Ooh Media Ltd · ASX:OML
Ooh Media — Macquarie Australia Conference 2023
21 slides from Ooh Media's conference presentation, May 3, 2023
Slide 1: 2023 Macquarie Australia Conference
oOh!media Limited ABN 69 602 195 380 3 May 2023 ASX Release 2023 MACQUARIE AUSTRALIA CONFERENCE oOh!media Limited (ASX:OML) (oOh! or Company) attaches a copy of oOh!’s 2023 Macquarie Australia Conference presentation being given today. This announcement has been authorised for release to the ASX by
Slide 2: Macquarie Investor Conference
Macquarie Investor Conference 3 May 2023
Slide 3: Agenda
Agenda • Introducing oOh!media • The Out Of Home media opportunity • oOh!media’s growth strategy • Trading update • Questions
Slide 4: Introducing oOh!media
Introducing oOh!media
Slide 5: oOh! delivers mass reach
oOh! delivers mass reach Reach 95% of Everywhere metro Australians people live, work, per week travel & play Over 37,000 assets 4
Slide 6: oOh! has the most diversified OOH portfolio in Australia & NZ
oOh! has the most diversified OOH portfolio in Australia & NZ 3% 2% • oOh!’s asset portfolio allows advertisers to reach Australian and New Zealand audiences across: 6% • Street & Rail – advertising screens in bus 33% shelters and train stations, and includes cleaning and maintenance of shelters on
Slide 7: oOh! delivers similar audience to total TV
oOh! delivers similar audience to total TV Impact where it matters Impact where it matters Impact where it matters for for our planet for people better business All TV networks oOh! reaches Facebook reaches + BVOD 15.4m Australians 13m active Australian Google reaches 19m combined reach weekly1 user
Slide 8: The Out of Home media opportunity
The Out of Home media opportunity
Slide 9: Global Out Of Home (OOH) revenue growth – 2nd only to online
Global Out Of Home (OOH) revenue growth – 2nd only to online Global Revenue Growth 2022 to 20271 43% 32% 9% 2% -14% Online OOH TV Audio Print 1. “This Year Next Year – 2022 Global End-Of-Year Forecast”, GroupM, December 2022 8 Note: Digital includes Search, Non-Search and Retail, OOH includes Digita
Slide 10: Australian OOH revenue - 9% CAGR projection to 2026
Australian OOH revenue - 9% CAGR projection to 20261 • Out Of Home captured 14.6% of the agency media spend for the quarter ended March 20232, up from OOH share of total media at record levels 13.7% in the last quarter of CY22, with long expected 16.0% structural swings to Out of Home from Televisio
Slide 11: oOh! is the largest OOH player in ANZ
oOh! is the largest OOH player in ANZ oOh! Revenue and Adjusted Underlying EBITDA2 profile 2022 Australian Agency1 revenue ($M) 700 160 Adjusted Underlying EBITDA ($M) 600 140 Other 120 500 Revenue ($M) 15% 100 400 80 300 VMO 60 3% oOh! 200 36% 40 Shopper 100 20 4% 0 0 Westfield 2014 2015 2016 2017
Slide 12: oOh!'s growth strategy
oOh!’s growth strategy
Slide 13: Lead Out of Home to a digital first future
1 3 Make it easier for our Lead Out of Home to customers to achieve a digital first future better outcomes 2 Capture audience attention in public spaces at scale 12
Slide 14: Lead Out of Home to a digital first future
Lead Out of Home to a digital first future • Appointment of Paul Sigaloff (ex head of Yahoo Asia Pacific) as Chief Revenue and Growth Officer, who will direct, guide and shape how we play in the digital marketplace • Announcement of new Programmatic Supply Side Platform partners, Hivestack and Vista
Slide 15: Capture audience attention in public spaces at scale
Capture audience attention in public spaces at scale Forging into new addressable revenue markets • oOh!dimensions will launch in H2, representing Australia's only truly national 3DAnamorphic offering, providing brands with a unique storytelling opportunity • Following our successful AFL campaign we
Slide 16: Make it easy for our customers to achieve better outcomes
Make it easy for our customers to achieve better outcomes • Launched new research study, How Aussies Move and How Kiwis Move, showing the strong desire to be outdoors and reclaiming weekends for socialisation. oOh!’s diverse portfolio of assets in metro, suburban and regional areas allows advertiser
Slide 17: Trading update
ii iy \ i h Py i iT unmissable
Slide 18: Trading update
Trading update A challenging media environment but Out of Home still growing • Softening media market at the end of Q1 and into Q2 due to a decline in the broader macroeconomic environment in Australia and New Zealand • Q1 revenues grew +3% over Q1 2022, with trading softening significantly in March
Slide 19: Questions
Questions
Slide 20: Important notice and disclaimer
Important notice and disclaimer This document is a presentation of general background information about the activities of Forward looking statements are provided as a general guide only, and should not be relied on as oOh!media Limited (oOh!media or oOh!) current at the date of the presentation, 3 M
Slide 21: Office locations
Sydney T +61 (2) 9927 5555 Level 2, 73 Miller Street North Sydney NSW 2060 Melbourne T +61 (3) 8598 0700 Level 3, 101 Moray Street South Melbourne VIC 3205 Brisbane T +61 (7)3620 2900 56 Doggett Street Newstead QLD 4006 Adelaide T +61(8)8367 3222 84 Frome Street Adelaide SA 5000 Perth T +61 (8)6160