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LUMA Digital Brief 019 - Market Report Q1 2018

LUMA Presents Digital Brief 019 - Market Report Q1 2018

1 of 16
1
Q1 2018
Market Report
Digital
Brief 019
2
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
3
U.S. Digital Media M&A Activity by Sector
Source: LUMA
Ø 2017 M&A activity was headlined by
media’s mega mergers, which will
likely spur continued consolidation
this year
Ø MarTech saw two billion dollar
transactions: SAP acquiring
CallidusCloud and GTCR and
Sycamore Partners acquiring
CommerceHub
Ø Tronc sold the storied Los Angeles
Times and other local media
properties to improve its financial
position and pursue further M&A
# of Transactions
13
4
22
10 10
20
27
24
19 23
29 32
26
26
31
0
10
20
30
40
50
60
70
80
Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
Ad Tech MarTech Digital Content
4
Ad Tech M&A Activity
# of Transactions
Ø Observations
§ Ad Tech M&A activity is off to a
modest start with only one deal
over $100 million
§ Pandora acquired AdsWizz for
$145 million to capitalize on the
programmatic audio market
Ø Looking Ahead – Market Dynamics
§ While the uncertainty around the
implementation of GDPR and
privacy concerns could cause
buyers to pause M&A, we expect
consolidation to continue as
strategics and PE take advantage of
high industry growth rates and an
abundance of attractive targets
Source: LUMA
2
7
1
11
4
15
10 9
0
5
10
15
20
25
Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
+$100M <$100M
5
Ad Tech – Q1 2018 Notable Deals
Source: Capital IQ; Crunchbase
Acquirer
Capital
Raised
Enterprise
Value
Comments
$3M $145M
PandorahasacquiredAdsWizztoexpanditsprogrammaticaudioadvertisingstackand
growrevenuestreamsbyhelpingotheraudiopublishersmonetizethroughAdsWizz
N/A $90M
AerServhasbeenacquiredbyInMobitoenhancemonetizationforpublishersglobally
andfurtherenhancetheInMobiExchange,apremiummobileprogrammaticplatform
$8M N/A
SwedishtelcoEricssonhasacquiredPlacecast,alocation-focusedDSPandDMP,to
strengthenEmodo,Ericsson’sprogrammaticmobileadplatform
6
MarTech M&A Activity
# of Transactions
Ø Observations
§ SAP has agreed to acquire
CallidusCloud for over $2 billion
§ Private equity firms GTCR and
Sycamore Partners have agreed to
acquire CommerceHub for $1
billion
Ø Looking Ahead – Marketing Clouds & PE
§ 2017 was a quiet year for the
Marketing Clouds with Salesforce
and Adobe taking a break, but
Salesforce re-entered the game
acquiring CloudCraze
§ We expect Marketing Clouds to
remain selective buyers and PE firms
to remain the most active acquirers
Source: LUMA
1
5 5
2
5
19
22
19
17
18
0
5
10
15
20
25
30
Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
+$100M <$100M

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LUMA Digital Brief 019 - Market Report Q1 2018

  • 2. 2 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
  • 3. 3 U.S. Digital Media M&A Activity by Sector Source: LUMA Ø 2017 M&A activity was headlined by media’s mega mergers, which will likely spur continued consolidation this year Ø MarTech saw two billion dollar transactions: SAP acquiring CallidusCloud and GTCR and Sycamore Partners acquiring CommerceHub Ø Tronc sold the storied Los Angeles Times and other local media properties to improve its financial position and pursue further M&A # of Transactions 13 4 22 10 10 20 27 24 19 23 29 32 26 26 31 0 10 20 30 40 50 60 70 80 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Ad Tech MarTech Digital Content
  • 4. 4 Ad Tech M&A Activity # of Transactions Ø Observations § Ad Tech M&A activity is off to a modest start with only one deal over $100 million § Pandora acquired AdsWizz for $145 million to capitalize on the programmatic audio market Ø Looking Ahead – Market Dynamics § While the uncertainty around the implementation of GDPR and privacy concerns could cause buyers to pause M&A, we expect consolidation to continue as strategics and PE take advantage of high industry growth rates and an abundance of attractive targets Source: LUMA 2 7 1 11 4 15 10 9 0 5 10 15 20 25 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 +$100M <$100M
  • 5. 5 Ad Tech – Q1 2018 Notable Deals Source: Capital IQ; Crunchbase Acquirer Capital Raised Enterprise Value Comments $3M $145M PandorahasacquiredAdsWizztoexpanditsprogrammaticaudioadvertisingstackand growrevenuestreamsbyhelpingotheraudiopublishersmonetizethroughAdsWizz N/A $90M AerServhasbeenacquiredbyInMobitoenhancemonetizationforpublishersglobally andfurtherenhancetheInMobiExchange,apremiummobileprogrammaticplatform $8M N/A SwedishtelcoEricssonhasacquiredPlacecast,alocation-focusedDSPandDMP,to strengthenEmodo,Ericsson’sprogrammaticmobileadplatform
  • 6. 6 MarTech M&A Activity # of Transactions Ø Observations § SAP has agreed to acquire CallidusCloud for over $2 billion § Private equity firms GTCR and Sycamore Partners have agreed to acquire CommerceHub for $1 billion Ø Looking Ahead – Marketing Clouds & PE § 2017 was a quiet year for the Marketing Clouds with Salesforce and Adobe taking a break, but Salesforce re-entered the game acquiring CloudCraze § We expect Marketing Clouds to remain selective buyers and PE firms to remain the most active acquirers Source: LUMA 1 5 5 2 5 19 22 19 17 18 0 5 10 15 20 25 30 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 +$100M <$100M
  • 7. 7 MarTech – Q1 2018 Notable Deals Source: Capital IQ; Crunchbase Acquirer Capital Raised Enterprise Value Comments NASDAQ $2,308M SoftwaregiantSAPhasagreedtoacquireCallidusCloudtobolsterSAP’sCRMbusiness withthecompany’ssalesperformanceandpricingcapabilities $30.6M N/A Salesforce acquired Cloudcraze, a B2B e-commerce software platform built on top of Salesforce, and will integrate it into Salesforce Commerce Cloud NASDAQ $1,090M Private equity firms GTCR and Sycamore Partners have agreed to acquire CommerceHub, an e-commerce distribution and marketing platform $60.6M N/A Shared work space startup WeWork has acquired Conductor, a digital marketing company to provide extra services to WeWork’s customers N/A $165M Dealer Inspire, a web marketing platform for dealerships, and Launch Digital Marketing, a digital marketing agency, have been acquired by Cars.com $46M $175M GoDaddy acquired Main Street Hub, a social marketing platform for small businesses, to expand its suite of marketing capabilities N/A $335M WestCorporationhasacquiredPRsolutionsandservicesofNasdaq,whichincludes GlobeNewswire,aglobalpressreleaseplatformPR Solutions
  • 8. 8 Digital Content M&A Activity # of Transactions Ø Observations § With the start to 2018, Digital Content M&A remains robust § Tronc has agreed to sell the Los Angeles Times and San Diego Union-Tribune to Nant Capital for $590 million Ø Looking Ahead – Mega Mergers Impact § 2017’s mega mergers, sparked by the digital disruption of media, signaled the need for greater scale § The mergers between Disney – 21st Century Fox and AT&T – Time Warner remain pending, but will have massive implications in the media world Source: LUMA 4 5 5 10 4 25 27 21 16 27 0 5 10 15 20 25 30 35 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 +$100M <$100M
  • 9. 9 Digital Content – Q1 2018 Notable Deals Source: Capital IQ; Crunchbase Acquirer Capital Raised Enterprise Value Comments Jon Miller $39M $200M Jon Miller, backed by TPG, has acquired a majority stake in Wikia Inc.’s Fandom, a network of pop culture sites, to accelerate its growth N/A $150M THQ Nordic, formerly known as Nordic Games, has acquired Koch Media, the parent company of Deep Silver, the maker of game titles including Saints Row N/A $590M Tronc has agreed to sell the Los Angeles Times and other local publications to Nant Capital, an investment firm run by billionaire Patrick Soon-Shiong $32M +$100M GoogleacquiredTenor,apopularGIFkeyboardwithover300milliondailyactiveusers and12billionsearcheseverymonth, whichwillcontinuetooperateindependently N/A N/A GooglesoldZagat,whichthesearchgiantboughtfor$151millionin2011,topopular diningreviewsmediacompanyTheInfatuation
  • 10. 10 Ad Tech – Q1 2018 Stocks Performance Ø Observations § Ad Tech grew 4% in market value with the continued growth of TTD and rebound of CRTO § After a sluggish end to 2017, MRIN fell 38% to under $40 million in market cap in Q1 2018 Ø Highlights § CDLX had its IPO in February and has risen 12% since its first day of trading with a market cap of $292 million § RUBI reported promising Q4 2017 results, announcing substantial cost reductions and forecasting a return to growth by Q4 2018 Market Data as of 3/31/2018 -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 1/2/18 2/2/18 3/2/18 CDLX CRTO MRIN RUBI TLRA TTD NASDAQ
  • 11. 11 MarTech – Q1 2018 Stocks Performance Ø Observations § MarTech stocks surged to start 2018, rising 15% in market value § By the end of Q1 2018, MarTech grew to over $105 billion in collective market value, largely led by CRM and SHOP Ø Highlights § SEND completed its first full quarter as a public company growing 15% since the start of the year § LPSN announced impressive revenue guidance for 2018, expecting its first return to double-digit growth since 2015 Market Data as of 3/31/2018 -20% -10% 0% 10% 20% 30% 40% 50% 60% 1/2/18 2/2/18 3/2/18 CRM HUBS LPSN SEND SHOP YEXT NASDAQ
  • 12. 12 Q1 2018 Key Startup Financings to Watch Lead Investor Capital Raised Valuation Comments Source: Crunchbase $75M $900M With about 40% of its revenue and 45% of its paying customers now coming from outside the U.S., Asana will use its new capital to grow internationally $22M $160M Cheddar, a financial news media company, grew revenue to $11 million in 2017 and has booked $18 million for 2018 as it looks to extend distribution $535M $1,400M The food delivery company Doordash plans to use this funding to increase the number of cities it currently operates in from 600 to 1,600 $66M N/A Front, the shared inbox provider, will use this funding to expand globally and improve their product offering beyond collaborative inboxes $461M $6,000M AR startup Magic Leap is planning to release its smartglasses, Magic Leap One, later this year and will use funding to build out its software offering $350M $5,300M Robinhood, the popular stock trading app, raised a new round of funding from DST Global, quadrupling its valuation in just a year’s time $12M N/A TheSkimm, known for its popular newsletter, has over 7 million subscribers and is looking to expand its products set and subscription business
  • 14. 14 LUMA’s Differentiated Value Proposition 1. Peerless Industry Knowledge 2. Strategic Approach 3. Execution Excellence
  • 15. 15 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 at Premium Valuations Digital Briefs DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC BUYERS