Company Presentation. ASX Spotlight, New York - February 2014

Size: px

Start display at page:

Download "Company Presentation. ASX Spotlight, New York - February 2014"

Byron Cannon
5 years ago
Views:

1 Company Presentation ASX Spotlight, New York - February 2014

2 The Mobile Revolution By 2014, mobile internet usage will overtake desktop internet usage. (Nielsen 2013) In Australia, smartphone penetration is the highest amongst the age group with 90%+ of this demographic owning a smartphone (Telstra 2013 Smartphone Index October 2012 Nielsen) Multi-mobile device users: almost one in two (49%) of smartphone users also own a tablet (up from 39% in 2012) (Telstra 2013 Smartphone Index October 2012 Nielsen) Global mobile advertising market is expected to grow from $13.1 billion in 2013 to $41.9 billion by 2017 (Gartner Inc)

Our Opportunity is Every Businesses Challenge Businesses of all types must Reach and Transact with the large and growing volume of consumer traffic

3 Our Opportunity is Every Businesses Challenge Businesses of all types must Reach and Transact with the large and growing volume of consumer traffic moving to mobile devices and Monetise the transactions To do so you must: Give consumers optimised products with contextual marketing and easy payment options

4 FY14 Halfyear Trading Update 17 th February 2014 ASX RELEASE Mobile Embrace July Dec Trading Results Half year FY2014 revenue of $9.54 million up 65% from $5.77million in the previous corresponding period half year FY2013

5 FY14 Halfyear Trading Update 17 th February 2014 ASX RELEASE Mobile Embrace July Dec Trading Results EBITDA $1.76 million up 455% on previous corresponding period $0.317 million

6 FY14 Halfyear Trading Update 17 th February 2014 ASX RELEASE Mobile Embrace July Dec Trading Results Net Profit $1.618 million up 909% on previous corresponding period

7 Corporate Structure

What We Are: The Mobile Enabler Mobile Payments and Mobile Marketing enabler: Enabling reach and transactions with

Advertising Australia 48 fulltime mobile focused staff across Sydney, Melbourne, NZ and Vietnam plus Board of

(m-payments) for products and services on their mobile devices Advertisers paying to reach and transact

8 What We Are: The Mobile Enabler Mobile Payments and Mobile Marketing enabler: Enabling reach and transactions with consumers on their mobile devices Infrastructure: Two business units Convey mobile payments and 4 th Screen Advertising Australia 48 fulltime mobile focused staff across Sydney, Melbourne, NZ and Vietnam plus Board of Directors m-payments and m-marketing/advertising technology and platforms Revenue comes from: Consumers paying (m-payments) for products and services on their mobile devices Advertisers paying to reach and transact (m-marketing / Advertising) with consumers on their mobile devices Currently revenue ratio approximately 75% m-payments, 25% m-marketing/advertising

9 Mobile Payments Business Structure Media Trading Desk Production m-payments Platforms Customer Management Platform Customers: Consumers Partners: Telcos, Aggregators and Content Providers

mobile optimised products and services with Content Providers and track and manage Customer Lifetime

10 Mobile Payments Trading Desk Realtime Performance Manage customer acquisition cost with targeted mobile media buying across multiple ad networks Customer Management Platform Develop and integrate mobile optimised products and services with Content Providers and track and manage Customer Lifetime Value m-payments Platform For consumers Easy Payment Options for products and services on their mobile or tablet

11 Mobile Marketing Business Structure Leads with Mobile Advertising Premium Publisher Network Production M-Marketing Platforms M-Marketing Toolkit Customers: Agencies and Brands Partners: Agencies, Publishers, Publishing Networks, Technology Providers

12 Australia s Largest Premium Mobile Advertising Network We represent a fantastic selection of mobile's finest global and local media owners, giving us access to over 100 billion global impressions across app and mobile web platforms

13 Leading Mobile Advertising and Marketing Sales Agency We work with major brands

14 International direct carrier billing expansion increasing our overall marketplace Outlook Target of >150 Million mobile users in our total marketplace FY14 "Globally, by 2017 the total mobile payments user-base is forecast to climb past 500 million. (Business Insider Australia, June 2013) Advertising agencies committing to annuity mobile advertising spends (Announced 18 Feb 2014 Mobile Embrace secured new mobile advertising contracts with Australian advertising agencies totalling $5.35million ) The Australian mobile advertising market has a forecast CAGR of 49% to 2018 (IAB)

15 Company Presentation ASX Spotlight, New York - February 2014

16 Supporting Slides

17 Australia s Premium Full Service Mobile Advertising Company Premium CPM Premium CPM & CPC Channel Blend Mobile Embrace is the only mobile advertising business that is able to offer the above four buying models at scale Largest and most diverse premium network Performance CPC Channel 100% Performance Global leading masthead brands within each key channel Seamlessly blend buying models to suit individual advertiser needs Trading desk with live networks and 3-4 networks in testing at any one time The ability to manage any campaign at scale with reach and targeting at prices that work for each advertiser

18 Converged Mobile Solution Example Mobile - SEO TV Text MI4' to Mobile Advertising Outdoor Messaging Print

19 Mobile Embrace m-marketing Solutions M-Payments

20 Creative Capabilities HTML5 / Rich Media: All our HTML5 and rich media is created in-house Built, managed and hosted Call to actions include: Touch to Video Touch to Social Network Touch to Call Touch to Location Touch to AR Touch to App Download Add Event to Calendar Touch to SMS Major brands trust us to deliver rich media at scale

21 Competitive technologies Risks New competitive market entrants Fluctuation in mobile advertising spend, business spend on mobile or consumer sentiment DSP s (Demand Side Platforms) self serve model for purchase or pricing of advertising inventory Regulation Carrier support of billing platforms Marketing channels, New Product and Billing channel performance Restrictions in handset platform access e.g. Apple s current eco system

22 CPM Cost per thousand impressions Glossary Of Terms CPC Cost per click CPL Cost per lead CPA Cost per acquisition CLV Customer lifetime value Impression A single instance of an advertisement being displayed M-coupon Coupon sent/received, and/or usable via a mobile device M-site Website designed for optimum features, functionality and viewing on a mobile device DSP - Demand Side Platforms self serve model for purchase or pricing of advertising inventory M-payment - generally refer to payment services performed from or via a mobile device. A consumer can use a mobile phone to pay for a wide range of services and digital or hard goods.

23 23 Disclaimer This presentation contains statements that are neither reported financial results nor other historical information. These statements are forward looking statements. These forward-looking statements rely on a number of assumptions and are subject to a number of risks and uncertainties, many of which are outside the control of Mobile Embrace Limited, that could cause actual results to differ materially from those expressed in or implied by such statements, such as future market conditions, currency fluctuations, the behaviour of market participants and the actions of governmental and state regulators.

For personal use only

For personal use only Company Presentation August 2013 The Mobile Revolution Mobile internet access will overtake PC within 12 months Morgan Stanley Smartphone penetration risen to 76% and owners increasingly reliant on their