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1 Q 11 R E S U LT S
Combined Proportional




• Net Revenues:                     R$ 284.1 million                               + 19.5% YoY

• EBITDA :                          R$ 5.3 million                                 + 80.6 % YoY

• Net Earnings:                R$ 4.2 million loss, compared to R$ 2.4 million loss in 1Q10


                   Net Revenues (R$ million)                                                               EBITDA (R$ million)


                                        14,922
                                                            10,286                                               19,149
                                        30,885              26,431
                                                                                                        13,164
                     12,249
                     16,024                                                                                       7,262             7,342
                                                                           4,195   2,940                                                      5,309
                                        252,537             247,425                                                                         624
                     209,478

                                                                                   -176    -1,079                         -1,277
                                                                                                                                                  -2,657
             1Q10                  4Q10                1Q11
                                                                                 1Q10                            4Q10                     1Q11
  Media, Communication and Content     Infra & Telecom    E-commerce         E-commerce             Infra & Telecom        Media, Communication and Content




                                                                       2
Portfolio Managment




  •   Ideiasnet sold its 29.0% interest that it held through Z Investimentos receiving
  R$1.6 million and an earnout of up to R$2.3 million, which represents a return of
  34.2% on the operation.


  •   TrinnPhone management buyout transaction was structured given the Ideiasnet
  new strategy, enabling the redirection of investments.


  . Ideiasnet made an initial investment in the e-commerce segment through
  •


  CiaShop, a company offering virtual store under a SaaS model as well as value-
  added services for e-commerce, such as a payment gateway. The initial investment
  was R$5.0 million for 50.0% of the Company.




                                                  3
Capital Invested of R$ 2,0 million in 1Q11




   The 2011 investment plan contemplates total investments of R$5.2 million at the Portfolio.

                                                       Companies          4Q10     1Q11
                                                       Automatos          63.7%    51.8%
                                                       Bolsa de Mulher    97.1%    97.7%
                                                       Hands              80.0%    80.0%
      Capital Invested (R$ million)   1Q11
                                                       iMusica            97.7%    97.7%
      Ecommerce                        0.0
                                                       MediaFactory       75.0%    0.0%
      Infra & Telecom                  1.0
                                                       MoIP               41.9%    41.9%
      TrinnPhone                       1.0             Officer           100.0%   100.0%
      Media, Comunication and                          Padtec             34.2%    34.2%
                                       0.9
      Content                                          Pini               31.1%    31.1%
      Zura!                            0.3             Site Blindado      29.0%    29.0%
      Hands                            0.6             Softcorp          100.0%   100.0%
      Total Capital Invested           2.0             Spring Wireless    8.4%     7.8%
                                                       Tectotal           35.8%    33.0%
                                                       Trinnphone         78.5%    87.0%
                                                       Zura!              77.8%    84.6%




                                                   4
Officer: EBITDA growth




  • Net Revenues of R$ 237.0 million (19.3% up YoY)

  • EBITDA of R$ 8.4 million (92.3% up YoY): EBITDA margin of 3.6% (against

  2.2% in 1Q10);


                                  Days of inventory, receivables and payables

                                                                 49
                   45
                                                                                 39
                                         33               33
                                  31                                                  30
                                                                                                       25




                    Receivables               Inventory               Payables             Cash flow



                                                          1Q10       1Q11



                                                                 5
Automatos: acquisition of a 100% interest in
Disec and adjust its capital structure



  • Net Revenues of R$ 5.3 milhões (228,9% up YoY – 1Q11 without Disec and Relativa)
  • Negative EBITDA of R$ 3.1 million – impact by the acquisition of a 100% interest in
  Disec , increasing the general and administrative expenses



                          Number of desktops and servers managed

          4,500

          4,000

          3,500

          3,000

          2,500

          2,000




                                                  6
Padtec: company growth




  • Net Revenues of R$ 54.8 million (62.8% up YoY)
  • EBITDA of R$ 8.5 milhões (100.6% up YoY) – Margin of 15.6%
  • Operating Expenses: R$ 17.3 million
  • 1Q11 Net Income of R$ 6.5 million (70.5% up YoY)
  • Contracted Gross Revenue in the year to March was R$70 million, excluding the PNBL
  contract.
                                   Investment in development
                     20%




                     10%




                      0%
                            1Q10      2Q10      3Q10     4Q10    1Q11




                                                7
Bolsa de Mulher: review of advertising exchange




   • Real Revenue (Gross Revenue - Exchange Agreement Revenue) of R$ 1.8 million (up
   26.5% YoY)
   • Negative EBITDA of R$ 1.0 million – iTodas acquisition
   • Unique visitors: 13.0 million contracting by 1.1% from March 2010.



                                        Unique Visitors




                                                   8
TecTotal: company growth



  • Net revenue of R$ 4.6 million in 1Q11 (increase of 239.9% compared to 1Q10).
  • EBITDA of -R$ 202 thousand in 1Q11 against -R$ 1.2 million in 1Q10.
  • Net loss of R$ 219 thousand in 1Q11, positive developments facing the loss of R$ 1.2
  million reported in 1Q10



                                      Sales Growth

                                                    146%

                     148%           180%




                                                9
Internet and Informatics



 • Brazil is the second most active country in the world in Twitter. Brazilians account for
 22.2% of traffic.
 • Facebook is used by 17.6 million of Brazilians – 12th country.
 • 79% of internet users in Brazil have an Orkut account.
 • Reduction of software piracy rate by the 5th consecutive year. Brazil is the country
 with lowest rate among BRIC and Latin American countries.
 • Forecast of 15.7 million computers sold in 2011.




fontes: IDC, Social Bakers, ComScore
Media



• 73.9 million of internet users in 2010. It is estimated 81.1 million for 2011.
• Digital Media investments grew 13.9% from Jan/11 to Feb/11
• Monthly average of page views in mobile was R$ 250 million in 2010. The
perspective is to grow 100% in 2011.
• Interective Digital Media grew 28.85% (Jan/09 to Nov/09 against Jan/10 to
Nov/10).
• 60 million of Brazilians read blogs monthly
• Advertising investment in digital media of 4.6% (dez/ 2010)




fonte: IAB Brasil, Projeto InteMeios, ComScore
E-commerce



• 23 million of e-consumers in 2010.
• Average ticket of R$ 373 in 2010 against R$ 335 in 2009 – growth of 11%
• Social class C average ticket is R$ 314
• Earnings of R$ 8.8 billion is projected in 1H11 and R$ 20 billion in 2011
• According to press disclosed information, there are over 1,200 of Collective
Purchasing sites




fonte: WebShoppers – ebit, ComScore
Mobile



 • 210.5 millions of mobiles in March 2010 – density of 108.3 mobiles per 100
 inhabitants
 • 2010 ended with 14.6 million of mobiles 3G and 4.3 million of modems. At
 the end of March 2011 there were 22.9 million of mobiles 3G and 4.8 million
 of modems.
 • Fixed broadband: 7.12 access per 100 inhabitants in 2010.
 • It is estimated that 15.7 million of computers will be sold in 2011, 51% will be
 mobile devices.
 • 100 thousand tablets were sold in 2010 and it is expected to quadruple it in
 2011.



Sources: Anatel, IAB Brasiil, IDC, Teleco
Cloud Computing


• Cloud applications (Aplicativos em nuvem) sales should grow 46%, achiving US$ 9.6
billion in 2011
• Software as a Service should represent 30% of new softwares licenses sales volume
worldwide in 2011.
• It is estimated that US$ 10 billion should be spend in aplications in 2011 (servers, storage
and network) of Private Cloud in the world.
• Infrastructure spending (desktop and host) in Brazil amounted to US$ 89.6 million. In
2011, this amount should grow 37.3%.




  Sources: IDC Gartner
1Q11 Results


This presentation may contain forward-looking statements concerning future trends and results.


These projections are subject to risks and uncertainties and future results may differ materially from such forward-looking
statements. Many of these risks refer to factors that are beyond Ideiasnet’scontrol or ability to anticipate. including market
conditions. currency fluctuations. the behavior of competitors. the regulatory environment. the company’s ability to continue
raising funds and changes in the social and political context in which Ideiasnet operates or in economic trends or conditions.
including inflation and changes in consumer confidence levels. on a global. national or regional scale.


Readers are hereby advised not to rely only on these trends and projections. nor is Ideiasnet obliged to publish any changes
to these trends or projections to reflect subsequent events or circumstances




For more information. contact the Investor Relations team:
Sami Haddad

Ricardo Rosanova Garcia
Renata Vencato
ri@ideiasnet.com.br
Ideiasnet S.A.
   Rua Visconde de Pirajá, 572 - 4º andar
Ipanema | Rio de Janeiro | Brasil | 22410-002
  Tel: (21) 3206-9200 | Fax: (21) 3206-9201

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Apresentacao 1t11 i

  • 1. 1 Q 11 R E S U LT S
  • 2. Combined Proportional • Net Revenues: R$ 284.1 million + 19.5% YoY • EBITDA : R$ 5.3 million + 80.6 % YoY • Net Earnings: R$ 4.2 million loss, compared to R$ 2.4 million loss in 1Q10 Net Revenues (R$ million) EBITDA (R$ million) 14,922 10,286 19,149 30,885 26,431 13,164 12,249 16,024 7,262 7,342 4,195 2,940 5,309 252,537 247,425 624 209,478 -176 -1,079 -1,277 -2,657 1Q10 4Q10 1Q11 1Q10 4Q10 1Q11 Media, Communication and Content Infra & Telecom E-commerce E-commerce Infra & Telecom Media, Communication and Content 2
  • 3. Portfolio Managment • Ideiasnet sold its 29.0% interest that it held through Z Investimentos receiving R$1.6 million and an earnout of up to R$2.3 million, which represents a return of 34.2% on the operation. • TrinnPhone management buyout transaction was structured given the Ideiasnet new strategy, enabling the redirection of investments. . Ideiasnet made an initial investment in the e-commerce segment through • CiaShop, a company offering virtual store under a SaaS model as well as value- added services for e-commerce, such as a payment gateway. The initial investment was R$5.0 million for 50.0% of the Company. 3
  • 4. Capital Invested of R$ 2,0 million in 1Q11 The 2011 investment plan contemplates total investments of R$5.2 million at the Portfolio. Companies 4Q10 1Q11 Automatos 63.7% 51.8% Bolsa de Mulher 97.1% 97.7% Hands 80.0% 80.0% Capital Invested (R$ million) 1Q11 iMusica 97.7% 97.7% Ecommerce 0.0 MediaFactory 75.0% 0.0% Infra & Telecom 1.0 MoIP 41.9% 41.9% TrinnPhone 1.0 Officer 100.0% 100.0% Media, Comunication and Padtec 34.2% 34.2% 0.9 Content Pini 31.1% 31.1% Zura! 0.3 Site Blindado 29.0% 29.0% Hands 0.6 Softcorp 100.0% 100.0% Total Capital Invested 2.0 Spring Wireless 8.4% 7.8% Tectotal 35.8% 33.0% Trinnphone 78.5% 87.0% Zura! 77.8% 84.6% 4
  • 5. Officer: EBITDA growth • Net Revenues of R$ 237.0 million (19.3% up YoY) • EBITDA of R$ 8.4 million (92.3% up YoY): EBITDA margin of 3.6% (against 2.2% in 1Q10); Days of inventory, receivables and payables 49 45 39 33 33 31 30 25 Receivables Inventory Payables Cash flow 1Q10 1Q11 5
  • 6. Automatos: acquisition of a 100% interest in Disec and adjust its capital structure • Net Revenues of R$ 5.3 milhões (228,9% up YoY – 1Q11 without Disec and Relativa) • Negative EBITDA of R$ 3.1 million – impact by the acquisition of a 100% interest in Disec , increasing the general and administrative expenses Number of desktops and servers managed 4,500 4,000 3,500 3,000 2,500 2,000 6
  • 7. Padtec: company growth • Net Revenues of R$ 54.8 million (62.8% up YoY) • EBITDA of R$ 8.5 milhões (100.6% up YoY) – Margin of 15.6% • Operating Expenses: R$ 17.3 million • 1Q11 Net Income of R$ 6.5 million (70.5% up YoY) • Contracted Gross Revenue in the year to March was R$70 million, excluding the PNBL contract. Investment in development 20% 10% 0% 1Q10 2Q10 3Q10 4Q10 1Q11 7
  • 8. Bolsa de Mulher: review of advertising exchange • Real Revenue (Gross Revenue - Exchange Agreement Revenue) of R$ 1.8 million (up 26.5% YoY) • Negative EBITDA of R$ 1.0 million – iTodas acquisition • Unique visitors: 13.0 million contracting by 1.1% from March 2010. Unique Visitors 8
  • 9. TecTotal: company growth • Net revenue of R$ 4.6 million in 1Q11 (increase of 239.9% compared to 1Q10). • EBITDA of -R$ 202 thousand in 1Q11 against -R$ 1.2 million in 1Q10. • Net loss of R$ 219 thousand in 1Q11, positive developments facing the loss of R$ 1.2 million reported in 1Q10 Sales Growth 146% 148% 180% 9
  • 10. Internet and Informatics • Brazil is the second most active country in the world in Twitter. Brazilians account for 22.2% of traffic. • Facebook is used by 17.6 million of Brazilians – 12th country. • 79% of internet users in Brazil have an Orkut account. • Reduction of software piracy rate by the 5th consecutive year. Brazil is the country with lowest rate among BRIC and Latin American countries. • Forecast of 15.7 million computers sold in 2011. fontes: IDC, Social Bakers, ComScore
  • 11. Media • 73.9 million of internet users in 2010. It is estimated 81.1 million for 2011. • Digital Media investments grew 13.9% from Jan/11 to Feb/11 • Monthly average of page views in mobile was R$ 250 million in 2010. The perspective is to grow 100% in 2011. • Interective Digital Media grew 28.85% (Jan/09 to Nov/09 against Jan/10 to Nov/10). • 60 million of Brazilians read blogs monthly • Advertising investment in digital media of 4.6% (dez/ 2010) fonte: IAB Brasil, Projeto InteMeios, ComScore
  • 12. E-commerce • 23 million of e-consumers in 2010. • Average ticket of R$ 373 in 2010 against R$ 335 in 2009 – growth of 11% • Social class C average ticket is R$ 314 • Earnings of R$ 8.8 billion is projected in 1H11 and R$ 20 billion in 2011 • According to press disclosed information, there are over 1,200 of Collective Purchasing sites fonte: WebShoppers – ebit, ComScore
  • 13. Mobile • 210.5 millions of mobiles in March 2010 – density of 108.3 mobiles per 100 inhabitants • 2010 ended with 14.6 million of mobiles 3G and 4.3 million of modems. At the end of March 2011 there were 22.9 million of mobiles 3G and 4.8 million of modems. • Fixed broadband: 7.12 access per 100 inhabitants in 2010. • It is estimated that 15.7 million of computers will be sold in 2011, 51% will be mobile devices. • 100 thousand tablets were sold in 2010 and it is expected to quadruple it in 2011. Sources: Anatel, IAB Brasiil, IDC, Teleco
  • 14. Cloud Computing • Cloud applications (Aplicativos em nuvem) sales should grow 46%, achiving US$ 9.6 billion in 2011 • Software as a Service should represent 30% of new softwares licenses sales volume worldwide in 2011. • It is estimated that US$ 10 billion should be spend in aplications in 2011 (servers, storage and network) of Private Cloud in the world. • Infrastructure spending (desktop and host) in Brazil amounted to US$ 89.6 million. In 2011, this amount should grow 37.3%. Sources: IDC Gartner
  • 15. 1Q11 Results This presentation may contain forward-looking statements concerning future trends and results. These projections are subject to risks and uncertainties and future results may differ materially from such forward-looking statements. Many of these risks refer to factors that are beyond Ideiasnet’scontrol or ability to anticipate. including market conditions. currency fluctuations. the behavior of competitors. the regulatory environment. the company’s ability to continue raising funds and changes in the social and political context in which Ideiasnet operates or in economic trends or conditions. including inflation and changes in consumer confidence levels. on a global. national or regional scale. Readers are hereby advised not to rely only on these trends and projections. nor is Ideiasnet obliged to publish any changes to these trends or projections to reflect subsequent events or circumstances For more information. contact the Investor Relations team: Sami Haddad Ricardo Rosanova Garcia Renata Vencato ri@ideiasnet.com.br
  • 16. Ideiasnet S.A. Rua Visconde de Pirajá, 572 - 4º andar Ipanema | Rio de Janeiro | Brasil | 22410-002 Tel: (21) 3206-9200 | Fax: (21) 3206-9201