GetYourGuide
Information Deck
Oct 2019
Overview
2
From a Humble Student Project Idea to One of Europe’s Most Prominent Growth Companies
• Founded in 2008 in Zurich by 4 university students, GetYourGuide (“GYG”) is an
online platform for travel activities and experiences
• In 2012, GYG pulled in $10mn in revenue. Since then, it has been growing
rapidly with the CAGR of over 110% in GMV during the 2011-2015 period
• Today, being one of the largest player in the field, it has a tremendous global
coverage with the presence in 150+ countries and continues to sustain its
massive growth, outgrowing the industry by significant margin
• To further scale the business and stay competitive, GYG has been establishing
partnerships with airlines, rail pass and hotel network
• Since the inception, GYG has raised over 7 disclosed funding rounds of more
than $654mn in the total amount
- In May 2019, it raised massively $484mn in a Series E round led by
Softbank Vision Fund
- This is also one of the biggest-ever growth rounds for any EU-based
startups, putting GYG’s valuation to over $1bn mark
Backed by a Portfolio of Blue-chip Investors
GYG at a Glance
Source: Company Report, Skift, Rezdy, Desktop Research
50k+
Product in 150+
countries
30mn+
Tickets sold
150+
Traveler nationalities
500+
Staffs in 18 locations
globally
$654mn+
In VC funding
20mn+
Monthly unique
visitors (60% mobile)
A Wide Range of Major Product Categories and Sub-Categories
Product Offerings: Experiences
3
GYG Offers a Breadth of Experiences Catering to Not Only Traveler's Different Demands …
Source: Company Website
Tours1 Attraction Tickets2
Activities3 Culinary and Nightlife4
Hop-on Hop-off City Cruises
Walking Tours Food Tours
City Pass Skip-the-line
Transfer
Shows and
Concerts
Outdoor Water Sport Wine Tasting Cooking Class
High Level of Accessibility for Users
… and more depending on city and topic
Available in
22languages and
40currency
Mobile App Desktop Website
Mobile Website
Product Offerings: Versatility
4
… But Also Multiple Levels of Sophistication and Quality
Source: Company Website and Desktop Research
Description
GYG Originals • Beta tested in 2018 and recently launched in mid-2019 in Europe, the GYG branded tours in
partnership with top independent operators
• As of Jun 2019, 20 tours available (+30 by end of year) with over 75k tickets booked
• Goal to provide beyond-expectation for travelers
• Excellent guide with lesser-known knowledge, and dynamic delivery style depending on the
traveler’s background or culture
GYG Certificated
• Meet the expectation of the travellers
• Experienced guide with interactive, versatile delivery style (informative, interesting, humour, etc.)
and pleasant language capability
• Proven experience and quality attractions, usually the city’s must-go or notable ones
Remaining Listings
on GYG Platform
• Meet the basic requirement for a touring experience
• Normal pacing, basic knowledge coverage, and understandable delivery
• Not yet significantly reviewed and rated
Mobile UX
5
Being a Mobile First Marketplace Early, GYG Stays More Relevant as Mobile Becomes More Viable
Source: Skift Research, Company Website
Substantial Number of Travelers Book Once In-Destination
Skift Research on Using Mobile to Book Tours and Activities (N = 1,671)
Yes,
65%
No,
35%
72% of those who have ever used mobile to book tours
and activities also did so on their last vacation
Top App Used (N = 587)
It Is Crucial to Have Seamless Mobile Experience
1. Book 2. Direction 3. Ticket 4. Wish List
Personalization
And Constantly Improving
More Categories and Sub-categories
Unique Experiences Loyalty Program
Better UI/UX Vibrant Branding
Customer Acquisition: Marketing and Brand
6
GYG Is Building Touch Points Across All the Travel Journey in Both Online and Offline Fronts
Source: Company Website and Desktop Research
Inspiration and Planning
Booking and
Transporting
At DestinationOn Arrival
Instagram Post and Ad
Content Marketing
• Add touchpoints in ticket
booking checkout
• GYG’s product content in
marketing emails
Booking App/Email
Airplane Publications
Airport and Station Ad Brand Visibility at Attraction
Online Ad Across Major Platform
Growth Initiatives
Customer Acquisition: Partner and Affiliate
7
And Starting to Scale the Growth Engine with The Partnership and Referral Program
Source: Company Website
Broad Network of Partnership and Affiliate Program with Various Stakeholders in Travel Industry
Overview
• Add link or widget to travel site
• Get paid monthly for every
successful booking
• Monitor performance with
analytic tool
• White label integration into
booking app and checkout site
• Display relevant content
• Add GYG tours to marketing
emails and newsletters
• Simple onboarding process
• Sign up for the program > share
branded website and make
bookings – get paid
Notable
Partners
Industry Overview
8
A Massive Market with the Sustainable Growth Drivers
Source: Phocuswright, Company Presentation and Insight, AirBnB Report
125
135
147
159
171
183
-
5 0
1 00
1 50
2 00
2015 2016 2017 2018 2019 2020
CAGR: 7.9%
A Growing $170bn+ Global Market …
Global Travel Experiences Market (in $bn)
… And Is Getting Bigger
Key Drivers
• Most millennials increasingly care and
prioritize traveling over owning a home or
paying off debt
• Over 80% of millennials seek unique travel
experiences and say that the best way to learn
about a place is to live like the locals do
• Technology and digital adoption has enabled
traveling, particularly internationally, more
accessible, freeing the travellers from relying
heavily on tour operator
3
1
2
Industry Overview
9
Coupled with Nascent Online Scene, This Poses Tremendous Potential for Online Players
Source: Company Presentation and Insight
95%
5%
(Up from
3% in 2018)
Notable Players in the Field
Online Players Are Slowly Being Relevant
2019 Online Experience Market Contribution (in %)
Commentary
• Experiences and activities market is the third-largest
segment in the travel industry, accounting for around
10% in value, behind Flights and Hotels
• In recent years, the segment has been expanding rapidly,
outgrowing the overall industry’s performance.
• According to Phocuswright, by the end of 2020, the
global travel experience market is anticipated to record
$183bn in value
• The growth is expected to be sustained thanks to 1) more
people travelling, 2) the millennials’ travel appetite, and
3) lower cost of travel
• Though, only 5% of the market is being captured online,
as compared to over 40% in Flights and Hotels
• This presents a massive opportunity for online
marketplaces as young generations are increasingly
adopting digital
Competitive Landscape
10
Fierce Competition Requires Solid Defensibility to Stay Competitive
Source: Skift Research, Company Website
55%
20%
12%
6% 4% 3%
0 %
1 0%
2 0%
3 0%
4 0%
5 0%
6 0%
Viator GYG Expedia Airbnb Klook Peek
Though Viator Has The Majority of The Global Inventory …
2018 Global Share in Terms of Inventory Listings (in %)
Region
Europe 37% 34% 57% 14% 14% 44%
Asia 30% 26% 15% 70% 4% 24%
The U.S. and Canada 11% 21% 9% 7% 60% 20%
Africa and Mid. East 12% 6% 11% 4% 1% 1%
South and Cen. America 7% 7% 5% - 20% 6%
Oceania 3% 5% 3% 5% - 5%
… Each Players Lean Toward a Specific Region
2018 % of Inventory in a Given Geography
Commentary
• With the market’s potential growth and
current low level of online penetration
rate, there is huge untapped potential for
online marketplace players
• Though tour digital booking is still
growing slowly, the level of competition
has already been intensive
• Besides competing for suppliers and
users, marketplaces are also starting to
establish their turf
- GYG is tilted heavily toward EU
- Klook is positioned as Asian go-to
- Peek focuses more in the U.S
• Online giants are anticipated to join in
the race as well. Thus, it is likely expected
for the competition to heighten even
further
• As Europe is the world’s leading tourist
destination, GYG has certain grounds to
compete and scale

GYG Public Info Deck

  • 1.
  • 2.
    Overview 2 From a HumbleStudent Project Idea to One of Europe’s Most Prominent Growth Companies • Founded in 2008 in Zurich by 4 university students, GetYourGuide (“GYG”) is an online platform for travel activities and experiences • In 2012, GYG pulled in $10mn in revenue. Since then, it has been growing rapidly with the CAGR of over 110% in GMV during the 2011-2015 period • Today, being one of the largest player in the field, it has a tremendous global coverage with the presence in 150+ countries and continues to sustain its massive growth, outgrowing the industry by significant margin • To further scale the business and stay competitive, GYG has been establishing partnerships with airlines, rail pass and hotel network • Since the inception, GYG has raised over 7 disclosed funding rounds of more than $654mn in the total amount - In May 2019, it raised massively $484mn in a Series E round led by Softbank Vision Fund - This is also one of the biggest-ever growth rounds for any EU-based startups, putting GYG’s valuation to over $1bn mark Backed by a Portfolio of Blue-chip Investors GYG at a Glance Source: Company Report, Skift, Rezdy, Desktop Research 50k+ Product in 150+ countries 30mn+ Tickets sold 150+ Traveler nationalities 500+ Staffs in 18 locations globally $654mn+ In VC funding 20mn+ Monthly unique visitors (60% mobile)
  • 3.
    A Wide Rangeof Major Product Categories and Sub-Categories Product Offerings: Experiences 3 GYG Offers a Breadth of Experiences Catering to Not Only Traveler's Different Demands … Source: Company Website Tours1 Attraction Tickets2 Activities3 Culinary and Nightlife4 Hop-on Hop-off City Cruises Walking Tours Food Tours City Pass Skip-the-line Transfer Shows and Concerts Outdoor Water Sport Wine Tasting Cooking Class High Level of Accessibility for Users … and more depending on city and topic Available in 22languages and 40currency Mobile App Desktop Website Mobile Website
  • 4.
    Product Offerings: Versatility 4 …But Also Multiple Levels of Sophistication and Quality Source: Company Website and Desktop Research Description GYG Originals • Beta tested in 2018 and recently launched in mid-2019 in Europe, the GYG branded tours in partnership with top independent operators • As of Jun 2019, 20 tours available (+30 by end of year) with over 75k tickets booked • Goal to provide beyond-expectation for travelers • Excellent guide with lesser-known knowledge, and dynamic delivery style depending on the traveler’s background or culture GYG Certificated • Meet the expectation of the travellers • Experienced guide with interactive, versatile delivery style (informative, interesting, humour, etc.) and pleasant language capability • Proven experience and quality attractions, usually the city’s must-go or notable ones Remaining Listings on GYG Platform • Meet the basic requirement for a touring experience • Normal pacing, basic knowledge coverage, and understandable delivery • Not yet significantly reviewed and rated
  • 5.
    Mobile UX 5 Being aMobile First Marketplace Early, GYG Stays More Relevant as Mobile Becomes More Viable Source: Skift Research, Company Website Substantial Number of Travelers Book Once In-Destination Skift Research on Using Mobile to Book Tours and Activities (N = 1,671) Yes, 65% No, 35% 72% of those who have ever used mobile to book tours and activities also did so on their last vacation Top App Used (N = 587) It Is Crucial to Have Seamless Mobile Experience 1. Book 2. Direction 3. Ticket 4. Wish List Personalization And Constantly Improving More Categories and Sub-categories Unique Experiences Loyalty Program Better UI/UX Vibrant Branding
  • 6.
    Customer Acquisition: Marketingand Brand 6 GYG Is Building Touch Points Across All the Travel Journey in Both Online and Offline Fronts Source: Company Website and Desktop Research Inspiration and Planning Booking and Transporting At DestinationOn Arrival Instagram Post and Ad Content Marketing • Add touchpoints in ticket booking checkout • GYG’s product content in marketing emails Booking App/Email Airplane Publications Airport and Station Ad Brand Visibility at Attraction Online Ad Across Major Platform Growth Initiatives
  • 7.
    Customer Acquisition: Partnerand Affiliate 7 And Starting to Scale the Growth Engine with The Partnership and Referral Program Source: Company Website Broad Network of Partnership and Affiliate Program with Various Stakeholders in Travel Industry Overview • Add link or widget to travel site • Get paid monthly for every successful booking • Monitor performance with analytic tool • White label integration into booking app and checkout site • Display relevant content • Add GYG tours to marketing emails and newsletters • Simple onboarding process • Sign up for the program > share branded website and make bookings – get paid Notable Partners
  • 8.
    Industry Overview 8 A MassiveMarket with the Sustainable Growth Drivers Source: Phocuswright, Company Presentation and Insight, AirBnB Report 125 135 147 159 171 183 - 5 0 1 00 1 50 2 00 2015 2016 2017 2018 2019 2020 CAGR: 7.9% A Growing $170bn+ Global Market … Global Travel Experiences Market (in $bn) … And Is Getting Bigger Key Drivers • Most millennials increasingly care and prioritize traveling over owning a home or paying off debt • Over 80% of millennials seek unique travel experiences and say that the best way to learn about a place is to live like the locals do • Technology and digital adoption has enabled traveling, particularly internationally, more accessible, freeing the travellers from relying heavily on tour operator 3 1 2
  • 9.
    Industry Overview 9 Coupled withNascent Online Scene, This Poses Tremendous Potential for Online Players Source: Company Presentation and Insight 95% 5% (Up from 3% in 2018) Notable Players in the Field Online Players Are Slowly Being Relevant 2019 Online Experience Market Contribution (in %) Commentary • Experiences and activities market is the third-largest segment in the travel industry, accounting for around 10% in value, behind Flights and Hotels • In recent years, the segment has been expanding rapidly, outgrowing the overall industry’s performance. • According to Phocuswright, by the end of 2020, the global travel experience market is anticipated to record $183bn in value • The growth is expected to be sustained thanks to 1) more people travelling, 2) the millennials’ travel appetite, and 3) lower cost of travel • Though, only 5% of the market is being captured online, as compared to over 40% in Flights and Hotels • This presents a massive opportunity for online marketplaces as young generations are increasingly adopting digital
  • 10.
    Competitive Landscape 10 Fierce CompetitionRequires Solid Defensibility to Stay Competitive Source: Skift Research, Company Website 55% 20% 12% 6% 4% 3% 0 % 1 0% 2 0% 3 0% 4 0% 5 0% 6 0% Viator GYG Expedia Airbnb Klook Peek Though Viator Has The Majority of The Global Inventory … 2018 Global Share in Terms of Inventory Listings (in %) Region Europe 37% 34% 57% 14% 14% 44% Asia 30% 26% 15% 70% 4% 24% The U.S. and Canada 11% 21% 9% 7% 60% 20% Africa and Mid. East 12% 6% 11% 4% 1% 1% South and Cen. America 7% 7% 5% - 20% 6% Oceania 3% 5% 3% 5% - 5% … Each Players Lean Toward a Specific Region 2018 % of Inventory in a Given Geography Commentary • With the market’s potential growth and current low level of online penetration rate, there is huge untapped potential for online marketplace players • Though tour digital booking is still growing slowly, the level of competition has already been intensive • Besides competing for suppliers and users, marketplaces are also starting to establish their turf - GYG is tilted heavily toward EU - Klook is positioned as Asian go-to - Peek focuses more in the U.S • Online giants are anticipated to join in the race as well. Thus, it is likely expected for the competition to heighten even further • As Europe is the world’s leading tourist destination, GYG has certain grounds to compete and scale