Online
Classifieds –
history and
ambitions
Rolv Erik Ryssdal, CEO
Helsinki, 6 February 2014

Q4 2012

1
Our two strategic pillars
Media Houses

Online Classifieds

New Online
Services

We aim to be the global number
1 in Online Classifieds

Advanced
data analytics

Seizing the digital growth
opportunity in core markets

Customer
insights

Payment
services

Powerful brands and digital platforms
reaching ever more readers

Technology
platforms

Organization &
Competence

2
The Blocket adventure –
where it all began…
Today, we have an established
European footprint…
#1 positions
BRANDS

CATEGORIES
ALL VERTICALS

CARS + GENERAL

CARS + GENERAL
JOBS, GENERAL, R
EAL
ESTATE, CARS
CARS + GENERAL

JOBS, GENERAL, R
EAL
ESTATE, CARS
CARS + GENERAL

NOTE: Revenue figures in MNOK

Operations in Established phase

Operations in Investment phase

4
…. and are about to establish
the same on a global basis

Presence with local organization
“Shotgun“ launch – remote launch w/o local organization
Online Classifieds

Long term growth track record
Revenue development, Online Classifieds
NOK million
4,500

+13% Jan-Sept 2013

3,000

1,500

0
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

2011

2012

LTM

6
Joint Ventures in South America and Asia

Exciting partnership with Telenor

+
 One of the global leaders in Online
classifieds

 One of the leading global telecom
providers

 Reaching around 100 million people

 150 million mobile customers

 Early mover with 15 years of

 Large player in emerging markets

experience

 Roll out strategy based on proven
concepts and insights from key
European markets

 Deep insight into mobile Internet
technology and usage

 Long term industrial partner with
solid financial capacity

7
How we operate:
Our “creating winners” pipeline

Launch

Startup

Traction

Established
A good mix of outright winners
and very promising challengers
Large established
- Consistent strong performance

Other established
- Large untapped potential

Investment phase
– for long-term growth

2,333

2,000
1,663
1,317
1,139
930
713

664

569
162

164

190
-259

-419
-719

Jan-Sep 11

Jan-Sep 12

Revenue

Jan-Sep 13

EBITDA

Jan-Sep 11

Jan-Sep 12

Revenue

Jan-Sep 13

EBITDA

Jan-Sep 11

Jan-Sep 12

Jan-Sep 13

EBITDA

Figures in NOK million

9
Blocket’s positive impact
on the environment is
impressive!

Source: IVL, SvenskaMiljöinstitutet

10
We continue to invest –
it is good business, good for people
and good for the environment
 Significant step up in
investments in 2013 has
yielded strong growth in
traffic and volume

 On a clear path to leadership
in several markets

 Continued high investments
in New ventures to be
expected going forward

11
Online classifieds

Online classifieds

  • 1.
    Online Classifieds – history and ambitions RolvErik Ryssdal, CEO Helsinki, 6 February 2014 Q4 2012 1
  • 2.
    Our two strategicpillars Media Houses Online Classifieds New Online Services We aim to be the global number 1 in Online Classifieds Advanced data analytics Seizing the digital growth opportunity in core markets Customer insights Payment services Powerful brands and digital platforms reaching ever more readers Technology platforms Organization & Competence 2
  • 3.
    The Blocket adventure– where it all began…
  • 4.
    Today, we havean established European footprint… #1 positions BRANDS CATEGORIES ALL VERTICALS CARS + GENERAL CARS + GENERAL JOBS, GENERAL, R EAL ESTATE, CARS CARS + GENERAL JOBS, GENERAL, R EAL ESTATE, CARS CARS + GENERAL NOTE: Revenue figures in MNOK Operations in Established phase Operations in Investment phase 4
  • 5.
    …. and areabout to establish the same on a global basis Presence with local organization “Shotgun“ launch – remote launch w/o local organization
  • 6.
    Online Classifieds Long termgrowth track record Revenue development, Online Classifieds NOK million 4,500 +13% Jan-Sept 2013 3,000 1,500 0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 LTM 6
  • 7.
    Joint Ventures inSouth America and Asia Exciting partnership with Telenor +  One of the global leaders in Online classifieds  One of the leading global telecom providers  Reaching around 100 million people  150 million mobile customers  Early mover with 15 years of  Large player in emerging markets experience  Roll out strategy based on proven concepts and insights from key European markets  Deep insight into mobile Internet technology and usage  Long term industrial partner with solid financial capacity 7
  • 8.
    How we operate: Our“creating winners” pipeline Launch Startup Traction Established
  • 9.
    A good mixof outright winners and very promising challengers Large established - Consistent strong performance Other established - Large untapped potential Investment phase – for long-term growth 2,333 2,000 1,663 1,317 1,139 930 713 664 569 162 164 190 -259 -419 -719 Jan-Sep 11 Jan-Sep 12 Revenue Jan-Sep 13 EBITDA Jan-Sep 11 Jan-Sep 12 Revenue Jan-Sep 13 EBITDA Jan-Sep 11 Jan-Sep 12 Jan-Sep 13 EBITDA Figures in NOK million 9
  • 10.
    Blocket’s positive impact onthe environment is impressive! Source: IVL, SvenskaMiljöinstitutet 10
  • 11.
    We continue toinvest – it is good business, good for people and good for the environment  Significant step up in investments in 2013 has yielded strong growth in traffic and volume  On a clear path to leadership in several markets  Continued high investments in New ventures to be expected going forward 11

Editor's Notes

  • #3 Fortell om strategien.Today, I will focus on the Online Classifieds. Our ambition is to be a global leader in this area.
  • #4 Fortellomoppstartenoghvordan du var med på å kjøpeBlocket i 2003.