The lucrative world of
classified advertising:
Investment and
innovation
14 November 2013
Briefly …

• About the AIM Group
• Classifieds and margins
• The ‘Big Five’ global
classified companies
• Eight major inve...
About us

Consultants …
and publishers of
About us

We’re
‘consultants
who publish’…
About us
Peter M.
Zollman,
founding
principal

Katja Riefler,
principal /
director – EMEA

Global, virtual network
32 cons...
About us
The lucrative world of
classified advertising:
Investment and
innovation
14 November 2013
What made
newspapers
so profitable?

It was the
classifieds!
2004 recruitment advertising
revenue: $130 million

2009 recruitment advertising
revenue: $13 million
Now:
Three of the
most profitable
classified websites
2012 revenue: €97.7 million
2012 net profit: €67.7 million
Margin: 69.2 percent
H1 ’13: Revenue +31 percent
Margin: Exceed...
… and they’re
just
getting started!
2012 revenue: $214 million
2012 net profit: $104 million
Margin: 49 percent
Q2 ’13: EBITDA hits 55 percent
… most mature
site at Schibsted
2013 revenue: $166.5 million
Profit: $130 million
Margin: 78.6 percent *
Craigslist could quadruple
revenue and improve qu...
The ‘Big Five’
•
•
•
•
•

Aggressive, determined, competitive
More than 40 brands – some ‘hidden’
Some profitable, many ‘investment’
Most...
•
•
•
•
•
•

Big stakes in TenCent (China), Mail.ru
23 key countries identified as targets
Multiple brands in multiple cou...
• All in ‘Marketplaces’ unit (revenue,
expenses impossible to determine)
• Major brands include Gumtree, Kijiji,
Marktplaa...
• General Atlantic --- 30 percent stake
in A / S Digital Classifieds
• GA: €320 million investment (at least!)
• Stepstone...
Investors *
Now for the
giveaways …
The free giveaway
The free giveaway
Conference discount

20 % discount
Two weeks only!

AIMGroup.com
Code:
20NOAH
Money-back
guarantee
Your turn ...
Q&A
… and then a
social media tip
Thanks to …

Jan Brandes
Marco Rodzynek
… and to all of you!
peterz@aimgroup.com
+1.407.788.2780
katjar@aimgroup.com
+49 (89) 6.214.6044
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
AIM Group - NOAH13 London
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AIM Group - NOAH13 London

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The Lucrative World of Classifieds: Investment and Innovation - Presentation by Peter Zollman, Founding Principal and Katja Riefler, Principal & Director EMEA of AIM Group at the NOAH 2013 Conference in London, Old Billingsgate on the 14th of November 2013.

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AIM Group - NOAH13 London

  1. 1. The lucrative world of classified advertising: Investment and innovation 14 November 2013
  2. 2. Briefly … • About the AIM Group • Classifieds and margins • The ‘Big Five’ global classified companies • Eight major investors • Questions and answers • Giveaway / wrap-up
  3. 3. About us Consultants … and publishers of
  4. 4. About us We’re ‘consultants who publish’…
  5. 5. About us Peter M. Zollman, founding principal Katja Riefler, principal / director – EMEA Global, virtual network 32 consultants / analysts Many clients you know
  6. 6. About us
  7. 7. The lucrative world of classified advertising: Investment and innovation 14 November 2013
  8. 8. What made newspapers so profitable? It was the classifieds!
  9. 9. 2004 recruitment advertising revenue: $130 million 2009 recruitment advertising revenue: $13 million
  10. 10. Now: Three of the most profitable classified websites
  11. 11. 2012 revenue: €97.7 million 2012 net profit: €67.7 million Margin: 69.2 percent H1 ’13: Revenue +31 percent Margin: Exceeds 70 percent
  12. 12. … and they’re just getting started!
  13. 13. 2012 revenue: $214 million 2012 net profit: $104 million Margin: 49 percent Q2 ’13: EBITDA hits 55 percent
  14. 14. … most mature site at Schibsted
  15. 15. 2013 revenue: $166.5 million Profit: $130 million Margin: 78.6 percent * Craigslist could quadruple revenue and improve quality … but it doesn’t want to! Source: AIM Group estimates
  16. 16. The ‘Big Five’
  17. 17. • • • • • Aggressive, determined, competitive More than 40 brands – some ‘hidden’ Some profitable, many ‘investment’ Most based on Blocket (Sweden) model Wants to be No. 1 everywhere
  18. 18. • • • • • • Big stakes in TenCent (China), Mail.ru 23 key countries identified as targets Multiple brands in multiple countries Olx, Avito.ru, Allegro Group, others E-commerce and classifieds Internet revenue overtook Pay TV
  19. 19. • All in ‘Marketplaces’ unit (revenue, expenses impossible to determine) • Major brands include Gumtree, Kijiji, Marktplaats, Mobile.de • 2013 ‘roller-coaster ride’ • Tying in to social media, auctions
  20. 20. • General Atlantic --- 30 percent stake in A / S Digital Classifieds • GA: €320 million investment (at least!) • Stepstone, Immonet, SeLoger • Added TotalJobs, Immoweb.be, more • ‘If an opportunity shows up, we can act fast --- as we have proven’ • Last week: Acquired SaonGroup
  21. 21. Investors *
  22. 22. Now for the giveaways …
  23. 23. The free giveaway
  24. 24. The free giveaway
  25. 25. Conference discount 20 % discount Two weeks only! AIMGroup.com Code: 20NOAH Money-back guarantee
  26. 26. Your turn ... Q&A … and then a social media tip
  27. 27. Thanks to … Jan Brandes Marco Rodzynek … and to all of you!
  28. 28. peterz@aimgroup.com +1.407.788.2780 katjar@aimgroup.com +49 (89) 6.214.6044

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