Powering the Next Generation of Digital Advertising Analyst & - - PowerPoint PPT Presentation

powering the next generation of digital advertising
SMART_READER_LITE
LIVE PREVIEW

Powering the Next Generation of Digital Advertising Analyst & - - PowerPoint PPT Presentation

Powering the Next Generation of Digital Advertising Analyst & Investor Afternoon June 2015 An Introduction to the Digital Advertising Ecosystem Disclaimer The information contained in these slides and communicated verbally to you,


slide-1
SLIDE 1

Powering the Next Generation of Digital Advertising

slide-2
SLIDE 2

Analyst & Investor Afternoon June 2015

An Introduction to the Digital Advertising Ecosystem

slide-3
SLIDE 3

3 Analyst and Investor Afternoon – June 2015

Disclaimer

The information contained in these slides and communicated verbally to you, including the speech(es) of the presenter(s) and any materials distributed at or in connection therewith (together, the "Presentation") is confidential. Reliance upon the Presentation for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested. If any person is in any doubt as to the contents of the Presentation, they should seek independent advice from a person who is authorized for the purposes of the Financial Services and Markets Act 2000 (“FSMA") and who specializes in advising on investments of this kind. The Presentation is being supplied to you solely for your information. The Presentation has been prepared by, and is the sole responsibility of Crossrider plc. (the "Company"). The directors of the Company have taken all reasonable care to ensure that the facts stated herein are true to the best

  • f their knowledge, information and belief. No undertaking, representation,

warranty or other assurance, expressed or implied, is made or given by or on behalf of the Company or any of its respective directors, officers, partners, employees or advisers or any other person as to the fairness, accuracy or the completeness of the information or opinions contained herein and to the extent permitted by law no responsibility or liability is accepted by any of them for any such information or opinions. Notwithstanding the aforesaid, nothing in this paragraph shall limit

  • r

exclude liability for any representation or warranty made fraudulently. The Presentation has not been approved by the Financial Conduct Authority and does not constitute, or form part of, an admission document, listing particulars, a prospectus or a circular relating to the Company, nor does it constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for any ordinary shares in the Company. Further, neither the Presentation nor any part of it, or the fact

  • f its distribution, shall form the basis of, or be relied upon in connection

with, or act as any inducement to enter into any contract for the ordinary shares in the Company. The Presentation may not be copied, reproduced or further distributed, in whole or in part, to any other person, or published, in whole or in part, for any purpose without the prior written consent of the Company. The Presentation is being distributed only to, and is directed at, authorized persons or exempt persons within the meaning of the FSMA or any order made thereunder or to those persons falling within the following articles of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (S.I. 2005 (No 1529)) (as amended) (the "Financial Promotion Order") made pursuant to section 21(5) of the FSMA: Investment Professionals (as defined in Article 19(5)); and High Net Worth Companies (as defined in Article 49(2)). Persons who do not fall within either of these definitions should not rely on the Presentation nor take any action based upon it but should instead return it immediately to the Company. The Presentation is exempt from the general restriction in section 21 of the FSMA relating to the communication of invitations or inducements to engage in investment activity on the grounds that it is made only to certain categories of persons. The distribution of this document in jurisdictions other than the United Kingdom may be restricted by law and persons into whose possession this document comes should inform themselves about and observe any such

  • restrictions. In particular, neither the Presentation nor any copy of it should

be distributed, directly or indirectly, by any means (including electronic transmission) to any persons with addresses in the United States of America (or any of its territories or possessions) (together, the "US"), Canada, Japan, Australia or the Republic of South Africa, or to any corporation, partnership

  • r other entity created or organized under the laws thereof.

The Company's ordinary shares have not been, and are not expected to be, registered under the United States Securities Act of 1933, as amended, (the "US Securities Act") or under the securities laws of any other jurisdiction, and are not being offered or sold (i) directly or indirectly, within or into the US, Canada, Japan, Australia or the Republic of South Africa or (ii) to, or for the account or benefit of, any US persons or any national, citizen or resident

  • f the US, Canada, Japan, Australia or the Republic of South Africa, unless

such offer or sale would qualify for an exemption from registration under the US Securities Act and/or any other applicable securities laws. The Company is under no obligation to update or keep current the information contained in this Presentation or to correct any inaccuracies which may become apparent, and any opinions expressed in it are subject to change without notice. Neither the Company nor any of its respective directors, officers, partners, employees or advisers accept any liability whatsoever for any loss howsoever arising from any use of this Presentation

  • r its contents or otherwise arising in connection therewith. The contents of

the Presentation have not been verified by the Company or its advisers. No liability is accepted by the Company or its advisers for any information or

  • pinions contained in the Presentation.

The Presentation contains forward-looking statements. These statements relate to the future prospects, developments and business strategies of the

  • Company. Forward-looking statements are identified by the use of such

terms as "believe", "could", "envisage", "estimate", "potential", "intend", "may", "plan", "will" or variations or similar expressions, or the negative

  • thereof. The forward looking statements contained in the Presentation are

based on current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by those statements. If one or more of these risks or uncertainties materialize, or if underlying assumptions prove incorrect, the Company's actual results may vary materially from those expected, estimated or

  • projected. Given these risks and uncertainties, certain of which are beyond

the Company's control, potential investors should not place any reliance on forward-looking statements. These forward-looking statements speak only as at the date of the Presentation. Except as required by law, the Company undertakes no obligation to publicly release any update or revisions to the forward-looking statements contained in the Presentation to reflect any change in events, conditions or circumstances on which any such statements are based after the time they are made.

slide-4
SLIDE 4

We are happy to welcome you to the Crossrider Analyst and Investor Afternoon. We are really glad to see you all here and can’t wait to start this event. Our guest speakers at this event are NeoMobile and PWC.

4 Analyst and Investor Afternoon – June 2015

Welcome

slide-5
SLIDE 5

Meet the Crossrider Team

Analyst and Investor Afternoon – June 2015 5

Our team are here today to help you understand our business and our strategy

Koby Menachemi CEO and Founder Ran Goldi VP Mobile Shay Dadosh CTO Ziv Jonas COO Mark Carlisle CFO

slide-6
SLIDE 6

Meet Our Guest Speakers

Analyst and Investor Afternoon – June 2015 6 Dan Bunyan PWC Gianluca D’Agostino Neomobile & Onebip

slide-7
SLIDE 7

Agenda

Analyst and Investor Afternoon – June 2015

We will be explaining the Digital Advertising Ecosystem and how Crossrider fits in

The Digital Advertising Ecosystem Crossrider – Across the AdTech Landscape The Evolution of Crossrider in AdTech Dan Bu Bunyan an Senior Manager TMT Strategy PWC Ran Go Goldi i VP Mobile Crossrider Koby Menach achemi, , CEO & Zi Ziv Jo Jonas as, COO Crossrider Crossrider Mobile A Customer’s Perspective Summary and Q&A Ran Go Goldi i VP Mobile Crossrider Don Elgie, David Cotterell, Koby Menachemi, Mark Carlisle, Ziv Jonas, Ran Goldi, Shay Dadosh Gi Gianl nluca caD‘Agostino CEO Neomobile & Onebip

7

slide-8
SLIDE 8

The Digital Advertising Ecosystem

Dan Bunyan, Senior Manager, TMT Strategy, PWC

slide-9
SLIDE 9

In the space of 20 years the digital ecosystem has expanded

  • dramatically. The AdTech market is highly complex, fast moving and
  • fragmented. Where does the sector go from here?

9 Analyst and Investor Afternoon – June 2015

The Digital Advertising Ecosystem

Dan Bunyan Senior Manager, TMT Strategy, PWC

slide-10
SLIDE 10

| PwC

Agenda

1 3 2

Digital advertising in context A fragmented Ad Tech ecosystem Trends and outlook for the sector

slide-11
SLIDE 11

1

Digital advertising in context

slide-12
SLIDE 12

| PwC

In the space of 20 years, the digital ecosystem has expanded dramatically

Source: KPCB Internet Trends 2015

1995 2014

Internet users Mobile users c.35m c.80m c.2.8bn c.5.2bn 73% of population; 40% smartphones 50% Asia; 50% RoW

slide-13
SLIDE 13

| PwC

Digital advertising and digital access remain the fasting growing sectors across media markets globally

  • 0.3%

0.4% 0.8% 1.3% 2.5% 3.1% 3.7% 4.1% 4.1% 4.6% 5.1% 5.7% 8.8% 12.1%

Newspaper publishing Magazine publishing Music Book publishing Radio TV subscriptions Business-to-business TV advertising Filmed entertainment Out-of-home advertising Total Video games Internet access Internet advertising

Global growth in aggregate spending (2014 – 2019 CAGR)

Source: PwC Entertainment & Media Outlook 2015

slide-14
SLIDE 14

| PwC

Digital is now taking the lion’s share of advertising budgets globally

31% 27% 13% 6% 6% 5% 12%

2014

Television Digital Newspaper Radio Consumer magazine Out-of-home Other

29% 39% 9% 6% 3% 4% 10%

2019

CAGR: 4.7% Global advertising spend by platform (share of total spend)

Source: PwC Entertainment & Media Outlook 2015

CAGR: 12.1%

slide-15
SLIDE 15

| PwC

Digital is not only the largest in absolute terms, but is also complimentary to

  • ther media

Source: PwC Entertainment & Media Outlook 2015 Note: Only online media are included in Internet - e.g. out of home digital advertising is not included Non-digital Digital

2013

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0% 20% 40% 60% 80% 100% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0% 20% 40% 60% 80% 100%

B2B Newspapers TV OOH Consumer magazines Radio Internet TV B2B Newspaper OOH Consumer magazine Radio Internet

2003

UK advertising media mix

2008

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0% 20% 40% 60% 80% 100%

B2B Newspapers TV OOH Consumer magazines Radio Internet

slide-16
SLIDE 16

| PwC

Over 80% of digital advertising spend is concentrated in ten major markets

Source: PwC Entertainment & Media Outlook 2015

70 85 99 116 135 155 176 198 220 240

  • 50

100 150 200 250 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 $bn

Digital advertising revenue by country, US$bn

Total Rest of world Brazil Russia Canada Australia South Korea France Germany Japan UK China USA

12.1% 14.2% 15.5% 13.7% 10.7% 16.5% 15.3% 14.4% 5.8% 7.0% 10.6% 15.1% 11.1%

CAGR 2014-19

slide-17
SLIDE 17

| PwC

There are a number of fast growing digital advertising markets, primarily in Asia Pacific and Latin America

Source: PwC Entertainment & Media Outlook 2015

0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%

CAGR (2014-2019)

Digital advertising growth (2014-2019 CAGR)

$5bn+ markets $1-5bn markets <$1bn markets

Note: only countries above 15% p.a. shown

(Top 10)

slide-18
SLIDE 18

| PwC

The UK ad market has one of the highest digital shares

58% 57% 53% 49% 39% 37% 35% 23% 19% South Korea UK China Russia US Saudi Arabia Japan Mexico Brazil

Digital Share of Ad Spend, 2019

Source: PwC Entertainment & Media Outlook 2015

slide-19
SLIDE 19

| PwC

UK digital advertising is worth £7.2bn, and continues to grow strongly at 14% per year

Source: PwC / IAB digital ad spend study 2014

UK Digital advertising market

slide-20
SLIDE 20

| PwC

Growth varies by advertising segment, with display the fastest growing segment currently

Source: PwC / IAB digital ad spend study 2014

UK Digital advertising market

slide-21
SLIDE 21

| PwC

Mobile advertising continues to grow rapidly, and at a much faster pace than

  • nline did historically…

£19m £51m £153m £166m £197m £465m £825m £29m £38m £83m £203m £526m £1,010m £1,625m

1998 1999 2000 2001 2002 2003 2004 Online Adspend Mobile Adspend

2008 2009 2010 2011 Mobile 2012 2013 2014 Online UK Total Online vs. Mobile Advertising evolution

Source: PwC / IAB digital ad spend study 2014

slide-22
SLIDE 22

| PwC

…and more opportunity still remains within mobile (when simply compared to time spent)

Source: PwC / IAB digital ad spend study 2014, PwC Entertainment & Media Outlook, emarketer, KPCB Mary Meeker, PwC Analysis

37% 22% 21% 16% 4% 26% 37% 10% 4% 23% 0% 20% 40% TV Online Mobile Radio Print % of total usage / spend

UK media usage vs spend

Share of time spent Share of adspend 38% 25% 20% 12% 5% 45% 22% 4% 10% 19% 0% 50% TV Online Mobile Radio Print % of total usage / spend

US media usage vs spend

Share of time spent Share of adspend Walmart CMO – “It’s now a case of going from print to mobile”

slide-23
SLIDE 23

2

A fragmented Ad Tech ecosystem

slide-24
SLIDE 24

| PwC

The ad tech market is highly complex and fragmented

Source: Luma Partners

Digital display ad eco-system

slide-25
SLIDE 25

| PwC

There are three primary routes through which media owner inventory is sold in digital advertising

Illustrative digital display advertising value chains

Advertisers Agencies Publishers Ad networks

1 2 Direct agency / advertiser 1 Via ad network 2 Real time bidding 3

Measurement & analytics Verification & privacy Data suppliers DMPs and data aggregators Creative

  • ptimisation

Demand side platform Ad exchange / RTB platform Supply side platform

3

slide-26
SLIDE 26

| PwC

A number of intermediaries earn commission on digital advertising, and this mix continues to evolve over time

Source: PwC Analysis

Illustrative advertising value chains

Print TV OOH Digital

Buying agency Media owner Advertiser Buying agency Sales house Media owner Advertiser Buying agency Specialist OOH agency Media owner Advertiser DSP Advertiser Exchange SSP Agency Ad server Media Owner

Intermediaries now add/ extract a lot of the value

slide-27
SLIDE 27

3

Trends and outlook for the sector

slide-28
SLIDE 28

| PwC

The market continues to evolve rapidly

Continued wave of M&A and broader industry consolidation Programmatic becoming more mainstream; not just remnant inventory New premium ad formats in native and video which engage consumers An advertising ecosystem which now revolves around mobile devices

slide-29
SLIDE 29

| PwC

Consolidation is likely to continue, with a number of acquisitions in programmatic and data analytics

Acquirer Type of business Target Type of business Date Value Google Search & Ad Network Adometry Analytics and attribution May-14 Not disclosed AOL Ad Network Convertro Analytics and attribution May-14 $101m Oracle IT / ERP solution provider Datalogix Data analytics Feb-14 $450m Twitter Social network Gnip Data analytics Apr-14 $134m WPP Agency Comscore Audience measurement Feb-15 $300m Media Math DSP Rare Crowds Audience matching Nov-14 Not disclosed App Nexus DSP / Exchange Yieldex Digital sales analytics Mar-15 Not disclosed Google Search & Ad Network Spider.io Ad fraud detection Feb-14 Not disclosed Media Math DSP Tactad Tracking & measurement Apr-14 Not disclosed Rubicon SSP Chango Retargeting Apr-15 $122m Gravity4 DSP / DMP Triggit Retargeting Mar-15 Not disclosed Marin Software SEO Perfect Audience Retargeting Jun-14 $23m Oracle IT / ERP solution provider BlueKai DMP Feb-14 $450m Rubicon SSP iSocket & Shiny RTB / automation platform Nov-14 Not disclosed WPP Agency Bannerconnect DSP Feb-14 Not disclosed RTL Media company SpotXchange Video SSP Jul-14 $144m Facebook Social network LiveRail Video ad server Jan-14 $400m

Selected recent transactions in the digital ad tech space

Data analytics Programmatic

slide-30
SLIDE 30

| PwC

Acquisitions in mobile have focused on networks and programmatic platforms, led by trade or VC

Acquirer Type of business Target Type of business Date Value Yahoo Search & Ad network Flurry Mobile ad network Jul-14 $200m Yahoo Search & Ad network BrightRoll Mobile ad network Jul-14 $640m RNTS Media Digital media co. Fyber Mobile ad network Oct-14 $190m Twitter Social media MoPub Mobile programmatic Sep-13 $350m HasOffers Mobile ad network MobileDevHQ Mobile app technology Aug-14 Not disclosed Millennial Media Mobile ad network Nexage Mobile SSP Dec-14 $108m Airpush Mobile ad network Hubbl Mobile app technology Oct-13 $15m Tapjoy Mobile ad network 5Rocks Mobile analytics Aug-14 Not disclosed Millenial Media Mobile ad network Nexage RTB technology Sep-14 $107.5m Lotame DMP AdMobius Mobile audience measurement Mar-14 Not disclosed WPP Ad agency AppNexus Mobile ad exchange Sep-14 $25m (minority) Sequoia Capital Venture Capital Chartboost Mobile ad network Jul-14 Raised $19m Multiple Venture Capital Shazam Mobile app (music recognition) Jul-13 Raised $30m Multiple Venture Capital Datasift Social data platform Dec-13 Raised $42m Fidelity Venture Capital AppsFlyer Measurement & analytics Jan-15 Raised $20m Aeris Capital Venture Capital Smaato Mobile ad exchange Aug-14 Raised $25m

Selected recent transactions in the mobile ad tech space

Trade VC

slide-31
SLIDE 31

| PwC

Programmatic is becoming more mainstream and will not be simply used for remnant inventory

slide-32
SLIDE 32

| PwC

The share of value captured by programmatic systems is around 40%, and is growing rapidly

US Programmatic display advertising

4.3 10.1 14.9 20.4 24% 45% 55% 63% 0% 10% 20% 30% 40% 50% 60% 70%

  • 5

10 15 20 25 2013 2014 2015 2016 Programmatic as % of total digital display Programmatic digital display spend, $bn Spend % of display

UK Programmatic display advertising

12% 26% 45% 15% 37% 60% 6% 16% 26% 0% 10% 20% 30% 40% 50% 60% 70% 2012 2013 2014

Programmatic as share of display media

Source: IAB, emarketer, IDC

slide-33
SLIDE 33

| PwC

Consumers now spend 3hrs per day using their mobile device, and the ad ecosystem is now re-shaping…

Source: KPCB Internet Trends 2015, emarketer

2.2 2.3 2.4 2.6 2.5 2.3 2.4 2.4 0.2 0.3 0.4 0.3 0.3 0.3 0.3 0.4 0.3 0.3 0.4 0.8 1.6 2.3 2.6 2.8 2.7 2.9 3.2 3.7 4.4 4.9 5.3 5.6

  • 1

2 3 4 5 6 2008 2009 2010 2011 2012 2013 2014 2015 Hours per day

USA - Time spent per Adult User per day with Digital Media

Total Mobile Other connected device Desktop/Laptop Over 90% of people keep their mobile device 1 metre away, 24hours a day

slide-34
SLIDE 34

| PwC

Mobile interacts with other media (TV, OOH), and allows advertisers to be more targeted / drive purchases

Out of home advertising interaction TV interaction (second screen devices) Shopping – mobile

  • ptimised websites

Location-based advertising

New uses and applications of mobile advertising

slide-35
SLIDE 35

| PwC

Advertisers and app developers are making it easier for consumers to purchase with their mobile devices

slide-36
SLIDE 36

| PwC

And mobile has encouraged a wave of creative campaigns to ‘cut through the noise’

slide-37
SLIDE 37

| PwC

Content & Native advertising will become increasingly prominent across desktop and mobile

Content marketing (e.g. sponsorships and advertisement features) Native distribution, including in-feed

slide-38
SLIDE 38

| PwC

Video advertising continues to see investment, innovation and strong growth potential

Pre/mid/post roll video ads Social (viral) video formats ‘In-read’ video ads; new placement types

The continued evolution of video advertising

slide-39
SLIDE 39

| PwC

39

Thank you

slide-40
SLIDE 40

Crossrider – Across the AdTech Landscape

Ran Goldi VP Mobile, Crossrider

slide-41
SLIDE 41

Where do we fit?

41 Analyst and Investor Afternoon – June 2015

Crossrider – Across the AdTech landscape

Ran Goldi VP Mobile

slide-42
SLIDE 42

Ad Exchange / RTB

Advertising Value Chain

Analyst and Investor Afternoon – June 2015 42

Advertisers Agencies

Demand Side Platform Supply Side Platform Ad Networks

Publishers Users

Web App Development & Add-ons Measurement & Analytics Verifications & Privacy Creative Optimisation DMPs & Data Aggregators

slide-43
SLIDE 43

Current Market Positioning

Analyst and Investor Afternoon – June 2015 43

The current market positioning of the Crossrider brands Advertisers Agencies

Demand Side Platform Supply Side Platform Ad Networks

Publishers Users

Web App Development & Add-ons Measurement & Analytics Verifications & Privacy Creative Optimisation DMPs & Data Aggregators Ad Exchange / RTB

slide-44
SLIDE 44

Web

  • Development

Framework

  • Publisher

Platform

  • PC Software

Why Are We Different?

Analyst and Investor Afternoon – June 2015 44

Mobile

  • Ad network
  • Ad server
  • DSP
  • Exchange
slide-45
SLIDE 45

Growth in programmatic buying and increasing overlay of audience data and analytics will see this value increase over time

Publisher Ad Server Ad / Exchange / SSP DSP Data Provider Ad Network Agency Advertiser Spend

Market Perspectives

Analyst and Investor Afternoon – June 2015 45

A number of intermediaries earn commission on digital advertising, and this mix continues to evolve over time

slide-46
SLIDE 46

Company Structure

Analyst and Investor Afternoon – June 2015 46

A Digital Media Company Mobile Management Platform Mobile Ad Network WEB Web Apps Platform Desktop Apps Distribution

slide-47
SLIDE 47

Publishers End Users / Traffic

Crossrider Key Stats

Ad Networks Ad Exchange Ad Networks

ReImage Web Apps Ad Server DSP & SSP Mobile Ad Network

app developers

47

34K

Advertisers

installations

30M+

pc scans

23M+

pc repairs

2.0M+

installations

1.2bn

daily installs

1.8M+

ad networks

1,200+

publishers

3,500+

advertisers

130+

daily available ad space

1.8bn

daily monetised ad space

25K

live campaigns

5.3bn

* As of December 2014

Servi ving ng ad ads to to more re th than an 200M unique ue users ers monthly thly

slide-48
SLIDE 48

The Evolution of Crossrider in AdTech

Koby Menachemi, CEO and Ziv Jonas, COO Crossrider

slide-49
SLIDE 49

Our path in AdTech from 2011 to today

49 Analyst and Investor Afternoon – June 2015

The Evolution of Crossrider In AdTech

Koby Menachemi CEO and Founder, Crossrider Ziv Jonas COO, Crossrider

slide-50
SLIDE 50

From Web to Mobile

50

Jun

2012

Crossrider was founded by Koby Menachemi and Shmueli Ahdut

Apr

First steps in AdTech as web platform – helped developers to build web apps

First Steps in AdTech

2011

slide-51
SLIDE 51

51

Dec

Crossrider acquired by Market Connect, controlled by Teddy Sagi

Sep

Crossrider reached 400M Web App installations

400M Installations

2013

slide-52
SLIDE 52

52

Big Data collected through web apps and the use of Crossrider’s ad serving technology

20k+ data points collected and analysed per second Data driven optimisation of traffic results in improved ROI Crossrider does not collect

  • r process any Personally

Identifiable Information (PII)

It’s All About the Data

slide-53
SLIDE 53

53

October, 2013

Market Place

Monetisation of Web Platform

Rev-share model

70%

30%

slide-54
SLIDE 54

54

May

2014

Crossrider acquired DefinitiMedia and Ajillion – companies which had already existed in the mobile space for two years.

Entered Mobile Space

Crossrider raised $75M at IPO on AIM. Company value - $250M.

Sep

IPO on AIM

slide-55
SLIDE 55

Mobile is Booming

Analyst and Investor Afternoon – June 2015 55

The average exchange has access to billions of mobile ad requests per day

slide-56
SLIDE 56

Audience Data is a Must

Analyst and Investor Afternoon – June 2015 56

Buying ad spaces will lose you money if you don’t have a tech platform to help you reach and target the right audience

slide-57
SLIDE 57

New Ad Formats

Analyst and Investor Afternoon – June 2015 57

Must have tech to support new formats

Video Advertising Native Advertising

slide-58
SLIDE 58

Analyst and Investor Afternoon – June 2015 58

Crossrider – the “Amazon Cloud” of AdTech

Data Analysis and BI Rich Media Support Ad Serving Infrastructure User Targeting Native Ads Support Video Ads Support

slide-59
SLIDE 59

Crossrider Mobile

Ran Goldi VP Mobile, Crossrider

slide-60
SLIDE 60

Our technology and media expertise

60 Analyst and Investor Afternoon – June 2015

Crossrider Mobile

Ran Goldi VP Mobile

slide-61
SLIDE 61

Mobile from Inception Fully Programmatic One Stop Shop

About Crossrider Mobile Companies

61 Analyst and Investor Afternoon – June 2015

slide-62
SLIDE 62

DefinitiMedia – Our Own Ad Network

In house customer – allows us to test products we develop on a market test case, before rolling them out

A Technological Edge Years of Mobile Experience Selected Publishers Top Tier Advertising Partners

slide-63
SLIDE 63

Reporting

Crossrider’s Mobile Platform

63 Analyst and Investor Afternoon – June 2015

Advertisers Agencies Publishers

Demand Side Platform

Ad Networks Ad Exchange / RTB

"

Supply Side Platform Trading Desks

Ad Server DMP

slide-64
SLIDE 64

Platform Usage

64 Analyst and Investor Afternoon – June 2015

Private Exchange between in-house advertisers and publishers Public Exchange buying from other networks DSP buying from ad space aggregator E-Commerce / Travel Branding User Acquisition

slide-65
SLIDE 65

LIVE DEMO

65 Analyst and Investor Afternoon – June 2015

slide-66
SLIDE 66

Crossrider Mobile

66 Analyst and Investor Afternoon – June 2015

Growing Exchange Creating the largest and best performing exchange AdAlgo AdAlgo trading will become a commodity Winner Agnostic Platform is agnostic to winners/losers Amazon of AdTech Platform to become the industry standard

slide-67
SLIDE 67

A Customer’s Perspective

By Gianluca D’Agostino, CEO, Neomobile & Onebip

slide-68
SLIDE 68

“We partner with Crossrider because they help us extend our reach within in the mobile ecosystem and bring value to our customers.”

68 Analyst and Investor Afternoon – June 2015

A Customer’s Perspective

Gianluca D’Agostino CEO, Neomobile & Onebip

slide-69
SLIDE 69

69 Analyst and Investor Afternoon – June 2015

What is Neomobile Group?

An internationally integrated mob

  • bile com
  • mmerce pl

player, focused

  • n digi

gital goo

  • ods and

nd Ca Carr rrier Billing Group provides a mob

  • bile

mon

  • netisation pl

platfo form to more than 100 merchants and content providers One of Crossrider’s top mobile adve vertisers in a number of European and Latin American countries Neomobile Group has 3 go-to- markets: B2C C and B2B. For this latter one has spun off a dedicated company - One nebip

slide-70
SLIDE 70

A distributor of digital goods to consumers A mobile monetisation platform for Digital Merchants & Adnetworks

≈ €25m

End User Spend

  • n our tech platforms

monthly

up to 10m

billed transactions

≈ 20m

http requests daily1

100+

Adnetworks

100+

Merchants & Content Providers

40+ Direct Carrier Billing Connections >200 via aggregators €1bn + End User Spend generated for carriers2

Notes: 1. Average in Q2 2014 2. Cumulated End User Spend since Neomobile incorporation in 2007

70 Analyst and Investor Afternoon – June 2015

Neomobile Mission & Key Figures

slide-71
SLIDE 71

Neomobile Group Spin-off

B2C-B2B2C Subscription Mobile Browsing Europe Latam Revenue – GP Regulated Market B2B Freemium Mobile Browsing + App Ecosystem Global Volumes + Growth Lower constrains

71 Analyst and Investor Afternoon – June 2015

slide-72
SLIDE 72

Onebip Solution Suite

Carrier Billing

Web Mobile App Onebip Web and Mobile Payment Solutions

Billing / Payment methods UXs Solutions Other Digital Payments (to be Integrated Soon)

Loyalty Program

72 Analyst and Investor Afternoon – June 2015

slide-73
SLIDE 73

How Neomobile works with Crossrider

73 Analyst and Investor Afternoon – June 2015

Started with De Defin finitiMedia, as one

  • f several ad networks,

now it’s one of the top 5 for Neomobile Continued with Ajil Ajillion, integrating directly into Crossrider’s programmatic media buying platform

A successful partnership demonstrating the advantages of using technology that is ‘mobile from inception’

The Mobile Payment company Onebip chose Ajil Ajillion as a monetisation platform for app developers, 1DK launched in TLV 2 weeks ago

slide-74
SLIDE 74

74 Analyst and Investor Afternoon – June 2015

Partnership Value

Neomobile has been a pioneer as media buyer on mobile and found Crossrider group as a reference innovative partner Long established in the online space, programmatic buying is newer to the mobile arena Now the new frontier is the Monetization for the App ecosystem: the two groups will make a joint strategic step in this field As online advertising continues to move to mobile, Crossrider and Neomobile expect to benefit further from developments arising as a result of the already successful collaboration and integrated technology approach

slide-75
SLIDE 75

Summary and Q&A Session

slide-76
SLIDE 76

76 Analyst and Investor Afternoon – June 2015

Summary and Q&A

Koby Menachemi CEO, Crossrider

slide-77
SLIDE 77

Analyst and Investor Afternoon – June 2015 77

Summary

Focused on mobile Platforms & services spread across the value chain Technology company - creator

  • f platforms
slide-78
SLIDE 78

What have we been doing since IPO to drive the business forward:

Investing for the future

78 Analyst and Investor Afternoon – June 2015

Integrating

  • ur

businesses Investing in our platforms to support future growth (Algos, BI etc) - focus on mobile Working hard on acquisitions

slide-79
SLIDE 79

Q&A Session

slide-80
SLIDE 80

80 Analyst and Investor Afternoon – June 2015

Thank you!