Sanoma Oyj · OMXHEX:SANOMA
Sanoma Oyj — Investor Day (October 2007)
29 slides from Sanoma Oyj's investor day presentation, Oct 5, 2007
Slide 1: ilse media: The Leading Dutch Online Publisher
ilse media The Leading Dutch Online Publisher Paul Molenaar President, ilse media CMD, 5 October 2007 ilse media
Slide 2: Operating...
Operating... > ...some 80 sites > ...some to expire in months, some to last > ...produced and maintained by > 200 employees ilse media Paul Molenaar | 5/10/2007 | 2
Slide 3: ilse media
ilse media Paul Molenaar | 5/10/2007 | 3
Slide 4: Our Stars
Our Stars > Nu.nl > Startpagina.nl > Kieskeurig.nl ilse media Paul Molenaar | 5/10/2007 | 4
Slide 5: Nu.nl
Nu.nl Serving over 13 million pages to well over 2 million unique visitors each day. 50% larger than the nearest competitor. ilse media Paul Molenaar | 5/10/2007 | 5
Slide 6: Nu.nl Pageviews Sep 2004–Sep 2007
Million 0 50 100 150 200 250 300 350 400 Sep-04 Nu.nl Oct-04 Nov-04 Dec-04 Jan-05 Feb-05 Mar-05 Apr-05 May-05 Jun-05 ilse media Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 Jan-06 Feb-06 Mar-06 Pageviews Sep 2004–Sep 2007 Apr-06 May-06 Jun-06 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06 Jan-07 Feb-07 Mar-
Slide 7: Startpagina.nl
Startpagina.nl ilse media Paul Molenaar | 5/10/2007 | 7
Slide 8: Startpagina.nl
Startpagina.nl ilse media Paul Molenaar | 5/10/2007 | 8
Slide 9: Kieskeurig.nl
Kieskeurig.nl ilse media Paul Molenaar | 5/10/2007 | 9
Slide 10: Performance
Performance Reach Among Online Population May 2007 Site Pages served Unique Reach (abs) Unique Reach (%) Sanoma Uitgevers + ilse media 870,447,000 7,585,000 73.9 Nu.nl 316,041,000 2,873,000 28.0 Startpagina.nl 256,363,000 5,054,000 49.2 Schoolbank.nl 67,863,000 1.,607,000 15.7 TVGids.nl 45,358,000 1
Slide 11: Top 10 Publishers Online
Top 10 Publishers Online Reach of the Total Dutch Population 13+ (%) Source: Bron: STIR aug ’06 – jul ‘07 ilse media Paul Molenaar | 5/10/2007 | 11
Slide 12: In Short
In Short > The leading directory service > The leading news site > The leading price comparison & user review site ilse media Paul Molenaar | 5/10/2007 | 12
Slide 13: Time & Money
Time & Money Mediatype media spend (x MEUR) media consumption (hours/ week) 2005 2006 2005 2006 Newspapers 844 853 2.8 2.9 Magazines 349 356 1.8 1.9 TV 779 818 19.6 18.9 Radio 253 258 22.4 22.4 Internet 97* 146* 6% 4.9** 5.9** 11% Total 2,322 2,431 51.5 52 * Excluding Search Engine Marketing ** Aver
Slide 14: An Advertiser Driven Model
An Advertiser Driven Model > Advertising spend will follow time spend, generating double digit growth numbers for internet over the next five years > Top 3 players take a disproportionate piece of the advertising pie > The nature of advertising will increasingly be result based ilse media Paul Molen
Slide 15: Online vs. Print
Online vs. Print Print Online Consumer revenue 3 2 Advertiser revenue 3 3 Brand sensitivity 3 3 ilse media Paul Molenaar | 5/10/2007 | 15
Slide 16: Online Business Drivers
Online Business Drivers > Traffic > Autonomous vs. acquired visitors > Absolute volume and market position > Role of site in transactions > Influence on purchasing behavior > Generation of (sales) leads > Brand > Trust level among traditional advertisers ilse media Paul Molenaar | 5/10/2007 | 16
Slide 17: Advertiser Revenues
Advertiser Revenues 47% 53% Performance-based Cost per Thousand-based ilse media Paul Molenaar | 5/10/2007 | 17
Slide 18: Advertiser Revenue Total Market
Advertiser Revenue Total Market Current Expected 5% 5% 15% 20% 40% 15% 50% 50% Cost per 1000 (CPM) Cost per Click (CPC) Cost per Lead (CPL) Cost per Sale (CPS) ilse media Paul Molenaar | 5/10/2007 | 18
Slide 19: Trends in Advertising Revenue Streams
Trends in Advertising Revenue Streams > Moderate growth in video advertising > Strong push towards result based advertising > Online media tend to become ‘retail partners’ ilse media Paul Molenaar | 5/10/2007 | 19
Slide 20: A Successful Online Strategy
A Successful Online Strategy > Combines mass reach (if and when possible) > Helpful communities of users > With focused environments ilse media Paul Molenaar | 5/10/2007 | 20
Slide 21: Magazine Brands Online
Magazine Brands Online > Why do they seem to be less successful than non-magazine sites? ilse media Paul Molenaar | 5/10/2007 | 21
Slide 22: Focus by staff (and management) is required
> Focus by staff (and management) is required > Magazines are a fine combination of ‘sections’ - internet is mostly about sections by themselves > Different perspectives on business models is required ilse media Paul Molenaar | 5/10/2007 | 22
Slide 23: 360° Strategy
360° Strategy A 360° strategy can be defined around themes such as focus, revenue model, brand strategy, channel and design Low-cost niche Reach of magazines millions Large number of small revenue streams instead of small number Mass- of large revenue streams Magazines Events customization Low-cost
Slide 24: Introducing Sanoma360
Introducing Sanoma360 > A publishing model that is theme-based and open to utilizing any media (device) any time any where > Has the mission to inform and involve the consumer on those subjects selecting the right media based on relevancy to the consumer ilse media Paul Molenaar | 5/10/2007 | 24
Slide 25: Sanoma Digital's Target
Sanoma Digital’s Target User’s 360° Traditional 360° Question of What Users Want ? TV Magazines Newspapers Radio Internet Sanoma Digital’s target is to find answers to this question in the area of internet and mobile and to build profitable concepts around these answers. ilse media Paul Molenaar | 5
Slide 26: Learnings from the Online World
Learnings from the Online World > Considering information flow to be part of a value chain > Know exactly where you want to be positioned on the value chain > Tailor the information and services for the consumer to maximize the value ilse media Paul Molenaar | 5/10/2007 | 26
Slide 27: Themes
Themes > Travel, automotive, housing, beauty/wellness, digital lifestyle.... ilse media Paul Molenaar | 5/10/2007 | 27
Slide 28: Aiming for Solid Continuity in a Dynamic Market
Aiming for Solid Continuity in a Dynamic Market > Theme-based, 360° publishing approaches create new business opportunities, significant growth scenarios and defendable positions. > 100% customer centric approaches are considered the most promising strategies in a dynamic landscape ilse media Paul M
Slide 29: Thank you
Thank you £3 SanomaWSOY | ilse media