Triller Group Inc. · NASDAQ:ILLR
Triller — Investor Day (December 2024)
57 slides from Triller's investor day presentation, Dec 18, 2024
Slide 1: Investor Day
Trillerverz Brand Vision Investor Day DECEMBER 18, 2024
Slide 2: Company Direction
Trillerverz Brand Vision Company Direction OVERALL COMPANY VISION AND DIRECTION Wing-Fai Ng Mark Carbeck CEO and Executive Director, Triller Group Chief Financial Officer, Triller Corp
Slide 3: Rationale of the Triller Merger
Rationale of the Triller Merger Announced in April, completed on October 15th Triller Group “Once in a Lifetime Opportunityˮ Using the disruptive technologies in Triller to create the best social platform ecosystem for creator economy 3 3
Slide 4: 'Everything' Ecosystem
‘Everything’ Ecosystem Everything under one roof. Social Media Social Commerce Financial Tech Fans Creators Advertisers Merchandizers Servicers 4
Slide 5: Shareholder Value
Shareholder Value High Scalability Triller Group Significant High Growth Shareholder Value High Multiple 5
Slide 6: Enablers to Win
Enablers to Win People Great Team + New Firepower Triller Group Capital Ample Financing Flexibility Products Upgrades + Acquisitions 6
Slide 7: Funding for Land Grab + Growth + Innovations
Funding for Land Grab + Growth + Innovations 1 ‘Friends and Familyʼ Equity Round Final stage Triller Group 2 Follow-On Financing Investment banks working since October closing Focus: Enhancing Shareholder Value 7
Slide 8: Steadying the Ship While Charging Ahead: House Cleaning
Steadying the Ship While Charging Ahead: House Cleaning 1 Corporate Governance 4 Financial Discipline Triller Group 2 Legal Disputes 5 Investor Engagement 3 Operating Efficiency 6 Employee Incentives 8
Slide 9: Thank You
Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details. 9
Slide 10: New Triller App Strategy
Trillerverz Brand Vision NEW TRILLER APP STRATEGY Sean Kim CEO, Triller Platform and Triller App
Slide 11: New Mission Statement
NEW MISSION STATEMENT Become the most creator focused social platform in the world offering discovery, monetization, and ownership
Slide 12: Why Focus on Creators?
Why Focus on Creators? Creators are the leading source of entertainment, recommendations, news, and education We focus on Creators Triller App Creators bring Fans Creators and fans bring Brands Creators, fans, and brands bring Company Value 12
Slide 13: What Are the Key Problems with Social Platforms?
What Are the Key Problems with Social Platforms? Lack meaningful connections. → Social platforms fail to foster meaningful relationships between creators and fans. Triller App No ownership and control. → Creators have zero control of their destiny on social platforms. Some offer community features,
Slide 14: What Are the Problems with Creator Monetization Companies?
What Are the Problems with Creator Monetization Companies? Creators must be business savvy. → Its difficult to be a creator and an expert in product, data, marketing, sales, finance, ops, and more. Biggest barrier of Triller App entry is the know-how to run a business. Creators must have the resourc
Slide 15: What Do Creators Want?
What Do Creators Want? → Marketing and Discovery → Meaningful connections with fans → Ownership and Control Triller App → Tools to build and grow a business → Meaningful monetization 15
Slide 16: How will we solve these problems?
How will we solve Trillerverz Brand Vision these problems?
Slide 17: We Offer Everything Needed to Succeed
We Oer Everything Needed to Succeed Discovery Connections Ownership & Monetization Marketing For You Feed Community Control Merch, sponsorships, and more AI powered tools Fan contacts Discovery for creators Build meaningful Diverse monetization streams Identify and market to best through short vide
Slide 18: What is our phased approach?
What is our Trillerverz Brand Vision phased approach?
Slide 19: Stage 1: Reignition (Q1-Q2 '25)
Stage 1: Reignition (Q1-Q2 ‘25) 1. Rejuvenize the app experience Redesign the UI/UX 2. Invest in core features Enhanced creation tools, watch experience, and more Triller App 3. Offer exclusive content from top-tier creators Partner with creators to offer exclusive content 19
Slide 20: Stage 2: Empower Ownership & Control (Q3 2025)
Stage 2: Empower Ownership & Control (Q3 2025) Set a NEW industry standard by empowering creators with ownership and control of their community, fan connections, and content. Triller App 1. Partner with top-tier creators Partner with creators across niches to build communities. 2. Customization of C
Slide 21: Stage 3: Monetization (Q4 2025)
Stage 3: Monetization (Q4 2025) Empower top creators with monetization solutions, facilitate sponsorships with brands, and enable ad opportunities. 1. Enable Commerce Launch shop features and hassle-free 3rd party integrations to help creators and brands sell products on Triller Triller App 2. Exclu
Slide 22: What is our new growth model?
What is our Trillerverz Brand Vision new growth model?
Slide 23: How We Will Win
How We Will Win Lower Prices More commerce reduces prices and increases reinvest to improve our business Content and Platform Experience Products Best discovery, community, and shopping Creators and brands platform offering world-class content and produce more content products from top creators and
Slide 24: Thank You
Trillerverz Brand Vision Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details.
Slide 25: Bare Knuckle Fighting Championship
Trillerverz Brand Vision BARE KNUCKLE FIGHTING CHAMPIONSHIP David Feldman CEO & Founder, BKFC
Slide 26: 2024 Growth Metrics & Milestones
2024 Growth Metrics & Milestones → New sanctioned states – increased by 12 for a total of 40 → Increased overall attendance by 100% → Fastest Growing percentage of social media metrics in combat sports → 250M+ reach BKFC → PPV live viewers 300K / Rebroadcast 25M → Addition of multiple streaming pl
Slide 27: 2025 Key Growth Initiatives
2025 Key Growth Initiatives → Secure exclusive contract with global streaming provider → Help grow the TrillerTV platform internationally → Promotion of baddest man on the planet / $25m prize → Secure high dollar event sponsor for international promotions BKFC → Forecasting 25% growth in social medi
Slide 28: Breaking Milestones with Over 40 BKFC Shows
Breaking Milestones with Trillerverz Brand Vision Over 40 BKFC Shows
Slide 29: Conor McGregor is Officially an Owner of BKFC
Conor McGregor is Oicially an Owner of BKFC → Conor McGregor is not only the most popular UFC fighter in history, but he is also a serial entrepreneur → McGregor has the Midas touch! He grew his whiskey, Proper Twelve, to a $600M exit and has built many other businesses into powerhouses along the w
Slide 30: BKFC Press
BKFC Press “ Why Bare Knuckle Fighting Championship is the next billion dollar combat sport. “ Bare Knuckle Fighting could be posed for a US boom. “ How David Feldman and BKFC are changing the fight game. - Peter Kahn - Los Angeles AP BKFC “ Can David Feldman be the new king of combat sports? “ BK
Slide 31: Thank You
Trillerverz Brand Vision Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details.
Slide 32: Kosta Jordanov CEO & Founder, TrillerTV
THE PREMIUM DIGITAL STREAMING NETWORK FOR LIVE SPORTS AND ENTERTAINMENT Kosta Jordanov CEO & Founder, TrillerTV 32
Slide 33: TrillerTV Today
TrillerTV Today 7M+ Registered Users 48% in the US 1500 TrillerTV Live Events per Year 950+ Content Partners 33
Slide 34: Strong Foundation for Rapid Continued Growth
Strong Foundation for Rapid Continued Growth Platform Content Marketing Unit Economics TrillerTV Great UX & QoS Strategic Partnerships Dynamic Strong Unit Personalization Economics Proven Scalability Assessment and Prediction AI Flexible Pricing and Continuously High Reliability Bundling Optimized E
Slide 35: The Evolution to Multi-Sports Offering
The Evolution to Multi-Sports Oering Originally rooted in combat sports, we have built an exceptional platform and a strong market presence, and achieved operational profitability. Now expanding into more sports. TrillerTV Pro Wrestling Combat Sports Soccer Multi Sports 2015 2016 2023 2024 Jan 2015
Slide 36: TrillerTV Growth Strategy
Growth Strategy → Focus on TrillerTV+ subscriber growth driven by accelerated investments in content and marketing → Stay focused on live sports – double-down on current genres and add selected new TrillerTV → Strategic portfolio management to optimize sports rights acquisition, balancing growth and
Slide 37: Looking Ahead
Looking Ahead Sustain rapid organic subscriber growth supported by proven business model and Dominate key positive unit economics, and fuelled by significant investments in content expansion. markets as the leading sports streaming TrillerTV service within the next 5 years 37
Slide 38: Thank You
Trillerverz Brand Vision Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details.
Slide 39: Customer Engagement & Influencer Marketing Platform
Trillerverz Brand Vision CUSTOMER ENGAGEMENT & INFLUENCER MARKETING PLATFORM Stefan Mayo Manoj Malhotra SVP of Sales, Triller Corp SVP of Tech Ops, Triller Platform
Slide 40: How Brands Use Amplify.ai
How Brands Use Amplify.ai → Awareness & Engagement → Drive Consideration & Purchase → Personalized Direct Messaging Amplify.ai → 1st Party Data Collection 40
Slide 41: How Creators Use Amplify.ai
How Creators Use Amplify.ai → Increase Engagement → e-Commerce Sales → Sharable Content Creation Amplify.ai → Re-engagement and Loyalty 41
Slide 42: How Brands Use Julius
How Brands Use Julius → Influencer Marketing Suite → Payments → Brand Competitor Analysis Julius → Campaigns - SaaS Full Service 42
Slide 43: Amplify.ai + Julius
Amplify.ai + Julius AI Powered Conversational Automation → Builder, Dashboard and Analytics Engine → Cross Platform Amplify.ai + Julius → AI Sentiment, Intent Scoring Audience Construction / Management → 1st Party Data → Custom Ad Targeting Segments Enterprise Integrations → Direct to CRM → 3rd Par
Slide 44: Triller App + Amplify.ai + Julius
Triller App + Amplify.ai + Julius Triller App + Amplify.ai + Julius Social Selling Triller Ticket Sales Triller Platform and PPV App Payments 44
Slide 45: Thank You
Trillerverz Brand Vision Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details.
Slide 46: Company Strategy
Trillerverz Brand Vision Company Strategy OVERALL STRATEGIC AND FINANCIAL OBJECTIVES Jeroen Nieuwkoop Chief Strategy Officer, Triller Group
Slide 47: Strong Assets with Diversified Revenue Profile
Strong Assets with Diversified Revenue Profile Underleveraged and underinvested. Opportunity for generation of diverse and stable revenue streams. Founded / 2019 2021 2022 2010 Acquired Relaunched Acquired Acquired Started Company Strategy Social media app + tools for Live streaming platform for Licen
Slide 48: Large and Growing Target Addressable Markets
Large and Growing Target Addressable Markets Each of our businesses operate in industries that are already large and seeing substantial immediate and long-term growth. Business Size Growth → Social Commerce: $700B → 30%+ → Social Ad Spend: $230B → 11% → Influencer Marketing: $24B → 17% Company Strat
Slide 49: Revenue Potential
Revenue Potential Capturing a modest share of the TAM would translate into substantial revenue growth opportunities. Business Objective Strategy → Reignite: improved features, exclusive content Become the most creator focused social platform in → Empower: help creators take control of their communit
Slide 50: Value Creation Potential
Value Creation Potential All our businesses operate in high multiple and high growth industries with substantial opportunity to create near-term value. Company Strategy (a) Based on share prices for comparable companies as of December 15, 2024. (b) Adjusted for 61% ownership level of BKFC. PLEASE NO
Slide 51: Value Creation Potential
Value Creation Potential While the share price has seen notable gains since the merger announcement, the current valuation significantly trails potential franchise valuation Company Strategy 51
Slide 52: Immediate Objectives
Immediate Objectives → Continue to clean up balance sheet. → Optimize capital structure. → Allocate funding and invest for growth. Company Strategy → Seek further cost efficiencies. 52
Slide 53: Thank You
Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details. 53
Slide 54: Operations
Trillerverz Brand Vision Operations Tasha Nikpey COO, Triller Corp Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details.
Slide 55: Leadership Team
Leadership Team Wing-Fai Ng Sean Kim Jeroen Mark Carbeck CEO and Director, CEO, Triller Platform Nieuwkoop CFO of Triller Triller Group Chief Strategy Officer of Triller Group David Feldman Tasha Nikpey Stefan Mayo Manoj Malhotra CEO of BKFC COO of Triller SVP of Sales SVP of Tech Ops Daniella Galle
Slide 56: Triller Operations
Platforms Integration → Our integrated digital content and technology Triller Operations platform built through organic growth and acquisition. → Highly differentiated platform for creators to manage social media and engage audience at scale, driving dramatically improved monetization → Platform anc
Slide 57: Thank You
Thank You Due to an overwhelming response, submitted questions will be answered at a later date. Stay tuned for details. 57