 10% Brand track $4.4bn $480bn wasted investment $4.4bn 100% 3-5 Star ads = +ROI 10x Ad predict = 1/6% $16bn $.0bn Waste + profitable growth Future returns Market Res
Slide 20: Robyn Di Cesare, Chief Product Officer
Robyn Di Cesare Chief Product Officer
Slide 21: We have built a world class platform and product suite
We have built a world class platform and product suite Asda | Elf 5.9
Slide 22: Over 15 years S1 has become the expert in how advertising works
Over 15 years S1 has become the expert in understanding how advertising works 2019 2019 2020 2021 2021 2022 2023 2007 2008 2013 2016 2019 2019 2020 2020 © System1 Group PLC 22
Slide 23: Our thought leadership underpins our predictive research methodologies
Our thought leadership underpins our predictive research methodologies © System1 Group PLC 23
Slide 24: Translation of IP into Products: Left & Right Brain
Translation of IP into Products & Platform > Left & Right Brain Features in Advertising Left Brain: Logic Right Brain: Feelings © System1 Group PLC 24
Slide 25: Translation of IP into Products: Left & Right Brain Features
Translation of IP into Products & Platform | Left & Right Brain Features © System1 Group PLC 25
Slide 26: Predict share gain from emotional response
Translation of IP into Products & Platform | Predict share gain from emotional response System1 Group ©2006 © System1 Group PLC 26
Slide 27: A suite of automated products across our platform
We now have a suite of automated products across our platform © System1 Group PLC 27
Slide 28: TYA Premium database with 82,000 ads
And we continue to grow our TYA Premium database with 82,000 ads now available © System1 Group PLC 28
Slide 29: TYA Digital
TYA Digital | Digital now accounts for over 50% of global advertising spend Currently being validated by a global social media platform, with US HQ © System1 Group PLC 29
Slide 30: Adding to the suite to test all elements of a campaign
And we’re adding to the suite to ensure we can test all elements of a campaign © System1 Group PLC 30
Slide 31: Jon Evans, Chief Customer Officer
Jon Evans Chief Customer Officer
Slide 32: We are now in the phase of commercial execution
We are now in the phase of commercial execution Disney | Disney 100 5.3
Slide 33: We grow in 6 simple steps
We grow in 6 simple steps The world’s best Being the world The broader A network of A dedicated team A trusted team of products that give expert on marketing partnerships with of new business highly effective confidence to predicting, audience and in the world’s largest specialists customer customer
Slide 34: How System1 remains relevant for marketers
How System1 remains relevant for marketers The biggest The most The most advertising moments relevant topics important theory © System1 Group PLC 34
Slide 35: Our Fame is Growing: 5X Sign-Ups
Our Fame is Growing 5X Sign-Ups © System1 Group PLC 35
Slide 36: Wise Up! 5X Sign-Ups
Wise Up! 5X Sign-Ups © System1 Group PLC 36
Slide 37: Fame drives New Business
Fame drives New Business Uncensored CMO podcast Look out. Ad of the Week © System1 Group PLC 37
Slide 38: Ritson endorsement for System1
Ritson endorsement for System1 © System1 Group PLC 38
Slide 39: Media Partnerships allow us to scale fast
Media Partnerships allow us to scale fast Product development in progress Partnerships in progress Create relevant applications of our automated Partner on thought leadership and add value testing to suit each different media through introductions to their customers US based TV networks US and UK ba
Slide 40: Ty Heath, LinkedIn B2B Institute testimonial
“LinkedIn is committed to helping businesses make important progress on DE&I, especially reducing the gap between knowledge and action. We are proud to have partnered with System1 on the launch of Feeling Seen USA, which provides strong evidence for the role advertising can play in making historical
Slide 41: Jon Lombardo, LinkedIn B2B Institute testimonial
“Poor branding, alongside creative that is unlikely to be remembered, is perhaps the single biggest source of waste in marketing. Working with our partner at System1 helps LinkedIn ensure our clients produce ads that are not only well branded but also emotionally engaging, maximising the chances tha
Slide 42: John Kearon, Founder & President, US New Biz
John Kearon Founder & President, US New Biz
Slide 43: The US: Our largest geographical opportunity
The US | Our largest geographical opportunity US$321bn forecast advertising spend FY24 – 43% of global advertising market spend (WFA) US accounts for 53% of global market research expenditure (ESOMAR) We see 10x size of contracts in US vs UK Source: Dentsu 2023 Global Ad Spend Forecasts © Syst
Slide 44: Our team: Now established with high quality experience
Our team | Now established with high quality experience Jason Chebib Steve Olenski GM Americas SVP Biz Dev H1 H2 © System1 Group PLC 44
Slide 45: Exciting US Pipeline
New US wins | …and major platform growth in the US pipeline US Wins in H2 A top 3 2 major A top 3 global US division of US division of global FMCG US grocery online a top 3 global a top 3 global company retailers recruitment spirits company cereals company platform Exciting US Pilot with US Pipeline
Slide 46: Summary | Close Q&A
Summary | Close Q&A Amazon | Joy is Made 5.9
Slide 47: We expect continued, sustainable revenue growth
We expect to see continued, sustainable revenue growth Aldi | Christmas 2022 5.9
Slide 48: Majority of prediction revenue now from new customers
Majority of prediction revenue is now coming from new customers Source of Revenue £ million 7 Pre-existing New since Apr-20 6 5 4 3 2 1 0 FY21 H2 FY22 H1 FY22 H2 FY23 H1 © System1 Group PLC 48
Slide 49: Q&A
Q&A Microsoft | We All Win 5.9