Интернет-реклама преодолела очередную историческую отметку. По итогам полугодия объем рынка Digital составил 23,1 млрд долларов. Рост в январе–июне составил 15%, во втором квартале — 14%. Доходы от мобильной рекламы достигли 5,3 млрд долларов, что на 76% больше прошлогоднего показателя. На рекламу в мобильном поиске пришлось 2,7 млрд, на медийную — 2,5 млрд, остальные 103 млн — на прочие форматы. Цифровая видеореклама прибавила 13%, до 1,5 млрд долларов, говорится в отчете Interactive Advertising Bureau (IAB) и PricewaterhouseCoopers.
Подробнее об отчёте по ссылке -
SparkLabs Global Wireless Industry Overview 2014Bernard Moon
Slides provide a snapshot of the wireless industry and serves as a "cheat sheet" to the mobile space: industry rankings, trends, and detailed company overviews. Profiles select companies from Fortune 500 to startups attempting to disrupt the mobile landscape.
20 trends you as a business leader need to know (and eventually master) as you draft and execute your long term growth (and survival) strategy - see more @ sws.ms
MOBILE ADVERTISING & USER ACQUISITION IN CHINATalkingData
This report provides an overview of the China's advertising industry in 2015. As the amount of traffic has increased dramatically, which sectors that are driving growth. How much does it cost to acquire an iOS or Android user, and what are the best channels to make sure your ads get the attention they deserve?
1) Key Internet Trends
2) Status Update – Tech Stocks / Education / Healthcare
3) Re-Imagining Continues
4) Screen + Video Growth = Still Early Innings
5) China’s Epic Share Gains
6) Public Company Trends
7) One More Thing(s)...
8) Ran Outta Time Thoughts / Appendix
Digital Europe: Pushing the frontier, capturing the benefitsMcKinsey & Company
What is the speed at which digital is and will change our world?
How is Europe performing in digital compared to the United States? Where is the progress? And where is the paralysis?
What some of the challenges and risks of digital – its potential to divide business and society – between the highly digitized: the “have-mores,” and the “haves:” those who are not able or willing to adapt fast enough.
And what is our share our vision with you for how Europe needs to capture the huge digital prize. What can start-ups, companies, public authorities – everyone in this room – do, to make it happen?
SparkLabs Global Wireless Industry Overview 2014Bernard Moon
Slides provide a snapshot of the wireless industry and serves as a "cheat sheet" to the mobile space: industry rankings, trends, and detailed company overviews. Profiles select companies from Fortune 500 to startups attempting to disrupt the mobile landscape.
20 trends you as a business leader need to know (and eventually master) as you draft and execute your long term growth (and survival) strategy - see more @ sws.ms
MOBILE ADVERTISING & USER ACQUISITION IN CHINATalkingData
This report provides an overview of the China's advertising industry in 2015. As the amount of traffic has increased dramatically, which sectors that are driving growth. How much does it cost to acquire an iOS or Android user, and what are the best channels to make sure your ads get the attention they deserve?
1) Key Internet Trends
2) Status Update – Tech Stocks / Education / Healthcare
3) Re-Imagining Continues
4) Screen + Video Growth = Still Early Innings
5) China’s Epic Share Gains
6) Public Company Trends
7) One More Thing(s)...
8) Ran Outta Time Thoughts / Appendix
Digital Europe: Pushing the frontier, capturing the benefitsMcKinsey & Company
What is the speed at which digital is and will change our world?
How is Europe performing in digital compared to the United States? Where is the progress? And where is the paralysis?
What some of the challenges and risks of digital – its potential to divide business and society – between the highly digitized: the “have-mores,” and the “haves:” those who are not able or willing to adapt fast enough.
And what is our share our vision with you for how Europe needs to capture the huge digital prize. What can start-ups, companies, public authorities – everyone in this room – do, to make it happen?
Digital media continues to grow penetration at a steady pace of 9% while Mobile internet consumption sees a massive jump in penetration of 58%. TV only watchers drops by 4% as multi-screen viewing habits continues to grow.
China Mobile Internet 2015 Year in ReviewTalkingData
See what happened in China Mobile internet market in 2015!
About TalkingData:
TalkingData is China’s largest independent Big Data service platform focusing on the mobile Internet. After nearly 5 years of rapid development,TalkingData has progressively built the best-in-class Big Data products and services varying from highly-scalable data mining, deep data analytics, DMP (Data Management Platform), market intelligence, enterprise-level consulting service.
TalkingData are now serving for more than 80,000 mobile developers with reaching over 2 billion independent mobile devices in China. Many well-known internet and traditional companies are running their businesses based on our services, including Tencent,Baidu,Netease,360, China UnionPay,CMB,CIB,CITIC,Ping An, etc.
Figures, tables, information and statistics about the Thai Mobile Market.
The report includes:
Thailand’s Mobile Subscriber Growth: 2008 - Q1 2013
Thailand’s Mobile Penetration: 2008 - Q1 2013
Mobile Service Usage: Q4 2011 – Q3 2012
Mobile Operator Market Shares: Q1 2013
AIS Highlights from Q4 2012
DTAC Highlights from Q1 2013
Blended ARPU
Mobile Internet usage in Thailand
Thailand’s Mobile user’s consumption and more…
Trends in Digital Advertising in North America. Presentation covers overall market trends, industry wise trends and top technology trends.
Data compiled from various sources over the internet.
The digital and social media trends to watch. 2015 and beyond seminar: are yo...CharityComms
Ashley Friedlein, CEO, Econsultancy
Visit the CharityComms website to view slides from our past events, see what events we have coming up and to check out what else we do.
http://www.charitycomms.org.uk
#FutureinFocus examines how the latest trends in PC online usage, display advertising, online video, mobile usage that are shaping the Canadian digital marketplace and what it means for the year ahead... (via comScore)
This report looks at all the important Malaysia trends - mobile, social, ecommerce. Malaysia is clearly ahead of the pack in south-east Asia - it's higher income, better connected, and more affluent compared to its neighbours like Indonesia, Thailand, Vietnam and others.
Microsoft Advertising defined the audiences for the Passion Points using an independent behavioural based segmentation that took the 20% most active users in these categories.
The Art of Visual Content and the Science That Makes it Convert Uberflip
From infographics to presentations to eBooks, visual content can present complex ideas in a format that’s easy to digest and hard to ignore.
These highly engaging content assets not only generate awareness for your company in a crowded internet, but when delivered in the right content experience, can also transform that engagement into conversions.
In this presentation, we explore:
- Key characteristics of highly compelling visual content.
- How to create killer infographics, presentations and more.
- Visual content creation tips for both small businesses and large organizations.
- How to optimize the content experience to generate leads from your visual content.
Communication and presentation tips for do-gooders, created by Dr. Carmen Simon and Bruce Kasanoff. Learn more at http://www.memzy.com/ and http://kasanoff.com/
Digital media continues to grow penetration at a steady pace of 9% while Mobile internet consumption sees a massive jump in penetration of 58%. TV only watchers drops by 4% as multi-screen viewing habits continues to grow.
China Mobile Internet 2015 Year in ReviewTalkingData
See what happened in China Mobile internet market in 2015!
About TalkingData:
TalkingData is China’s largest independent Big Data service platform focusing on the mobile Internet. After nearly 5 years of rapid development,TalkingData has progressively built the best-in-class Big Data products and services varying from highly-scalable data mining, deep data analytics, DMP (Data Management Platform), market intelligence, enterprise-level consulting service.
TalkingData are now serving for more than 80,000 mobile developers with reaching over 2 billion independent mobile devices in China. Many well-known internet and traditional companies are running their businesses based on our services, including Tencent,Baidu,Netease,360, China UnionPay,CMB,CIB,CITIC,Ping An, etc.
Figures, tables, information and statistics about the Thai Mobile Market.
The report includes:
Thailand’s Mobile Subscriber Growth: 2008 - Q1 2013
Thailand’s Mobile Penetration: 2008 - Q1 2013
Mobile Service Usage: Q4 2011 – Q3 2012
Mobile Operator Market Shares: Q1 2013
AIS Highlights from Q4 2012
DTAC Highlights from Q1 2013
Blended ARPU
Mobile Internet usage in Thailand
Thailand’s Mobile user’s consumption and more…
Trends in Digital Advertising in North America. Presentation covers overall market trends, industry wise trends and top technology trends.
Data compiled from various sources over the internet.
The digital and social media trends to watch. 2015 and beyond seminar: are yo...CharityComms
Ashley Friedlein, CEO, Econsultancy
Visit the CharityComms website to view slides from our past events, see what events we have coming up and to check out what else we do.
http://www.charitycomms.org.uk
#FutureinFocus examines how the latest trends in PC online usage, display advertising, online video, mobile usage that are shaping the Canadian digital marketplace and what it means for the year ahead... (via comScore)
This report looks at all the important Malaysia trends - mobile, social, ecommerce. Malaysia is clearly ahead of the pack in south-east Asia - it's higher income, better connected, and more affluent compared to its neighbours like Indonesia, Thailand, Vietnam and others.
Microsoft Advertising defined the audiences for the Passion Points using an independent behavioural based segmentation that took the 20% most active users in these categories.
The Art of Visual Content and the Science That Makes it Convert Uberflip
From infographics to presentations to eBooks, visual content can present complex ideas in a format that’s easy to digest and hard to ignore.
These highly engaging content assets not only generate awareness for your company in a crowded internet, but when delivered in the right content experience, can also transform that engagement into conversions.
In this presentation, we explore:
- Key characteristics of highly compelling visual content.
- How to create killer infographics, presentations and more.
- Visual content creation tips for both small businesses and large organizations.
- How to optimize the content experience to generate leads from your visual content.
Communication and presentation tips for do-gooders, created by Dr. Carmen Simon and Bruce Kasanoff. Learn more at http://www.memzy.com/ and http://kasanoff.com/
Secrets to building an actionable audienceMark Schaefer
14 experts reveal their secrets to building an actionable audience. Highlights from The Content Code, including Guy Kawasaki, David Meerman Scott, Anne Handley, Chris Brogan and Seth Godin.
Inspired by the the work of Alex Noriega (http://www.snotm.com/) and Banksy's take on advertising (http://banksy.co.uk/) some random thoughts about brands and facebook. Images are from all over the Internet. If you see one that is yours and you want me to take it down let me know :-) http://thecuriousbrain.com/
if you want a copy pls sent me an email at thecuriousbrain (at)gmail.com
http://www.paywithapost.de/pay?id=e773e772-db3a-4677-8d99-ed0f53769cd6
Successful marketers know how to use psychological principles to understand their customers, in order to deliver exactly what those customers need and want. All it takes is a little psychological insight, and you're ready for roll. Psychology is power, and applying the following principles to your business can define a whole new approach, and lead to more marketing success than you ever thought possible.
Choosing easier. How businesses can improve the experience of choosing.TED Talks
Less is more. One of the biggest problems in today's world is choice overload. We all want customized experiences and products — but when faced with 700 options, consumers freeze up. Sheena Iyengar demonstrates how businesses (and others) can improve the experience of choosing.
How to Write, Test and Optimise Effective AdWords Ad CopiesCrealytics
A great AdWords ad is the doorstep to your online shop. They should be outstanding and relevant in order to perfectly reflect the search query and wow the users. To achieve this, Andreas Reiffen, CEO of crealytics, presents several options. Amongst others are value propositions, call-to-actions and promotions.
The 2020 consumer is coming fast. Companies need to get ready for a new form of marketing. This presentation describes the capabilities and the organization needed to be successful in 2020.
Rand's presentation from BCAMA covering the shifts in search engines and user behavior that have caused SEO tactics of years past to fail in the modern era.
Learn step-by-step how you can dramatically increase your audience of subscribers, leads, customers and fans by adding a few simple (and free) types of marketing strategies to the mix.
“If you were to give a one-sentence tip to a small business owner just started out with social media, what would you say?”
That’s the question we’ve been asking a lot over the last few weeks.
We’ve asked: business owners, marketers, social media experts, bloggers, entrepreneurs, best-selling authors, and a ton of other people who have achieved success on social media.
Most stuck to one sentence. Some cheated a little.
But all provided helpful tips that any business can use when getting started.
Now, it’s your turn! “If you were to give a one-sentence tip to a small business owner just started out with social media, what would you say?” Let us know on our blog: http://ow.ly/A1gr1
Using Analytics To Solve The Right ProblemsHiten Shah
The challenge for designers is how to measure their design work to ensure that it’s solving the right problems—before the designs are implemented. Analytics are a powerful tool. But if you don’t understand the “why” behind the data, it’s not going to do you any good. This presentation is a crash course in how to measure the success of your work. You’ll learn how to think like a scientist, using a hypothesis-driven approach to design, and creating successful tests to help you improve your work through focused iteration.
6 Questions to Lead You to a Social Media StrategyMark Schaefer
It can be intimidating and overwhelming to try to develop a social media strategy, but if you follow through on these six questions, your strategy will reveal itself.
Meet Generation Z: Forget Everything You Learned About Millennialssparks & honey
Marketers have been focused on Gen Y (a.k.a. Millennials) for more than a decade. In fact, Millennials are the most researched generation in history!
But Gen Z (born 1995 to present) is different from the Millennial generation. In many ways, Gen Zers are the opposites or extreme versions of Millennials and marketers need to adjust to them.
We are just beginning to understand Gen Z and its impact on the future, but this report explores what we know and foresee.
KPCB: Mary Meeker Internet Trends 2014 @ July 2014Brian Crotty
Mary Meeker - Ex Morgan Stanley - major authority on Internet trends. Video available here: http://recode.net/2014/05/30/mary-meekers-annual-rapid-fire-internet-trends-talk-video/
Исследование популярности российских брендов среди покупателейИгорь Назаров
Ассоциация компаний Интернет-торговли (АКИТ) совместно с KupiVIP и Google провели исследование популярности российских брендов среди покупателей. В качестве данных исследования использовались опросы покупателей компании KupiVIP (15 000 человек), анализ тематических поисковых запросов в Google и аналитика АКИТ.
https://www.shopolog.ru/metodichka/analytics/issledovanie-populyarnosti-rossiyskih-brendov-sredi-pokupateley/
Как сайты рунета принимают онлайн-платежиИгорь Назаров
Международный исследовательский центр MARC изучил, какие решения для приёма онлайн-оплаты используют российские сайты и как за год изменились их предпочтения. Для этого компания проанализировала 116 тысяч сайтов, где россияне платят за товары и услуги.
Онлайн-магазин OZON.ru подвел итоги 2016 года. GMV компании — 18 млрд рублей, net sales — 14,2 млрд рублей, рост по итогам года составил 20% в продажах и 24% в заказах. В 2016 компания доставила своим покупателям 5,8 млн заказов, в которых содержалось 28,3 млн товаров.
Жизнь в сети. Как россияне покупают, платят и зарабатывают деньгиИгорь Назаров
Data Insight совместно с компанией PayPal представляет результаты четвертого ежегодного исследования платежного поведения россиян в интернете "Жизнь в сети. Как россияне покупают, платят и зарабатывают деньги". Исследование описывает актуальную картину российского рынка онлайн-коммерции и онлайн-платежей, включая портрет пользователя данных услуг.
Рынок e-commerce в России: итоги 2016 годаИгорь Назаров
Объем рынка интернет-торговли в России в 2016 году вырос на 21% по сравнению с 2015 и составил 920 млрд рублей. АКИТ прогнозирует, что в 2017 году объем рынка составит более 1,1 трлн рублей. Вместе с тем, рынок трансграничной торговли продолжает расти темпами, опережающими локальный рынок. Объем рынка трансграничной торговли в 2016 году вырос на 37% по сравнению с 2015 и составил 301,8 млрд рублей, что составляет 33% всего рынка интернет-торговли в России.
DPDgroup опубликовала итоги исследования eCommerce Barometer 2016, проведенного для экспресс-оператора в Европе компанией Kantar TNS.
Было опрошено 23 450 онлайн-покупателей. Исследование проводилось с 19 сентября по 7 октября 2016 года в 21 стране Европы.
Исследование «ДНК e-commerce директора»Игорь Назаров
Результаты исследования «ДНК e-commerce директора», проведенное международной рекрутинговой компанией Hays в России.
• Только у 1% директоров направления e-commerce в прошлом году уменьшился оклад
• При этом 61% таких управленцев недовольны своим доходом
• 25% из них считают, что оплата труда поднимется на 10-20% в текущем году
Итоги исследования e-Commerce FUTURUM 2022Игорь Назаров
Национальная ассоциация дистанционной торговли (НАДТ), лидер российского рынка экспресс-доставки DPD и ведущий логистический оператор рынка e-commerce PickPoint, объявили итоги исследования e-Commerce FUTURUM 2022, включающие оценку популярных ИТ-концептов, технологий и сервисов для онлайн-торговли и вероятность их развития в ближайшем будущем.
Alibaba group announces december quarter 2016 resultsИгорь Назаров
Выручка Alibaba Group Holding Ltd в третьем квартале 2016 года выросла на 54%, составив 53, 258 млрд юаней ($7,76 млрд), тем самым превзойдя ожидания аналитиков.
Компания также сообщила, что повысит прогноз по росту выручки в 2017 году с 48% до 54%. Чистая прибыль группы составила 17,157 млрд юаней ($2, 471), доход от операций — 20,664 млрд юаней ($2,976 млрд), а скорректированный показатель EBITDA — 27,021 млрд ($3,892 млрд). При этом доход от электронной коммерции Alibaba составил 87% от общего дохода за три месяца по сравнению с 92% за тот же период годом ранее.
Логистические услуги для интернет-магазинов: основной доклад 2016Игорь Назаров
Data Insight подготовила исследование «Логистические услуги для интернет-магазинов: основной доклад 2016». В отчете собраны тренды рынка логистики в 2016 году, а также представлена обновленная экосистема.
«В 2016 году Индекс цифровой грамотности россиян вырос на 6,3% по сравнению с прошлым годом и составил 5,42 по десятибалльной шкале. Главным достижением я считаю рост, продемонстрированный субиндексом цифровых компетенций, с 4,48 до 5,27. Его повышение объясняется расширением программ привлечения населения и его обучения, над которыми мы так старательно работали. За год РОЦИТ провел серию уроков для всех возрастных групп населения, выпустил цикл информационно-просветительских материалов, заключил ряд соглашений о взаимодействии с администрациями регионов, сумел популяризировать проблему низкого уровня цифровой грамотности и привлечь к ее решению бизнес и государство», - презентовал Сергей Гребенников, директор РОЦИТ.
В ходе исследования был проведен сравнительный анализ исследованных сегментов и других отраслей экономики, соотношение интернет-экономки и ВВП России, посчитан объем всей экосистемы интернет-зависимых рынок. Эксперты РАЭК также выделили мобильную составляющую по каждому рынку в отдельности.
Яндекс.Маркет & GfK Rus: Розничная онлайн-торговля в РоссииИгорь Назаров
Это исследование рассказывает о том, как устроен рынок интернет-торговли в России и что изменилось на нём за последний год. Основные данные получены по итогам опроса российских онлайн-покупателей, проведённого Яндекс.Маркетом и компанией GfK Rus в сентябре-октябре 2015 года
http://www.shopolog.ru/metodichka/analytics/yandeks-marketa-gfk-rus-roznichnaya-onlayn-torgovlya-v-rossii/
«1С-Битрикс» запустила новую платформу для e-commerceИгорь Назаров
В состав «1С-Битрикс: Управление сайтом 16.0» вошла новая платформа для электронной коммерции, функционал которой соответствует требованиям современных интернет-магазинов любого масштаба.
comScore: отчёт “Российская Digital индустрия в 2015 г.”Игорь Назаров
Аналитическая компания comScore представила отчет об основных показателях и трендах развития отечественной диджиал-отрасли. В работе рассматривается поведенческий аспект интернет-аудитории в России.
Компания USABILITYLAB обнародовала Юзабилити-рейтинг интернет-банков - 2015. Специалисты компании провели исследование удобства 16-ти интернет-банков. В нем приняли участие 128 человек. Каждое приложение тестировали по 8 пользователей.
Логистические услуги для интернет-магазинов: основной отчет 2015Игорь Назаров
Компания Data Insight представила исследование «Логистические услуги для интернет-магазинов: основной доклад 2015». В исследование содержит тренды на сегодняшнем и завтрашнем рынке и экосистему рынка логистики для интернет-магазинов, в которую включены и перевозчики всех типов, и обслуживающие их компании.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
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4. 4
Market Value 2014 YTD Since 2008
($ in billions)
$362 (4%) 56%
141 (23%) 230%
38 (6%) 63%
62 (8%) 51%
203 34% NA
211 26% NA
(60.00%)
(40.00%)
(20.00%)
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
U.S. Equity Market at a Glance
Source: Capital IQ, as of October 16, 2014.
U.S. Market Index Performance
+30% Performance of Internet Bellwethers
Recent Downward Correction/DJIA down
4.0% in last two weeks
• Ebola outbreak concerns
• ISIS, Ukraine and Israeli conflicts
• Plunging oil prices
2013
+38%
+27%
2014 YTD
+0.8%
+0.9%
-2.6%
5. 5
United States Latin America Europe Asia/Pacific Africa/Middle East
$106.0
$234.4
$135.9
$99.6
$137.0
$90.6
2009 2010 2011 2012 2013 1H 2014
Global IPO Volume
($ billions)
Source: Capital IQ; Renaissance Capital; Annual Global IPO Reviews.
64%
66%
51%
42%
33%
21%
16% 25% 40% 38%
6%
12%
19% 10%
20%
40%
28%
31%
• Issuances are up in all geographies
• The US IPO market has been particularly
active
6. 6
Digital Media Equity Market Performance
Median Stock Price Performance of Digital Media Sectors
• Performance has been very mixed: 82% of all Digital Media stocks this year
• 50% of all Digital Media IPOs this year
• AdTech has struggled
Best Performing
Internet Titans
• +43%
• +24%
• +22%
Best Performing
Digital Marketing
• +47%
•
• +31%
Best Performing
eCommerce
• +95%
• +50%
• +46%
Worst Performing
Overall
• -75%
• -74%
• -69%
Median % Change
2012 2013 2014YTD
Digital Media +20.6% +59.7% (9.4%)
Internet Titans +33.1% +87.4% (1.8%)
Digital Marketing (31.2%) +29.3% (26.1%)
eCommerce +23.4% +80.5% (5.6%)
Market Indices
S&P 500 +13.4% +29.6% +0.8%
Dow Jones +7.3% +26.5% (2.6%)
Nasdaq +15.9% +38.3% +0.9%
7. 7
Digital Media Sector IPO Performance
($ in millions) Market Cap Price Performance
Date Company Subsector IPO Size @ IPO Day 1 Since IPO
2014 (12)
Sep 18 Alibaba Group Holding Limited eCommerce $21,767 $167,620.4 38.1% 25.9%
Jul 18 Globant S.A. Digital Agency 59 333.5 15.1% 32.1%
Jul 17 TubeMogul, Inc. AdTech 44 200.8 64.3% 58.1%
May 21 JD.com, Inc. Social 1,780 25,974.6 10.0% 27.9%
May 19 TrueCar, Inc. eCommerce 70 639.3 5.6% 130.0%
Mar 21 Borderfree, Inc. eCommerce 80 487.6 20.4% (33.4%)
Apr 04 GrubHub Inc. eCommerce 193 1,934.0 33.8% 42.2%
Mar 25 King Digital Entertainment plc Digital Content 500 7,086.0 (15.6%) (49.4%)
Apr 02 The Rubicon Project, Inc. AdTech 102 520.7 32.3% (35.8%)
Mar 06 Coupons.com Incorporated eCommerce 168 1,170.7 87.5% (15.3%)
Mar 28 Everyday Health, Inc. Digital Content 100 415.5 (0.1%) (19.2%)
Jan 24 Care.com, Inc. eCommerce 91 505.7 46.5% (52.0%)
2014 Median 101 580.0 26.4% 5.3%
2013 (11)
Nov 14 zulily, Inc. eCommerce 253 2,685.4 63.7% 72.8%
Nov 06 Twitter, Inc. Social 1,820 14,162.1 72.7% 92.3%
Oct 29 Criteo SA Ad Tech 251 1,714.2 14.2% (4.8%)
Sep 19 Rocket Fuel Inc. Ad Tech 116 942.3 93.4% (41.9%)
Aug 06 YuMe, Inc. Ad Tech 46 286.2 0.0% (46.2%)
Jul 18 RetailMeNot, Inc. Retail 191 1,054.3 31.9% (15.0%)
Jun 26 Tremor Video, Inc. Ad Tech 75 494.2 (15.0%) (77.2%)
May 22 ChannelAdvisor eCommerce 81 286.6 31.7% (0.7%)
May 16 Marketo, Inc. Marketing Auto 79 465.2 77.7% 126.9%
Mar 21 Marin Software Digital Marketing 105 432.8 16.1% (33.8%)
Mar 04 Professional Diversity Social 21 29.1 (4.1%) (46.1%)
2013 Median 105 494.2 31.7% (15.0%)
Overall Median 102 520.7 31.7% (15.0%)
Source: Capital IQ, as of October 16, 2014.
8. 8
15.0%
21.0%
26.2%
27.3%
29.7%
32.1%
33.1%
35.8%
42.1%
44.2%
48.3%
(16.4%)
10.8%
17.2%
21.0%
23.0%
24.2%
76.1%
QuinStreet, Inc.
Bankrate, Inc.
Constant Contact, Inc.
ReachLocal, Inc.
ChannelAdvisor
Corporation
ValueClick, Inc.
Millennial Media Inc.
…Digital Media Companies Going Public Today Have
Higher Growth Profiles/Reasonable Valuations
Public Comp Universe at End of 2012
’12-’13 Revenue Growth
2012
Revenue
Multiple
2.5x
2.5x
13.8x
0.6x
2.8x
4.1x
1.0x
Median: 22.0% 2.7x 24%
NM
35%
NM
NM
21%
28%
6%
EBITDA
Margin
Source: Capital IQ.
2014 Digital Media IPOs
’14-’15 Revenue Growth
2014E
Revenue
Multiple
1.7x
1.2x
3.5x
5.9x
19.5x
3.5x
2.8x
10.8x
2.1x
2.2x
2.3x
1.6x
Median: 32.1% 2.5x 20%
EBITDA
Margin
NM
NM
NM
8%
54%
14%
NM
32%
7%
20%
20%
39%
9. 9
Source: Capital IQ; Annual Global IPO Reviews.
YTD as of September 25, 2014.
Global M&A Deal Volume and VC Financings
Global M&A Volume ($ billions) Global VC Financings ($ billions)
33%
23%
37%
31%
23%
35%
29%
22%
39%
32%
21%
39%
26%
23%
45%
36%
29%
29%
24%
37%
27%
13%
61%
18%
22%
38%
29%
16%
35%
37%
$1,919
$2,280
$2,511
$2,351
$2,543
$2,799
$82.5
$155.8
$278.6
$150.6
$128.1
$115.5
United States Latin America and Caribbean Europe Asia/Pacific Africa/Middle East
10. 10
Key Themes in the U.S. Digital Media M&A Market
•AdTech Consolidation Continues…still too many companies
•Enterprise Software Giants Continue to Build Out their Marketing Stack
•A Few Traditional Strategics Get “Digital Courage” via M&A
•Early M&A Deals in the “Internet of Things”
•PE Firms Place $1 Billion+ Bets on Traditional Marketing Services Businesses
11. 11
Date Acquirer Size Revenue
($ in Millions)
EBITDA
Implied Enterprise Value to LTM
Target
Top U.S. Digital Media Deals – YTD 2014
Feb. 2014 $19,500 NA NA
Apr. 2014 3,305 19.0x NA
Jun. 2014 2,600 13.1x 52.4x
Sep. 2014 2,448 4.12x 12.4x
Aug. 2014 1,827 30.9x 11.6x
Sep. 2014 1,000 NA NA
May 2014 1,000 32.3x NA
Aug. 2014 970 NA 18x
Sep. 2014 950 NA NA
Source: Capital IQ
12. 12
Internet “Titans” M&A in 2014
Company
# Deals in 2014
Notable Deals
12
Mkt. Value ($bn)
$40.7
$369.2
$37.6
$138.6
$69.0
$3.4
$181.5
4
3
2
Machine Translation Technology Division
10
28
15
Source: Capital IQ
13. 13
Key 2014 Digital Investment Themes
•Niche eCommerce and Content Companies Still Getting Funded
•Companies Doing Record-Breaking Late Stage Financings as Alternative to IPO
•Ad Tech M&A Consolidation Fewer Ad Tech Startups Doing Large Rounds
•Data Analytics and Cloud Storage Continue to See Many New Entrants
14. 14
Notable 2014 Digital Private Financings
Jun. 2014
Mobile
$1,400
$18,400
Aug. 2014
Content
500
2,500
Apr. 2014
eCommerce
475
10,000
Mar. 2014
Mobile
285
1,100
Mar. 2014
Mobile
250
950
May 2014
Social
200
5,200
May 2014
Content
160
1,160
Jan. 2014
eCommerce
157
2,000
Jun. 2014
Content
Not Disclosed
150
2,300
Jul. 2014
Content
120
1,000
Jan. 2014
eCommerce
112
912
Mar. 2014
Ad Tech
100
NA
Sep. 2014
Mobile
100
6,000
Date
Company
Investors
Size
($ in Millions)
Implied Valuation
Sector
Source: Capital IQ
(a) Selection criteria based on size and publicly available information.
(a)
17. 17
142
153
147
139
10
22
43
67
1
12
40
63
2010
2011
2012
2013
Desktop/laptop
Smartphone
Tablet
Mobile Timespend is Spread Broadly
Average Timespend Per Day (minutes)
Source: eMarketer, Jul. 2013. US Data
Source: Experian Marketing Services. US Data
0.0
0.5
1.0
1.5
2.0
2.5
3.0
2009
2010
2011
2012E
2013E
2014E
2015E
Desktops+Notebooks
Smartphones+Tablets
2013 Projected Inflection Point
Mobile Usage > PC Usage
(in billions)
Note: Notebook PCs include Netbooks. Assumes the following lifecycles: Desktop PCs – 5 years: Notebook PCs – 4 years; Smartphones – 2 years; Tablets – 2.5 years. Source: Equity Research, 2012. Global data.
Non-Talk Applications
= 70% Of Timespend
Global Installed Base
Mobile = Most Important Broad Theme in 2014
Text
20%
Browser
14%
Email
9%
Social
16%
Talk
26%
Games 8%
Other
7%
18. 18
Mobile Scalability is Increasing Dramatically
Unprecedented Mobile Adoption Cycle
Source: Digital Buzz Blog, Extreme Networks
38
13
4
3.5
0.5
50
days
35
days
Radio
TV
Internet
Time It Took to Reach 50 Million Users (Years)
19. 19
Mobile Starting to Dominate as Primary Social
Channel
Source: DigiDay, 2014
Share of Time Spent on Mobile
15%
48%
April 2013 April 2014
88%
92%
April 2013 April 2014
72%
93%
April 2013 April 2014
62%
68%
AJpurliyl 22001133 AJuplryi l2 2001144 July 2013 July 2014
July 2013 July 2014 July 2013 July 2014
20. 20
Mobile is Becoming the Key Tool in Commerce
Source: “Mobile In-Store Research,” Google and Shopper Marketing Council.
90%
Of Smartphone Shoppers Use Their Phone for Pre-Shopping Activities
Of Smartphone Shoppers Use Their Devices to Help Shop While in a Store
Shoppers Use Their Smartphones to Find Information Instead of Asking Store Employees
Increase in Health & Beauty
84%
1 in 3
Mobile Influences Path To Purchase
Mobile Increases Median Basket Sizes
Increase in Household Care
Increase in Electronics
Increase in Appliances
50%
34%
25%
40%
21. 21
Consumer Usage is Ahead of Mobile Ad Spend
% of Time Spent in Media vs. % of Advertising Spending, USA 2013
5%
12%
38%
25%
19% 20%
10%
45%
22%
4%
Print Radio TV Internet Mobile
% of Total Media Consumption
Time or Advertising Spending
Consumer Time Spent
Ad Spend
Source: Mary Meeker’s 2014 “Internet Trends”, Advertising spend based on IAB data for full year 2013. Print includes newspaper and magazine.
$30B+ opportunity calculated assuming Internet and Mobile ad spend share equal their respective time spent share.
Internet Ad = $43B
Mobile Ad = $7.1B
~$30B+
Opportunity
in US
22. 22
Mobile Has Plenty of Room to Disrupt Traditional
Advertising and Retail
Mobile % of Time Spent vs. % Total Ad Spending vs. % Total Retail
20%
4%
2%
0%
5%
10%
15%
20%
25%
Consumer Time
Spent
Mobile Ad
Spending
Mobile
Commerce
Source: Mary Meeker’s 2014 “Internet Trends”, Advertising spend based on IAB data for full year 2013. Print includes newspaper and magazine.
% of Total
Consumption
23. 23
$1 Billion+ Vertical Based Mobile Categories
Section/Leader Competitors Adjacent Verticals $BN Category 2014 Highlights
•Exercise gamification
•Convergence of mobile & wearables
•Pandora only non-game top 10 iPhone app of 2013
•“Pandora model” replicated in other content verticals
•Top iOS app of 2013
•9 of top 10 most downloaded apps are in gaming
•Other privacy apps compete and specialty messaging apps gain traction
•WhatsApp has >600mm active users
•Proliferation of the “Uber model” into other transportation-related verticals
Media & Entertainment
Messaging
Utilities
Health & Wellness
Gaming
24. 24
Select Mobile M&A in 2014YTD
Feb. 2014 $19,000 NA NA
Feb. 2014 900 594x NA
May 2014 360 NA NA
Jul. 2014 100 2.3x 8x
Feb. 2014 17 NA NA
Aug. 2014 NA NA NA
Aug. 2014 NA NA NA
Date Acquirer Size Revenue
($ in Millions)
EBITDA
Implied Enterprise Value to LTM
Target
Source: Capital IQ
(a) Selection criteria based on size and publicly available information.
(a)
26. 26
Key Trends in Ad Tech
•Recent IPOs have brought new life into the Ad Tech community
‒Creating urgency to get scale
‒Establishing clarity around value for high growth advertising stories
•Noise level on Privacy/Cookie debate up; although still very exploratory in terms of going forward models
•Programmatic ad buying is getting closer to being the “new norm”
•Category leaders getting funding, but otherwise hard market for new capital
•Convergence of marketing and advertising technologies not leading to considerable strategic activity yet
27. 27
Continuing Influence of RTB
Sources: e-Marketer.
Technology and transparency leading to greater buying efficiencies for advertisers
U.S. Digital Display Ad Spend
• Improved
ROI
• Growth of
digital
share of
total ad
spend
23% 25% 27% 28% 29% 31%
Digital %
Overall Ad
Spend:
28. 28
($ in Millions)
Select Ad Tech M&A in 2014YTD
Date Acquirer Size Revenue EBITDA
Implied Enterprise Value to LTM
Target
Jul. 2014 $382 3.5x 21.0x
Feb. 2014 408 6.5x NA
Mar. 2014 360 10.3x NA
May 2014 101 8.1x NA
Apr. 2014 205 2.1x NA
Aug. 2014 230 2.7x NA
Jun. 2014 350 6.6x 44.0x
May 2014 310 12.4x NA
Jul. 2014 240 4.8x NA
Sep. 2014 107 17.6x NA
Oct. 2013 119 9.9x NA
Jul. 2014 144 1.4x NA
Jun. 2014 235 1.3x NA
Jun. 2014 150 5.8x NA
Mar. 2014 200 NA NA
Source: Capital IQ
(a) Selection criteria based on size and publicly available information.
(a)
30. 30
2012 2013 2014E 2015E 2016E 2017E 2018E
Big Industry Growth Opportunity in eCommerce
U.S. ($ Trillions)
Source: eMarketer, April 2014; Goldman Sachs, “eCommerce Expected to Accelerate
Globally in 2014”; Forrester Research , 2014
■ eCommerce ■ Traditional Retail
8% 11%
$4.3 $4.5
$4.7
$4.9 $5.1
$5.3
$5.5
7%
Traditional
Y/Y Growth (%)
5.2 4.2 4.4 4.3 4.0 4.0 4.0
eCommerce
Y/Y Growth (%)
16.0 15.9 16.1 15.6 14.8 13.7 12.6
31. 31
2012 2013 2014E 2015E 2016E 2017E 2018E
Mobile Will Play an Increasingly Important Role
U.S. ($ Billions) Global ($ Billions)
■ Mobile Commerce ■ Desktop Commerce
Source: Goldman Sachs, “eCommerce Expected to Accelerate Globally in 2014”
14% 32% 11% 47%
2012 2013 2014E 2015E 2016E 2017E 2018E
24% 27%
$545
$638
$752
$882
$1,024
$1,179
$1,346
$179
$208
$241
$279
$320
$364
$410
32. 32
eCommerce M&A Dynamics
•Early Days for eCommerce M&A
•Complicated Because…
−Logical Buyers = Traditional Retail, Trade at Low Multiples
−Many eCommerce Companies Choose Growth Over Profits
−Many Specialty Verticals Hit the “$100mm Wall”
−Lots of VC/PE $$ Invested…Big EXIT Expectations
•Role of Social eCommerce M&A – Not There Yet
33. 33
Select eCommerce M&A in 2014YTD
Jul. 2014 $3,305 19.0x NA
Feb. 2014 2,600 13.1x 43.3x
Jul. 2014 970 NA NA
Mar. 2014 422 2.3x 24.7x
Jul. 2014 300 1.4x NA
May 2014 281 0.7x NA
Sep 2014 200 7.6x NA
Apr. 2014 160 8.7x NA
Aug. 2014 121 0.7x NA
Oct. 2013 100 9.9x NA
Sep. 2014 50 2.5x NA
Jul. 2014 42 0.4x NA
Date Acquirer Size(1) Revenue
($ in Millions)
EBITDA
Implied Enterprise Value to LTM
Target
Source: Capital IQ
(a) Selection criteria based on size and publicly available information.
(a)
35. 35
Evolution of Marketing Software
1995-2001
2002-2007
2009-2010
2011-2014YTD
Dotcom Bubble
•Email and the Internet are in their introduction / growth stage, as mainstream adoption begins to occur.
• Companies like Google, MSN, and Yahoo were launched in order to support the demand for email and internet content
Dotcom Bubble Burst and the Emergence of Social
•After the Dot.com bubble burst, there was a drought of funding for new internet businesses.
• Shortly after, a new generation of companies were founded as people’s use of the internet evolved and became more integrated with their daily lives
The Rise of the Devices
•As social media consolidation occurs ad acquirers try to add critical capabilities to their own product suite
Critical Mass in the Need for Data Automation
&
Do Not Call List
Can-Spam Act
Launched
Key Acquisitions
IPOs
Launched
Legislation
Key Acquisitions
Source: Capital IQ
36. 36
Marketing is Becoming a Key Strategic Imperative
CRM
(Database)
Marketing Automation
Alignment
Client Sales
Sales Marketing
CMO/CTO CFO/CEO
Key Objectives
RPM
(revenue performance management)
•Identify, organize, and assign leads and prospects
•Sophisticated conversion from lead to prospect
•Integrated measurement across channels/touch points
•Incorporate social channels (Campaign management vs. marketing tool management)
•Cloud-based platform allows for rapid prototyping and ongoing development
•Marketing viewed as revenue generator vs. cost center
•Attribute marketing activities against financial performance
•Plot most direct course through sales funnel to maximize marketing ROI
37. 37
Marketing Automation Ecosystem
Site Optimization (4)
Attribution (2)
CRM (9)
Email (8)
Social Marketing (19)
Mobile Marketing (8)
Database Marketing (2)
Web Analytics (3)
Display/Search Retargeters (4)
Demand Side Platform (4)
Marketing Automation
Predictive Analytics
Personalization
38. 38
Select Marketing Automation M&A in 2014YTD
Apr. 2014
$492
2.6x
NA
Jul. 2014
390
NA
NA
Apr. 2014
275
3.4x
NA
Jul. 2014
175
4.4x
NA
Date
Acquirer
Size
Revenue
($ in Millions)
EBITDA
Implied Enterprise Value to LTM
Target
Source: Capital IQ
(a) Selection criteria based on size and publicly available information.
(a)
40. 40
Summary Thoughts
•Digital Media Private Financings: Bigger Checks
−Higher Valuations
−An Increasing Number of $1billion+ Babies
•Digital Media IPO’s: Lots of Exits in 2013 and 2014
−Mixed Performance
•Digital Media M&A: Good Deal Year with Many Solid Growth Themes
−Variety to Size and Scale
−Broadening Buyer Universe
•Favorite Gridley 2015 Investment Themes:
−Mobile
−eCommerce Services
−Ad Agency Disruption