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Jefferies & Company, Inc. Jefferies 4 th  Annual Internet Conference February 27, 2008 CONFIDENTIAL DRAFT Member, SIPC Ad Networks Panel:  Reach vs. Niche - the Conversion Game
Panelists Casper Seifert CFO David Liu Managing Director  Internet & Digital Media Group John Ardis VP, Corporate Strategy Don Mathis President Art Shaw CEO ,[object Object],[object Object],[object Object],[object Object],1
Sector Snapshot 2
What is the Online Advertising Opportunity? Global Online Advertising Revenue, 2005-2010E 1 US Online Advertising Expenditure, 2005-2010E 1 ,[object Object],($ billions) ($ billions) 22% CAGR 22% CAGR 3
How Are Advertisers Spending Their Money? ,[object Object],Advertising Spend Allocation – Q2 2007 1 4
Who are the Advertising Network Players? ,[object Object],[object Object],[object Object],(millions) Total Unique Visitors – January 2008 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Platform-A Yahoo! Network* Google Ad Network* Specific Media* ValueClick Tribal Fusion Casale Media DRIVEpm adconion media group Connexus 5
Meet the Panelists 6
John Ardis VP, Corporate Strategy 7
Integrated Interactive Services ValueClick, Inc. is literally the  only  online marketing services provider who covers all online marketing channels  in-house ,  in volume  and with  10 years experience  in doing so ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Covering All Client Objectives AWARENESS LEADS SALES CRM Email Marketing CPL/CPA Programs Display/Rich Media/Video Behavioral Marketing Technology (Ad Serving, Email Deployment) Affiliate Marketing Search Marketing Comparison Shopping
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ValueClick by the Numbers
Don Mathis President 11
Don Mathis President   February 2008
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],A Performance-based Ad Network
CPA Performance Marketing: The Nexus of  Acquisition  and  Conversion Discovery Identify the Right Inventory /  Mine the Torso & Tail Price Point  Management Pay the Right Price Offer Testing Create the Conversion Consumers Point of Inspiration Action Point of Fulfillment Acquisition ,[object Object],[object Object],[object Object],[object Object],Conversion ,[object Object],[object Object],[object Object],[object Object]
National Advertisers Small/Local Advertisers Self Serve  (Ad Center) In-house Agency  Services Outside Ad Agencies AD TYPE: TECHNOLOGY: “ ENTRY POINT”: IN-HOUSE OR  NETWORK?: Text Ads Coupon Ads Search Display Email Widget/Apps Video DATA-LAYER: OPTIMIZATION & TARGETING Behavioral / Contextual / Geographic / Demographic / Time of Day
Casper Seifert CFO 12
 
TradeDoubler in brief TradeDoubler generates over  € 300 Million in revenue for our  customers  each month Independent market leading solutions within Affiliate, Campaigns, Search and Technology Over 12 Billion impressions and  7.6 Million leads per month Unrivalled experience with presence in Europe and Japan
The strategic assets An extensive pan- European network of advertisers  and publishers Local presence  in 18 European Countries and Japan Proven and flexible technolgy  platform supporting business model Superior knowledge in  online marketing Independent internet marketing solutions provider Products in Search,  Technology, Campaigns   and Affiliate.  Covering +80% of  total online adspend
Our Business ” To redefine the  marketing landscape."  ”  We create  results Through our knowledge For advertisers, publishers and agencies  Globally Through marketing technology "  Vision  Mission
Art Shaw CEO 13
Media Business Search Ad Network Media and Monetization Company © 2008 Connexus Corporation.  All Rights Reserved.  The contents of this document are proprietary and confidential.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2008 Connexus Corporation.  All Rights Reserved.  The contents of this document are proprietary and confidential.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2008 Connexus Corporation.  All Rights Reserved.  The contents of this document are proprietary and confidential. Drag-and-drop  form builder Web development  services Conversion path  optimization Lead  scrubbing, validation,  de-duplication  and  real-time delivery Male, 33, single  HHI $50k, ZIP 10583 Owns iPhone Likes Coldplay, Radiohead Light drinker Female, 28, married w/ kids HHI $160k, ZIP 60647 Good credit Concerned about car safety Visited DVD review site Audience Profiles Form Builder Custom Form
Platform scales to  any product, service or business,  national or local Local exchange Advertisers bid for  highly qualified, relevant leads Consumers protected with  full privacy Publisher captures  search revenue © 2008 Connexus Corporation.  All Rights Reserved.  The contents of this document are proprietary and confidential.
Dave’s Top Five 14
Dave’s Top Five ,[object Object],[object Object],[object Object],[object Object],[object Object],16 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dave’s Top Five Back-up ,[object Object],[object Object],[object Object],[object Object],[object Object],15 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Ad Networks Panel Reach Vs Niche

  • 1. Jefferies & Company, Inc. Jefferies 4 th Annual Internet Conference February 27, 2008 CONFIDENTIAL DRAFT Member, SIPC Ad Networks Panel: Reach vs. Niche - the Conversion Game
  • 2.
  • 4.
  • 5.
  • 6.
  • 8. John Ardis VP, Corporate Strategy 7
  • 9.
  • 10. Covering All Client Objectives AWARENESS LEADS SALES CRM Email Marketing CPL/CPA Programs Display/Rich Media/Video Behavioral Marketing Technology (Ad Serving, Email Deployment) Affiliate Marketing Search Marketing Comparison Shopping
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  • 13. Don Mathis President February 2008
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  • 16. National Advertisers Small/Local Advertisers Self Serve (Ad Center) In-house Agency Services Outside Ad Agencies AD TYPE: TECHNOLOGY: “ ENTRY POINT”: IN-HOUSE OR NETWORK?: Text Ads Coupon Ads Search Display Email Widget/Apps Video DATA-LAYER: OPTIMIZATION & TARGETING Behavioral / Contextual / Geographic / Demographic / Time of Day
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  • 19. TradeDoubler in brief TradeDoubler generates over € 300 Million in revenue for our customers each month Independent market leading solutions within Affiliate, Campaigns, Search and Technology Over 12 Billion impressions and 7.6 Million leads per month Unrivalled experience with presence in Europe and Japan
  • 20. The strategic assets An extensive pan- European network of advertisers and publishers Local presence in 18 European Countries and Japan Proven and flexible technolgy platform supporting business model Superior knowledge in online marketing Independent internet marketing solutions provider Products in Search, Technology, Campaigns and Affiliate. Covering +80% of total online adspend
  • 21. Our Business ” To redefine the marketing landscape." ” We create results Through our knowledge For advertisers, publishers and agencies Globally Through marketing technology " Vision Mission
  • 23. Media Business Search Ad Network Media and Monetization Company © 2008 Connexus Corporation. All Rights Reserved. The contents of this document are proprietary and confidential.
  • 24.
  • 25.
  • 26. Platform scales to any product, service or business, national or local Local exchange Advertisers bid for highly qualified, relevant leads Consumers protected with full privacy Publisher captures search revenue © 2008 Connexus Corporation. All Rights Reserved. The contents of this document are proprietary and confidential.
  • 28.
  • 29.