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Web Wednesday Thailand
Bangkok, 18th July 2012
The Next Billion Dollar Markets in Asia

            Estimated Growth in Online              Size of online ad
              Advertising 2008 - 2012             markets (US$ millions)

 50%                                           $4,500
 45%                                           $4,000
 40%
                                               $3,500
 35%
                                               $3,000
 30%
                                               $2,500
 25%
                                               $2,000
 20%
 15%                                           $1,500

 10%                                           $1,000

 5%                                             $500
 0%                                              $-
       Europe    North    Asia   SEA   India
                America
                                                        AU, IN & SEA   CN & ME



       SEA and India are reaching their tipping point as markets.
       Each one will represent a billion dollar opportunity within
                           the next 5 years.

                                                                                 2
Why South-East Asia?

•   SEA Population: 538.1m
     Online Population: 137.4m (25.5%)

•   SEA’s online advertising market is growing 30-40%
    per year, which makes it one of the fastest
    growing markets in APAC

•   Combined digital advertising market size today is
    approx $250-300m

•   Interesting facts:                                     Internet Audience 15+ accessing Internet from Home / Work
                                                           Source: comScore Media Metrix, January 2011

     – Online usage in SEA is exploding: 3 out of top 10
       markets by % reach for Facebook are in SEA
       (Philippines, Malaysia, Indonesia)
     – Aggressive adoption of broadband across SEA
       (Singapore is already a leader)
     – BRICI is the new BRIC – Indonesia today is very
       similar to India 2 years ago, with similar market
       dynamics at play
                                                                                                                       3
Thailand is among the 3 fastest growing markets in SEA

                    Estimated      Estimated
                                                                  Nominal GDP
                   Digital Adv.     Annual       Population
    Country                                                        per Capita
                   Market Size    Growth Rate       (Mn)
                                                                     (USD)
                 (2012, USD Mn)        (%)

    Singapore            $80-90        20-25%                 5        $49,271

    Indonesia            $50-60          > 50%           237            $3,509

    Thailand             $40-50        40-50%             65            $5,394

   Philippines              $20        30-40%             92            $2,223

    Malaysia                $30        30-40%             28            $9,700

    Vietnam                 $17        30-40%             88            $1,374



          Annual growth rate compares favourably with
                  Asian giants India and China

                                                                                 4
A bit about Komli

Komli has grown over 100% each year since inception


                                                                Komli Team-400

                                          Komli Team-128
                                                                                      2012
                                                                  2011
                                                                                      • Launched
                       Komli Team-51                              • Acquired Aktiv      Play, Komli’s
                                            2010                    Digital in SEA      video offering

                                            • Acquired Post       • Acquired          • Acquired
       Komli Team-20                          Click in              Zestadz in          Admax, makin
                                              Australia             India, adding       g Komli the
                           Dec 2008                                 mobile              largest
                           • Prashant       • Acquired Indoor       capabilities        independent
                             Mehta            Media in UK                               digital media
                             joined                               • Partnered with      company in
                             Komli from                             Jivox, enhancin     Asia Pacific
            Oct 2006         Yahoo!, wh                             g video
            • Komli          ere he ran                             capabilities
              Media was      emerging
              born           markets
                                                                  • Launched RTB
                                                                    performance ad
                                                                    platform and
                                                                    Komli Labs                           5
Asia Pacific’s #1 success story



 100%                    We are growing at over
                          100% annually, since
                               inception.
                                                             150M+
                                                          Audience reach in Asia Pacific.


Wealth of knowledge and
      experience.              4,600                          800+
    2,000
Campaigns delivered in 2011.
                                     High quality
                                 websites, including
                               exclusive representation
                                                               Premium advertisers
                                                                    serviced.




                                                          50
                                          of
                                                                     Voted by BusinessWeek

5
                                  Facebook & MSN.
      Acquisitions in Asia
                                                                    as one of the World’s Top
     in the last 18 months
                                                                    50 Technology Start-ups.



                                                                                6           6
Why Admax?

Admax Network’s Key Asset Evaluation:
  – Revenues and market footprint: Admax has the strongest
    advertiser and publisher relationships in the market,
    highest reach (~63%) among all ad networks in SEA

  – Team: Admax has the strongest operating team in the
    region

  – Culture: Very strong cultural alignment between Admax
    and Komli

  – Technology: Admax is one of the few media networks with
    a customized ad serving platform




                                                              7
Thank You

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Web Wednesday Thailand

  • 2. The Next Billion Dollar Markets in Asia Estimated Growth in Online Size of online ad Advertising 2008 - 2012 markets (US$ millions) 50% $4,500 45% $4,000 40% $3,500 35% $3,000 30% $2,500 25% $2,000 20% 15% $1,500 10% $1,000 5% $500 0% $- Europe North Asia SEA India America AU, IN & SEA CN & ME SEA and India are reaching their tipping point as markets. Each one will represent a billion dollar opportunity within the next 5 years. 2
  • 3. Why South-East Asia? • SEA Population: 538.1m Online Population: 137.4m (25.5%) • SEA’s online advertising market is growing 30-40% per year, which makes it one of the fastest growing markets in APAC • Combined digital advertising market size today is approx $250-300m • Interesting facts: Internet Audience 15+ accessing Internet from Home / Work Source: comScore Media Metrix, January 2011 – Online usage in SEA is exploding: 3 out of top 10 markets by % reach for Facebook are in SEA (Philippines, Malaysia, Indonesia) – Aggressive adoption of broadband across SEA (Singapore is already a leader) – BRICI is the new BRIC – Indonesia today is very similar to India 2 years ago, with similar market dynamics at play 3
  • 4. Thailand is among the 3 fastest growing markets in SEA Estimated Estimated Nominal GDP Digital Adv. Annual Population Country per Capita Market Size Growth Rate (Mn) (USD) (2012, USD Mn) (%) Singapore $80-90 20-25% 5 $49,271 Indonesia $50-60 > 50% 237 $3,509 Thailand $40-50 40-50% 65 $5,394 Philippines $20 30-40% 92 $2,223 Malaysia $30 30-40% 28 $9,700 Vietnam $17 30-40% 88 $1,374 Annual growth rate compares favourably with Asian giants India and China 4
  • 5. A bit about Komli Komli has grown over 100% each year since inception Komli Team-400 Komli Team-128 2012 2011 • Launched Komli Team-51 • Acquired Aktiv Play, Komli’s 2010 Digital in SEA video offering • Acquired Post • Acquired • Acquired Komli Team-20 Click in Zestadz in Admax, makin Australia India, adding g Komli the Dec 2008 mobile largest • Prashant • Acquired Indoor capabilities independent Mehta Media in UK digital media joined • Partnered with company in Komli from Jivox, enhancin Asia Pacific Oct 2006 Yahoo!, wh g video • Komli ere he ran capabilities Media was emerging born markets • Launched RTB performance ad platform and Komli Labs 5
  • 6. Asia Pacific’s #1 success story 100% We are growing at over 100% annually, since inception. 150M+ Audience reach in Asia Pacific. Wealth of knowledge and experience. 4,600 800+ 2,000 Campaigns delivered in 2011. High quality websites, including exclusive representation Premium advertisers serviced. 50 of Voted by BusinessWeek 5 Facebook & MSN. Acquisitions in Asia as one of the World’s Top in the last 18 months 50 Technology Start-ups. 6 6
  • 7. Why Admax? Admax Network’s Key Asset Evaluation: – Revenues and market footprint: Admax has the strongest advertiser and publisher relationships in the market, highest reach (~63%) among all ad networks in SEA – Team: Admax has the strongest operating team in the region – Culture: Very strong cultural alignment between Admax and Komli – Technology: Admax is one of the few media networks with a customized ad serving platform 7