The Advertising Platform for the Open Internet. September 2018

Transcription

1 The Advertising Platform for the Open Internet September 2018

2 Safe harbor statement This presentation contains forward-looking statements that are based on our management s beliefs and assumptions and on information currently available to management. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies, financing plans, projections, competitive position, industry environment, potential growth opportunities, potential market opportunities and the effects of competition. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as anticipates, believes, could, seeks, estimates, intends, may, plans, potential, predicts, projects, should, will, would or similar expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Forward-looking statements represent our management s beliefs and assumptions only as of the date of this presentation, and nothing in this presentation should be regarded as a representation by any person that these beliefs or assumptions will take place or occur. You should read the Company s most recent Annual Report on Form 10-K filed on March 1, 2018, including the Risk Factors set forth therein and the exhibits thereto, and the Company s Quarterly Report on Form 10-Q filed with the SEC on August 2, 2018, completely and with the understanding that our actual future results may be materially different from what we expect. Except as required by law, we assume no obligation to update these forward-looking statements publicly, or to update the reasons actual results could differ materially from those anticipated in the forward-looking statements, even if new information becomes available in the future. 2

3 What has changed over the past 3 years? Facebook, Amazon and Google have significantly increased their footprint in the Internet ecosystem and advertising value chain Apps are the new frontier for commerce 3

4 Amazon has caused significant disruption across the retail landscape What has changed over the past 3 years? Our data assets and products enable retailers to fight back collectively 4

5 Advertisers need a strategic partner To navigate the fast-changing environment Advertisers need: Large-scale data and powerful technology to activate it A reliable partner with no competing agenda 5

6 Our vision is to build the advertising platform for the open Internet. The open Internet Allows all players big and small to directly interact with audiences and consumers Provides transparent access to data and measurement Ensures neutrality with no conflicting agendas 6

7 We leverage our core machine-learning expertise to deliver new products that tap into larger pools of client spend. Criteo Engine Conversion Customer Acquisition Customer Re-Engagement Audience Monetization Trade Marketing Dollars 7

8 Criteo aims to be the third pillar of the retailer advertising playbook SEARCH SOCIAL OPEN INTERNET

9 We create value for all stakeholders Consumers Product discovery Consent management Advertisers Publishers Performance Transparency Self-service Performance Direct access 9

10 We are a global strategic partner to advertisers TECHNOLOGY PLATFORM Shopper Graph PRODUCT SOLUTIONS GO-TO-MARKET & CLIENT SERVICE Consultative sales Criteo Engine Acquire Convert Creative Services Telesales Universal Catalog Monetize Re-engage Self-service platform Consent Management 10

11 Advertising solutions Addressing each stage of the shopper journey & monetizing retailers audiences SOLUTIONS TO Acquire Convert Re-engage Monetize Full shopper journey Audience Monetization 11

12 Advertising solutions Addressing each stage of the shopper journey & monetizing retailers audiences SOLUTIONS TO Acquire Convert Re-engage Monetize OBJECTIVES Acquire qualified visitors PRODUCTS For Sites For Apps For Stores Customer Acquisition* App installs* Full shopper journey Audience Monetization 12 *In beta or test

13 Advertising solutions Addressing each stage of the shopper journey & monetizing retailers audiences SOLUTIONS TO Acquire Convert Re-engage Monetize OBJECTIVES Convert visitors into customers PRODUCTS For Sites For Apps For Stores Dynamic Retargeting App retargeting Web-to-store* Full shopper journey Audience Monetization 13 *In beta or test

14 Advertising solutions Addressing each stage of the shopper journey & monetizing retailers audiences SOLUTIONS TO Acquire Convert Re-engage Monetize OBJECTIVES Upsell existing customers PRODUCTS For Sites For Apps For Stores Audience Match* App re-engagement* Store-to-web* Full shopper journey Audience Monetization 14 *In beta or test

15 Advertising solutions Addressing each stage of the shopper journey & monetizing retailers audiences SOLUTIONS TO Acquire Convert Re-engage Monetize OBJECTIVES Enable monetization with brands and resellers PRODUCTS Sponsored Products Audiences for Brands* Reseller Program Full shopper journey Audience Monetization 15 *In beta or test

16 Advertising solutions Addressing each stage of the shopper journey & monetizing retailers audiences SOLUTIONS TO Acquire Convert Re-engage Monetize OBJECTIVES Acquire qualified visitors Convert visitors into customers Upsell existing customers Enable monetization with brands and resellers PRODUCTS For Sites For Apps For Stores Customer Acquisition* App installs* Dynamic Retargeting App retargeting Web-to-store* Audience Match App re-engagement* Store-to-web* Sponsored Products Audiences for Brands* Reseller Program Full shopper journey Audience Monetization 16 *In beta or test

17 Go-to-market & client service Transforming our go-to-market to best serve our clients across all solutions Adapt sales organization to a multi-solution offering 1 Objectives 2 Provide the right level of service to each client segment 3 Scale operations and enhance profitability Consultative sales Tele-sales Self-service platform Large Clients Upper Mid-Market Lower Mid-Market New tiering Monthly ad spend A $200K+ B $50K+ C $20K+ D $10K+ E $5K+ F <$5K Highly customized service and proactive insights/proposals Efficient, high quality, scalable and automated service to the highest number of clients 17

18 Self-service opens new markets Enabling our clients to tune the Engine themselves opens new opportunities Self-serving Sophisticated marketers who want to adjust their campaign settings in real time and by themselves Mid-market clients who can on-board faster and more easily Thousands of ad agencies worldwide who want to add value for their clients 18

19 Case study: Criteo is a strategic partner for Criteo supports all their marketing objectives ACQUIRE CONVERT RE-ENGAGE MONETIZE 19

20 Case study: Criteo is a strategic partner for Criteo supports all their marketing objectives ACQUIRE CONVERT RE-ENGAGE MONETIZE User not buying for 30+days Customer Acquisition* Cost per visit OBJECTIVE Target Product Measure 20

21 Case study: Criteo is a strategic partner for Criteo supports all their marketing objectives ACQUIRE CONVERT RE-ENGAGE MONETIZE User not buying for 30+days Visited without buying Customer Acquisition* Dynamic Retargeting Cost per visit Acquisition cost OBJECTIVE Target Product Measure 21

22 Case study: Criteo is a strategic partner for Criteo supports all their marketing objectives ACQUIRE CONVERT RE-ENGAGE MONETIZE User not buying for 30+days Visited without buying Bought once Bought twice or more Did not buy for 2+ years Customer Acquisition* Dynamic Retargeting Audience Match* Audience Match Activation* Audience Match Reactivation* Cost per visit Acquisition cost Cost of 2 nd purchase Cost of sales Cost of reactivation OBJECTIVE Target Product Measure 22

23 Case study: Criteo is a strategic partner for Criteo supports all their marketing objectives ACQUIRE CONVERT RE-ENGAGE MONETIZE User not buying for 30+days Visited without buying Bought once Bought twice or more Did not buy for 2+ years La Redoute visitors Customer Acquisition* Dynamic Retargeting Audience Match* Audience Match Activation* Audience Match Reactivation* Sponsored Products Storetail Cost per visit Acquisition cost Cost of 2 nd purchase Cost of sales Cost of reactivation Revenue per click Revenue per impression OBJECTIVE Target Product Measure 23 *In beta or test

24 Advertisers need a global strategic partner We are well positioned to win We bring the right assets and competencies ~700 R&D & Product engineers 13 years of Machine Learning 30,000+ tests/year on new variables Global across 95 markets $700B+ annual ecommerce sales 1B+ users in Identity Graph Transparent rules for data sharing ~80% of clients participate in ID Graph No competing business agenda 24

25 25 We are building the advertising platform for the open Internet.