Slide 1: Informa Group Market Update
Informa Group Market Update Strong 2023 Performance Further Growth in 2024 B2B Digital Acceleration 1 11 January 2024
Slide 2: Disclaimer
Disclaimer January 2024 Trading Update 2 This presentation contains forward - looking statements concerning the financial condition, results of operations and businesses of the Group . Although the Group believes that the expectations reflected in such forward - looking statements are reasonable, th
Slide 3: Knowledge & Information Economy
Knowledge & Information Economy Specialist Market Research B2B Demand Generation Open Research Advanced Learning Pay - to - Publish Live Experiences First Party Data Specialist Brands Peer Reviewed Research B2B Buyer intent B2B Audience Development On - Demand Access Content Syndication Academic Kno
Slide 4: Growth Acceleration in 2023
Growth Acceleration in 2023 4 January 2024 Trading Update Strength and momentum across the portfolio STRENGTH RETURNS DISCIPLINE CASHFLOW GROWTH 2023 Underlying Revenue Growth c.30%. Reported Revenue £3,165m+ and Adjusted Operating Profit c.£845m 1 , ahead of market guidance provided at 10 - Month T
Slide 5: Growth Drivers in 2024
Growth Drivers in 2024 5 January 2024 Trading Update Committed to further strong growth in 2024 INTERNATIONAL REACH STRENGTH VISIBILITY HIGH GROWTH B2B MARKETS STRUCTURAL GROWTH Live & On - Demand B2B Events and Specialist Knowledge eg Pharma, Healthcare, Technology, Health & Nutrition, Beauty and A
Slide 6: Building the Informa Group
Information Classification: General Building the Informa Group January 2024 Trading Update 6 *Market Guidance (excluding any effect of the proposed combination with TechTarget) URG = Underlying Revenue Growth 2014 £1,137m URG 0.7% Addition of Hanley Wood Exhibitions Launch of Growth Acceleration Pla
Slide 7: A Leader in Live & On-Demand B2B Events
A Leader in Live & On - Demand B2B Events January 2024 Trading Update 7 Transaction - led Live & On - Deman d Events c.$2.2 bn Revenue 300+ Brands 20+ 6.2m+ Attendees Healthcare & Pharmaceuticals Health & Nutrition Infrastructure, & Construction Beauty Luxury Aviation & Aerospace * Figures relate to
Slide 8: A Leader in Live & On-Demand B2B Events
A Leader in Live & On - Demand B2B Events January 2024 Trading Update 8 Transaction - led Live & On - Deman d Events Content - led Live & On - Demand Events c.$2.2 bn Revenue 300+ Brands 20+ 6.2m+ Attendees c.$1.1bn Revenue 400+ Brands 6 Growth Markets 670k+ Attendees Healthcare & Pharmaceuticals He
Slide 9: A Leader in Live & On-Demand B2B Events
A Leader in Live & On - Demand B2B Events January 2024 Trading Update 9 Transaction - led Live & On - Deman d Events Content - led Live & On - Demand Events c.$2.2 bn Revenue 300+ Brands 20+ 6.2m+ Attendees c.$1.1bn Revenue 400+ Brands 6 Growth Markets 670k+ Attendees Healthcare & Pharmaceuticals He
Slide 10: Assumes proposed combination with TechTarget completes on schedule
*Assumes proposed combination with TechTarget completes on schedule
Slide 11: Creating Value through Combination
Creating Value through Combination January 2024 Trading Update 11 Value Creation Value Creation: • Long - term growth in the Technology sector • Increasing use of data - driven B2B products • Scale in the key US market • A leading brand in TechTarget • Combination Synergies • Highly experienced oper
Slide 12: The Informa Group Portfolio
The Informa Group January 2024 Trading Update 12 Portfolio Growth Investments B2B Live & On - Demand Events B2B Digital Services Academic Markets 300+ Brands, 20+ specialist markets ( Pharma, Health & Nutrition, Aviation, Beauty, Infrastructure & Construction, Luxury IIRIS (Proprietary First Party B
Slide 13: Building a platform in B2B Digital Services
Information Classification: General Building a platform in B2B Digital Services January 2024 Trading Update 13 2020 £150m+ Informa Tech Launch and organic expansion of Omdia NetLine joins the Group 2020 2024 Lead Insights Data Report SEO - optimised media platform Specialist business content Buyer I
Slide 14: B2B Digital Services Platform through New TechTarget
Information Classification: General B2B Digital Services Platform through New TechTarget 14 January 2024 Trading Update Reprise from 2022 Full Year Results in March 2023: Proposed combination of Informa Tech’s digital businesses with TechTarget to create New TechTarget x Leading industry brand: Tech
Slide 15: Scale and Reach through creation of New TechTarget
Scale and Reach through creation of New TechTarget January 2024 Trading Update 15 A leading platform in B2B Data and Market Access Scale in Audience Development Scale in First Party B2B Data Scale in B2B Customer Relationships Scale in Leading B2B Technology Scale in Product Breadth TechTarget Infor
Slide 16: Scale in Permissioned First Party B2B Audience Data
Scale in Permissioned First Party B2B Audience Data January 2024 Trading Update 16 IIRIS data platform and New TechTarget expected to provide access to a total B2B audience of c.50m c.50m First Party B2B Audience Specialist B2B Audiences Data Sharing Buyer Intent Permissioned Audiences
Slide 17: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform 17 17 1 High quality B2B websites and newsletters supporting the end - to - end buyer journey… Intent & Demand Gen Intelligence & advice Brand awareness & thought leadership January 2024 Trading Update High quality B2B content
Slide 18: Informing and educating B2B Decision-makers
Informing and educating B2B Decision - makers & influencers A Leading B2B Data and Market Access Platform 18 18 2 … attracting an audience of B2B buyers, decision - makers & influencers 1 High quality B2B websites and newsletters supporting the end - to - end buyer journey… Intent & Demand Gen Intel
Slide 19: Securing permissioned, first-party audience data
Securing permissioned, first - party audience data A Leading B2B Data and Market Access Platform 19 19 3 Known and unknown audience interactions generate First - Party Data (Contact & Behavioural) 2 … attracting an audience of B2B buyers, decision - makers & influencers 1 High quality B2B websites a
Slide 20: Permissioned, first party audience data
Permissioned, first party audience data A Leading B2B Data and Market Access Platform 20 20 3 Known and unknown audience interactions generate First - Party Data (Contact & Behavioural) 4 Insight and I ntent derived from First - Party Data creates three core customer products 2 … attracting an audie
Slide 21: Products serve diverse customer groups
Digital marketers Brand marketers Content marketers Performance / Demand gen marketers Field marketers Sales teams Product managers Business strategists C - Suite 5 The products serve diverse customer groups through the product lifecycle… A Leading B2B Data and Market Access Platform 21 21 3 Known a
Slide 22: Comprehensive suite of B2B solutions
Sponsorship & display Content creation Content strategy Intent data Content syndication Qualified sales leads Buyer advice Competitor intelligence Market intelligence & insight 5 The products serve diverse customer groups through the product lifecycle… A Leading B2B Data and Market Access Platform 2
Slide 23: Combination: Informa Tech contributes digital businesses for 57% ownership
January 2024 Trading Update 23 Combination: Informa Tech to contribute its digital businesses and c.$350m 1 cash in exchange for a 57% ownership position in New TechTarget • Brands include NetLine, Industry Dive, Omdia, Canalys and the Specialist Tech Digital Media Brands eg Information Week, Light
Slide 24: Leadership and Governance
Leadership and Governance January 2024 Trading Update 24 Leadership: Gary Nugent to be CEO (current Informa Tech CEO) and Mike Cotoia to be Special Advisor (current TechTarget CEO) Board: Nine members, including Chair, CEO and seven other Non - Executive Directors US Listing: New TechTarget to be Na
Slide 25: Experienced Combination Team
Gary Nugent Sean Griffey Bill Morelli Daniel Noreck Rebecca Kitchens Michael Cotoia Steve Niemiec Combination Director Experienced Combination Team to create growth and value 25 January 2024 Trading Update TBC Program Management Synergy Delivery Customers, Colleagues & Culture
Slide 26: Combination Value Creation
Combination Value Creation January 2024 Trading Update 26 Both sets of shareholders expected to receive a balance of immediate benefits and longer - term returns x Access to a leading brand in the market x Scale in the US (where the customers/value are) x Specialist talent and management x US listin
Slide 27: The Informa Group Portfolio
The Informa Group January 2024 Trading Update 27 Portfolio Growth Investments B2B Live & On - Demand Events B2B Digital Services Academic Markets 300+ Brands, 20+ specialist markets ( Pharma, Health & Nutrition, Aviation, Beauty, Infrastructure & Construction, Luxury IIRIS (Proprietary First Party B
Slide 28: Growth and Acceleration
Growth and Acceleration 28 January 2024 Trading Update Strength and Momentum Across the Portfolio A Leading Platform in B2B Live & On - Demand Events A Leading Platform in B2B Digital Services A Leading Platform in Academic Knowledge Operating Performance and Forward Visibility
Slide 29: Thank You
Oy informa Thank You 29
Slide 30: B2B Data & Market Access Products
B2B Data & Market Access January 2024 Trading Update 30 B2B Product Audience Development Permissioned First Party Audience Data Specialist Technology Research Buyer Intent Content Development Demand Generation & Engagement Description Specialist Business Content/Brands that inform and educate B2B pr
Slide 31: Additional Information and Where to Find It
31 2022 Half - Year Results Presentation January 2024 Trading Update Additional Information and Where to Find It In connection with the proposed transaction (the “ proposed transaction ”) between Informa and TechTarget, TechTarget CombineCo , Inc. (“ NewCo ” or, after the completion of the proposed
Slide 32: Participants in the Solicitation
32 2022 Half - Year Results Presentation Participants in the Solicitation Informa, TechTarget, NewCo , and their respective directors and certain of their respective executive officers and employees may be deemed to be participants in the solicitation of proxies from TechTarget’s stockholders in con
Slide 33: Cautionary Note Regarding Forward-Looking Statements
33 Cautionary Note Regarding Forward - Looking Statements This communication contains “forward - looking” statements within the meaning of Section 27A of the Securities Act of 1933 and Sec tion 21E of the Securities Exchange Act of 1934 that involve substantial risks and uncertainties. All statement
Slide 34: Important factors that could cause actual results to differ
34 Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, a mon g others: that one or more closing conditions to the proposed transaction, including certain regulatory approvals, may not be satisfied or waived, on a timely basis or
Slide 35: the risk that the proposed transaction and its announcement could have an adverse effect
35 the risk that the proposed transaction and its announcement could have an adverse effect on the ability of TechTarget to reta in customers and retain and hire key personnel and maintain relationships with customers, suppliers, employees, stockholders, st rat egic partners and other business relat