From Classifieds to Market Network

Transcription

1 From Classifieds to Market Network January 2017 Scout24

2 Inspiring people s best decisions. We connect people, cars and homes.

3 Two Leading Digital Marketplaces Under One Roof Ready to Lead and Shape Market Network No.1 GERMANY* A EUROPEAN AUTOMOTIVE CLASSIFIEDS LEADER* around 12m Unique Users/month in Germany 1 more than 25 thousand customers in Germany 2 more than 2.6m active App-User/month in Germany 3 around 8m Unique Users/month in Germany 1 more than 40 thousand customers in Europe 2 more than 1.9m active App-User/month in Germany 3 * For IS24 In terms of listings; based on management estimates; For AS24 In terms of listings; compared against local competitors in the respective markets; Autobiz (December 2016) 1 Source AGOF, October Management estimates, June Management estimates, Average 2016

4 Our marketplaces act in the industries driving the worlds 4 th largest economy 25% OF THE GERMAN GDP Mortgage loans Home insurance Utilities Moving expenses Renovation Property Transaction Value c. 137bn Agent Commission Pool Marketing Spending c. 0.8bn c. 6bn Online Marketing c. 0.3bn Property Sector in Germany 1 c. 510bn+ New cars retail Used cars retail After-sales market Auto finance & leasing Car insurance Automotive Sector in Germany 1 c. 280bn+ Automotive Advertising (incl. OEM) Automotive Dealer Marketing 0.6bn 2bn+ Automotive Classifieds c. 0.3bn 1 Source: OC&C analysis.

5 Consumer behavior is driving classifieds business models

6 Automotive and property classified businesses face fundamental changes in their markets Shared economy Connected car Shortage of supply Political regulations Pro-active consumers Urban mobility lifestyle Smart home Increasing transparency

7 Online only service providers Digital activity is increasingly influencing the market dynamics Communication Channels Social Networks Meta-Apps Niche-Market Start-Ups Driver- Services Digitization of transaction Peer-to-Peer Marketplaces

8 Content Leadership and Consumer Experience Driving Monetization Matching Supply and Demand Remains the Core Competence Re-investment in Product and Marketing 1 Content Leadership Attracts Large Audience. 3 Monetization of Value Proposition Large Amount of Quality Listings 2 Best Consumer Experience... More ARPU 1 and Revenue More Traffic and Audience Generates More Leads Greater ROI to Customers. 1. ARPU= Average Revenue Per User.

9 Evolving into Market Network Transforming How People Get Products and Services Marketplace Network Profiles Long-term relationships Multitransactions Complex Products and Services Multiple Buyers and Sellers Software Interaction/ Communications Cross-device flow Personalization

10 Creating Long-Term Relationships Network Create a personal profile page Add credit-score to application profile Invite friends to join the search

11 Changing the Way of Communicating Network App push notification Network Browser push notification In-App Messaging Facebook Messenger

12 Digitizing the Transaction Software Car Valuation Express Car Sale Virtual Reality Viewings

13 Offering a Personalized Experience Software Lead-Engine/ Agent recommendation Property you might also like

14 Enhancing Consumer Experience Marketplace New car seamless integration Similar property in the region

15 Building Trust Marketplace Real estate agent reviews Dealership reviews Car Dealership Real-estate agent Car Dealership Real-estate agent Car Dealership Real-estate agent Car Dealership Car Dealership

16 Helping Consumers Complete their Journey Marketplace Integration of mortgage offerings Mortgage Financing Real-estate agent Relevant Services one-click away

17 Thank you! Investor Relations Contact Information Britta Schmidt VP Investor Relations Tel: Fax: Full year report: report.scout24.com/2015