Slide 1: Informa Group Market Update
Informa Group Market Update Strong 2023 Performance Further Growth in 2024 B2B Digital Acceleration 11 January 2024 1
Slide 2: Disclaimer
Disclaimer 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, these statements are not guarantees o
Slide 3: Knowledge & Information Economy
Knowledge & Information Economy Specialist Market Research Specialist Brands First Party Data Peer Reviewed Research Advanced Learning Specialist B2B Media Live Experiences Academic Knowledge B2B Buyer intent Open Research Content Syndication On-Demand Access B2B Audience Development Pay-to-Publish
Slide 4: Growth Acceleration in 2023
Growth Acceleration in 2023 2023 Underlying Revenue Growth c.30%. Reported Revenue £3,165m+ and Adjusted Operating Profit GROWTH c.£845m1, ahead of market guidance provided at 10-Month Trading Update c.40% aggregate underlying revenue growth in B2B Markets (Informa Markets / Connect / Tech) STRENGTH
Slide 5: Growth Drivers in 2024
Growth Drivers in 2024 STRUCTURAL Live & On-Demand B2B Events and Specialist Knowledge GROWTH INTERNATIONAL Strength in the US and rapidly expanding economies in the Middle East, China and Asia REACH HIGH GROWTH B2B eg Pharma, Healthcare, Technology, Health & Nutrition, Beauty and Aviation MARKETS V
Slide 6: Building the Informa Group
Building the Informa Group Spot conferences A Global leader in B2B and training INVESTMENT FOCUS GROWTH Exhibitions & Events Traditional academic New New New 2024E* Open Research Leadership Leadership Leadership Launch of publishing £3,425m- platform at Informa at Informa at Informa Informa Tech Int
Slide 7: A Leader in Live & On-Demand B2B Events
A Leader in Live & On-Demand B2B Events Transaction-led Live & On-Demand Events c.$2.2bn 300+ 20+ 6.2m+ Revenue Brands Specialist Markets Attendees Healthcare & Pharmaceuticals Health & Nutrition Infrastructure, & Construction Beauty Luxury Aviation & Aerospace January 2024 Trading Update * Figures
Slide 8: A Leader in Live & On-Demand B2B Events
A Leader in Live & On-Demand B2B Events Transaction-led Live & On-Demand Events Content-led Live & On-Demand Events c.$2.2bn 300+ 20+ 6.2m+ c.$1.1bn 400+ 6 670k+ Revenue Brands Specialist Markets Attendees Revenue Brands Growth Markets Attendees Healthcare & Pharmaceuticals Health & Nutrition Tech F
Slide 9: A Leader in Live & On-Demand B2B Events
A Leader in Live & On-Demand B2B Events Transaction-led Live & On-Demand Events Content-led Live & On-Demand Events c.$2.2bn 300+ 20+ 6.2m+ c.$1.1bn 400+ 6 670k+ Revenue Brands Specialist Markets Attendees Revenue Brands Growth Markets Attendees Healthcare & Pharmaceuticals Health & Nutrition Tech F
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 Creating a Combination Value Creation Building Blocks to Combination Structure: Value Creation: • Current volatility in Technology sector • Long-term growth in the Technology sector • Market value of TechTarget • Increasing use of data-driven B2B products • Implied
Slide 12: The Informa Group
The Informa Group Portfolio Growth B2B Live & On-Demand Events B2B Digital Services Academic Markets Investments Brand Category Equity Norstella Pharma Intell. 6.7% Transaction-led Content-led B2B Data & Specialist Academic Research, Lloyd’s List Maritime Intell 20.0% Live & On Demand B2B Events Liv
Slide 13: Building a platform in B2B Digital Services
Building a platform in B2B Digital Services Traditional B2B Events INVESTMENT EXPANSION GROWTH Smart Events Traditional Investment in 2024 IIRIS c.10m IIRIS c.17m IIRIS 20m+ Content Marketing marketing services IIRIS Customer $500m+ audience audience audience Data Platform New Digital display TechTa
Slide 14: B2B Digital Services Platform through New TechTarget
B2B Digital Services Platform through New TechTarget Reprise from 2022 Full Year Results in New TechTarget: March 2023: A Leading Platform in B2B Data and Market Access Leading industry brand: TechTarget Leading Buyer Intent Platform: Priority Engine c.50m Permissioned First Party B2B Audience
Slide 15: Scale and Reach through creation of New TechTarget
Scale and Reach through creation of New TechTarget Unique strengths in B2B Data & Market Access: TechTarget Informa New TechTarget B2B Verticals 2 20 201 Scale in Audience Development Customers c.3,400 c.5,700 c.8,6001 Scale in First Party B2B Data Global Customers Spending >$1m 42 21 60+ Annually3
Slide 16: Scale in Permissioned First Party B2B Audience Data
Scale in Permissioned First Party B2B Audience Data c.50m First Party B2B Audience Data Sharing Specialist B2B Audiences Permissioned Audiences Buyer Intent IIRIS data platform and New TechTarget expected to provide access to a total B2B audience of c.50m January 2024 Trading Update 16
Slide 17: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform High quality B2B websites and newsletters 1 supporting the end-to-end buyer journey… Intent & Demand Gen High quality B2B content Intelligence Brand & advice awareness & thought leadership January 2024 Trading Update 17
Slide 18: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform High quality B2B websites and newsletters 1 supporting the end-to-end buyer journey… …attracting an audience of B2B buyers, Intent & 2 decision-makers & influencers Demand Gen Informing and educating B2B Decision-makers & influencers Intelligence Brand &
Slide 19: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform High quality B2B websites and newsletters 1 supporting the end-to-end buyer journey… …attracting an audience of B2B buyers, Intent & 2 decision-makers & influencers Demand gen Known and unknown audience interactions 3 generate First-Party Data (Contact &
Slide 20: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform High quality B2B websites and newsletters 1 supporting the end-to-end buyer journey… …attracting an audience of B2B buyers, Intent & 2 decision-makers & influencers Demand gen Known and unknown audience interactions 3 generate First-Party Data (Contact &
Slide 21: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform High quality B2B websites and newsletters 1 supporting the end-to-end buyer journey… C-Suite Business strategists …attracting an audience of B2B buyers, Intent & Product managers 2 decision-makers & influencers Demand gen Sales teams Field marketers Know
Slide 22: A Leading B2B Data and Market Access Platform
A Leading B2B Data and Market Access Platform High quality B2B websites and newsletters 1 supporting the end-to-end buyer journey… Market intelligence & insight Competitor intelligence …attracting an audience of B2B buyers, Intent & Buyer advice 2 decision-makers & influencers Demand gen Qualified s
Slide 23: The Informa Combination Approach
The Informa Combination Approach Combination Structure Combination: Informa Tech to contribute its digital businesses and c.$350m1 cash in exchange for a 57% ownership position in New TechTarget Informa PLC Existing TechTarget Shareholders • Brands include NetLine, Industry Dive, Omdia, Canalys and
Slide 24: Leadership and Governance
Leadership and Governance Proposed New TechTarget Leadership & Board • Chair of the Board: To be appointed Leadership: Gary Nugent to be CEO (current Informa Tech CEO) and Mike • Chief Executive: Gary Nugent (Informa Tech CEO) Cotoia to be Special Advisor (current TechTarget CEO) • Special Advisor t
Slide 25: Experienced Combination Team to create growth and value
Experienced Combination Team to create growth and value Rebecca Steve Kitchens Niemiec Sean Bill Griffey Morelli Gary Nugent Michael Daniel Cotoia TBC Noreck Program Management Synergy Delivery Customers, Colleagues & Culture Combination Director January 2024 Trading Update 25
Slide 26: Combination Value Creation
Combination Value Creation Creating a leading platform in B2B Data and Market Access Informa Value Creation TechTarget Value Creation Access to a leading brand in the market Immediate cash distribution to shareholders (c.$350m1) Scale in the US (where the customers/value are) Value premium o
Slide 27: The New Informa Group
The New Informa Group Portfolio Growth B2B Live & On-Demand Events B2B Digital Services Academic Markets Investments Brand Category Equity Norstella Pharma Intell. 6.7% Transaction-led Content-led B2B Data & Specialist Academic Research, Lloyd’s List Maritime Intell 20.0% Live & On Demand B2B Events
Slide 28: Growth and Acceleration
Growth and Acceleration 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 Strength and Momentum Across the Portfolio January 2024 Trading Update 28
Slide 29: Thank You
Thank You 29
Slide 30: B2B Data & Market Access
B2B Data & Market Access B2B Product Description Audience Development Specialist Business Content/Brands that inform and educate B2B professionals Permissioned First Party Profile and behavioural insight on B2B buyers provided through proprietary subscriptions and interactions Audience Data with Spe
Slide 31: Additional Information and Where to Find It
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 transaction, “New TechTarget”) and TechTarget will prepare and file releva
Slide 32: Participants in the Solicitation
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 connection with the proposed transaction. Inf
Slide 33: Cautionary Note Regarding Forward-Looking Statements
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 Section 21E of the Securities Exchange Act of 1934 that involve substantial risks and uncertainties. All statements, other
Slide 34: Important factors that could cause actual results to differ materially
Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among 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 othe
Slide 35: Risks relating to the proposed transaction
the risk that the proposed transaction and its announcement could have an adverse effect on the ability of TechTarget to retain customers and retain and hire key personnel and maintain relationships with customers, suppliers, employees, stockholders, strategic partners and other business relationshi