Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

AIM Group - NOAH13 London

693 views

Published on

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.

Published in: Business, Technology
  • Be the first to like this

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

×