Adslot Ltd · ASX:ADS
Adslot — Shareholder Meeting (February 2024)
15 slides from Adslot's shareholder meeting presentation, Feb 21, 2024
Slide 1: Adslot 2023 AGM: Introducing br1dge
For personal use only ADSLOT 2023 AGM INTRODUCING CEO br1dge PRESENTATION. BEN DIXON FEBRUARY 21, 2024 Chief Executive Officer
Slide 2: The Opportunity
For personal use only THE OPPORTUNITY.
Slide 3: Rare Perfect Storm Reshaping Digital Advertising
RARE PERFECT STORM RESHAPING DIGITAL ADVERTISING. For personal use only
Slide 4: An Endgame Years in the Making
AN ENDGAME 5 YEARS IN THE MAKING. For personal use only • Google to launch privacy sandbox • GDPR removes Privacy Shield which allowed cookieless targeting solutions coupled US companies to operate with lesser with 1% phase out of 3rd party cookie restrictions targeting • Apple launches App Tracking
Slide 5: Incumbent Solutions Focused on Protecting Their Turf
INCUMBENT SOLUTIONS FOCUSED ON PROTECTING THEIR TURF. For personal use only 50% of the users are on Chrome and Android only Authenticated Users only. ~5% -10% of open web pubs Mid to long-tail open web pubs, “Fragmentation by Design” premium video Incumbent solutions only reach a Est opt-in 5% -10%
Slide 6: US Programmatic Market Size
US PROGRAMATTIC MARKET SIZE. For personal use only ~ $180B Total Programmatic Media Revenue, 2025 Source of NA Digital Spend - eMarketer, Mar 2023
Slide 7: Total Addressable Market Breakdown
TOTAL ADDRESSABLE MARKET BREAKDOWN. For personal use only ~ $106B Addressable Programmatic Media Revenue, 2025 Source of NA Digital Spend - eMarketer, Mar 2023
Slide 8: Total Service Obtainable Market Breakdown
TOTAL SERVICE OBTAINABLE MARKET BREAKDOWN. For personal use only ~ $23B SO Programmatic Media Revenue, 2025 Source of NA Digital Spend - eMarketer, Mar 2023
Slide 9: Path to Success
For personal use only PATH TO SUCCESS.
Slide 10: Customer Validation
CUSTOMER VALIDATION. For personal use only 4 11 Agency Holding Companies Agencies 40 7 Advertiser teams Premium publishers (committed to trial phase)
Slide 11: Product Market Fit
PRODUCT MARKET FIT. For personal use only REQUIREMENT OUR VALUE ü Privacy & consent controls Extends Adslot Automated Guaranteed platform to bulk audience buying model directly integrated with publisher 1P audiences ü Media efficiency & effectiveness Onboards programmatic ad placements & formats to
Slide 12: Complimentary Solutions
COMPLIMENTARY SOLUTIONS. For personal use only Premium, brand awareness campaigns. 1:1 Direct buying Lower-funnel and conversion campaigns. Bulk audience buying Conversion
Slide 13: br1dge Team
BRIDGE TEAM. For personal use only Mark Pearlstein Tori Egler CEO VP Commercial Sales • 25 years in software platform sales • 15 years in advertising sales • 10 years as CRO of DV • 7 years at DV • Strong product marketing skillset • Strong agency & brand relationships
Slide 14: Summary
SUMMARY. For personal use only br1dge is highly complementary to the existing 1. A once in a generation industry change is underway, 4. creating significant challenges for buyers and Adslot Media strategy - addressing a new and sellers emerging opportunity for the same clients The opportunity create
Slide 15: Thank You
For personal use only THANK YOU.