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1
Q2 2018
Market Report
Digital
Brief 020
2
LUMA’s Singular Focus on Digital Media
Technology
Media
Marke1ng
MarTech
Digital
Content
Ad Tech
Ø  LUMA’s exper,se is at the intersec,on of Media,
Marke,ng and Technology
Ø  At this intersec,on exists:
§  Digital Content: content sites, MCNs, game
publishers, aggregators
§  Ad Tech: display, search, video, mobile, social,
content marke,ng/na,ve, connected TV
§  MarTech: data, analy,cs, sales and marke,ng
automa,on, email, predic,ve tools, commerce
technology, shopper marke,ng, payments
3
U.S. Digital Media M&A Activity by Sector
Source: LUMA
Ø  The comple,on of the AT&T / Time
Warner acquisi,on is expected to
drive further M&A and immediately
reignited the bidding war between
Comcast and Disney over 21st
Century Fox
Ø  GDPR and increased data privacy
scru,ny, which will have far
reaching implica,ons to all sectors
dealing with consumer data, has
been responsible for a slow down in
M&A ac,vity in recent quarters and
may con,nue
# of Transac1ons
4
22
10 10 14
27
24
19 23
31
32
26
26
31
32
0
10
20
30
40
50
60
70
80
90
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
Ad Tech MarTech Digital Content
4
Ad Tech M&A Activity
# of Transac1ons
 Ø  Observa1ons
§  AT&T acquired AppNexus for
$1.6B, represen,ng the second
largest exit in the sector since
Doubleclick 11 years ago
§  Private equity remains ac,ve in
this space with Vista Equity
Partners acquiring Integral Ad
Science for a rumored $850M
Ø  Looking Ahead – GDPR & AT&T
§  Shortly a[er GDPR began in May,
programma,c ad spend in the EU
plunged, which could dampen deal
ac,vity in the near future un,l
implica,ons are beer known
§  Look for AT&T to do more as it
scales up its adver,sing business
Source: LUMA
7
1
44
15
10 9
10
0
5
10
15
20
25
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
+$100M <$100M
5
Ad Tech – Q2 2018 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$321.5M
 $1,600M
Following the comple,on of the Time Warner deal, AT&T has made its first
major acquisi,on, acquiring AppNexus to accelerate its adver,sing business
$22.4M
 $325M
Oracle acquired Grapeshot, a provider of brand safety and pre-bid
contextual solu,ons, as another extension to Oracle Data Cloud to help
adver,sers
$116.8M
 $850M
Vista Equity Partners has acquired a majority stake in Integral Ad Science, an
ad verifica,on and measurement company
$28.4M
 $150M
Ganne acquired WordStream, a search adver,sing placorm, to expand its
digital marke,ng capabili,es for its clients in local markets
Source: Capital IQ; Crunchbase
6
MarTech M&A Activity
# of Transac1ons
Ø  Observa1ons
§  Adobe acquired Magento for $1.7B,
which now means all major
Marke,ng Clouds have a commerce
cloud placorm
§  Two leading website building
placorms Web.com and Weebly
were acquired by Siris Capital
Group and Square respec,vely
Ø  Looking Ahead – Most Ac1ve Buyers
§  Look for the Marke,ng Clouds to
con,nue to selec,vely add
capabili,es through M&A
§  We believe private equity will
remain the most acquisi,ve buyer
group of MarTech targets
Source: LUMA
5 5
2
5 4
22
19
17
18
27
0
5
10
15
20
25
30
35
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
+$100M <$100M
7
MarTech – Q2 2018 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$40.6M
 $270M
Cisco has acquired Accompany, a database placorm of decision makers for
prospec,ng, selling and rela,onship building
N/A
 $1,680M
Adobe acquired Magento to offer an end-to-end e-commerce offering for
B2B and B2C customers, which will fold into Adobe Experience Cloud
NASDAQ
 $1,864M
Siris Capital Group has agreed to acquire Web.com, provider of website and
marke,ng solu,ons for small and medium-sized businesses
$35.7M
 $365M
Square acquired Weebly, a website building placorm, to provide its
customers an integrated suite of omnichannel solu,ons
Source: Capital IQ; Crunchbase
8
Digital Content M&A Activity
# of Transac1ons
Ø  Observa1ons
§  Immediately following the approval
of the AT&T and Time Warner deal,
Comcast submied an official bid
for 21st Century Fox, thwar,ng
Disney’s original bid
§  Goldman Sach’s PE arm and Hearst
have acquired Slickdeals, valuing
the company at $500M
Ø  Looking Ahead – Direct-to-Consumer
§  A cri,cal aspect of media mega-
mergers has been building a direct
rela,onship with consumers
§  With the M&A regulatory climate
stabilizing, more horizontal and
ver,cal mergers may take place
Source: LUMA
5 5
10
4 5
27
21
16 27 27
0
5
10
15
20
25
30
35
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
+$100M <$100M
9
Acquirer
Capital
Raised
Enterprise
Value
Comments
NASDAQ
 $80,129M
Comcast has made an official bid for 21st Century Fox, an all-cash bid over
$10 billion greater than the all-stock bid originally offered by Disney
$32M
 $250M
Zelnick Media Capital acquired a majority stake in CafeMedia, a network of
women-focused media proper,es and ad placorm AdThrive
$416.2M
 N/A
Paddy Power, a leading sports belng company in the U.K., has agreed to
merge with FanDuel to capitalize on legalized sports belng in the U.S.
$1.2M
 $250M
Zynga has acquired Gram Games, a mobile game developer of popular casual
and puzzle ,tles that have been downloaded over 170 million ,mes
N/A
 $500M
GoldmanSachs’privateequityarmandHearsthaveacquiredSlickdeals,apopular
onlinecouponanddeal-sharingmediacompanywithover10millionusers
Digital Content– Q2 2018 Notable Deals
Source: Capital IQ; Crunchbase
10
Ad Tech – Q2 2018 Stocks Performance
Ø  Observa1ons
§  Ad Tech skyrocketed over 60%
with TTD nearly doubling in value
as it approaches $4B market cap
§  RUBI had a strong rebound
quarter, jumping over 68%

Ø  Highlights
§  TTD crushed analyst es,mates
for Q1 earnings due to growth in
mobile adver,sing which now
represents 42% of its gross spend
from the last quarter
§  CRTO founder and Chairman JB
Rudelle returned as CEO on April
25th to play a more ac,ve role in
the company’s future
Market Data as of 6/30/2018
-20%
0%
20%
40%
60%
80%
100%
4/2/18 5/2/18 6/2/18
CDLX CRTO MRIN RUBI TLRA TTD NASDAQ
11
MarTech – Q2 2018 Stocks Performance
Ø  Observa1ons
§  MarTech rose 20% in market
value with all stocks hilng year
highs during the quarter, and all
but two (SEND & LPSN) hilng all
,me highs during the period
§  The sector is now valued over
$125B across these companies
Ø  Highlights
§  CRM eclipsed $100B in market
cap for the first ,me a[er
growing revenues 25% to a
record high of over $3B in Q1
§  YEXT soared a[er growing
revenue over 38% following a
quarter of slowing growth
Market Data as of 6/30/2018
-10%
0%
10%
20%
30%
40%
50%
60%
70%
4/2/18 5/2/18 6/2/18
CRM HUBS LPSN SEND SHOP YEXT NASDAQ
12
Q2 2018 Key Startup Financings to Watch
Lead Investor Capital Raised Valuation Comments
$64M
 N/A
Founded in 2009, BigCommerce, an e-commerce so[ware placorm, has now
raised a total of $200 million and powers over 6,000 commerce sites
$37M
 N/A
BounceX, a people-based marke,ng cloud, raised more capital in growth
round to accelerate its expansion in the U.S. and the U.K.
N/A
 $50M
 $1,650M
Amid the rise of gaming and e-sports, Discord, a messaging placorm for
gamers, has exploded with over 14 million daily players using the placorm
$60M
 N/A
Dri[, a live chat and marke,ng placorm for B2B companies, will use its latest
round of funding to make acquisi,ons and expand its teams in the U.S.
N/A
 $75M
 N/A
Sports streaming service FuboTV has raised more capital from a variety of
media companies including AMC, Fox, and Sky to grow its offerings
$24M
 N/A
IFTTT, a placorm that connects apps, devices and services, has over 11
million users using over a billion applets a month
$65M
 $500M
Outreach, a sales automa,on placorm, is now used by over 2,4000 sales
teams and 22,000 users, doubling its customer count over the last year
Source: Crunchbase
13
LUMA’s Recent Deals
14
LUMA’s Differentiated Value Proposition
1.  Peerless Industry Knowledge
2.  Strategic Approach
3.  Execu1on Excellence
15
LUMA’s Content-Driven, Expert-Based Approach
Conference
Keynotes
Publica1ons
(over 3 million views)
Corporate 
Teach-ins
LUMAscapes
(over 6 million views
from 211 countries)
Completed Deals at
Premium Valua1ons
Digital Briefs
DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC
BUYERS
16
And Now For Some Fun From DMS
A parody to make you laugh and cry:
 A parody to give you hope:
17
Investment Banking. Evolved.
New York | Palo Alto

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LUMA Digital Brief 020 - Market Report Q2 2018

  • 2. 2 LUMA’s Singular Focus on Digital Media Technology Media Marke1ng MarTech Digital Content Ad Tech Ø  LUMA’s exper,se is at the intersec,on of Media, Marke,ng and Technology Ø  At this intersec,on exists: §  Digital Content: content sites, MCNs, game publishers, aggregators §  Ad Tech: display, search, video, mobile, social, content marke,ng/na,ve, connected TV §  MarTech: data, analy,cs, sales and marke,ng automa,on, email, predic,ve tools, commerce technology, shopper marke,ng, payments
  • 3. 3 U.S. Digital Media M&A Activity by Sector Source: LUMA Ø  The comple,on of the AT&T / Time Warner acquisi,on is expected to drive further M&A and immediately reignited the bidding war between Comcast and Disney over 21st Century Fox Ø  GDPR and increased data privacy scru,ny, which will have far reaching implica,ons to all sectors dealing with consumer data, has been responsible for a slow down in M&A ac,vity in recent quarters and may con,nue # of Transac1ons 4 22 10 10 14 27 24 19 23 31 32 26 26 31 32 0 10 20 30 40 50 60 70 80 90 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Ad Tech MarTech Digital Content
  • 4. 4 Ad Tech M&A Activity # of Transac1ons Ø  Observa1ons §  AT&T acquired AppNexus for $1.6B, represen,ng the second largest exit in the sector since Doubleclick 11 years ago §  Private equity remains ac,ve in this space with Vista Equity Partners acquiring Integral Ad Science for a rumored $850M Ø  Looking Ahead – GDPR & AT&T §  Shortly a[er GDPR began in May, programma,c ad spend in the EU plunged, which could dampen deal ac,vity in the near future un,l implica,ons are beer known §  Look for AT&T to do more as it scales up its adver,sing business Source: LUMA 7 1 44 15 10 9 10 0 5 10 15 20 25 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 +$100M <$100M
  • 5. 5 Ad Tech – Q2 2018 Notable Deals Acquirer Capital Raised Enterprise Value Comments $321.5M $1,600M Following the comple,on of the Time Warner deal, AT&T has made its first major acquisi,on, acquiring AppNexus to accelerate its adver,sing business $22.4M $325M Oracle acquired Grapeshot, a provider of brand safety and pre-bid contextual solu,ons, as another extension to Oracle Data Cloud to help adver,sers $116.8M $850M Vista Equity Partners has acquired a majority stake in Integral Ad Science, an ad verifica,on and measurement company $28.4M $150M Ganne acquired WordStream, a search adver,sing placorm, to expand its digital marke,ng capabili,es for its clients in local markets Source: Capital IQ; Crunchbase
  • 6. 6 MarTech M&A Activity # of Transac1ons Ø  Observa1ons §  Adobe acquired Magento for $1.7B, which now means all major Marke,ng Clouds have a commerce cloud placorm §  Two leading website building placorms Web.com and Weebly were acquired by Siris Capital Group and Square respec,vely Ø  Looking Ahead – Most Ac1ve Buyers §  Look for the Marke,ng Clouds to con,nue to selec,vely add capabili,es through M&A §  We believe private equity will remain the most acquisi,ve buyer group of MarTech targets Source: LUMA 5 5 2 5 4 22 19 17 18 27 0 5 10 15 20 25 30 35 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 +$100M <$100M
  • 7. 7 MarTech – Q2 2018 Notable Deals Acquirer Capital Raised Enterprise Value Comments $40.6M $270M Cisco has acquired Accompany, a database placorm of decision makers for prospec,ng, selling and rela,onship building N/A $1,680M Adobe acquired Magento to offer an end-to-end e-commerce offering for B2B and B2C customers, which will fold into Adobe Experience Cloud NASDAQ $1,864M Siris Capital Group has agreed to acquire Web.com, provider of website and marke,ng solu,ons for small and medium-sized businesses $35.7M $365M Square acquired Weebly, a website building placorm, to provide its customers an integrated suite of omnichannel solu,ons Source: Capital IQ; Crunchbase
  • 8. 8 Digital Content M&A Activity # of Transac1ons Ø  Observa1ons §  Immediately following the approval of the AT&T and Time Warner deal, Comcast submied an official bid for 21st Century Fox, thwar,ng Disney’s original bid §  Goldman Sach’s PE arm and Hearst have acquired Slickdeals, valuing the company at $500M Ø  Looking Ahead – Direct-to-Consumer §  A cri,cal aspect of media mega- mergers has been building a direct rela,onship with consumers §  With the M&A regulatory climate stabilizing, more horizontal and ver,cal mergers may take place Source: LUMA 5 5 10 4 5 27 21 16 27 27 0 5 10 15 20 25 30 35 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 +$100M <$100M
  • 9. 9 Acquirer Capital Raised Enterprise Value Comments NASDAQ $80,129M Comcast has made an official bid for 21st Century Fox, an all-cash bid over $10 billion greater than the all-stock bid originally offered by Disney $32M $250M Zelnick Media Capital acquired a majority stake in CafeMedia, a network of women-focused media proper,es and ad placorm AdThrive $416.2M N/A Paddy Power, a leading sports belng company in the U.K., has agreed to merge with FanDuel to capitalize on legalized sports belng in the U.S. $1.2M $250M Zynga has acquired Gram Games, a mobile game developer of popular casual and puzzle ,tles that have been downloaded over 170 million ,mes N/A $500M GoldmanSachs’privateequityarmandHearsthaveacquiredSlickdeals,apopular onlinecouponanddeal-sharingmediacompanywithover10millionusers Digital Content– Q2 2018 Notable Deals Source: Capital IQ; Crunchbase
  • 10. 10 Ad Tech – Q2 2018 Stocks Performance Ø  Observa1ons §  Ad Tech skyrocketed over 60% with TTD nearly doubling in value as it approaches $4B market cap §  RUBI had a strong rebound quarter, jumping over 68% Ø  Highlights §  TTD crushed analyst es,mates for Q1 earnings due to growth in mobile adver,sing which now represents 42% of its gross spend from the last quarter §  CRTO founder and Chairman JB Rudelle returned as CEO on April 25th to play a more ac,ve role in the company’s future Market Data as of 6/30/2018 -20% 0% 20% 40% 60% 80% 100% 4/2/18 5/2/18 6/2/18 CDLX CRTO MRIN RUBI TLRA TTD NASDAQ
  • 11. 11 MarTech – Q2 2018 Stocks Performance Ø  Observa1ons §  MarTech rose 20% in market value with all stocks hilng year highs during the quarter, and all but two (SEND & LPSN) hilng all ,me highs during the period §  The sector is now valued over $125B across these companies Ø  Highlights §  CRM eclipsed $100B in market cap for the first ,me a[er growing revenues 25% to a record high of over $3B in Q1 §  YEXT soared a[er growing revenue over 38% following a quarter of slowing growth Market Data as of 6/30/2018 -10% 0% 10% 20% 30% 40% 50% 60% 70% 4/2/18 5/2/18 6/2/18 CRM HUBS LPSN SEND SHOP YEXT NASDAQ
  • 12. 12 Q2 2018 Key Startup Financings to Watch Lead Investor Capital Raised Valuation Comments $64M N/A Founded in 2009, BigCommerce, an e-commerce so[ware placorm, has now raised a total of $200 million and powers over 6,000 commerce sites $37M N/A BounceX, a people-based marke,ng cloud, raised more capital in growth round to accelerate its expansion in the U.S. and the U.K. N/A $50M $1,650M Amid the rise of gaming and e-sports, Discord, a messaging placorm for gamers, has exploded with over 14 million daily players using the placorm $60M N/A Dri[, a live chat and marke,ng placorm for B2B companies, will use its latest round of funding to make acquisi,ons and expand its teams in the U.S. N/A $75M N/A Sports streaming service FuboTV has raised more capital from a variety of media companies including AMC, Fox, and Sky to grow its offerings $24M N/A IFTTT, a placorm that connects apps, devices and services, has over 11 million users using over a billion applets a month $65M $500M Outreach, a sales automa,on placorm, is now used by over 2,4000 sales teams and 22,000 users, doubling its customer count over the last year Source: Crunchbase
  • 14. 14 LUMA’s Differentiated Value Proposition 1.  Peerless Industry Knowledge 2.  Strategic Approach 3.  Execu1on Excellence
  • 15. 15 LUMA’s Content-Driven, Expert-Based Approach Conference Keynotes Publica1ons (over 3 million views) Corporate Teach-ins LUMAscapes (over 6 million views from 211 countries) Completed Deals at Premium Valua1ons Digital Briefs DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC BUYERS
  • 16. 16 And Now For Some Fun From DMS A parody to make you laugh and cry: A parody to give you hope: