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Spring 2013Investor Presentation
Cautionary Note Regarding Forward Looking StatementsCertain statements in this presentation are forward-looking statements...
 Ticker: MEET Exchange: NYSE MKT Current Share Price:$1.65 Market Capitalization:$62.91M Insider Ownership: 48%Invest...
Our mission is to build the leading social network formeeting new people.We are the digital coffeehouse, a re-imagination ...
Pioneering the Next Category of Social Networking:Social DiscoverySlide 5
What is Social Discovery?Slide 6
MeetMe is available on iOS, Android, and tabletSlide 7
Focused on the Fastest-Growing Segment of MobileApps projected by Forrester to be $50 billion a year business by 201511htt...
Leader in Mobile MonetizationFootnote: Facebook’s Mobile ARPDAU is an estimate based on Facebook’s Total DAU to Total MAU ...
1H 2013 Mobile Initiatives Launched MeetMe+ Mobile Subscription Service– Drives added value to users through enhanced abi...
Dramatic Mobile Revenue GrowthSlide 11
Mobile Traffic GrowthDAU charts refer to total DAU of MeetMe, previously myYearbook.Slide 12
Smart phone and tablet usage are still in their infancySource: eMarketer, Piper Jaffray.Slide 13
Top Mobile Activities(Ranked by Share of Mobile Time, Aug, 2012)0.9%2.8%3.3%4.4%5.3%5.5%10.2%14.1%0.0% 5.0% 10.0% 15.0%Cam...
Financial HighlightsQ1 2013
Q1 Highlights Q1 ‘13 Mobile MeetMe Platformrevenue grew 150% from Q1 ’12to $1.9M 27% of MeetMe Platformrevenue from mobi...
Q1 2013 Financial SummarySlide 17(in Thousands)Q1 13 Q1 12RevenueMeetMe Platform - Web 5,156$ 6,678$MeetMe Platform - Mobi...
Full Year 2012 Financial SummaryFY 12(Thousands)RevenueMeetMe Platform - Web 28,171$MeetMe Platform - Mobile 6,100Total Me...
Balance Sheet(in Thousands)April 30,Q1 13 2013AssetsCash 4,256$ 9,125$Accounts Receivable, Net 5,858 5,193Other Current As...
MeetMe Platform MAUMAU charts refer to total MAU of MeetMe, previously myYearbook.Slide 20
We are closing the mobile monetization gap: Mobile App Revenue– Deep pipeline of premium,subscriber- only features valida...
MEET Investment Highlights #1 most visited social network for meeting new people in the US.1 #1 Top Grossing Social App ...
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Updated MeetMe Spring 2013 Investor Presentation

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Transcript of "Updated MeetMe Spring 2013 Investor Presentation"

  1. 1. Spring 2013Investor Presentation
  2. 2. Cautionary Note Regarding Forward Looking StatementsCertain statements in this presentation are forward-looking statements within the meaning of the Private Securities Litigation ReformAct of 1995. The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,”“is likely,” “will,” “expect” and similar expressions, as they relate to us, are intended to identify forward-looking statements. We havebased these forward-looking statements largely on our current expectations and projections about future events and financial trendsthat we believe may affect our financial condition, results of operations, business strategy and financial needs. Important factors thatcould cause actual results to differ from those in the forward-looking statements include: The emergence of the social discoverycategory, anticipated growth of the mobile market, including prospective mobile device adoption, use and revenue, our ability tomonetize our mobile offerings, our ability to launch a new products and features, our ability to roll-out feed advertising, issues thataffect the functionality of our mobile application with popular mobile operating systems and other unexpected issues which couldadversely affect usage on mobile devices, the effectiveness of our mobile software on smartphones and tablets, the willingness of ourusers to purchase virtual credits on their mobile devices and the willingness of users to try new product offerings, the risk thatunanticipated events affect the internationalization of our mobile products, and the acceptance of our new brand internationally.Further information on our risk factors is contained in our filings with the SEC, including the Form 10-K for the year ended December31, 2012 and the Current Report on Form 8-K filed with the SEC on May 1, 2013. Any forward-looking statement made by us hereinspeaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time totime, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-lookingstatement, whether as a result of new information, future developments or otherwise, except as may be required by law.Regulation G – Non-GAAP Financial MeasuresThis presentation includes a discussion of Quepasa and myYearbook combined company revenues and Adjusted EBITDA fromcontinuing operations which are non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financialmeasures are provided on the Investor Relations section of the MeetMe corporate website athttp://www.meetmecorp.com/investors/non-gaap/.© 2013, MeetMe, Inc.Slide 2
  3. 3.  Ticker: MEET Exchange: NYSE MKT Current Share Price:$1.65 Market Capitalization:$62.91M Insider Ownership: 48%Investment Highlights #1 most visited social network formeeting new people in the US.1 #1 Top Grossing Social App onAndroid.2 150% growth in mobile revenuein Q1 2013 vs. Q1 2012. 34% growth in mobile daily activeusers in Q1 2013 vs. Q1 2012. Addressable market of over 1.5billion people globally.1comScore US, March 2013. MeetMe vs. Tagged and Badoo.2Android Market Top Grossing Social App as of May 6, 2013.Stock information source: Yahoo! Finance, May 29, 2013.Slide 3
  4. 4. Our mission is to build the leading social network formeeting new people.We are the digital coffeehouse, a re-imagination of the bar, a social gathering place.We intend to transform the way people meet in a mobile-first world.Slide 4
  5. 5. Pioneering the Next Category of Social Networking:Social DiscoverySlide 5
  6. 6. What is Social Discovery?Slide 6
  7. 7. MeetMe is available on iOS, Android, and tabletSlide 7
  8. 8. Focused on the Fastest-Growing Segment of MobileApps projected by Forrester to be $50 billion a year business by 201511http://www.forrester.com/Mobile+App+Internet+Recasts+The+Software+And+Services+Landscape/fulltext/-/E-RES58179?objectid=RES58179 andhttp://www.slideshare.net/avinash.raghava/forrester-8840580.Chart Source: http://www.businessinsider.com/mary-meeker-2012-internet-trends-year-end-update-2012-12#-17Source: Gartner, eMarketer, Strategy Analytics, CAGR is compound annual growth rate. Note: Apple has paid >$6.5N $’s to developers as of 9/12, implying gross appmarket revenue > $9B in 4 years: Google indicated during CQ3 earnings call that it expects $8.0B mobile ad revenue in 2012E, up from $2.5B in 2011.Slide 8
  9. 9. Leader in Mobile MonetizationFootnote: Facebook’s Mobile ARPDAU is an estimate based on Facebook’s Total DAU to Total MAU ratio. Average Revenue Per Daily Active User(ARPDAU) is calculated by dividing average daily mobile revenue by the average daily active users (DAUs) for mobile.Slide 9
  10. 10. 1H 2013 Mobile Initiatives Launched MeetMe+ Mobile Subscription Service– Drives added value to users through enhanced abilities in the app Launched native feed ads– Partnered with Flurry, Tapjoy, and Hooked to deliver native feed ads into MeetMe’spopular mobile news feed Launched additional freemium products– MeetMe users can now use their virtual currency, MeetMe credits, to unmaskquestions in the popular AskMe app or Go Stealth when viewing photos andprofilesSlide 10
  11. 11. Dramatic Mobile Revenue GrowthSlide 11
  12. 12. Mobile Traffic GrowthDAU charts refer to total DAU of MeetMe, previously myYearbook.Slide 12
  13. 13. Smart phone and tablet usage are still in their infancySource: eMarketer, Piper Jaffray.Slide 13
  14. 14. Top Mobile Activities(Ranked by Share of Mobile Time, Aug, 2012)0.9%2.8%3.3%4.4%5.3%5.5%10.2%14.1%0.0% 5.0% 10.0% 15.0%CameraMaps/Location AppsBrowserMusicEmail/IMDialerSocial NetworksTextSocial and Mobile are ConvergingSource: NielsenSource: eMarketer, Piper JaffraySlide 14
  15. 15. Financial HighlightsQ1 2013
  16. 16. Q1 Highlights Q1 ‘13 Mobile MeetMe Platformrevenue grew 150% from Q1 ’12to $1.9M 27% of MeetMe Platformrevenue from mobile in Q1 ’13 Launch of Mobile Subscriptionproduct, MeetMe+, on iPhoneand Android Subsequent to quarter-end,MeetMe closed on a line of creditfrom Western TechnologyInvestment (WTI)Avg. Revenue per Daily Active User (ARPDAU) represents MeetMe Platform mobile revenue divided by average daily active users (DAUs) for mobile.Slide 16
  17. 17. Q1 2013 Financial SummarySlide 17(in Thousands)Q1 13 Q1 12RevenueMeetMe Platform - Web 5,156$ 6,678$MeetMe Platform - Mobile 1,924 771Total MeetMe Platform 7,080 7,449Cross Platform 726 2,946Total Revenue 7,806$ 10,395$Operating Expenses 14,922$ 11,396$Loss from Operations (7,116) (1,001)Other Income (expenses) (212) (292)Net Loss from Continuing Operations (7,328)$ (1,293)$Adjusted EBITDA (1,657)$ 1,005$
  18. 18. Full Year 2012 Financial SummaryFY 12(Thousands)RevenueMeetMe Platform - Web 28,171$MeetMe Platform - Mobile 6,100Total MeetMe Platform 34,271Cross Platform 12,387Total Revenue 46,658$Operating Expenses 52,026$Loss from Operations (5,368)Other Income (expenses) (1,260)Net Loss from Continuing Operations (6,628)$Adjusted EBITDA 3,925$Slide 18
  19. 19. Balance Sheet(in Thousands)April 30,Q1 13 2013AssetsCash 4,256$ 9,125$Accounts Receivable, Net 5,858 5,193Other Current Assets 952 884Total Current Assets 11,066 15,202Goodwill 70,646 70,646Intangible Assets, Net 6,257 6,093Property and Equipment, Net 4,353 4,162Other Assets 448 438Total Assets 92,770$ 96,541$Liabilities & Stockholders EquityCurrent Liabilities 9,068$ 9,817$Long-Term Debt, Net of Discount 1,350 5,506Total Liabilities 10,418 15,323Stockholders EquityPreferred Stock 1 1Common Stock 39 39Additional Paid-In Capital 279,401 279,401Accumulated Deficit (196,540) (197,674)Accumulated Other Comprehensive Loss (549) (549)Total Stockholders Equity 82,352 81,218Total Liabilities & Stockholders Equity 92,770$ 96,541$Slide 19
  20. 20. MeetMe Platform MAUMAU charts refer to total MAU of MeetMe, previously myYearbook.Slide 20
  21. 21. We are closing the mobile monetization gap: Mobile App Revenue– Deep pipeline of premium,subscriber- only features validatedthrough survey of over 20,000 users– New subscription-based productsand new freemium productslaunched Q1; additional featuresand products launched Q2– Mobile users are 5-10x more likely topay for virtual currency than a webuser Mobile Ad Revenue– Native feed advertising and newadvertising units launched Q1,enhancements Q2Avg. Revenue per Daily Active User (ARPDAU) represents MeetMe Platform web and mobile revenue divided by average daily active users (DAUs) for web and mobile.Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.Slide 21.03.110.000.050.100.15Mobile WebAvg.RevenuePerDailyActiveUser
  22. 22. MEET Investment Highlights #1 most visited social network for meeting new people in the US.1 #1 Top Grossing Social App on Android.2 150% growth in mobile revenue in Q1 2013 vs. Q1 2012. 34% growth in mobile daily active users in Q1 2013 vs. Q1 2012. Addressable market of over 1.5 billion people globally.1comScore US, March 2013. MeetMe vs. Tagged and Badoo.2Android Market Top Grossing Social App as of May 6, 2013.Stock information source: Yahoo! Finance, May 29, 2013.Slide 22
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