51 wix noah sf 2012

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Presentation given at NOAH Conference San Francisco on June 26 2012 www.noah-conference.com

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51 wix noah sf 2012

  1. 1. COMPANY PRESENTATION June 2012
  2. 2. About
  3. 3. Wix vision Need Primary solution Create a document Create a presentation Create a blogCreate a web presence 3
  4. 4. New HTML editor 4
  5. 5. Wix.com – The Numbers 21 million registered users 16 million websites and widgets on Wix ~ 1,000,000 new free users per month 400,000 Facebook fan-pages 750,000 mobile sites create (biggest mobile site creation platform in the world) 45,000 new mobile sites per month 5
  6. 6. Interesting facts about Wix We have no sales team 55% of our premium customers come from free traffic sources User acquisition cost is profitable on the 4th month Life time user value = 7 to 10 x marketing cost 50% of our new business comes from HTML 5 89% of premium customers will recommend Wix to their friends 6
  7. 7. The Wix timeline 10 MILLION USERS subsidiary subsidiary 20 MILLION USERS 1 MILLIONFlash USERS NY, SF2006 2007 2008 2009 2010 2011 2012 7
  8. 8. WHY EXISTS?
  9. 9. The Internet has become a platform for online expression Contributing content Hosting content Social Blogs Reviews 250mm photos 58mm tumblr 41mm+ uploaded to blogs and 24bn monthly visitors Facebook daily posts, doubling and 15mm since last fall reviews on Yelp  User friendly  Fast  Easy / frictionless  Requires skill  Slow  LaboriousSource: Company documents 9
  10. 10. There are identifiable groups that are underserved by traditional solutions Micro-businesses, Small and medium Large Blue chipContributors Bloggers individuals, groups sized businesses companies companies and organizations (“SMBs”) Need: Need: Need: Need: Need: Need: Exposure Exposure Free Exposure High quality High quality Cost effective Cost effective Exposure Networking Functionality Functionality High quality High quality Flexibility Functionality Easy-to-use E-commerce In-house solutions X Too basic Too costly Need for a solution Resolve 10
  11. 11. FRAMING SUCCESS
  12. 12. Business Model – Pricing 12
  13. 13. Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Cumulative Free Users Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-1213
  14. 14. Wix is scaling rapidly Active premium Cash collections (Cumulative) (Monthly) CAGR: 500% CAGR: 300%1/09 5/09 9/09 1/10 5/10 9/10 1/11 5/11 9/11 1/12 5/12 1/09 5/09 9/09 1/10 5/10 9/10 1/11 5/11 9/11 1/12 5/12 14
  15. 15. Wix.com global spread 15
  16. 16. Cohorts - Trajectory Cohort – accumulated user lifetime value1 Total Collection Projected 2011 2012 2010 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 # Months After Cohort1 Average user lifetime value over each year 16
  17. 17. THE SOLUTION
  18. 18. Why do our users love us? Wix empowers them to be successful entrepreneurs online  They testify that their Wix site contributes to their business success Stunning graphic results  It looks like a top designer made it They fully control their site design  They get the site THEY wanted the way THEY wanted it It is a product for “smart” people, easy to start but hard to master  Wix balances full customization (as opposed to a limited solution that only allows them to “fill a template”) with a simple wizard mode for those who want to design quickly 18
  19. 19. Mobile 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 - 4 5 6 7 8 9 10 11 12 1 2 3 4 5 2011 2011 2011 2011 2011 2011 2011 2011 2011 2012 2012 2012 2012 2012Accumulate 15,172 31,008 42,289 89,728 172,92 230,95 289,99 346,95 393,75 447,93 500,21 564,86 622,14 677,16 19
  20. 20. Sample mobile sites Photographer http://m.wix.com/rtambalque/greenbean?showInIphone=true Photography http://m.wix.com/iapteam/independentautophotog?showInIphone=true Kids clothing and accesorries: http://m.theprincessesthree.com/ Art http://m.wix.com/tomtoncet/nadgedme?showInIphone=true Services - media http://m.wix.com/amanda_rivera/amandarivera?showInIphone=true Religion http://m.wix.com/crossviewchurch/crossviewchurch?showInIphone=true 20
  21. 21. COMPETITIVE LANDSCAPE
  22. 22. The landscape appears complex Diversified Registration / Internet incumbents web hostingDesign firms Site builders 22
  23. 23. Wix combines scale with monetization CY11 revenueLeft the space iWeb GoLive Page Creator # of sites builtNote: Estimated revenue from DIY website building only 23
  24. 24. Wix what next ??? More Revenue CY11revenue HTML6 More Functuality Explorer11 F-commerce M-commerce More Users Global expansion # of sites built 24
  25. 25. NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique Selected Completed NOAH Transactions May 2012 April 2012 Unique Industry Know-How Core Investment Banking Competence Sale of a 100%-stake in 100% focused on Internet companies, covering  The NOAH team has 25+ years of media 150 million growth equity investment from over 25 sub-verticals in this highly complex investment banking experience industry - Routine execution of M&A and financing for a 50% stake alongside Fotolia’s Founders and to - 15+ years active coverage of leading European transactions with sizes of several billion euros Internet companies and investors  The team has been working together closely for 7 Additional $150 million senior debt financing Total $300 million investment Deep understanding of industry dynamics and years (including 6 years at Lehman Brothers) Financial Advisor to Fotolia and its Shareholders Financial Advisor to Toprural and its Shareholders thinking of industry leaders  8 successfully completed NOAH Advisors Ability to add value beyond banking advice transactions underline successful transfer of - Facilitates overall process and minimizes competencies to the Internet sector November 2011 July 2011 management distraction Sale of a majority stake in Sale of a majority stake in Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs! NOAH Advisors is globally very well connected  The NOAH team are entrepreneurs and focused to to and has direct access to virtually all key players in on growing the business and establishing a Quants Financial Services AG the industry reputation for excellence Exclusive Financial Advisor to - Knowledge of and strong relationships with  Full commitment to deliver top quality results in grupfoni and its Shareholders Advisor to EnGrande potential buyers’ key decision makers short time frames - Coverage of over 500 companies and 4,000  Highly success-based compensation structures individuals align interests of clients and NOAH Advisors, and April 2011 April 2011 - Proactively finds and unlocks attractive demonstrate conviction to deliver top results Sale of a majority stake in investment opportunities for leading have acquired a majority stake in investors (e.g. Bigpoint) Annual NOAH Conference to for $350m from The NOAH Advisors Core Team Exclusive Advisor to Advisor to Yatego Summit Partners and TA Associates Marco Yoram Jan Rodzynek Wijngaarde Brandes December 2009 April 2009 Managing Director Director Director Partial sale of $80m partial sale of and Founder to toContact Details Contact Details Contact Details Valuing Softonic at €175mmarco.rodzynek@noah-advisors.com yoram.wijngaarde@noah-advisors.com jan.brandes@noah-advisors.com Advisor to Softonic Advisor to FotoliaUK Mobile: +44 77 85 330 330 UK Mobile: +44 79 17 084 784 German Mobile: +49 174 2010 984Swiss Mobile: + 41 79958 1512
  26. 26. Introduction to the NOAH Conference Overview of the NOAH Conference 2011 The NOAH Conference is an annual Internet event taking place once a Summary Overview Conference Program year in London, focused on top management from Internet start-ups to global media companies as well as senior investment professionals  NOAH ‘11 took place on 9-10 November 2011 at Old NOAH’s goal is to create a marketplace for the European Internet eco- Billingsgate in London system to discuss key trends, generate business and facilitate  Fantastic line-up of 90 speakers from 20 countries in keynotes, investment transactions presentations and panels over 2 full days Over the past 3 years numerous high-profile speakers presented at  1,150 attendees from 35 countries – 57% from Internet NOAH, including over 100 CEOs companies, 26% from investors, 15% from corporates (media The NOAH Conference was founded in 2009 by Marco Rodzynek and is companies, advisors, PR and recruiting) and 2% press organised by the NOAH Advisors team with sponsorship from some of representatives from leading on- and offline publications the world’s leading financial investors  NOAH party with additional guests from London and a great live band on the evening of the first day NOAH ‘12 on 6-7 November – Save the Date  Extremely positive feedback from numerous attendees, on twitter and in the press The conference will again take place at Old Billingsgate in London Registration will open in early 2012 Selected Conference Impressions For updates, please check: www.noah-conference.com Event Sponsors Strategic Sponsors

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