Rakuten Marketing Q3 2015 Data

Rakuten Marketing

Q3 2015 Momentum Data

Release Date: November 3, 2015

Quarterly Data Report

Rakuten Marketing Q3 2015 Data

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Same-store sales up 13% YoY • Mobile accounted for 23.5% of orders – a share growth rate

of 29% YoYo Mobile Phones accounted for 15% of orders – a share growth rate

of 96% YoYo Tablets accounted for 9% of orders – a share growth rate of -17%

YoY• Mobile Accounted for 38% of clicks – a share growth rate

of 29% YoYo Mobile Phones accounted for 31% of clicks – a share growth rate

of 50% YoYo Tablet accounted for 8% of clicks – a share growth rate of -16%

YoY

Affiliate Network - US

Rakuten Marketing Q3 2015 Data

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Same-store sales up 17% YoY• Mobile accounted for 37.5% of orders – a share growth

rate of 15.6% YoYo Mobile Phones accounted for 17.4% of orders – a share growth rate

of 69% YoYo Tablet accounted for 20% of orders – a share growth rate of -9% YoY

• Mobile accounted for 42% of clicks – a share growth rate of 22% YoYo Mobile Phones accounted for 30% of clicks – a share growth rate of

56% YoYo Tablet accounted for 12% of clicks – a share growth rate of -20%

YoY

Affiliate Network – UK

Rakuten Marketing Q3 2015 Data

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Same-store sales down 8% YoY• Mobile accounted for 29% of orders – a share growth

rate of 17% YoYo Mobile Phones accounted for 23% of orders – a share growth rate

of 20% YoYo Tablet accounted for 6% of orders – a share growth rate of 9% YoY

• Mobile accounted for 22% of clicks – a share growth rate of 3.8% YoYo Mobile Phones accounted for 19% of clicks – a share growth rate

of 5% YoYo Tablets accounted for 3.2% of clicks – a share growth rate of -2.4%

YoY

Affiliate Network - JP

Rakuten Marketing Q3 2015 Data

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Same-store sales up 60% YOY (excludes Travel per previous releases)• Mobile accounted for 27% of orders – a share growth rate

of 7% YOYo Mobile Phones accounted for 12% of orders – a share growth rate

of 82% YOYo Tablet accounted for 15% of orders – a share growth rate of -19% YOY

• Mobile accounted for 29% of clicks – a share growth rate of 34% YOYo Mobile Phones accounted for 19% of clicks – a share growth rate

of 44% YOYo Tablet accounted for 10% of clicks – a share growth rate of 19% YOY

Affiliate Network - CA

Rakuten Marketing Q3 2015 Data

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Same-store sales up 91% YOY (excludes Travel per previous releases)• Mobile accounted for 26% of orders – a share growth rate

of 8.5% YOYo Mobile Phones accounted for 15% of orders – a share growth rate

of 62% YOYo Tablet accounted for 11% of orders – a share growth rate of -24% YOY

• Mobile accounted for 32% of clicks – a share growth rate of 1% YOY– Mobile Phones accounted for 23% of clicks – a share growth rate

of 27% YOY– Tablets accounted for 8% of clicks – a share growth rate of -36% YOY

Affiliate Network - AU

Rakuten Marketing Q3 2015 Data

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• 45% YOY Revenue Growth• 97% Client Retention Rate

Attribution

Rakuten Marketing Q3 2015 Data

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• Same-store Growth (YOY): – Global: 19% Growth

• Regional Breakdown: – US: 18% Growth– EU: 6% Growth– AU: 15% Decline– BR: 58% Growth– JP: 20% Growth

Display

Rakuten Marketing Q3 2015 Data

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• Same-store Breakdown By Device:– Global: Desktop: 51%, Smartphone: 402%, Tablet: 340%

• Regional Breakdown:– US: Desktop: 34%, Smartphone 406%, Tablet: 313%– EU: Desktop: -7%, Smartphone: 324%, Tablet: 208%– AU: Desktop: 90%, Smartphone: 207%, Tablet: 87%

Display

Rakuten Marketing Q3 2015 Data

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Same-store Orders:• 14.5% growth Sales:• 37% growth in sales

– 145% growth in mobile sales

Search Marketing