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- 2. Cautionary Note Regarding Forward Looking Statements
Certain statements in this presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform
Act of 1995 including statements regarding international growth, mobile monetization, expanding into additional languages, and our
plans regarding launching new products and the effectiveness of these products. All statements other than statements of historical
facts contained herein, including statements regarding the continued growth in our core platform, are forward-looking statements.
The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is
likely,” “will,” “expect” and similar expressions, as they relate to us, are intended to identify forward-looking statements. We have
based these forward-looking statements largely on our current expectations and projections about future events and financial trends
that we believe may affect our financial condition, results of operations, business strategy and financial needs. Important factors that
could cause actual results to differ from those in the forward-looking statements include: the risk that unanticipated events affect the
internationalization of our mobile products, the acceptance of our new brand internationally, issues that affect the functionality of
our mobile application with popular mobile operating systems, any changes in such operating systems that degrade our mobile
application’s functionality and other unexpected issues which could adversely affect usage on mobile devices, the effectiveness of
our mobile software on smartphones and tablets, the willingness of our users to purchase virtual credits on their mobile devices, and
the willingness of users to try new product offerings. Further information on our risk factors is contained in our filings with the SEC,
including the Form 10-Q for the quarters ended March 31, June 30 and September 30, 2012 and the Form 10-K for the year ended
December 31, 2011. Any forward-looking statement made by us herein speaks only as of the date on which it is made. Factors or
events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them.
We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future
developments or otherwise, except as may be required by law.
Regulation G – Non-GAAP Financial Measures
This presentation includes a discussion of Quepasa and myYearbook combined company revenues and Adjusted EBITDA from
continuing operations which are non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financial
measures are provided on the Investor Relations section of the MeetMe corporate website at
http://www.meetmecorp.com/investors/non-gaap/.
© 2013, MeetMe, Inc.
© 2013 MEET 2
- 3. Stock Price Information, as of December 31, 2012
Stock information source: Yahoo! Finance, December 31, 2012.
Chart information source: bigcharts.com, December 31, 2012.
© 2013 MEET 3
- 4. Investment Highlights
#1 most visited social network for meeting new people in the US.1
#1 Top Grossing Social App on Android.2
24% growth in MAU in Q3 average vs. Q2 average.
30% growth in revenue in Q3 2012 to $11.6 million. Positive adjusted
EBITDA (non-GAAP). 3
Addressable market of over 1.5 billion people globally.
1
comScore US, November 2012. myYearbook vs. Tagged and Badoo.
2
Android Market Top Grossing Social App as of January 2, 2013.
3
Reconciliation to the most comparable GAAP financial measure is available at http://www.meetmecorp.com/investors/non-gaap/.
© 2013 MEET 4
- 5. Our mission is to build the leading social network for
meeting new people.
We are the digital coffeehouse, a re-imagination of the bar, a social gathering place.
We intend to transform the way people meet in a mobile-first world.
© 2013 MEET 5
- 7. Q3 Traffic Sets All-Time Records
(Q3 average vs. Q2 average)
Total Mobile
DAU 1,107,853 8% 677,906 12%
MAU 3,935,970 24% 1,947,439 17%
New
Registrations
4,203,517 80% 1,346,117 46%
DAU, MAU and Registration statistics represent the Q3 results from MeetMe Platform (MeetMe website and mobile app).
© 2013 MEET 7
- 8. Dramatic Mobile Growth
Note: MAU and DAU charts refer to total MAU and DAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger with
myYearbook on November 10, 2011, and is presented on a combined pro-forma basis.
© 2013 MEET 8
- 10. Strong User Engagement
Average hours spent calculated using total hours spent divided by MeetMe Platform MAU (September 2012).
Source: Google Analytics for Web. Flurry for Android, iPhone and iPad.
© 2013 MEET 10
- 11. Large Addressable Market
Addressable Market of Over 1.5 Billion People Aged 18-30 Worldwide
Source: United States census data for 2012 (www.census.gov).
© 2013 MEET 11
- 12. Focus on Fastest-Growing Segment of Mobile Market
Apps projected by Forrester to be $50 billion a year business by 2015 1
Source: Gartner, eMarketer, Strategy Analytics, CAGR is compound annual growth rate. Note: Apple has paid >$6.5N $’s to developers as of 9/12, implying gross app
market revenue > $9B in 4 years: Google indicated during CQ3 earnings call that it expects $8.0B mobile ad revenue in 2012E, up from $2.5B in 2011.
1
http://www.forrester.com/Mobile+App+Internet+Recasts+The+Software+And+Services+Landscape/fulltext/-/E-RES58179?objectid=RES58179 and
http://www.slideshare.net/avinash.raghava/forrester-8840580.
Chart Source: http://www.businessinsider.com/mary-meeker-2012-internet-trends-year-end-update-2012-12#-17
© 2013 MEET 12
- 13. What’s Next? – Close the Mobile Monetization Gap
A 1 cent increase in mobile
ARPDAU drives $2+ million in
annualized revenue
Mobile App Revenue
– New Subscription Product
– Two new freemium products
– Mobile users 3-6x more likely to pay
Mobile Ad Revenue
– Expect to roll out feed advertising in
Q1’13 and Q2’13
– Testing new ad units as mobile ad
market continues to mature
Avg. Revenue per Daily Active User (ARPDAU) represents MeetMe Platform web and mobile revenue divided by average daily active users (DAUs) for web and mobile.
Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
© 2013 MEET 13
- 14. What’s Next? – Expedite Global Launches
Available in More than a Dozen Languages in Q1’13
Added Spanish and Portuguese
during Q3 ‘12
Added French, Italian and
German during Q4 ‘12
7 Additional Languages Expected
To Launch in Q1’13
Total: 13 Languages expected by
the end of Q1’13
Source: Facebook share of international audience obtained from Facebook’s Q3 2012 earnings presentation. MeetMe share of international audience is based on IP
address and represents September 2012 results for MeetMe Platform (MeetMe website and mobile app).
© 2013 MEET 14
- 15. Total Revenue from Continuing Operations
Q4 2011 results reflect myYearbook as of the merger date of November 10, 2011.
© 2013 MEET 15
- 16. MeetMe-Platform Revenue
Revenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mobile advertising and mobile virtual currency revenue on
MeetMe’s mobile apps and mobile web site. MeetMe results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
© 2013 MEET 16
- 17. Mobile Products Launched in March
Drive 45% of Q3 Revenue
Virtual Currency and Advertising Revenue refer to revenue generated from the MeetMe-Platform (MeetMe website and mobile app).
© 2013 MEET 17
- 18. Cross-Platform Revenue
Cross-Platform revenue includes SocialTheater on Facebook and other networks, including Quepasa. Cross-Platform includes revenue from prior to the merger of Quepasa
with myYearbook on November 10, 2011, and is presented on a combined pro-forma basis.
© 2013 MEET 18
- 19. Adjusted EBITDA from Continuing Operations
Q4 2011 results reflect myYearbook as of the merger date of November 10, 2011. Adjusted EBITDA is a non-GAAP financial measure.
© 2013 MEET 19
- 20. Cash & Accounts Receivable
(September 30, 2012)
Cash $ 5,476,042
Accounts Receivable $ 14,914,123
Total Cash & A/R $ 20,390,165
Source: MeetMe, Inc. Q3 2012 Financial Results.
Accounts Receivable balance comprised of $8.2M from non-affiliated U.S. customers, $6.4M from affiliated international customers, and $0.3M from non-affiliated
international customers. In Q3 2012, $1.5M was collected from affiliated international customers.
© 2013 MEET 20
- 21. Valuation Comparison – Social Networking Peers
Source: Yahoo! Finance, December 11, 2012.
Note: MeetMe's 2011 Revenues reflect Combined Revenues for 2011, a non-GAAP measure.
© 2013 MEET 21
- 23. MeetMe-Platform DAU
DAU charts refer to total DAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbook
on November 10, 2011.
© 2013 MEET 23
- 24. MeetMe-Platform MAU
MAU charts refer to total MAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbook
on November 10, 2011.
© 2013 MEET 24
- 26. Traffic Metrics (All Platforms)
Registered Users, Visits, and Page Views refer to total traffic to both MeetMe-Platform (MeetMe website and mobile app) and Quepasa website. Visits and page
views excludes iOS application and device metrics.
© 2013 MEET 26
- 28. MeetMe-Platform Average Revenue Per User (ARPU)
ARPU represents the Average Revenue per User. This is calculated by dividing quarterly MeetMe web and mobile revenue by the average monthly active users (MAUs) for
web and mobile. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbook on November 10, 2011.
© 2013 MEET 28
- 29. MeetMe-Platform Average Revenue Per Daily User
(ARPDAU)
ARPDAU represents the Average Revenue per Daily Active User. This is calculated by dividing average daily MeetMe web and mobile revenue by the average daily active
users (DAUs) for web and mobile. Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
© 2013 MEET 29
