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AIM Group - NOAH13 London
The document discusses the evolving landscape of classified advertising, highlighting the profitability shift from newspapers to online platforms, with key statistics and revenue figures. It identifies major players in the global classified market and their investment strategies, emphasizing the competitive nature of the sector. The aim group, the document's authors, provide insights and predictions about future growth and the integration of social media into classified advertising.
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- 1. The lucrative worldof classified advertising: Investment and innovation 14 November 2013
- 2. Briefly … • Aboutthe AIM Group • Classifieds and margins • The ‘Big Five’ global classified companies • Eight major investors • Questions and answers • Giveaway / wrap-up
- 3. About us Consultants … andpublishers of
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- 8. About us Peter M. Zollman, founding principal KatjaRiefler, principal / director – EMEA Global, virtual network 32 consultants / analysts Many clients you know
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- 10. The lucrative worldof classified advertising: Investment and innovation 14 November 2013
- 11. What made newspapers so profitable? Itwas the classifieds!
- 12. 2004 recruitment advertising revenue:$130 million 2009 recruitment advertising revenue: $13 million
- 13. Now: Three of the mostprofitable classified websites
- 14. 2012 revenue: €97.7million 2012 net profit: €67.7 million Margin: 69.2 percent H1 ’13: Revenue +31 percent Margin: Exceeds 70 percent
- 15. … and they’re just gettingstarted!
- 16. 2012 revenue: $214million 2012 net profit: $104 million Margin: 49 percent Q2 ’13: EBITDA hits 55 percent
- 17. … most mature siteat Schibsted
- 18. 2013 revenue: $166.5million Profit: $130 million Margin: 78.6 percent * Craigslist could quadruple revenue and improve quality … but it doesn’t want to! Source: AIM Group estimates
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- 21. • • • • • Aggressive, determined, competitive Morethan 40 brands – some ‘hidden’ Some profitable, many ‘investment’ Most based on Blocket (Sweden) model Wants to be No. 1 everywhere
- 22. • • • • • • Big stakes inTenCent (China), Mail.ru 23 key countries identified as targets Multiple brands in multiple countries Olx, Avito.ru, Allegro Group, others E-commerce and classifieds Internet revenue overtook Pay TV
- 23. • All in‘Marketplaces’ unit (revenue, expenses impossible to determine) • Major brands include Gumtree, Kijiji, Marktplaats, Mobile.de • 2013 ‘roller-coaster ride’ • Tying in to social media, auctions
- 24. • General Atlantic--- 30 percent stake in A / S Digital Classifieds • GA: €320 million investment (at least!) • Stepstone, Immonet, SeLoger • Added TotalJobs, Immoweb.be, more • ‘If an opportunity shows up, we can act fast --- as we have proven’ • Last week: Acquired SaonGroup
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- 32. Conference discount 20 %discount Two weeks only! AIMGroup.com Code: 20NOAH Money-back guarantee
- 33. Your turn ... Q&A …and then a social media tip
- 35. Thanks to … JanBrandes Marco Rodzynek … and to all of you!
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