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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