Revolutionary Consumer Products: Company presentation by Hans-Holger Albrecht, Deezer at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. NOAH Berlin
2019
Hans-Holger Albrecht, CEO Deezer

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3. 1
14M monthly
active users
Scaled Subscriber
and MAU Base
#1 in France
#2 in Brazil
#3 in Germany
#4 music
streaming
platform
globally
Global Footprint and
Market Leadership
Unmatched
MENA presence
with exclusive
content
relationship
Unique Position in
Emerging Markets
Global catalog
of 53 million
tracks
Product
Excellence
100+
distribution
and hardware
partnerships
globally
Partnership
Expertise
French
Unicorn
Deezer: Leading Global Streaming Platform
€1Bn
1 of 5 French
Unicorns

4. A Milestone Year in 2018
More engaged and
growing user base
Over 30% self-paying
subscriber growth
Strengthened position in
key countries & started
MENA expansion
Raised €160 million in
growth capital

5. Strong Momentum in Core Markets
3
• #1 position
• #2 most impactful
French digital brand1
France
• #2 position
• Successful TV show
SóTocaTop partnership
BrazilGermany
• Challenger position
• Successful and
efficient campaign
with ProSieben
MENA
• Uniquely positioned to
become #1
• Exclusive licensing
agreement since 2018
with Rotana, the
largest local label
• Product innovation
adapted to local
market

6. An Exciting Global Industry
4

7. 24%
12%
64%
26%
19%
55%
Fast Growing Global Market
5
Market evolution: Music Streaming1 (as % of total music industry)
2018 (50%) 2023 (79%)
$16bn
c.2x
CAGR:
+19%
$39bn
c.2x
CAGR:
+9%
$70bn
Developed Markets Subscription Revenue Emerging Markets Subscription Revenue Advertising Revenue
25%
7%
68%
Source: Company Information, Equity Research
1 Retail value
2030 (88%)

8. Growth Supported By Penetration Gains
6
US 2028 40%
2018 Total Market: Music Streaming Subscribers / Population
Streaming Music Users Paid Subscribers
Source: Subscriber data based on equity research and Strategy & Analytics and population data sourced from the World Bank and local agencies
1%
2%
4%
12%
13%
19%
22%
LATAM ex Brazil MEA Brazil France Germany US UKMENA

9. A Big Challenge
7

10. A Tough Fight For Attention
Shorter and shorter
attention spans
Cluttered media
landscape
Intense and growing
competition

11. Evolving Music Consumption Trends
Young, Free,
Curious
Sharing and discovery
as a lifestyle
Focus on Playlists
& Tracks
Not full albums
Favorites Get
Downloaded
But space is
at a premium
Skipping as a
Lifestyle
Driven by shorter
attention spans

12. A Way To Win
10

13. Innovative Features That Users Want
11
Voice
Integration
SongCatcher Editorial
Content
LyricsLive Radio Differentiated
Content & Podcasts
A Product With Industry Leading Engagement Levels
Flow, Flow Tab & discovery
HiFi

14. A Best Practice
Approach To
Partnerships
Over 85 hardware partnerships
with leading global brands

15. Local Hero Content
• Brazil: Santanejo and Gospel
• France: French Hip-Hop and Pop
• Germany: Schlager
• Colombia: Vallenato
LOCAL GENRE FOCUS LOCAL HERO CATALOGS
• Audio books: Germany
• Sports: UK
• Live local radio stations
• Growing library of local podcasts

16. An Offer For Everyone
Freemium
Limited experience for
casual listeners
Premium
Best in class for true
music lovers
HiFi
For audiophiles who
want over 36m songs in
FLAC quality
Family / Student
An offer for every
walk of life
++

17. thank you

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