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Digital Brief 003 - Market Report Q2 2015

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LUMA Partners presents Digital Brief 003 - Market Report Q2 2015.

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Digital Brief 003 - Market Report Q2 2015

  1. Q2 2015 Market Report LUMApartners Digital Brief 003
  2. Mobile LUMA’s Singular Focus on Digital Media Technology Media Marketing MarTech Digital Content Ad Tech Ø LUMA’s expertise is at the intersection of Media, Marketing and Technology Ø At this intersection exists: § Digital Content: content sites, MCNs, game publishers, aggregators § Ad Tech: display, search, video, mobile, social, content marketing/native, connected TV § MarTech: data, analytics, sales and marketing automation, email, predictive tools, commerce technology, shopper marketing, payments Ø Mobile proliferation has a major impact on these markets and LUMA is deeply knowledgeable on mobile
  3. Overall Commentary on Consolidation Ø In our first Market Update (click here http://bit.ly/1Hqqbqd), we reported 47 acquisitions in digital media, highlighted by strategic buyers in Commerce, Ad Tech and Consumer Internet Ø The deals we track in this report fall into one of four categories: § Large (over $500 mm) § Medium ($100 – $500 mm) § Small ($20 – $100 mm) § Sub $20 mm exits are considered tech and team deals, capitulations, or undisclosed
  4. 31 25 21 18 16 11 13 13 11 21 14 15 16 18 18 0 10 20 30 40 50 60 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Ad Tech MarTech Digital Content U.S. Digital Media M&A Activity by Sector Source: LUMA Partners # of Transactions Ø Digital media M&A picked up this quarter with 8 more acquisitions from last quarter but 1 fewer compared to the same period last year
  5. A Growing Robust Pool of Strategic Buyers Ø Software solutions that enable decisioning of consumer data is a capability that attracts deep pocketed strategics from a wide variety of industries Ø Many companies from Ad Tech and MarTech have developed these capabilities MARKETING TECH CRM SOFTWARE INTERNET ORIGINALS TELCO MARKETING MEDIA DATA CONSUMER INTERNET TECH SERVICES COMMERCE Right Time Decisioning of Consumer Data (Ad Tech and MarTech)
  6. 8 9 5 3 1 23 16 16 17 15 0 5 10 15 20 25 30 35 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 +$100M <$100M Ad Tech M&A Activity Source: LUMA Partners Ø Observations § Ad Tech M&A continued with 16 acquisitions this quarter § Of the 16 deals, a third involved mobile advertising and app marketing Ø Looking Ahead – Location Tech § With the proliferation of mobile devices, marketers are trying to find a reliable identifier to target consumers across devices § We expect to see consolidation focused on location data which serves as the mobile equivalent to the web cookie that enables rich mobile targeting # of Transactions
  7. Ad Tech – Notable Deals Acquirer Capital Raised Enterprise Value Comments $33M N/A The acquisition of mobile ad servingand measurement company Medialetsrepresents WPP and the agency world’s mission to provide more technology services to marketers $40M $720M VistaEquity Partners acquired Mediaocean, a leading workflow and planning automation company, to further develop its digital video and TV products $10M N/A By acquiring analytics company Proximic, ComScore now has pre-bid solutions that offer greater transparency in programmatic advertising $18M $533M Twitter’s mobile ad capabilities will become more sophisticated after integrating with TellApart’s retailer-focused retargeting technology $33M N/A Comcast’s acquisition of Visible World marks the company’s early investments in addressable and programmatic TV Source: Capital IQ; Crunchbase
  8. 4 2 3 1 5 7 11 10 9 16 0 5 10 15 20 25 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 +$100M <$100M MarTech M&A Activity Source: LUMA Partners Ø Observations § Social “LUMAcorn” Sprinklr continued its M&A tear with three transactions (NewBrand, Scup, GetSatisfaction) § NetSuite entered digital marketing with acquisition of ESP Bronto Ø Looking Ahead – Predictive Tech § Predictive analytics deals ramped up in Q2 (C9, Applied Predictive Technologies, Coldlight, Splitforce) § We expect predictive analytics to be a hot area across tech verticals – including sales & marketing # of Transactions
  9. MarTech – Notable Deals Acquirer Capital Raised Enterprise Value Comments $154M $600M MasterCard acquired Applied Predictive Technologies which offerscloud-based predictive analytics that are used for marketing and pricing strategies N/A $465M The acquisition of BorderfreeprovidesPitney Bowes with marketing andinternational e-commerce technology as the company expands into digital commerce services N/A $200M NetSuite will integrate Bronto’smarketing automation system with its SuiteCommerce technology, a cloud-based omni-channel commerce platform $36M N/A InsideSales.comwill combine its cloudtechnologywith C9’spredictive analytics to create the first predictive cloud solution that addresses the entire sales funnel N/A $4B The acquisitionof Dealertrackand its digital marketing services for dealerships will enable Cox Automotive to create a broader suite of tools for the automotive industry $37M N/A The mergedcompanyMagnetic will combine firstand third-party data to give clients a complete view of their marketing campaigns throughout the customer life-cycle Source: Capital IQ; Crunchbase
  10. 2 4 3 5 3 12 11 13 10 15 0 2 4 6 8 10 12 14 16 18 20 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 +$100M <$100M Digital Content M&A Activity Source: LUMA Partners Ø Observations § Technology is transforming publishing from an art to a science, driven by data § There were 5 deals involving publishers acquiring new verticals and technology Ø Looking Ahead – Deep Linking § Google and Apple will debut deep linking in their next major OS releases to enable seamless user experiences across apps § Deep linking will have a transformative impact on distribution and monetization of apps and digital content # of Transactions
  11. Digital Content – Notable Deals Acquirer Capital Raised Enterprise Value Comments N/A $4.2B Verizon has agreed to acquire AOL in order to expand the telecom giant’s content and advertising business $289M $1.5B By buying online learning company Lynda.com, LinkedIn is adding education to its core business of connecting job seekers with new opportunities $24M ~$100M Microsoft has acquired 6Wunderkinder,the maker of to-do list app Wunderlist, to add another popular app and team to its growing portfolio of consumer focused products Source: Capital IQ; Crunchbase
  12. Q2 2015 Stocks Performance – Ad Tech Ø Ad Tech Enjoys Positive Quarter § Investors may have finally warmed up to the sector. The sector gained 11% in market value by the end of the quarter § Only three stocks are trading down after only three stocks traded up in Q1 Ø The Verizon-AOL Ripple Effect § Verizon’s acquisition of AOL and its programmatic advertising technology is expected to have a positive ripple effect on the sector Note: Market Data as of 6/30/15 -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 4/1/15 4/15/15 4/29/15 5/13/15 5/27/15 6/10/15 6/24/15 MM TUBE RUBI TRMR MXPT YUME FUEL CRTO NASDAQ
  13. Q2 2015 Stocks Performance – MarTech Ø MarTech Rebounds § MarTech stocks climbed by nearly 10% in market value this quarter and on average grew by 9% after falling by the same amount in value in the prior quarter Ø Highlights § Marketing and sales automation companies (CRM, MKTO, HUBS) continue to lead the sector § SHOP had a successful IPO, pricing above the range at $17 per share and has soared 34% since going public Note: Market Data as of 6/30/15 -30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 4/1/15 4/15/15 4/29/15 5/13/15 5/27/15 6/10/15 6/24/15 CRM MKTO HUBS BV CTCT DWRE JIVE MRIN LPSN SHOP NASDAQ
  14. Key Startup Financings to Watch Lead Investor Capital Raised Valuation Comments Source: Crunchbase N/A $63M $1.2B AppNexus’ latest round of funding will aid its expansion into the fast-growing programmatic video market $100M N/A Banjo is ramping up its enterprise-class, real-time data products after successfully transitioning from its consumer-facing origins $210M $2B Business management company Domo,which lets users connect and visualize data, came out of stealth in April with a run-rate of $100 million and 1,000 customers $186M $11B Pinterest is rolling out its highly anticipated “buy button” to enable users to directly purchase products from the social bookmarking site $125M N/A RetailNext, a retail analytics company that collects data from in-store cameras, smartphones, and POS systems, plans to expand internationally $160M $2.8B In just two years, popular workplace messaging app Slack has over one million daily active users and is growing 5% every week $526M $8.5B Spotify closed another large round of funding amid increased competition and as it plans to expand into digital video for the first time N/A $100M $1B Twilio, a provider of cloud communications infrastructure, surpassed a $100 million run rate last year and works with over 500,000 developers
  15. Introducing the LUMAcorns corn What do you call a startup on the LUMAscapes that makes it to the $1 billion valuation mark?
  16. LUMA’s Recent M&A Deals Ø LUMA Activity § LUMA announced the MyBuys merger with Magnetic, following the Yieldex sale to AppNexus Ø A Look Ahead § We have never been busier and anticipate a rise in the number of deals coupled with an increase in the size of deals as industry consolidation continues or even accelerates
  17. LUMA’s Differentiated Value Proposition Ø LUMA has developed a differentiated value proposition based on: § Focus § Expertise § Objective Credibility § Trust § Performance Ø LUMA has built a differentiated global brand Ø We leverage our brand to optimize financial and strategic objectives of select quality clients LUMApartners
  18. LUMA’s Differentiated Strategic Approach Ø Rather than pitch inventory, LUMA optimizes outcomes for quality growth companies by making matches with strategic buyers Ø This approach makes LUMA an excellent choice if companies receive inbound interest Existing Assets Industry Trends Competitive Landscape Strategy Capabilities Build Acquire Partner Target Selection Due Diligence Initial Approach Negotiate Transaction Close Transaction Integration Geo or Size Filter LUMApartners Acts as consultant to strategic decision makers Acts as banker to target company
  19. A"Valua'on"Framework"for"the"Ad"Tech"Sector" Color by Numbers: May$2014$ DISCLAIMER: LUMA Securities, a wholly-owned subsidiary of LUMA Partners, has acted as co-managing underwriter for and may pursue underwriting or other advisory assignments with companies mentioned in this report or in the sector.!! LUMA’s Content-Driven, Expert-Based Approach Conference Keynotes Publications (over 750,000 views) Corporate Teach-ins LUMAscapes (over 3 million views from 175 countries)DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC BUYERS Completed Deals Digital Briefs
  20. New York | San Francisco | Palo Alto Access. Insights. Execution. LUMApartners lumapartners.com lumacapitalpartners.com

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