Slide 1: Investor Presentation (Based on Fourth Quarter 2014 Results)
(Based on Fourth Quarter 2014 Results) February 12, 2015 i2)| eFax’ eVoice’ &X|FuseMail’ campaigner’ MiKeepltSafe’ @onebox’ Bs
Slide 2: Safe Harbor for Forward-Looking Statements
j2)) 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 regarding our 2015 Financial Guidance. Such forward- looking statements are subjec
Slide 3: Risk Factors
(j2)) Risk Factors The following factors, among others, could cause our business, prospects, financial condition, operating results and cash flows to be materially adversely affected: to sustain growth or profitability, particularly in light of an uncertain U.S. and worldwide economy and the related
Slide 4: Q4 2014 Results
(j2)) @4 2014 Results j2),| Cetax’ (Voice Rrusemait’ campaigner’ MKeepiiSafe’ Wonebox BREE
Slide 5: 2014 Accomplishments
2014 Accomplishments * Record revenue ($599M) , EBITDA ($263M), and Adjusted EPS ($3.42) * Proven M&A strategy is portable across categories, geographies and services * 29 acquisitions completed in 2014, M&A strategy continues with focus on global brands across diverse products * Expanded services i
Slide 6: Q4 2014 Results vs. Prior Year
(i2)) Q4 2014 Results vs. Prior Year ~~ Total Cloud by Unit Cloud Services IP Licensing 4201342014 42013042014 Revenues" $ 14569 $113,353 $1638 $1,250 Adj. Non-GAAP Gross Profit 75,865 90,536 1,638 4,250, Adj. Non-GAAP Operating Profit ®! $ 46209 _ $53,525 $1494 $204 eaiToa $ 47,970 $ 55,803 $ $ 204
Slide 7: Global - Consolidated
(j2)) 2 Global - Consolidated j2),| Cetax’ (Voice Rrusemait’ campaigner’ MKeepiiSafe’ Wonebox BREE
Slide 8: 2014 Revenue & 2015 Outlook
2014 Revenue & 2015 Outlook * j2 Global® revenue grew $78M in 2014 vs. 2013 * Growth across every service and segment within j2 * 2015 expected to grow by $100M vs. 2014 * Fax/Voice grew $6.4M (2%+) in 2014 vs. 2013, similar growth expected in 2015 * Fax was 48% of total revenue in 2014 + Fax is exp
Slide 9: Business Cloud Services
( i2) Business Cloud ~ Services j2),| Cetax’ (Voice Rrusemait’ campaigner’ MKeepiiSafe’ Wonebox BREE
Slide 10: Cloud Connect Growth
Cloud Connect Growth QeFax’ § GOeFaxCorporate §~=—« Voice ce * Growth Leaders - Premium Brands * eFax® * eFax Corporate® * eVoice® and eReceptionist® * City Numbers® * Acquired First Way Digital Ltd. - French internet fax provider * Provider of digital fax focused SMB & Enterprise * Majority of staf
Slide 11: Online Backup
(j2)) Online Backup EiKeepitSafe sivedrive. * 2014 full year revenue of ~$46M * 2015 revenue expected to grow by approximately 25% with FX headwind * Expanded services into Denmark, we now have operations + local storage in 10 countries * New office opened in Toronto, localized sales and support to
Slide 12: Email Security Update | FuseMail
(i2)) Email Security Update | FuseMail’ 2014 Q4 Highlights * Acquired Comendo Security A/S and Stay Secure, became significant leader in email security in Denmark and Sweden * Acquired Testudo Data, US supplier of email security and archiving * Integration of Scandinavian under FuseMail® organizatio
Slide 13: Email Marketing Update
Email Marketing Update «j campaigner’ * 2014 full year revenue of ~$14M grew by 12% vs. prior year * 2015 revenue expected to grow by +50% * In 2014 we acquired Contactology and integration is on schedule * Email Marketing fully part of our M&A program and has a healthy pipeline of targets eFax’ Moi
Slide 14: Digital Media
(j2)) Digital Media j2),| Cetax’ (Voice Rrusemait’ campaigner’ MKeepiiSafe’ Wonebox BREE
Slide 15: Q4 2014 Media Highlights
2) Q4 2014 Media Highlights + Media business demonstrating strong fundamentals (1) , + Revenue of $52.9 million, +26% vs. Q4 2013 2 IFF * EBITDA of $20.9 million, +30% vs. Q4 2013 DAVIS 77 * EBITDA margin growth to 39.5% vs. 38.4% for Q4 2013 * Revenue per thousand visits of $70, + 6%, vs. Q4 2013 *
Slide 16: Q4 2014 Media Highlights (continued)
Q4 2014 Media Highlights (continued) * IGN, AskMen & PCMag passed the 14M social followers mark, up from 12.3M (+14%) from Q3* * IGN continues to grow its installed audience base (2): * IGN's app installs passed 10.1M in Q4, a 52% YOY increase * Mobile app installs make up 4.5M of the total (37% YOY
Slide 17: 2015 Financial Guidance
( i2)) 2015 Financial Guidance j2),| Cetax’ (Voice Rrusemait’ campaigner’ MKeepiiSafe’ Wonebox BREE
Slide 18: 2015 Outlook (Non-GAAP)
2) 2015 Outlook (Non-GAAP) Cloud-Services * Revenue growth comingfrom all lines of businesses, higher growthfrom non-DID * EBITDAmargin~48% * Higher growth from Non-DID - EBITDAmargins at~40% ° IP Licensing « Revenue expected between $5.0 - $6.0M Media * Revenue growth expectedto be +25% * Distribut
Slide 19: 2015 Guidance (Adjusted Non-GAAP)
2015 Guidance (Adjusted Non-GAAP) Revenues $690M - $710M EPS (1) $3.73 - $3.97 (1) Adjusted earnings per diluted share excludes share-based compensation and related payroll taxes, amortization of acquired intangibles and the impact of any currently anticipated items, in each case net of tax. It is a
Slide 20: Supplemental Information
( i2) Supplemental Information j2),| Cetax’ (Voice Rrusemait’ campaigner’ MKeepiiSafe’ Wonebox BREE 20
Slide 21: at @ @ os at as os
~~ at @ @ os at 2 as os Total GAAP Revenues Suse stato sizn7ea staan sai suares —stsg0ne—startas — er (sis sa sei 8 208 $35 Tota Adustediion GAAPRevense 8 arr Tease easper Sieases__Sus700___ Sia _ Saas Fi Adjusted on-GAAP Revenue By Segment. Claus Revenes Eso se5 98 oo 596207 sign sto7see stages st1
Slide 22: at ae ow ae a @ oe as
at ae ow ae a @ oe as Adjusted tlon-GAAPRevenue By Type 7 Feed Subscriber Revenues saz srssce Sessa Toma. soz seoee sos 3367 Vembe Suecbe Revenues size sietee Steen ae s1a273 s196%0 sia s19z72 ‘Subscriber Revenues se503—«SS8752—=«CSSGZBS«SCSBLRT eo Othe Leerses Raverves $1238 $2485 $1087 siee suse s
Slide 23: GAAP Reconciliation Free Cash Flow & EBITDA
(i2) ($ in millions) GAAP Reconciliation Free Cash Flow & EBITDA Free Cash Flow (1) ams az asta ats | aria aaa asta ata Net cash provided by opersting sctivties 40.048 $ea.s73 szsesssea.aaa | Sa7z0g se4e12 4031S S43.783 Less: Purchases of property and equiprrent (1.993) (4.058) (86.120) (87.511) | (
Slide 24: In Mitions ants a243 ass. atta asa ass
~~ In Mitions ants a243 ass. atta 214 asa ass Cloud . Services Revenues $899 $939 $934 $946 $994 $106.3 $1089 «$113.4 Gross Profit, S734 $76.1 S764 $769 $805 $861 $868 $905 Gross Proft % 82% 81% 82% 81% 81% 81% 80% 80% EBITDA” $442 $470 $464 $48.0 $470 $524 $512 S878 EBITDA% 49% 50% 50% 5196 7% 49%
Slide 25: Full Year 2014 Results vs. Prior Year
(i2)) Full Year 2014 Results vs. Prior Year ~~ otal Goud by Unit f___cloudsenices ME iruicensing Fy 2018 FY 2016 FY 2013 Fy 2016 Revenues” $ 37,700 $ a2go1 $5832 $5539 ‘Adj. Non-GAAP Gross Profit, sorsés 343.918 5.852 5539 Adj.Non-GAAP Operating Profit’? $178,970 $ 201,463 $5557 $3586 esitpa ©! $ 18
Slide 26: GAAP Reconciliation Q4 Adjusted Non-GAAP Earnings & EPS
j2 GAAP Reconciliation Q4 Adjusted Non-GAAP Earnings & EPS ($ in thousands) TTHREE MONTHS ENDED DECEMBER 21,2014, TTHREE MONTHS ENDED DECEMBER 21, 2012 Less on 2 2 Extinguishment Acgistion —@) Acquistion ofbex ana ) vasted IRS ) related Related Grechesd Iepraion Consuthg (4) Adjusted brisest Adjuste
Slide 27: GAAP Reconciliation FY Adjusted Non-GAAP Earnings & EPS
‘i2)) GAAP Reconciliation FY Adjusted Non-GAAP Earnings & EPS ($ in thousands) Ww HS ENDED DEGSIGER 1. 20 saver @ Tac sees RS (ref bhegaton Greuing (fom Aduaed Gis Fae Amonaatin Prorvars: Non-GuaP $ auns Costofreenes @ eae ans wae Oe - cord Opaaing opens Serene wiser 0s gas ame acm) s masa Jeetorens
Slide 28: GAAP Reconciliation EBITDA Q4 2014
j2)) GAAP Reconciliation EBITDA Q4 2014 ($ in thousands) EBITDA CONSOLIDATED CLOUD & MEDIA Qé4 2014 (1) Cloud ‘Cloud Ca Subscripion IP Licensing | Cloud a ones INet income (loss) B83 Ce) 292 Go2 S750 (470) Dist Other expense income), net (35) 3 a2 23 am 2) 28 Interest expense income, net 49 = 4963 @
Slide 29: GAAP Reconciliation EBITDA Full Year 2014
(i2)) GAAP Reconciliation EBITDA FULL YEAR 2014 ($ in thousands) EBITDA CONSOLIDATED CLOUD & MEDIA FULL YEAR 2014 (1) Cloud lous SS Subsrintion {P Licensing | Goud Media subtotal Iniermgment | Conoidated Wetineome Tose TE ere azar 2a Tee Trost, ERT other experse (income), net (s2e) 2 (48) 28 (149) c
Slide 30: i2)| eFax’ eVoice’ &X|FuseMail’ campaigner’ MiKeepltSafe’ @onebox’ Bs
i2)| eFax’ eVoice’ &X|FuseMail’ campaigner’ MiKeepltSafe’ @onebox’ Bs