company presentation asx spotlight, new york - february ...2014/02/28 · company presentation asx...
TRANSCRIPT
Global mobile advertising market is expected to grow from $13.1 billion in 2013 to $41.9 billion by 2017
(Gartner Inc)
In Australia, smartphone penetration is the highest amongst the 16-39 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)
By 2014, mobile internet usage will overtake desktop internet usage.
(Nielsen – 2013) The
Mobile Revolution
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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
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FY14 Half-year
Trading Update
17th 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
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FY14 Half-year
Trading Update
17th February 2014
ASX RELEASE Mobile Embrace July – Dec Trading Results
EBITDA $1.76 million up 455% on previous corresponding period $0.317 million
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FY14 Half-year
Trading Update
17th February 2014
ASX RELEASE Mobile Embrace July – Dec Trading Results
Net Profit $1.618 million up 909% on previous corresponding period
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What We Are:
The Mobile Enabler
Infrastructure:
Two business units Convey mobile payments and 4th
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
Mobile Payments and Mobile Marketing enabler:
Enabling reach and transactions with consumers on their mobile devices
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
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Customers: Consumers
Partners: Telcos, Aggregators and Content Providers
Mobile Payments Business Structure
Media Trading Desk Production m-Payments Platforms Customer Management Platform
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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
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Leads with Mobile Advertising
Customers: Agencies and Brands
Partners: Agencies, Publishers, Publishing Networks, Technology Providers
Mobile Marketing Business Structure
Premium Publisher Network Production M-Marketing Platforms M-Marketing Toolkit
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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 Australia’s Largest
Premium Mobile
Advertising Network
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Leading Mobile
Advertising and
Marketing Sales
Agency
We work with major brands
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Outlook
International direct carrier billing expansion increasing our overall
marketplace
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)
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Australia’s Premium
Full Service Mobile
Advertising Company
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
Global leading masthead brands within each key channel
Seamlessly blend buying models to suit individual advertiser needs
Trading desk with 10-12 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
Performance CPC Channel
Premium CPM Premium CPM & CPC Channel Blend
100% Performance
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Mobile - SEO
Mobile Advertising
TV
Messaging
Text ‘MI4' to 0447 770 077
Outdoor
Converged Mobile Solution Example F
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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
Creative Capabilities F
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Risks
Competitive technologies
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
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Glossary Of
Terms
CPM – Cost per thousand impressions
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.
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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.
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