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11
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Laura Martin, CFA
Presentation to OMMA
July 2014
The Futur...
22
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Source: Cisco Visual Networking Index, 2012-2017E
Video Ad...
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PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Source: Vision Mobile,
2012
Family vs Individual Focus: Im...
44
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Where Are We Tod ay?Share of Video Ads by DeviceDeviceProl...
55
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Where Are We Tod ay?Consumer Demand Trends: Complimentary?...
66
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Is it the Platform or Programming that Skews Old?
Sample C...
77
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Where Are We Tod ay?Share of Online Ads ViewedEconomics
So...
88
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Where Are We Tod ay?Video is the Highest CPM Display UnitE...
99
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Where Are We Tod ay?Audiences DisappearingBiggestChallenge...
1010
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Closed Systems: No Advertising
Source: Nielsen Cross Pla...
1111
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
AdvertiMsing: TV + Internet = 3YourQuestions Laura’s Bio...
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PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
1. The Economic Power of the TV BundleDisclosures Equity...
1313
PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373-
3066
Laura Martin, CFA
Lmartin@NeedhamCo.com
July2014
Your Qu...
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Laura Martin, Managing Director, Needham & Co. on Quality Works

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Presentation: Quality Works
Cheap wasn’t as inexpensive as we thought. There is a clear trend towards premium ad units, publishers and platforms. Automation saves time and money, but programmatic buying has a dark side. Fraud, lack of transparency, viewability all remind brands that they need real relationships which algorithms can’t provide. What are the implications of the growing value of quality?

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  • Although we’re proud of all this rapid growth and the fact that we deliver the majority of Internet radio listening today, we have a tremendous amount of runway ahead of us and huge market opportunity.
    Over 5 plus years, Pandora has built a very strong position, representing over half of all Internet radio listening in the U.S….
    …but not for lack of competition….
  • Although we’re proud of all this rapid growth and the fact that we deliver the majority of Internet radio listening today, we have a tremendous amount of runway ahead of us and huge market opportunity.
    Over 5 plus years, Pandora has built a very strong position, representing over half of all Internet radio listening in the U.S….
    …but not for lack of competition….
  • Although we’re proud of all this rapid growth and the fact that we deliver the majority of Internet radio listening today, we have a tremendous amount of runway ahead of us and huge market opportunity.
    Over 5 plus years, Pandora has built a very strong position, representing over half of all Internet radio listening in the U.S….
    …but not for lack of competition….
  • Although we’re proud of all this rapid growth and the fact that we deliver the majority of Internet radio listening today, we have a tremendous amount of runway ahead of us and huge market opportunity.
    Over 5 plus years, Pandora has built a very strong position, representing over half of all Internet radio listening in the U.S….
    …but not for lack of competition….
  • Transcript of "Laura Martin, Managing Director, Needham & Co. on Quality Works"

    1. 1. 11 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Laura Martin, CFA Presentation to OMMA July 2014 The Future of Premium Display: Video
    2. 2. 22 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Source: Cisco Visual Networking Index, 2012-2017E Video Ads Driving Premium DisplayIntroduction
    3. 3. 33 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Source: Vision Mobile, 2012 Family vs Individual Focus: Implications?DeviceProliferation
    4. 4. 44 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Where Are We Tod ay?Share of Video Ads by DeviceDeviceProliferation Source: FreeWheel US Study, 1Q14
    5. 5. 55 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Where Are We Tod ay?Consumer Demand Trends: Complimentary?DeviceProliferation Source: Nielsen Cross Platform Study, 4Q13.
    6. 6. 66 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Is it the Platform or Programming that Skews Old? Sample CBS Programming: Online vs Offline DeviceMatters
    7. 7. 77 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Where Are We Tod ay?Share of Online Ads ViewedEconomics Source: FreeWheel US Study, 1Q14.
    8. 8. 88 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Where Are We Tod ay?Video is the Highest CPM Display UnitEconomics Source: Media Dynamics, The Media Book, April 2014. Total revenue attributable to an ad-driven revenue model is calculated as the number of viewers times CPM (price per 1,000 views) times the ad-load (ie, # of ads per hour).
    9. 9. 99 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Where Are We Tod ay?Audiences DisappearingBiggestChallenge Source: Nielsen Cross Platform Study, 4Q13.
    10. 10. 1010 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Closed Systems: No Advertising Source: Nielsen Cross Platform Study, 4Q13. BiggestChallenge
    11. 11. 1111 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 AdvertiMsing: TV + Internet = 3YourQuestions Laura’s Bio Martin holds a BA from Stanford and MBA from Harvard, as well as a CFA designation. Martin’s first job was in media investment banking at Drexel Burnham Lambert After the Drexel bankruptcy, she joined Capital Research & Management, managing $500M of media equities. In 1994, she joined Credit Suisse First Boston where she was nationally ranked by Institutional Investor magazine for 4 years in the cable & entertainment industries. In 2001, Martin moved to Paris to became EVP of Financial Strategy & Investor Relations for Vivendi Universal. In 2003, Martin returned to publishing research on the largest Media and Internet companies, distributed through Soleil Securities. In 2009, Martin joined Needham & Company. If you give me your card, I’ll send you my thematic research
    12. 12. 1212 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 1. The Economic Power of the TV BundleDisclosures Equity Disclosures
    13. 13. 1313 PRIVATE & CONFIDENTIAL LMartin@NeedhamCo.com (917) 373- 3066 Laura Martin, CFA Lmartin@NeedhamCo.com July2014 Your Questions
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