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LUMA Digital Brief 014 - Market Report Q1 2017

LUMA Presents Digital Brief 014 - Market Report Q1 2017

1 of 17
1
Q1 2017
Market Report
Digital
Brief 014
2
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
20
12 14 10 13
14
22 20
21 20
28 30 28
26
29
0
10
20
30
40
50
60
70
Q1	2016 Q2	2016 Q3	2016 Q4	2016 Q1	2017
Ad	Tech MarTech Digital	Content
U.S. Digital Media M&A Activity by Sector
Source: LUMA
Ø M&A	activity	led	by	private	equity	
and	telcos was	the	main	story	in	
2016	and	we	expect	this	trend	to	
continue	into	2017	as	the	digital	
media	space	matures
Ø Altice,	Comcast	and	Singtel were	
active	in	Q1,	acquiring	Ad	Tech	and	
data	platforms	to	build	their	growing	
advertising	businesses
Ø American	Media,	CBS,	Sinclair	
Broadcast	Group	and	Tronc were	
active	as	well,	snapping	up	media	
brands	to	grow	their	digital	presence
#	of	Transactions
4
Ad Tech M&A Activity
#	of	Transactions
Ø Observations
§ Telcos were	active	in	Q1	with	Altice	
acquiring	Teads and	Audience	
Partners,	and	Singtel acquiring	Turn
§ Time	Inc. acquired	Adelphic to	
bolster	its	digital	advertising	
strategy	after	acquiring	Viant last	
year
Ø Looking	Ahead	– Marketing	Clouds
§ Following	the	acquisition	of	
TubeMogul by	Adobe	in	Q4	2016,	
we	may	see	more	M&A	activity	
from	the	Marketing	Clouds	in	Ad	
Tech	if	they	plan	to	bring	media	
execution	into	their	suite	of	
marketing	tools
Source: LUMA
1 2
4 4
2
19
10
10
6 11
0
5
10
15
20
25
Q1	2016 Q2	2016 Q3	2016 Q4	2016 Q1	2017
+$100M <$100M
5
Ad Tech – Q1 2017 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$55M $308M
Cable	provider	Altice	has	agreed	to	acquire	Teads, a	leading	ad	network	
focused	on	outstream video	ad	formats
$164M $310M
Singapore telco	Singtel has	agreed	to	acquire	Turn,	an	omni-channel demand	
side	platform	and	analytics	firm
Source: Capital IQ; Crunchbase
6
MarTech M&A Activity
#	of	Transactions
Ø Observations
§ Q1	2017	started	off	the	year	with	a	
similar	number	of	transactions	to	
past	quarters
§ The	largest	transaction	was	Dunn	&	
Bradstreet’s	acquisition	of	Avention;	
D&B	will	add	Avention to	its	growing	
portfolio	of	sales	and	marketing	
tools,	two	years	after	acquiring	
NetProspex
Ø Looking	Ahead	– Data,	Measurement,	AI
§ Data,	measurement	&	artificial	
intelligence	continue	to	be	recurring	
themes	for	potential	M&A	as	data-
driven	marketing	continues	to	grow
Source: LUMA
2
5
3 4
1
12
17
17
17
19
0
5
10
15
20
25
Q1	2016 Q2	2016 Q3	2016 Q4	2016 Q1	2017
+$100M <$100M

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LUMA Digital Brief 014 - Market Report Q1 2017

  • 2. 2 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. 3 20 12 14 10 13 14 22 20 21 20 28 30 28 26 29 0 10 20 30 40 50 60 70 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Ad Tech MarTech Digital Content U.S. Digital Media M&A Activity by Sector Source: LUMA Ø M&A activity led by private equity and telcos was the main story in 2016 and we expect this trend to continue into 2017 as the digital media space matures Ø Altice, Comcast and Singtel were active in Q1, acquiring Ad Tech and data platforms to build their growing advertising businesses Ø American Media, CBS, Sinclair Broadcast Group and Tronc were active as well, snapping up media brands to grow their digital presence # of Transactions
  • 4. 4 Ad Tech M&A Activity # of Transactions Ø Observations § Telcos were active in Q1 with Altice acquiring Teads and Audience Partners, and Singtel acquiring Turn § Time Inc. acquired Adelphic to bolster its digital advertising strategy after acquiring Viant last year Ø Looking Ahead – Marketing Clouds § Following the acquisition of TubeMogul by Adobe in Q4 2016, we may see more M&A activity from the Marketing Clouds in Ad Tech if they plan to bring media execution into their suite of marketing tools Source: LUMA 1 2 4 4 2 19 10 10 6 11 0 5 10 15 20 25 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 +$100M <$100M
  • 5. 5 Ad Tech – Q1 2017 Notable Deals Acquirer Capital Raised Enterprise Value Comments $55M $308M Cable provider Altice has agreed to acquire Teads, a leading ad network focused on outstream video ad formats $164M $310M Singapore telco Singtel has agreed to acquire Turn, an omni-channel demand side platform and analytics firm Source: Capital IQ; Crunchbase
  • 6. 6 MarTech M&A Activity # of Transactions Ø Observations § Q1 2017 started off the year with a similar number of transactions to past quarters § The largest transaction was Dunn & Bradstreet’s acquisition of Avention; D&B will add Avention to its growing portfolio of sales and marketing tools, two years after acquiring NetProspex Ø Looking Ahead – Data, Measurement, AI § Data, measurement & artificial intelligence continue to be recurring themes for potential M&A as data- driven marketing continues to grow Source: LUMA 2 5 3 4 1 12 17 17 17 19 0 5 10 15 20 25 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 +$100M <$100M
  • 7. 7 MarTech – Q1 2017 Notable Deals Acquirer Capital Raised Enterprise Value Comments N/A $150M Dun & Bradstreet has acquired Avention, a providerof company data for B2B sales and marketing professionals, to grow its dataand software assets $37M N/A eBates, a subsidiary of Rakuten, has acquired CarteraCommerce,a software platform that enables marketers to manage loyalty programs and shopping rewards Source: Capital IQ; Crunchbase
  • 8. 8 Digital Content M&A Activity # of Transactions Ø Observations § Publisher consolidation began with Gothamist, PureWow, Spanfeller Media Group, Upworthy and US Weekly all being acquired § The acquisitions of Outfit7 and Socialpoint highlighted the quarter in gaming M&A Ø Looking Ahead – Verticalization of Media § With AT&T’s pending acquisition of Time Warner and Facebook’s anticipated move into original content, how will the verticalization of media by major distribution platforms impact the business of content going forward? Source: LUMA 6 6 6 3 4 22 24 22 23 25 0 5 10 15 20 25 30 35 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 +$100M <$100M
  • 9. 9 Digital Content – Q1 2017 Notable Deals Acquirer Capital Raised Enterprise Value Comments Source: Capital IQ; Crunchbase $17M +$100M Gartnerhas acquired L2, a business intelligence firm focused on digital performance benchmarking and analysis for brands N/A $1,000M Outfit7, the maker of the Talking Tom franchise, has been acquired byZhejianJinke Entertainment, a chemicals company that entered the entertainment market last year $45M $276M Take-Two Interactive isexpanding its business into mobile gaming with the acquisition of Socialpoint, the maker of Dragon City and Monster Legends titles N/A $100M American Media, a publisher of magazines and digital content, has acquired US Weekly to add to its portfolio of media brands
  • 10. 10 Ad Tech – Q1 2017 Stocks Performance Ø Observations § In Q1, Ad Tech stocks jumped over 20% collectively, led by CRTO, FUEL, and TTD § The major platforms look to rebound after header bidding caused investor concern over the future of their businesses in 2016 Ø Highlights § Investors have bought into FUEL’s plan to return to growth this year, as shown by the stock soaring 180% in the first quarter § TTD begins its first full year as a public company on the right track, climbing 40% in Q1 Market Data as of 3/31/2017 -50% 0% 50% 100% 150% 200% 1/3/17 1/17/17 1/31/17 2/14/17 2/28/17 3/14/17 3/28/17 RUBI TRMR MXPT YUME FUEL CRTO TTD NASDAQ
  • 11. 11 MarTech – Q1 2017 Stocks Performance Ø Observations § In Q1, the MarTech sector grew over 20% with only BV and MRIN starting the year in negative territory § After a poor 2016, SaaS leaders CRM and HUBS soared nearly 20% and 30% respectively in Q1 Ø Highlights § CRM and HUBS beat analyst’s expectations for Q4, reporting revenues that grew 27% and 44% year-over-year § BCOV jumped 13% after a board member resigned and urged the company to seek a sale Market Data as of 3/31/2017 -40% -20% 0% 20% 40% 60% 80% 1/3/17 1/17/17 1/31/17 2/14/17 2/28/17 3/14/17 3/28/17 CRM HUBS BV JIVE MRIN LPSN SHOP NASDAQ
  • 12. 12 Q1 2017 Key Startup Financings to Watch Lead Investor Capital Raised Valuation Comments Source: Crunchbase $56M N/A Mobile attribution firm Appsflyer has grown revenues by 500% over the last two years and currently measures over $6 billion in mobile marketing spend $119M N/A Fantasy sports company DraftKings has raised a new round of funding while it awaits federal review over its pending merger with FanDuel $104M N/A Fuze, an enterprise cloud communications firm, added 449 new customers and grew revenues by 90% in 2016 $175M N/A Used goods marketplace Letgo has surpassed over $20 billion in gross merchandise value sold in just two years since its launch in 2015 $92M N/A User-generated gaming platform Roblox has seen engagement surge with over 1.6 billion user developed Roblox games played every month $75M N/A Soundhound Inc., the firm behind apps that enable users to identify music, will use new capital to expand its voice-enabled AI technologies $100M N/A Zoom, an enterprise video conferencing company, has grown its customer base to over 450,000 companies and 5,800 academic institutions
  • 15. 15 LUMA’s Differentiated Value Proposition 1. Peerless Industry Knowledge 2. Strategic Approach 3. Execution Excellence
  • 16. 16 LUMA’s Content-Driven, Expert-Based Approach = acquired by December 2011 acquired by November 2012 = merged with March 2012 to form December 2011 acquired byacquired by October 2015 a division of acquired by March 2015 acquired by September 2014 acquired by September 2015 December 2015 acquired by February 2016 acquired byacquired by February 2017 acquired by Pending acquired by November 2016 acquired by July 2016 acquired by January 2017 acquired by December 2016 acquired by Pending a subsidiary of 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