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11
Q2 2016
Market Report
Digital
Brief 009
22
Mobile
LUMA’s Singular Focus on Digital Media
Technology
Media
Marketing
MarTech
Digital
Content
Ad	Tech
Ø LUMA’s	expertise	is	at	the	intersection	of	Media,	
Marketing	and	Technology
Ø At	this	intersection	exists:
§ Digital	Content: content	sites,	MCNs,	game	
publishers,	aggregators
§ Ad	Tech: display,	search,	video,	mobile,	social,	
content	marketing/native,	connected	TV
§ MarTech: data,	analytics,	sales	and	marketing	
automation,	email,	predictive	tools,	commerce	
technology,	shopper	marketing,	payments
Ø Mobile proliferation	has	a	major	impact	on	these	
markets	and	LUMA	is	deeply	knowledgeable	on	
mobile
33
Overall Commentary on Consolidation
Ø In	our	last	Q1	2016	Market	Report,	we	reported	
62	mergers	and	acquisitions	in	digital	media	and	
marketing
Ø The	deals	we	track	in	this	report	fall	into	one	of	
four	categories:
§ Large	(over	$500	mm)
§ Medium	($100	– $500	mm)
§ Small	($20	– $100	mm)
§ Sub	$20	mm	exits	are	considered	tech	and	team	deals,	
capitulations,	or	undisclosed
44
16 14 11
20
12
21 22
18
14
22
18 23
19
28 30
0
10
20
30
40
50
60
70
Q2	2015 Q3	2015 Q4	2015 Q1	2016 Q2	2016
Ad	Tech MarTech Digital	Content
U.S. Digital Media M&A Activity by Sector
Source: LUMA
#	of	Transactions
Ø With	venture	capital	funding	activity	
cooling	off	and	a	tepid	IPO	market,	
M&A	remains	a	bright	spot	in	this	
highly	fragmented	environment	as	
deal	activity	continues	to	grow	on	a	
robust	pace
Ø Ad	Tech	M&A	activity	notably	
slowed	this	quarter	while	MarTech
M&A	saw	an	uptick	in	activity	with	
major	deals	including	the	
acquisitions	of	Demandware,	
Marketo and	Sitecore
55
9%	
9%	
13%	
43%	
9%	
4%	
13%	
Consumer	Internet
Commerce
Telco
Media
Marketing	Tech
Tech	Services
Internet	Originals
CRM	Software
Marketing
Data
Digital Media M&A Activity by Strategic Buyers
Q2	2016
Strategic	Buyers	Transactions
Ø In	the	second	quarter,	buyers	from	
Media,	Telco	and	CRM	Software	led	
M&A	activity
Ø The	Dreamworks and	Supercell	
acquisitions	headlined	the	
significant	consolidation	in	Media	
this	quarter
Ø The	marketing	cloud	wars	are	
heating	up	with	Salesforce,	Oracle	
and	Adobe	making	notable	
acquisitions	across	e-commerce,	
data,	and	content	engagement	
technology
Source: LUMA
66
Ad Tech M&A Activity
#	of	Transactions
Ø Observations
§ Ad	Tech	M&A	volume	and	deal	
value	fell	this	quarter	reflecting	a	
decline	both	q-o-q	and	y-o-y
§ Despite	the	decline,	we	expect	
more	consolidation	due	to	
increasing	fragmentation	in	the	
space	and	a	growing	pool	of	buyers
Ø Looking	Ahead	– People-based	
Marketing
§ People-based	marketing	has	
emerged	to	deliver	ads	to	real	
users	based	off	of	first-party	data
§ Leveraging	this	technology	enables	
true	one-to-one	marketing	across	
devices
Source: LUMA
1
3
1 1 2
15 11
10
19
10
0
5
10
15
20
25
Q2	2015 Q3	2015 Q4	2015 Q1	2016 Q2	2016
+$100M <$100M
77
Ad Tech – Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
Source: Capital IQ: Crunchbase
N/A N/A
Samsung acquired	Canadian	DSP	/	ad	server	AdGear to	help	its	push	into	
advertising	where	it	can	monetize	effectively	across	TV	and	mobile
NASDAQ $170M
Gannett	has	agreed	to	acquire	local digital	marketing	company,	ReachLocal,	
to	bolster	the	publisher’s	growing	digital	business
$6M >$100M
Comcast	acquired StickyAds,	a	video	SSP	based	out	of	France,	as	it	builds	out	
its	programmatic	TV	/	digital	video	advertising	business
88
MarTech M&A Activity
#	of	Transactions
Ø Observations
§ It	was	the	quarter	of	private	
equity	deals	with	EQT,	Marlin	
Equity	and	Vista	all	active	buyers
§ Vista	was	the	surprise	buyer	for	
Marketo,	rumored	to	be	a	target	
for	SAP	and	Microsoft,	paying	a	
strategic	6x	revenue	multiple
§ Teradata	exited	the	marketing	
software	business	for	$90MM,	
after	paying	$525MM	for	the	
assets	from	Aprimo in	2010
Ø Looking	Ahead	– Private	Equity	Buyers
§ Private	equity	buyers	are	
becoming	more	active	and	paying	
strategic	multiple	for	the	quality	
targets;	look	for	this	to	continueSource: LUMA
5
3 3 2
5
16 19
15
12
17
0
5
10
15
20
25
Q2	2015 Q3	2015 Q4	2015 Q1	2016 Q2	2016
+$100M <$100M
99
MarTech – Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$5M $50M
By	acquiring	Crosswise,	Oracle	adds	cross-device	technology	to	its	Data	
Cloud,	further	strengthening	the	tech	giant’s	data	assets	and	capabilities
NYSE $2.7B
Leading	CRM	platform	Salesforce.comacquiredDemandware,	the	leading	enterprise	
cloud-basede-commerce	platform	provider,	to	create	its	new	Commerce	Cloud
NYSE $170M	|	$315M
Open	Textacquired	HP’s	Customer	Management	and	Customer	Experience	software
assets	(formerly	Interwoven)	to	complement	its	own	customer	management	offerings
$67M N/A
Adobe	acquired	Livefyre,	a	content	marketing	and	engagement	platform,	and	will	
integrate	itstechnologyinto	the	Adobe	Experience	Manager
NASDAQ $1.7B
Marketo,	a	marketing	automation	company	with	over	4,600	customers,	will	be	taken	
private	by	Vista	Equity	Partners	
N/A $1.1B
TCV’s	position	in	Sitecore,	a	web	content	management	system,	was	acquired	by	EQT	
Partners	for	a	strategic	multiple	as	it	plans	to	expand	its	digital	marketing	capabilities
NYSE $90M
Teradata	divested	its	marketing	software	assets	to	Marlin	Equity	for	a	significantly	lower	
price	than	the	$525MM	Teradata	paid	to	acquire	the	assets	in	the	2010	from	Aprimo
Customer
Experience CMS
Marketing Software
Customer
Management
Source: Capital IQ: Crunchbase
1010
Digital Content M&A Activity
#	of	Transactions
Ø Observations
§ The	Supercell,	Dreamworks and	
LinkedIn	acquisitions	were	the	
highlights	of	the	quarter	while	
acquisitions	of	Complex	Media	and	
Fusion	and	many	other	niche	
publishers	were	the	trend
Ø Looking	Ahead	– Virtual	Reality
§ Continued	investment	and	M&A	
activity	in	virtual	reality	is	evidence	
of	a	maturing	industry
§ From	incumbents	to	new	startups,	
the	entire	media	ecosystem	is	
focused	on	exploring	new	
possibilities	with	this	rich	and	
engaging	medium
Source: LUMA
3
7
2
6 6
15
16
17
22 24
0
5
10
15
20
25
30
35
Q2	2015 Q3	2015 Q4	2015 Q1	2016 Q2	2016
+$100M <$100M
1111
Digital Content – Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$61M $250M
Verizon	and	Hearst	jointly	acquired	Complex	Media,	a	male-focused	media	company,		
to	gain	its	coveted	audience	as	Complexbecomes	more	video-centric
NASDAQ $4.1B
NBCUniversal(Comcast)	acquired	DreamworksAnimations	to	bolster	its	portfolio	of	
entertainment	franchisesacross	TV,	film,	and	digital	properties
$25M $250M
German	media	giant	Axel	Springer	acquired	market	research	firm eMarketer
as	the	company	expands	its	digital	presence	into	English-speaking	markets
N/A N/A
Univision	acquired	Disney’s	stake	in	Fusion,	a	TV	and	digital	media	publisher,	
and is	creating	Fusion	Media	Group	to	house	its	group	of	media	properties
NYSE $26.2B
By	acquiring	LinkedIn,	Microsoft	adds	the	ubiquitous	professional	network	and	its		
diverse	revenue	models	to	Microsoft’s	“professional	cloud”
N/A $10.2B
Chinese	media	giant	TencentHoldings	acquired	a	majority	stakein	the	massively	
profitable	maker	of	the	popular	mobile	gaming	franchise	Clash	of	Clans	
Source: Capital IQ: Crunchbase
1212
Ad Tech – Q2 2016 Stocks Performance
Market Data as of 6/30/16
Ø Ad	Tech	Stumbles	in	Q2
§ Although	the	sector	gained	1%	in	
value,	it	was	significantly	driven	
by	CRTO’s	growth
§ RUBI,	TUBE	and	FUEL	suffered	
sharp	declines	in	Q2
Ø Highlights
§ Following	its	successful	reverse	
stock	split,	MXPT	finished	nearly	
60%	at	the	end	of	the	quarter
§ Excluding	MXPT,	only	CRTO	
shined	after	reporting	strong	
revenue	growth	of	36%	and	
mobile	advertising	making	up	
over	50%	of	revenue	for	its	Q1	
performance	
-40%	
-20%	
0%	
20%	
40%	
60%	
80%	
4/4/16	 4/18/16	 5/2/16	 5/16/16	 5/30/16	 6/13/16	 6/27/16	
TUBE RUBI TRMR MXPT YUME FUEL CRTO NASDAQ
1313
MarTech – Q2 2016 Stocks Performance
Ø MarTech Rebounds
§ MarTech recovered	from	a	poor	
Q1:	each	stock	grew	on	average	
4%	excluding	MKTO	and	DWRE
§ SHOP	continues	to	have	great		
2016,	gaining	11%	after	rising	
over	18%	in	the	prior	quarter
Ø Highlights
§ Two	major	MarTech players,	
MKTO	and	DWRE,	were	acquired	
for	$1.8	billion	and	$2.8	billion	
respectively
§ MKTO	and	DWRE	acquisition	
multiples	were	7.5x	LTM,	6.2x	CY	
revenue	and	10.5x	LTM,	8.8x	CY	
revenue	respectively
Market Data as of 6/30/16
-40%	
-20%	
0%	
20%	
40%	
60%	
80%	
100%	
4/1/16	 4/15/16	 4/29/16	 5/13/16	 5/27/16	 6/10/16	 6/24/16	
CRM MKTO HUBS BV CTCT DWRE
JIVE MRIN LPSN SHOP NASDAQ
1414
Q2 Key Startup Financings to Watch
Lead Investor Capital Raised Valuation Comments
Source: Crunchbase
$50M ~$300M
Meta,	an	augmented	reality	startup,	raised	funding	to	continue	development	
of	its	newest	Meta	3	headset	and	software	tools
$50M $600M
Publishing	platform	Medium	is	building	towards	its	vision	as	a	publishing	
network	after	signing	major	publishers	to	its	platform
$100M $500M
The	music	video	creator	app	popular with	young	teens	is	growing	rapidly	
with	over	60	million	users	as	it	becomes	a	full-fledged	social	network
N/A $45M N/A
Content	recommendation engine	Outbrain is	using	new	funding	to	build	
tools	for	publishers	to	maximize	revenue	and	improve	content	discovery
$50M N/A
Showpad,	a	sales	enablement	platform,	has	doubled revenue	over	the	last	
four	years	and	serves	over	850	customers	
$50M N/A
With	its latest	round	of	funding,	social	marketing	platform	Spredfast will	
make a	push	into	planning	and	content	creation,	and	expand	integrations
$100M N/A
Ridesharing	company	Via	is	expanding	into	new	cities as	it	brings	its	
differentiated	model	– flat	fee	pricing	and	shared	rides	– to	more	markets
1515
LUMA’s Recent Content
State	of	Digital	Media	
Presented	at	DMS	16
Ø At	our	8th annual	Digital	
Media	Summit,	we	presented	
the	State	of	Digital	Media,	
which	provides	our	views	on	
the	market	and	significant	
trends	in	digital	media
LUMA	Digital	Brief	008
Scape	of	Cards
Ø “Scape	of	Cards”	explains	the	
issues	facing	the	digital	
advertising	ecosystem	and	the	
implications	for	all	the	key	
constituents
State	of	Digital	Marketing
Presented	at	DMS	West	15
Ø At	the	Upfront	Summit,	we	
presented	the	Future	of	TV,	
where	we	explained	the	
convergence	of	TV	and	digital	
video	and	where	the	industry	
is	headed	next
1616
LUMA’s Funny Business
Meeker	for	Millennials
Ø We	parodied	Eminem’s	Lose	
Yourself	to	help	explain	
Mary	Meeker’s	Internet	
Trends	deck	at	the	Code	
Conference.	Those	lyrics	
were	hard	– new	found	
respect	for	rap!
Cannes	Yacht	LUMAscape
Ø The	continued	proliferation	
of	rented	yachts	by	the	tech	
ecosystem	seemed	like	the	
perfect	opportunity	for	a	
LUMAscape
Cannes	Carpool	Karaoke
Ø Since	Cannes	Lions	is	about	
creativity,	we	adopted	James	
Corden’s	popular	Carpool	
Karaoke	format	to	feature	
the	enthusiasm	of	digital	
leaders,	starting	with	the	
inimitable	Carolyn	Everson
1717
LUMA’s Differentiated Value Proposition
1. Peerless	Industry	Knowledge
2. Strategic	Approach
3. Execution	Excellence
1818
acquired by
March 2015
merged with
May 2015
acquired by
September 2015
a division of
acquired by
September 2015
December 2015
acquired by
acquired by
March 2016
 February 2016
acquired by
 acquired
December 2014
acquired by
September 2014
acquired by
November 2014
acquired by
July 2014
a subsidiary of
acquired by
November 2012
=
merged with
March 2012
to form
December 2011
acquired by
=
acquired by
December 2011
LUMA’s Content-Driven, Expert-Based Approach
Conference	
Keynotes
Publications
(over	3	million	views)
Corporate	
Teach-ins
LUMAscapes
(over	6	million	views	
from	211	countries)
Completed	
Deals
Digital	Briefs
DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC
BUYERS
1919
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19
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relationship ID rId2 was not
found in the file.
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LUMA Digital Brief 009 - Market Report Q2 2016

  • 2. 22 Mobile LUMA’s Singular Focus on Digital Media Technology Media Marketing MarTech Digital Content Ad Tech Ø LUMA’s expertise is at the intersection of Media, Marketing and Technology Ø At this intersection exists: § Digital Content: content sites, MCNs, game publishers, aggregators § Ad Tech: display, search, video, mobile, social, content marketing/native, connected TV § MarTech: data, analytics, sales and marketing automation, email, predictive tools, commerce technology, shopper marketing, payments Ø Mobile proliferation has a major impact on these markets and LUMA is deeply knowledgeable on mobile
  • 3. 33 Overall Commentary on Consolidation Ø In our last Q1 2016 Market Report, we reported 62 mergers and acquisitions in digital media and marketing Ø The deals we track in this report fall into one of four categories: § Large (over $500 mm) § Medium ($100 – $500 mm) § Small ($20 – $100 mm) § Sub $20 mm exits are considered tech and team deals, capitulations, or undisclosed
  • 4. 44 16 14 11 20 12 21 22 18 14 22 18 23 19 28 30 0 10 20 30 40 50 60 70 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Ad Tech MarTech Digital Content U.S. Digital Media M&A Activity by Sector Source: LUMA # of Transactions Ø With venture capital funding activity cooling off and a tepid IPO market, M&A remains a bright spot in this highly fragmented environment as deal activity continues to grow on a robust pace Ø Ad Tech M&A activity notably slowed this quarter while MarTech M&A saw an uptick in activity with major deals including the acquisitions of Demandware, Marketo and Sitecore
  • 5. 55 9% 9% 13% 43% 9% 4% 13% Consumer Internet Commerce Telco Media Marketing Tech Tech Services Internet Originals CRM Software Marketing Data Digital Media M&A Activity by Strategic Buyers Q2 2016 Strategic Buyers Transactions Ø In the second quarter, buyers from Media, Telco and CRM Software led M&A activity Ø The Dreamworks and Supercell acquisitions headlined the significant consolidation in Media this quarter Ø The marketing cloud wars are heating up with Salesforce, Oracle and Adobe making notable acquisitions across e-commerce, data, and content engagement technology Source: LUMA
  • 6. 66 Ad Tech M&A Activity # of Transactions Ø Observations § Ad Tech M&A volume and deal value fell this quarter reflecting a decline both q-o-q and y-o-y § Despite the decline, we expect more consolidation due to increasing fragmentation in the space and a growing pool of buyers Ø Looking Ahead – People-based Marketing § People-based marketing has emerged to deliver ads to real users based off of first-party data § Leveraging this technology enables true one-to-one marketing across devices Source: LUMA 1 3 1 1 2 15 11 10 19 10 0 5 10 15 20 25 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 +$100M <$100M
  • 7. 77 Ad Tech – Notable Deals Acquirer Capital Raised Enterprise Value Comments Source: Capital IQ: Crunchbase N/A N/A Samsung acquired Canadian DSP / ad server AdGear to help its push into advertising where it can monetize effectively across TV and mobile NASDAQ $170M Gannett has agreed to acquire local digital marketing company, ReachLocal, to bolster the publisher’s growing digital business $6M >$100M Comcast acquired StickyAds, a video SSP based out of France, as it builds out its programmatic TV / digital video advertising business
  • 8. 88 MarTech M&A Activity # of Transactions Ø Observations § It was the quarter of private equity deals with EQT, Marlin Equity and Vista all active buyers § Vista was the surprise buyer for Marketo, rumored to be a target for SAP and Microsoft, paying a strategic 6x revenue multiple § Teradata exited the marketing software business for $90MM, after paying $525MM for the assets from Aprimo in 2010 Ø Looking Ahead – Private Equity Buyers § Private equity buyers are becoming more active and paying strategic multiple for the quality targets; look for this to continueSource: LUMA 5 3 3 2 5 16 19 15 12 17 0 5 10 15 20 25 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 +$100M <$100M
  • 9. 99 MarTech – Notable Deals Acquirer Capital Raised Enterprise Value Comments $5M $50M By acquiring Crosswise, Oracle adds cross-device technology to its Data Cloud, further strengthening the tech giant’s data assets and capabilities NYSE $2.7B Leading CRM platform Salesforce.comacquiredDemandware, the leading enterprise cloud-basede-commerce platform provider, to create its new Commerce Cloud NYSE $170M | $315M Open Textacquired HP’s Customer Management and Customer Experience software assets (formerly Interwoven) to complement its own customer management offerings $67M N/A Adobe acquired Livefyre, a content marketing and engagement platform, and will integrate itstechnologyinto the Adobe Experience Manager NASDAQ $1.7B Marketo, a marketing automation company with over 4,600 customers, will be taken private by Vista Equity Partners N/A $1.1B TCV’s position in Sitecore, a web content management system, was acquired by EQT Partners for a strategic multiple as it plans to expand its digital marketing capabilities NYSE $90M Teradata divested its marketing software assets to Marlin Equity for a significantly lower price than the $525MM Teradata paid to acquire the assets in the 2010 from Aprimo Customer Experience CMS Marketing Software Customer Management Source: Capital IQ: Crunchbase
  • 10. 1010 Digital Content M&A Activity # of Transactions Ø Observations § The Supercell, Dreamworks and LinkedIn acquisitions were the highlights of the quarter while acquisitions of Complex Media and Fusion and many other niche publishers were the trend Ø Looking Ahead – Virtual Reality § Continued investment and M&A activity in virtual reality is evidence of a maturing industry § From incumbents to new startups, the entire media ecosystem is focused on exploring new possibilities with this rich and engaging medium Source: LUMA 3 7 2 6 6 15 16 17 22 24 0 5 10 15 20 25 30 35 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 +$100M <$100M
  • 11. 1111 Digital Content – Notable Deals Acquirer Capital Raised Enterprise Value Comments $61M $250M Verizon and Hearst jointly acquired Complex Media, a male-focused media company, to gain its coveted audience as Complexbecomes more video-centric NASDAQ $4.1B NBCUniversal(Comcast) acquired DreamworksAnimations to bolster its portfolio of entertainment franchisesacross TV, film, and digital properties $25M $250M German media giant Axel Springer acquired market research firm eMarketer as the company expands its digital presence into English-speaking markets N/A N/A Univision acquired Disney’s stake in Fusion, a TV and digital media publisher, and is creating Fusion Media Group to house its group of media properties NYSE $26.2B By acquiring LinkedIn, Microsoft adds the ubiquitous professional network and its diverse revenue models to Microsoft’s “professional cloud” N/A $10.2B Chinese media giant TencentHoldings acquired a majority stakein the massively profitable maker of the popular mobile gaming franchise Clash of Clans Source: Capital IQ: Crunchbase
  • 12. 1212 Ad Tech – Q2 2016 Stocks Performance Market Data as of 6/30/16 Ø Ad Tech Stumbles in Q2 § Although the sector gained 1% in value, it was significantly driven by CRTO’s growth § RUBI, TUBE and FUEL suffered sharp declines in Q2 Ø Highlights § Following its successful reverse stock split, MXPT finished nearly 60% at the end of the quarter § Excluding MXPT, only CRTO shined after reporting strong revenue growth of 36% and mobile advertising making up over 50% of revenue for its Q1 performance -40% -20% 0% 20% 40% 60% 80% 4/4/16 4/18/16 5/2/16 5/16/16 5/30/16 6/13/16 6/27/16 TUBE RUBI TRMR MXPT YUME FUEL CRTO NASDAQ
  • 13. 1313 MarTech – Q2 2016 Stocks Performance Ø MarTech Rebounds § MarTech recovered from a poor Q1: each stock grew on average 4% excluding MKTO and DWRE § SHOP continues to have great 2016, gaining 11% after rising over 18% in the prior quarter Ø Highlights § Two major MarTech players, MKTO and DWRE, were acquired for $1.8 billion and $2.8 billion respectively § MKTO and DWRE acquisition multiples were 7.5x LTM, 6.2x CY revenue and 10.5x LTM, 8.8x CY revenue respectively Market Data as of 6/30/16 -40% -20% 0% 20% 40% 60% 80% 100% 4/1/16 4/15/16 4/29/16 5/13/16 5/27/16 6/10/16 6/24/16 CRM MKTO HUBS BV CTCT DWRE JIVE MRIN LPSN SHOP NASDAQ
  • 14. 1414 Q2 Key Startup Financings to Watch Lead Investor Capital Raised Valuation Comments Source: Crunchbase $50M ~$300M Meta, an augmented reality startup, raised funding to continue development of its newest Meta 3 headset and software tools $50M $600M Publishing platform Medium is building towards its vision as a publishing network after signing major publishers to its platform $100M $500M The music video creator app popular with young teens is growing rapidly with over 60 million users as it becomes a full-fledged social network N/A $45M N/A Content recommendation engine Outbrain is using new funding to build tools for publishers to maximize revenue and improve content discovery $50M N/A Showpad, a sales enablement platform, has doubled revenue over the last four years and serves over 850 customers $50M N/A With its latest round of funding, social marketing platform Spredfast will make a push into planning and content creation, and expand integrations $100M N/A Ridesharing company Via is expanding into new cities as it brings its differentiated model – flat fee pricing and shared rides – to more markets
  • 15. 1515 LUMA’s Recent Content State of Digital Media Presented at DMS 16 Ø At our 8th annual Digital Media Summit, we presented the State of Digital Media, which provides our views on the market and significant trends in digital media LUMA Digital Brief 008 Scape of Cards Ø “Scape of Cards” explains the issues facing the digital advertising ecosystem and the implications for all the key constituents State of Digital Marketing Presented at DMS West 15 Ø At the Upfront Summit, we presented the Future of TV, where we explained the convergence of TV and digital video and where the industry is headed next
  • 16. 1616 LUMA’s Funny Business Meeker for Millennials Ø We parodied Eminem’s Lose Yourself to help explain Mary Meeker’s Internet Trends deck at the Code Conference. Those lyrics were hard – new found respect for rap! Cannes Yacht LUMAscape Ø The continued proliferation of rented yachts by the tech ecosystem seemed like the perfect opportunity for a LUMAscape Cannes Carpool Karaoke Ø Since Cannes Lions is about creativity, we adopted James Corden’s popular Carpool Karaoke format to feature the enthusiasm of digital leaders, starting with the inimitable Carolyn Everson
  • 17. 1717 LUMA’s Differentiated Value Proposition 1. Peerless Industry Knowledge 2. Strategic Approach 3. Execution Excellence
  • 18. 1818 acquired by March 2015 merged with May 2015 acquired by September 2015 a division of acquired by September 2015 December 2015 acquired by acquired by March 2016 February 2016 acquired by acquired December 2014 acquired by September 2014 acquired by November 2014 acquired by July 2014 a subsidiary of acquired by November 2012 = merged with March 2012 to form December 2011 acquired by = acquired by December 2011 LUMA’s Content-Driven, Expert-Based Approach Conference Keynotes Publications (over 3 million views) Corporate Teach-ins LUMAscapes (over 6 million views from 211 countries) Completed Deals Digital Briefs DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC BUYERS
  • 19. 1919 The image part with relationship ID rId2 was not found in the file. 19 The image part with relationship ID rId2 was not found in the file. Access. Insights. Execution. New York | San Francisco