This presentation contains 'forward-looking statements' within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, including without limitation those statements regarding GoFish’s ability to exploit internet commercialization opportunities. The statements and discussions contained in this presentation that are not historical facts constitute forward-looking statements, which can be identified by the use of forward-looking words such as "believes," "expects," "may," "intends," "anticipates," "plans," "estimates“ and analogous or similar expressions intended to identify forward-looking statements. GoFish wishes to caution the reader of this presentation that these forward-looking statements and estimates as to future performance, estimates as to future valuations and other statements contained herein regarding matters that are not historical facts, are only predictions, and that actual events or results may differ materially. GoFish cannot assure or guarantee you that any future results described in this presentation will be achieved, and actual results could vary materially from those reflected in such forward-looking statements. We assume no obligation to update any forward-looking statements in order to reflect any event or circumstance that may arise after the date of this presentation, other than as may be required by applicable law or regulation.
18 Million Strong! Every month in the U.S. alone. GO FISH is the first vertical advertising and media network focused on Kids, Tweens, and Teens.
We combine the broad reach and targeting of an ad network , with the unique programs and client focus of a direct publisher relationship, and the video content of a leading media company . GO FISH is the exclusive monetization partner for a select group of publishers who deliver cutting edge, high-quality online experiences and activities that brand advertisers value association with.
Competitively more “open” – no significant network exists today, only large destinations
Fast growing and dynamic segment on the cusp of some of the most talked about trends (virtual worlds, gaming, etc.)
Advertisers MUST reach this demographic online as that is where most of their time is spent
Advertisers looking for help to find new outlets that they can reach
“ De-portalization” has been an ongoing trend among young consumers. Dominant players quickly losing share to the collective majority. PAST Traffic is concentrated in “mountain peaks” PRESENT Smaller sites begin to form “foothills” of traffic NEAR FUTURE Traffic will be distributed amongst smaller “foothill” sites, rather than large portals. 49% 51% 70% 30% -30% +70%
Explosive Growth and Massive Market Opportunity We have identified 500 Properties that capture more than 75% of the 6-17 year old demo. Source: comScore Media Metrix, November 2007 *average imps/PV=2, average CPM=$7.50 148MM Unique Users 82.2BN Pageviews ~$1.2B revenue capacity* +16% +17% +49% 6-Yr CAGR Total Ad Spending against online categories of ‘Kids’, ‘Gaming’, ‘Community’ and ‘Music’ is projected to be $1.6BN+
The Market NEEDS a Network: Too Many Publishers Calling on Too Few Advertisers Many Publishers Few Large Advertisers A network of the “collective majority” bridges the gap between large advertisers and small publishers
Reach engaged online target
Increase efficiency of buy
Optimize site for monetization
Access to brand advertisers
Increase relevance of ads
How do we reach Kids & Teens? We go where they go! GO FISH properties span all types of online experiences enjoyed by kids and teens cartoons virtual worlds massively multiplayer games edu-tainment sites casual games avatar-based social network art & creativity tools funny videos learning-based virtual world
Target Publisher Categories Celebrity Fashion / Dress-Up Movies / Entertainment Education Gaming Virtual Worlds Community
GoFish Network is the 3 rd largest in audience reach *Monthly Numbers; Source: comScore, GoFish Network sites and GoFish Networks, January 2008 Nickelodeon Includes: Nick Sites, NickJr Sites, The N, Neopets, AddictingGames, and Shockwave Top Properties in “Kids-Entertainment” and “Teen-Community” Categories Today Today in US Goal 18.2M UU* (#3) 580M+ Page Views #1
Publisher Progress One O&O Video Entertainment site November Today GOAL *Source: comScore Media Metrix (U.S.), GoFish Network sites and GoFish Networks, January 2008
Source: Nielsen//NetRatings Ad Relevance, September 2007 For the time period January 2006 through August 2007 15.2% Retail (esp. Toys) 15.0% Consumer Electronics, Software, & Telco 23.7% Consumer Packaged Goods 14.8% Entertainment 4 categories represent 70% of total spending Advertising Spent on Kids/Family Sites
Source: Nielsen//NetRatings Ad Relevance, September 2007 For the time period January 2006 through August 2007 GoFish has secured many of the biggest spenders against ‘Kids’ online 15.2% Retail (esp. Toys) 15.0% Consumer Electronics, Software, & Telco 23.7% Consumer Packaged Goods 14.8% Entertainment
In his role at GoFish Jim is responsible for corporate strategy and partnerships with large Publishers, media companies, brand advertisers, advertising agencies, and youth entertainment companies from toys to gaming.
Jim managed the intersection of technology and entertainment for some of the world’s biggest media companies including Yahoo!, Warner Bros. and Home Box Office
As President of Digital Initiatives for Home Box Office, Jim oversaw HBO’s various efforts in broadband ad-supported channels, mobile and new digital distribution channels
At Yahoo!, he built partnerships with movie studios, TV networks and producers. In addition, the areas under his supervision grew consistently, with Movies, TV, Games and News climbing to the #1 position on the Internet.
Named by TV Week as one of the ‘Top Ten Internet Executives You Can’t Afford To Ignore’
Source(s): Comscore Media Metrix, January 2007 Public data reported on Websites * Halve metrics to account for publisher payments; halve metrics again to account for owned traffic * *Top 10 excludes Owned & Operated Sites
Targeting In-Market Car Buyers
~9 Publishers in Network
2006 CY Revenue: $17.0M
Comscore US PV (est): 126M
Comscore US UU (est): 4.1M
Per US UU = $26.83
Per US PV = $0.87
GoFish Network today is over 18.2M U.S. Unique Users (Comscore) GoFish Network today is over 580M US Page Views (Comscore)
Jumpstart Automotive – sold to Hachette for ~6X revenue
Quigo – just bought by AOL for ~9X revenue
Tacoda – bought by AOL for ~9X revenue
AdTech AG – bought by AOL for ~10X revenue
Third Screen Media – purchased by AOL at ~ 30X revenue
Blue Lithium – bought by Yahoo! For ~5X revenue
aQuantive ~ Microsoft bought for ~12X revenue
DoubleClick – bought by Google for ~12X revenue
Source: Company Filings, Press, Wall Street research, company research Note all revenue for the trailing twelve months.
GoFish is ramping more than three times faster than Glam with a higher quality publisher network Month 27 2/08: $485MM valuation, $ 19.69 per US UU Month 14 12/06: $150MM valuation, $18.76 per US UU Source(s): Comscore Media Metrix, January 2007