Global Cross-PlatformValue-Exchange Advertising Andreas Bodczek CEO
Games Are The NewMass Media» Global online and mobile gamingaudience more than 1B next year» Global virtual goods market morethan $10B and growing» Mobile games are approx. 75% ofall top 100 grossing apps across allapp stores/marketplacesSources: Nielsen, comScore, Zynga Research,Inside Network Research, Apple, Google
How Can AdvertisersCapitalize On ThisMassive Audience?
Value-Exchange AdvertisingThe dominant advertising model for freemium games audiences across all platforms 1 2 3 VALUE TO ADVERTISER User initiates AD USER INTERACTs WITH AD TRANSLATES TO PREMIUM (VIDEO, brand engagement, APP INSTALL, TRIAL, SURVEY) CONTENT FOR USER
Innovative Cross-Platform ProductsOur single-point solution offers a comprehensive product suite that supportsdiverse advertising formats across online, social and mobile platforms BRANDENGAGE OFFER-BASED MONETIZATION MOBILE CPI NETWORK
Strong MarketGrowth» Video is more than 13% of total onlinead spend in 2012 (up from 6% in 2008)» Mobile ad spend has almost doubledeach of the last 3 years» Global mobile app + advertisingrevenue is up 17x in last 3 years» Performance ad spend continues togrow at almost 25% YoY Sources: IAB, eMarketer, Gartner
Company Statistics» 2500+ advertisers; 6000+ offers» 300+ publishers; 800+ apps» Avg. CTR: 31%(vs 0.08%* for social media banners)» Avg. conversion: 33%(vs 2%* for social media banners)» Avg. video completion: 94%(vs. 32%* industry average) *Sources: eMarketer, PointRoll Rich Media Benchmarks
A Little Bit Media Momentum Rank #2 in Top 50 - 2012 The awards acknowledge the fastestAbout Us growing companies in the European tech community. White Bull Winner - 2011 The Bully Awards acknowledge excellence in innovation, leadership,» Global leader in value-exchange advertising growth and disruptive potential.» Founded in April 2009 Red Herring Winner - Europe 100 2011» Berlin (HQ), Paris, London, New York, San Red Herring honours the world’s most innovative companies. Previous winnersFrancisco, Los Angeles and Tokyo include Google, Skype, and YouTube.» International team of 120+ from 25+ countries IBA Distinguished Honouree - 2011» Investment from Team Europe, Hasso Plattner The Stevies are among the world’s most covetedVentures, Kite Ventures and Nokia Growth Partners business awards.
Outlook» Expand presence in US (currently #1 market)» Launch mobile BrandEngage in Q3 2012» Establish close relationships with all leadingmobile and branding agencies» Extend publisher footprint amongnon-gaming verticals
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 €email@example.com firstname.lastname@example.org email@example.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
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