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ProSiebenSat.1 Media SE - NOAH17 Berlin

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Keynote by Thomas Ebeling, CEO of ProSiebenSat.1 Media SE at the NOAH Conference Berlin 2017, Tempodrom on the 22nd of June 2017.

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ProSiebenSat.1 Media SE - NOAH17 Berlin

  1. 1. June 22nd, 2017
  2. 2. GET YOUR TICKET TODAY! www.noah-conference.com 6-7 Old Billingsgate, London Tempodrom, Berlin JUN20182-3 NOV2017 SAVE THE DATE
  3. 3. 2 WE DELIVER GROWTH 3,261 2,876 2,356 2,199 +10% 3,799 2,605 2,0511,921 Revenue [in EUR m] 2009 2010 2011 2012 2013 2014 2015 2016
  4. 4. 3 Adjacent & Production Digital Entertainment Digital Commerce 7Wellbeing
  5. 5. 4 58% revenue share 10% revenue share 32% revenue share Broadcasting German-speaking Content Production & Global Sales Digital Entertainment Ventures & Commerce
  6. 6. 5 CONTENT REMAINS KING top 10 (global) top 3#1 top 3 (global)
  7. 7. 6 WE BELIEVE IN TELEVISION 6
  8. 8. 7 TV dominates broadest user universe REACH 71% 33% 76% 90%TV Free online video DVD / Blue Ray PayVoD 10min 185min 19min 7min USAGE TV Free online video DVD / Blue Ray PayVoD TV dominates video consumption &
  9. 9. 8 ROBUST TV USAGE 237 min14+ 2010 2016 239 min 192 min14-49 171 min
  10. 10. 9 4% 10% 89% 4%5%6% TV Magazine Billboard Newspaper Radio Internet „Which product or service advertisement which you have seen, read or heard recently can you remember?“
  11. 11. 10 Not our problem: digital pain points Brand safety Ad Clutter Ad Fraud Ad Blocker View- ability Autoplay Engagement
  12. 12. 11 Our proprietary European alternative in AdTech 11
  13. 13. 12 NONE BEST BEST DIGITAL COMMERCE DATA TV DATA 12
  14. 14. 13 ENTERTAINMENT COMMERCE + ~40minority shareholdings in digital companies ~30accelerator investments ~20majority shareholdings in digital companies
  15. 15. 14 Home Services & Mobility Leisure & Relationship Health & Fitness Beauty & Fashion A LEADING DIGITAL CONSUMER SERVICES AND LIFESTYLE PORTFOLIO Funds Advice (Verivox, Käuferportal, moebel.de) Travel (billiger-mietwagen) Communication (Preis24) Experiences (mydays, Jochen Schweizer) Sensual (Amorelie) Dating (Parship, ElitePartner) Sports (Gymondo) Shape (7NXT) Healthy Products (Teatox, Vitafy, Windstar) Beauty (Flaconi) Fashion (Stylight) Homeshopping Jochen Schweizer acquisition signed, approval of cartel authorities pending
  16. 16. 15 LEADING ASSETS #2 #1 #1 #2 #2 #1 Jochen Schweizer acquisition signed, approval of cartel authorities pending
  17. 17. 16 ACTIVE PORTFOLIO MANAGEMENT 235m 2017 508m 2015 Firm value in EUR
  18. 18. 17 LEAD GEN & ENGAGEMENT TV HOMESHOPPING DIRECT SALESDCOM RETAIL WE BUILD UNIQUE AND SYNERGISTIC OMNICHANNEL ECOSYSTEMS
  19. 19. 18 Health & Fitness Leisure & Relationship Home Services & Mobility Beauty & Fashion Lead Gen & Engagement platforms TV reach Exclusive brands Branded formats Digital platforms Retail Verbraucher- magazin Fitness Diaries Powerful TV Content Synergies
  20. 20. 19 High TV responsiveness Significant data synergies High omnichannel potential Consumer marketing focused Local hero potential DIGITAL ASSETS WE LIKE
  21. 21. 20 Intense FANGA competition Pure tech play High Google/Facebook dependency Super-Millennial target group Global scale play DIGITAL ASSETS WE AVOID
  22. 22. 21 OUR VALUE PROPOSITION TO OUR PARTNERS Data driven revenues Media buying power TV ROI Exit value creation Ad coop income Offline sales Knowledge sharing benefits European Expansion
  23. 23. 22 ✓ High margin ✓ Growth supported by long-term trends ✓ Defensive categories (low disruption likelihood and protection against buzz) ✓ Special interest (less Amazon dependent) ✓ Omnichannel potential ✓ Great brands for elderly/families or buzz brands with longevity potential ✓ German/European focus ✓ Digital Commerce and TV synergies PHYSICAL PRODUCTS
  24. 24. 23 France Poland Turkey Greece, SEE Italy Nordics UK Portugal Spain NL >200m household reach MEDIA ALLIANCE
  25. 25. 24 WHAT’S NEXT? 24
  26. 26. 25 EXPANSION to Europe STRONGER PE/VC partnerships NEW verticals (e.g. Elderly) MORE intl. TV collaborations CONTINUED vertical roll ups
  27. 27. 26 >50% revenues outside TV advertising >70% target achieved as of Q1 LTM 1.15 billion EUR EBITDA 4.5 billion EUR revenue 2018
  28. 28. Selected Completed NOAH Transactions Focus on Leading European Internet companies Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates Deep understanding of industry dynamics Ability to add value beyond banking advice Facilitates overall process and minimizes management distraction NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry Knowledge of and strong relationships with potential buyers’ key decision makers Proactively finds and unlocks attractive investment opportunities for leading investors Annual NOAH Conference in its 8th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 30 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence Ability to deliver top results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results Creative deal solutions December 2014 September 2014 October 2014 May 2014 Sale of 100% of for $800m to Exclusive Financial Advisor to Fotolia and the Selling Shareholders Sale of 100% of for €80m to Exclusive Financial Advisor to Trovit and its Shareholders Sale of controlling stake in to Exclusive Financial Advisor to Facile.it and its Shareholders sold 100% of for $228m to a joint venture between Exclusive Financial Advisor to Yad2 and its Shareholders Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE September 2016 October 2016December 2016 May 2016 Investment in by Financial Advisor to Oakley Capital Exclusive Financial Advisor to 10Bis and its Shareholders ® Marco Rodzynek Managing Director & Founder marco.rodzynek@noah-advisors.com Jan Brandes Managing Director jan.brandes@noah-advisors.com Justus Lumpe Managing Director justus.lumpe@noah-advisors.com The NOAH Advisors Core Banking Team Nikhil Parmar Director nikhil.parmar@noah-advisors.com 10Bis Acquisition of a Majority Stake in by from at a valuation of €300m Investment in Exclusive Financial Advisor to KäuferPortal and its Shareholders by 84% Ownership Financial Advisor to Silver Lake Investment in by

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