Meet me q4 2012 earnings deck

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Meet me q4 2012 earnings deck

  1. 1. Year-End and Fourth Quarter 2012 Earnings Call March 7, 2013
  2. 2. Cautionary Note Regarding Forward Looking StatementsCertain statements in this presentation are forward-looking statements within the meaning of the Private Securities Litigation ReformAct of 1995 including statements regarding international growth, mobile monetization, expanding to three additional languages byApril, 2013, and our plans regarding launching new products and the effectiveness of these products. All statements other thanstatements of historical facts contained herein, including statements regarding the continued growth in our core platform, areforward-looking statements. The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,”“target,” “potential,” “is likely,” “will,” “expect” and similar expressions, as they relate to us, are intended to identify forward-lookingstatements. We have based these forward-looking statements largely on our current expectations and projections about future eventsand financial trends that we believe may affect our financial condition, results of operations, business strategy and financial needs.Important factors that could cause actual results to differ from those in the forward-looking statements include: the risk thatunanticipated events affect the internationalization of our mobile products, the acceptance of our new brand internationally, issuesthat affect the functionality of our mobile application with popular mobile operating systems, any changes in such operating systemsthat degrade our mobile application’s functionality and other unexpected issues which could adversely affect usage on mobiledevices, the effectiveness of our mobile software on smartphones and tablets, the willingness of our users to purchase virtual creditson their mobile devices and the willingness of users to try new product offerings. Further information on our risk factors is containedin our filings with the SEC, including the Form 10-K for the year ended December 31, 2011. Any forward-looking statement made byus herein speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emergefrom time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.Regulation G – Non-GAAP Financial MeasuresThis presentation includes a discussion of Quepasa and myYearbook combined company revenues and Adjusted EBITDA fromcontinuing operations which are non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financialmeasures are provided on the Investor Relations section of the MeetMe corporate website athttp://www.meetmecorp.com/investors/non-gaap/.© 2013, MeetMe, Inc. © 2013 2
  3. 3. Quarter Over Quarter Increase in Traffic (Q4 average vs. Q3 average) Total Mobile DAU 1,261,285 14% 765,032 13% MAU 5,508,822 40% 2,114,121 9% Registrations 6,671,435 59% 1,312,670 -2%DAU, MAU and Registration statistics represent the Q4 results from MeetMe Platform (MeetMe website and mobile app). © 2013 3
  4. 4. MeetMe Now Available in Nine Languages Addressable Market of Over 1.5 Billion People Aged 18-30 WorldwideSource: United States census data for 2012 (www.census.gov) © 2013 4
  5. 5. International Growth International MAU increased 355%, from 543K in June to 2.47M in December while international share of DAU doubled from 10% to 20% in the same timeframe. Today 1 out of every 2 new registrations is international.MAU statistics represent a comparison of the December and June 2012 results from MeetMe Platform (MeetMe website and mobile app), based on internal data sources.Location was determined based on IP address. © 2013 5
  6. 6. Total Revenue from Continuing Operations Full Year Revenue for Continuing Operations Full Year Revenue for Continuing Operations (Non-Affiliated) 2011 $ 10,705,693 2011 $ 6,416,408 2012 $ 46,657,959 2012 $ 40,657,959Q4 2011 results reflect myYearbook as of the merger date of November 10, 2011. © 2013 6
  7. 7. MeetMe-Platform Revenue (Reported GAAP Results) Full Year MeetMe-Platform Revenue Full Year MeetMe-Platform Mobile Revenue 2011 $ 5,146,846 2011 $ 335,416 2012 $ 34,270,700 2012 $ 6,099,574Revenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mobile advertising and mobile virtual currency revenue onMeetMe’s mobile apps and mobile web site. Q4 2011 results reflect myYearbook as of the merger date of November 10, 2011.. © 2013 7
  8. 8. MeetMe-Platform Revenue (Non-GAAP*) Full Year MeetMe-Platform Revenue Full Year MeetMe-Platform Mobile Revenue 2011 $ 28,652,772 2011 $ 2,152,139 2012 $ 34,270,700 2012 $ 6,099,574Revenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mobile advertising and mobile virtual currency revenue onMeetMe’s mobile apps and mobile web site. MeetMe results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.* See Slide 2 “Regulation G- Non-GAAP Measures” © 2013 8
  9. 9. MeetMe-Platform Revenue Composition 2012 Full Year MeetMe-Platform Revenue Composition Web Mobile Advertising 75.3% 57.8% Virtual Currency 24.7% 42.2%Virtual Currency and Advertising Revenue refer to revenue generated from the MeetMe-Platform (MeetMe website and mobile app). © 2013 9
  10. 10. Cross Platform Revenue (Reported GAAP Results) Full Year Cross-Platform Revenue Full Year Cross-Platform Revenue (Non-Affiliated) 2011 $ 5,558,847 2011 $ 1,269,562 2012 $ 12,387,259 2012 $ 6,387,259Cross Platform revenue includes SocialTheater on Facebook and other networks, including Quepasa. Q4 2011 results reflect myYearbook as of the merger date ofNovember 10, 2011.. © 2013 10
  11. 11. Cross Platform Revenue (Combined – Non-GAAP*) Full Year Cross-Platform Revenue Full Year Cross-Platform Revenue (Non-Affiliated) 2011 $ 6,990,805 2011 $ 2,700,805 2012 $ 12,387,259 2012 $ 6,387,259Cross Platform revenue includes SocialTheater on Facebook and other networks, including Quepasa.com. Cross Platform includes revenue from prior to the merger ofQuepasa with myYearbook on November 10, 2011, and is presented on a combined pro-forma basis.* See Slide 2 “Regulation G – Non-GAAP Financial Measures” © 2013 11
  12. 12. Adjusted EBITDA from Continuing Operations Full Year Adjusted EBITDA from Continuing Operations 2011 $ (1,286,147) 2012 $ 3,924,637Q4 2011 results reflect myYearbook as of the merger date of November 10, 2011. Adjusted EBITDA is a non-GAAP financial measure. © 2013 12
  13. 13. Appendix © 2013 13
  14. 14. MeetMe-Platform DAUDAU charts refer to total DAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbookon November 10, 2011. © 2013 14
  15. 15. MeetMe-Platform MAUMAU charts refer to total MAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbookon November 10, 2011. © 2013 15
  16. 16. Traffic Metrics (All Platforms)Registered Users, Visits, and Page Views refer to total traffic to both MeetMe-Platform (MeetMe website and mobile app) and Quepasa website (excludingQuepasa Games discontinued Operations). Visits and page views excludes iOS application and device metrics. © 2013 16
  17. 17. Mobile RegistrationsMeetMe mobile results presented above include data from prior to the merger of Quepasa and myYearbook on November 10, 2011. © 2013 17
  18. 18. MeetMe-Platform Average Revenue Per User (ARPU)ARPU represents the Average Revenue per User. This is calculated by dividing quarterly MeetMe web and mobile revenue by the average monthly active users (MAUs) forweb and mobile. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbook on November 10, 2011. © 2013 18
  19. 19. MeetMe-Platform Average Revenue Per Daily User (ARPDAU)ARPDAU represents the Average Revenue per Daily Active User. This is calculated by dividing average daily MeetMe web and mobile revenue by the average daily activeusers (DAUs) for web and mobile. Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011. © 2013 19

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