Adtech - Presentation by Nicolas Beraudo, Managing Director of App Annie at the NOAH Conference London 2017, Old Billingsgate on the 2nd of November 2017.

1. @AppAnnie
Nicolas Beraudo
Managing Director, EMEA

2. 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

3. •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

4. 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

5. 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

6. The Most Trusted Partner in the App Economy
94 of top 100
publishers use
App Annie
PROPRIETARY

7. Cited by media partners and analysts, in
earnings calls and IPO filings
PROPRIETARY

8. Global Reach with Local 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 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%+

11. 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

12. 11 © App Annie 2017
Time In Apps
2+ Hours Per Day
30+ Apps Per Month
PROPRIETARY
88% Time on Apps

13. App Usage
Volume
Time
Mobile Users
App Revenue
The UK’s On Track to See Continued
Growth in Engagement
PROPRIETARY

14. Revenue Growth in the App Economy

15. PROPRIETARY
App Store Revenue In Europe is on the Rise

16. The UK has a Global Presence
PROPRIETARY

17. Our Outlook for App Stores
& Rise of Advertising

18. Mobile Users Will Double
2016 2017
2021
3.4B
4.2B
6.3B
PROPRIETARY

19. Time Spent in Apps Will Double
TOTAL HOURS SPENT
1.6T
2.1T
3.5T
2016 2017
2021
PROPRIETARY

20. App Store Monetization Will Double
$ BILLIONS
$62B
Non-Games
Games
2016 2017
2021
$82B
$139B
PROPRIETARY

21. Advertising Spend In-App Will Triple
$73B
$101B
$201B
$ BILLIONS
Non-Games
Games
2016 2017
2021
PROPRIETARY

22. mCommerce Will Increase Six-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. Thank You
www.appannie.com @AppAnnie

25. 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