Unlockd - NOAH16 London
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WWW.UNLOCKD.COM UNLOCKD.COM NOAH London November 2016
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Transcript of Unlockd - NOAH16 London
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
2016 ESTIMATES
$542.55BILLIONEmarketer,
2016
GLOBAL AD SPEND
$0
$100
$200
$300
$400
$500
$600
$700
$800
TOTALMEDIA AD SPENDING WORLDWIDE
2014
Total Media Ad Spending Worldwide
2015 2016 2017 2018 2019 2020
*Source: eMarketer
DIGITAL MARKETTHE MODEL IS BROKEN
1 2
103%
FIRST ACCESS TO THE CONSUMER HAS PERMANENTLY CHANGED
MOBILE IS THE GLUELENS TO OUR LIVES
7 P’S OF MOBILITY
• PORTABLE
• PERVASIVE
• POWER
• PRECISION
• PERSONAL
• PACE
• PRIVACY
• Smartphone penetrationto reach
developing nation markets with
low cost androidhandsets
• Ad-funded models toreduce bills
and make phones accessible toALL
• Major brandsfollowing
Unlockd’s lead with ad-funded
product:
THE FUTURETHE PRESENTTHEPAST
• Modelwas“Payperusage”
• Expensive
• Poorfunctionality
• Smartphone revolution “Capped
plans” tookover payperusemodels
• Data usageincreasing
exponentially
CONSUMERS & THE MARKET ARE NOW EMBRACING AD-FUNDED MODELS
THE NEW MODEL : “WIN-WIN-WIN”VALUE PROPOSITION FOR ALL STAKEHOLDERS
CONSUMER
• Reduced phonebills
• Curatedandrelevantads,promotions and
contentbasedongeo-location and other appdata
• Exclusive bonusopportunities
TELCO
• New revenuesources
• Reducechurn
• EnhanceARPU
• Increased customersatisfaction
• Enhanced pricecompetitiveness
• WhitelabelnotB2C/B2E
ADVERTISERS/CONTENT
• Firstaccesstomobileconsumer atahighlyengagedmoment
• Full-screenunittotellstory/ message
• Geographic, interest and demographic consumertargeting
WELCOME TO UNLOCKD
PAST www.domain.com
NOW Facebook walled garden
FUTURE Unlockd screen first
UNLOCKD’S VISION
“FOREVER CHANGE THE WAY
PEOPLE USE AND PAY WITH THEIR
MOBILE DEVICES”
UNLOCKD’S MISSION
“CREATING THE WORLD’S LARGEST AD & CONTENT-DRIVEN VIRTUAL CURRENCY, RETURNING $500M TO THE COMMUNITY BY 2025”
HOW UNLOCKDWORKS
PLATFORM
TELCO
THE UNLOCKD MODELWIN – WIN - WIN
FIRSTTO
CUSTOME
R
REACH
TELCO ADSPEND
FINALLY
USER = VALUEEXCHANGE
+BENEFITUSER RECEIVES
PHONEDISCOUNT
TELCOREVENUE
SHARE FROMUNLOCKD
AD TECHEXCHANGES
&PARTNERS
ADVERTISING
SPEND
UNLOCK
D
PLATFOR
M
UNLOCKD HAS MADE SIGNIFICANT PROGRESSIN ONLY 9 MONTHS SINCE COMMERCIAL LAUNCH
• HIGHER ECPMS VERSUS
EXCHANGE AVERAGE AS A
RESULT OF OVERALL
HIGHER ENGAGEMENT
• COMPOUND MONTHLY
REVENUE GROWTH IN THE
LAST QUARTER
• MAJOR TELCO MARKETS
ALREADY LAUNCHED(USA,UK,
JAMAICA &AUSTRALIA)
• DISCUSSIONS WITHEXISTING
PARTNERS TO ROLL OUT IN
THEIR OTHERMARKETS
• MORE TERM SHEETS SIGNED (INDIA AND UAE)
• X2 MORE TERM SHEETS IN ADVANCE STAGES OF NEGOTIATION
19% 30%
THE PRODUCT RESONATESWITH CONSUMERS
(JUN 102016)
“Great idea! ... I’m really open minded to
view advertson myphone it’sa greatidea.
And I’mnowsaving£9a month over 3
contracts, and only paying£12a monthfor
my£15 handset.”
(JUL 132016)
“Easy as 123 Love the
opportunity to beapart
of Boost Dealz. Enjoying my family plan
services.Thanks.” “At Tesco Mobile we’re committed to offering customers great
value, simplicity and choice with exceptional rewards.
Tesco Mobile Xtras, powered by Unlockd’sunique platform,
provides our customers with even more choice and value.
The opportunity for our customers to save money on their
phone bill in exchange for learning about products and services
relevant to them is a first in the UK market and we’re excited
to exclusively offer this value to ourcustomers”
AnthonyVollmer -CEOofTescoMobile
(SEP 242016)
“Amazing deals, almost paidoff
myphonewithafewclicks.”
0%
2%
4%
6%
8%
10%
12%
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
% of Tesco Subs Signed Up
Thank you
Matt BerrimanCEO & Co-Founder
Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes management distraction
NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry
Knowledge of and strong relationships with potential buyers’ key decision makers
Proactively finds and unlocks attractive investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions with sizes of several billion euros
24 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector
Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results
Creative deal solutions
September 2015
December 2014
September 2014
October 2014
May 2014
Sale of a 70% stake in
to
Exclusive Financial Advisor to Drushim and its Shareholders
Sale of 100% of
for $800m to
Exclusive Financial Advisor to Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2 and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE
September 2016October 2016
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to 10Bis and its Shareholders
®
Marco RodzynekManaging Director & Founder
Jan BrandesManaging Director
Justus LumpeManaging Director
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
10Bis Drushim
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal and its Shareholders
by
84% Ownership
