Adveritas Limited · ASX:AV1
Adveritas — Shareholder Meeting (November 2024)
20 slides from Adveritas's shareholder meeting presentation, Nov 18, 2024
Slide 1: 2024 Annual General Meeting
2024 Annual General Meeting 18 Nov 2024
Slide 2: Disclaimer
This presentation contains summary information about Adveritas Limited (Adveritas) and is current at 18 November 2024. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial product advice (nor tax, accountin
Slide 3: 2024 Annual General Meeting CEO address
18 November 2024 Annual General Meeting CEO address Mat Ratty - TrafficGuard Global Chief Executive Officer
Slide 4: 5 Key Points that Complement a Focused Strategy
5 Key Points that Complement a Focused Strategy 1 Our company has moved from a startup to a scale up and now transitioning into scaler 2 Take more market share in sports betting as the market leader 3 Enter other verticals like e-commerce, partner with agencies, and add more channels like FB 4 Macro
Slide 5: 5 year accelerated growth journey
5 year accelerated growth journey ● TrafficGuard has matured over the last 5 years and this process is accelerating ● Our business was in the scale up phase and is now moving into Scaler ● This delivers more refined product strategy, go to market strategy and operational processes ● These become growt
Slide 6: Invalid Advertising Traffic - Global TAM
Invalid Advertising Traffic - Global TAM Global Scale Impact ● $836b Digital Ad Spend in 2026 (1) ● Constrained Growth ● $129b Cost of Digital Ad Fraud In 2026 (2) ● Reduced LTV:CAC metrics ● 15%+ of ad spend lost to invalid advertising traffic ● Reduced overall profitability Source: 1 - https://www.st
Slide 7: The Macroeconomic Headwinds are our Tailwinds
The Macroeconomic Headwinds are our Tailwinds ● Business stakeholders are demanding profitability ● Marketing budgets under increasing pressure ● Focus is on incremental and profitable growth ● Shift of ad spend from brand to performance ● TrafficGuard supports these strategies with cost savings and op
Slide 8: Record Growth in Cash Receipts
Record Growth in Cash Receipts Quarterly Cash Receipts • 224% growth in cash receipts to $2.05m (1) over 12 months to June 2024 quarter • Customer numbers increased by 22% from 248 to 303 over the same period • Commenced sports betting focus in November 2023 • 3X price increase implemented in Decemb
Slide 9: Record ARR and ACV Growth
Record ARR and ACV Growth Annualised Recurring Revenue Record Annual Contract Value • 560% growth in annual contract (ACV) to a record $753k • 496% growth in Annualised Recurring Revenue from a single enterprise client (ARR) to over $6m in 3 years • Highlights substantial upsell potential 9
Slide 10: Omni Channel Solution
Mobile App Affiliate ●Prevent invalid clicks reaching the MMP to solve for misattribution of installs and ● Full funnel and multipoint events - a key negative effect of click fraud solution that is not just looking ●Verify and invalidate installs and events not at the conversion in isolation Attribut
Slide 11: Online Gaming & Sports Betting Traction
Online Gaming & Sports Betting Traction Path to Positive Cashflow ● Positive cashflow achievable through online gaming & sports betting segment alone Strong Traction ● ~1,000+ target clients in this segment ● Currently servicing ~50 ● Servicing and running trials with the Top 10 sports betting compani
Slide 12: Scalable Technology can be Applied Across all Verticals
Scalable Technology can be Applied Across all Verticals
Slide 13: Agency Partnerships
Agency Partnerships • Currently in commercial negotiations and trials with several large agencies with TrafficGuard PPC and PMax products which is transformational to our GTM strategy and revenue line. • Agencies manage ad budgets for thousands of enterprise clients (including Fortune 500)
Slide 14: What Our Clients Say
What Our Clients Say “"PPC and Mobile “"One of the best “ Fraud prevention "Great experience fraudulent traffic improvements have with TrafficGuard" tools out there" been excellent" The tool's effectiveness TrafficGuard has saved our We rely on TrafficGuard to and the on-hand team. For clients thous
Slide 15: Recognised in the Industry
Recognised in the Industry WINNER DIGIDAY TECHNOLOGY G SPRING 0 SEARCH AWARDS trafficguard® = Adveritas
Slide 16: Growth Strategy for 2025
Growth Strategy for 2025 Cost Control Sports Betting E-Commerce Agencies Further cost control with Sports betting and Sales and Marketing Strategic partnerships and reduction of $1 million to gaming remain a focus efforts targeted towards global agreements with be identified before June and drive tow
Slide 17: This presentation has been approved by the Board of Directors of Adveritas Limited.
This presentation has been approved by the Board of Directors of Adveritas Limited. For more information, please contact: Mat Ratty Chief Executive Officer Adveritas Limited (ASX: AV1) P: +61 (8) 9473 2500 E: investor.enquiry@adveritas.com.au
Slide 18: Appendix Case Studies
trafficguard © Appendix = & Case Studies 12k 19.3% 42M 100k 36M 358k lak Sik trafficguard® = Adveritas
Slide 19: Zain KSA, first MENA telco to implement TrafficGuard
Zain KSA, first MENA telco to implement TrafficGuard The Results Zain KSA, the pioneering telco providing a comprehensive range of services to individual and business customers in Saudi Arabia, wanted to evaluate and stop the invalid traffic from its search campaigns to maximise their return on those a
Slide 20: TrafficGuard Brings Invalid Traffic Into Focus for Online Camera Retailer
TrafficGuard Brings Invalid Traffic Into Focus for Online Camera Retailer Background A global online camera retailer was running Google campaigns to increase new customer acquisition. After testing with TrafficGuard, they could see that 10% of their budget was being lost to invalid traffic. TrafficGuard