Transforming Media, Growth from Services. Juha-Petri Loimovuori, Alma Talent

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1 Transforming Media, Growth from Services Juha-Petri Loimovuori, Alma Talent

2 Alma Talent in brief Financial and professional media 120,0 12M rolling sales EURm 12M Rolling EBITDA margin, % 20% Digital and printed media with 19 leading brands and strong market position. 100,0 80,0 18% 16% 14% 12% 60,0 10% 40,0 8% 6% 20,0 4% 2% 0,0 Q314 Q414 Q115 Q215 Q315 Q415 Q116 Q216 Q316 Q416 Q117 Q217 Q317 Q417 Q118 Q218 Q318 0% Distribution of revenues 1-9/2018 Services for businesses and professionals Advertising 31% Online marketplaces Telemarketing services Business information services Books and content services Seminars, trainings and events Services 26% DIGITAL 34 % Content 43%

3 Core asset: Target group Individuals with higher education and higher income 2 AND MILLION INFLUENCERS IN FINLAND SWEDEN Entrepreneurs Private investors Professionals in business and finance Decisionmakers Lawyers Engineers and experts of ICT, technology, HR Medical doctors

4 Welcome to the next level! #nextlevelcompany Training Business news Events Stock exchange information Social networking Knowledge & Education Personal Wealth Personal career development Business books Work/life balance Professional media Business analysis Marketing Business intelligence Telemarketing Business development and risk management Legal and regulatory intelligence Business information services Commercial premises online marketplace Legal search Recruitment media

5 TRANSFORMING MEDIA

6 Transformation is a marathon Revenue split Finland 2018, rolling prev. 12 months Digital 23% Revenue split Sweden 2018, rolling prev. 12 months Digital 3 % Content Content Digital 47 % Print 77% Digital 52 % Print 97 % Advertising Advertising Print 53 % Print 48 %

7 Digital content sales Product development moving forward! Coming soon: Ny Teknik Tekniikka & Talous Tivi Uusi Suomi M&M Roll-outs 2018: Arvopaperi Talouselämä Mediuutiset Mikrobitti Kauppalehti Affärsvärlden Goal: 2020 all brands generate digital content revenue

8 Digital content sales Kauppalehti as forerunner tipping point % % (17%) % 5% % Print Print group subscriptions Digital B2B digital-only B2C digital-only Bundle Talent Media Finland Content Sales (number of digital subs) Talent Media Finland Content Sales (share of euros)

9 Digital advertising sales Data driven b2b digital marketing Quality of data and targeting increasingly important. Offering advertisers even more specified target groups of decision markers, entrepreneurs and experts: new segmentation model own unique data sources from b2b sites and services media sales and editorial offices cooperation. Contextual, behavioural and demographic targeting models. Ensuring data quality and new collection models constantly in focus.

10 GROWTH FROM SERVICES

11 objektvision.se & toimitilat.kauppalehti.fi Digital B2B marketplaces business model as Alma Markets products. Main category: Office space to rent. Sites on same platform tech synergies. Organic revenue growth has been good during last years. Competition intensifying in Sweden 2019, accelerating service development to maintain leading market position Revenue growth, MEUR CAGR 10 % R2018

12 Seminars & trainings Alma Talent a strong player in short educations Trending topics essential Agile business model with freelance lecturers Main content areas: Law, ICT, Finance, HR, Marketing 2018 Mediuutiset trainings - Healthcare New growth area - public sector Experimenting hybrid, live and streaming Profitable growth during last years 2018: OVER 400 TRAININGS AND SEMINARS 5400 PARTICIPANTS 6 5 Revenue growth, MEUR CAGR 20 % R2018

13 Audio content market Book publishing undergoing digitalisation, audio as new forerunner In US, audio book sales 23% in 2017, to an estimated $2.5 bln. Sweden saw 115% growth in ebooks in in Finland, ebook sales were MEUR 3 and audio book sales MEUR 2.4 in The growth 2018 is estimated to be strong. Alma Talent book application launched in October 2018: Focus on Alma Talent business books ebooks and a growing variety of audio books Co-operation with other publishers Other Alma Talent audio products as Talouselämä podcasts.

14 Hurdles and drivers of Alma Talent ALMA TALENT MEDIA STILL PRINT-HEAVY AND LEGACY-BASED STRONG BRANDS UNIQUE TARGET GROUP GOOD PRICING POWER WIDE BUSINESS PORTFOLIO ADVERTISING MARKET VOLATILE AND PRICE-DRIVEN GROWING DIGITAL CONTENT SALES SUBSCRIPTION BASED BUSINESS MODEL GROWTH OPPORTUNITIES IN SERVICES