@AppAnnie
Nicolas Beraudo
Managing Director, EMEA
Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission Mission Mission
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
6-7 June 2018
Tempodrom, Berlin
13-14 March 2018
Haoman 17, Tel Aviv
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
•Millions of apps
App Annie’s mission is to help every
business achieve success through apps
PROPRIETARY
And we do this through market data
•Every day
•Every country
The most accurate view of app performance
Navigate the App Lifecycle Confidently with App Annie
Intelligence...
D I S C O V E R
S T R A T E G I Z EM O N E T I Z E
E N G A G E A C Q U I R E
APP ANNIE © 2017
PROPRIETARY
D I S C O V E R
S T R A T E G I Z EM O N E T I Z E
E N G A G E A C Q U I R E
APP ANNIE © 2017
PROPRIETARY
Customer
Success & Support
Community
& Events
Professional
Services
App Annie
Academy
...supported by our world-class Solution
The Most Trusted Partner in the App Economy
94 of top 100
publishers use
App Annie
PROPRIETARY
Cited by media partners and analysts, in
earnings calls and IPO filings
PROPRIETARY
Global Reach with Local Understanding
450 Employees
inc. 200 in R&D
$157M financing
PROPRIETARY
CREATE EAT & DRINK CONNECT DATE NEWS
SPORTS LEARN LISTEN WORK SHOP
PAY TRAVEL WATCH PLAY BANK
Apps are changing all industries…
PROPRIETARY
QUIZ:
How much time on our phones is spent
inside apps vs mobile web?
PROPRIETARY
A. < 20%
B. 20% – 39%
C. 40% – 59%
D. 60% – 79%
E. 80%+
QUIZ:
How much time on our phones is spent
inside apps vs mobile web?
A. < 20%
B. 20% – 39%
C. 40% – 59%
D. 60% – 79%
E. 80%+
PROPRIETARY
11 © App Annie 2017
Time In Apps
2+ Hours Per Day
30+ Apps Per Month
PROPRIETARY
88% Time on Apps
App Usage
Volume
Time
Mobile Users
App Revenue
The UK’s On Track to See Continued
Growth in Engagement
PROPRIETARY
Revenue Growth in the App Economy
PROPRIETARY
App Store Revenue In Europe is on the Rise
The UK has a Global Presence
PROPRIETARY
Our Outlook for App Stores
& Rise of Advertising
Mobile Users Will Double
2016 2017
2021
3.4B
4.2B
6.3B
PROPRIETARY
Time Spent in Apps Will Double
TOTAL HOURS SPENT
1.6T
2.1T
3.5T
2016 2017
2021
PROPRIETARY
App Store Monetization Will Double
$ BILLIONS
$62B
Non-Games
Games
2016 2017
2021
$82B
$139B
PROPRIETARY
Advertising Spend In-App Will Triple
$73B
$101B
$201B
$ BILLIONS
Non-Games
Games
2016 2017
2021
PROPRIETARY
mCommerce Will Increase Six-Fold
$ TRILLIONS
$1.1T
$2.3T
$6.0T
2016 2017
2021
PROPRIETARY
App Economy – 3rd largest in the world
$18.0T
$11.1T
$6.3T
$4.4T
PROPRIETARY
Thank You
www.appannie.com @AppAnnie
Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
December 2014
September 2014
October 2014
May 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
September 2016October 2016
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m

App Annie - NOAH17 London

  • 1.
  • 2.
    Three Conferences, OneMission: Empower the European Digital Ecosystem To provide a physical marketplace that facilitates funding of digital European companies at all stages Mission Mission Mission Connecting Capital with Entrepreneurs Connecting European Champions and Challengers Connecting Israel’s Startups with Large Corporates and Investors 30-31 October 2018 Old Billingsgate, London 6-7 June 2018 Tempodrom, Berlin 13-14 March 2018 Haoman 17, Tel Aviv To promote Israel - European relationships and enable funding To bring together future-shaping executives and investors active across segments driven by digital revolution
  • 3.
    •Millions of apps AppAnnie’s mission is to help every business achieve success through apps PROPRIETARY And we do this through market data •Every day •Every country The most accurate view of app performance
  • 4.
    Navigate the AppLifecycle Confidently with App Annie Intelligence... D I S C O V E R S T R A T E G I Z EM O N E T I Z E E N G A G E A C Q U I R E APP ANNIE © 2017 PROPRIETARY
  • 5.
    D I SC O V E R S T R A T E G I Z EM O N E T I Z E E N G A G E A C Q U I R E APP ANNIE © 2017 PROPRIETARY Customer Success & Support Community & Events Professional Services App Annie Academy ...supported by our world-class Solution
  • 6.
    The Most TrustedPartner in the App Economy 94 of top 100 publishers use App Annie PROPRIETARY
  • 7.
    Cited by mediapartners and analysts, in earnings calls and IPO filings PROPRIETARY
  • 8.
    Global Reach withLocal Understanding 450 Employees inc. 200 in R&D $157M financing PROPRIETARY
  • 9.
    CREATE EAT &DRINK CONNECT DATE NEWS SPORTS LEARN LISTEN WORK SHOP PAY TRAVEL WATCH PLAY BANK Apps are changing all industries… PROPRIETARY
  • 10.
    QUIZ: How much timeon our phones is spent inside apps vs mobile web? PROPRIETARY A. < 20% B. 20% – 39% C. 40% – 59% D. 60% – 79% E. 80%+
  • 11.
    QUIZ: How much timeon our phones is spent inside apps vs mobile web? A. < 20% B. 20% – 39% C. 40% – 59% D. 60% – 79% E. 80%+ PROPRIETARY
  • 12.
    11 © AppAnnie 2017 Time In Apps 2+ Hours Per Day 30+ Apps Per Month PROPRIETARY 88% Time on Apps
  • 13.
    App Usage Volume Time Mobile Users AppRevenue The UK’s On Track to See Continued Growth in Engagement PROPRIETARY
  • 14.
    Revenue Growth inthe App Economy
  • 15.
    PROPRIETARY App Store RevenueIn Europe is on the Rise
  • 16.
    The UK hasa Global Presence PROPRIETARY
  • 17.
    Our Outlook forApp Stores & Rise of Advertising
  • 18.
    Mobile Users WillDouble 2016 2017 2021 3.4B 4.2B 6.3B PROPRIETARY
  • 19.
    Time Spent inApps Will Double TOTAL HOURS SPENT 1.6T 2.1T 3.5T 2016 2017 2021 PROPRIETARY
  • 20.
    App Store MonetizationWill Double $ BILLIONS $62B Non-Games Games 2016 2017 2021 $82B $139B PROPRIETARY
  • 21.
    Advertising Spend In-AppWill Triple $73B $101B $201B $ BILLIONS Non-Games Games 2016 2017 2021 PROPRIETARY
  • 22.
    mCommerce Will IncreaseSix-Fold $ TRILLIONS $1.1T $2.3T $6.0T 2016 2017 2021 PROPRIETARY
  • 23.
    App Economy –3rd largest in the world $18.0T $11.1T $6.3T $4.4T PROPRIETARY
  • 24.
  • 25.
    Selected Completed NOAHTransactions Focus on Leading European Internet companies Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates Deep understanding of industry dynamics Ability to add value beyond banking advice Facilitates overall process and minimizes management distraction NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry Knowledge of and strong relationships with potential buyers’ key decision makers Proactively finds and unlocks attractive investment opportunities for leading investors Annual NOAH Conference in its 8th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 30 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence Ability to deliver top results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results Creative deal solutions December 2014 September 2014 October 2014 May 2014 Sale of 100% of for $800m to Exclusive Financial Advisor to Fotolia and the Selling Shareholders Sale of 100% of for €80m to Exclusive Financial Advisor to Trovit and its Shareholders Sale of controlling stake in to Exclusive Financial Advisor to Facile.it and its Shareholders sold 100% of for $228m to a joint venture between Exclusive Financial Advisor to Yad2 and its Shareholders Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE September 2016October 2016 December 2016 Financial Advisor to Oakley Capital ® Marco Rodzynek Managing Director & Founder marco.rodzynek@noah-advisors.com Jan Brandes Managing Director jan.brandes@noah-advisors.com Justus Lumpe Managing Director justus.lumpe@noah-advisors.com The NOAH Advisors Core Banking Team Nikhil Parmar Director nikhil.parmar@noah-advisors.com Acquisition of a Majority Stake in by from at a valuation of €300m Investment in Exclusive Financial Advisor to KäuferPortal and its Shareholders by 84% Ownership Financial Advisor to Silver Lake Investment in by August 2017 Financial Advisor to EMK Capital Acquisition of a Majority Stake in by at a valuation of $200m