Snap Inc. · NYSE:SNAP
Snap — Investor Presentation (2021)
37 slides from Snap's investor presentation, Nov 20, 2021
Slide 1: Jeremi Gorman, Chief Business Officer
Jeremi Gorman Chief Business Officer
Slide 2: Disclaimers
Disclaimers Note Rogarding Forward Locking Statements and uso of Non-GAAP financials This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1984, as amended, or the Exchange Act, about us and our
Slide 3: Snapchat comprises less than 2% of the US digital ad market
Snapchat comprises less than 2% of the US digital ad market yet reaches nearly half of US smartphone users
Slide 4: Digital ad market, augmented reality, small and medium-sized businesses
Digital Ad ! Augmented ! Small & Medium: Market : : Reality : : Sized Businesses : Accelerating growth from Creating a new market Creating a home for favorable secular trends them on Snapchat
Slide 5: Self-Serve Advertising as a % of Digital Display Ad Spend
Self-Serve Advertising as a % of Digital Display Ad Spend 88% 85% 84% 2016 2017 2018 2019 2020 2021E 2022E
Slide 6: Community & Engagement, Advertising Partners, Revenue Growth
B Community X & Engagement X So Advertising Partners = Revenue Growth
Slide 7: Advertiser logos across tech, telco, financial services, travel
UberEats = «ZN hismile == fofuonafohuuon @acorns w fabffun @ HONDA UG @ FANDUEL HBOMAaXx i. _ Walmart >!¢ eacock i a if truth APA JOHNS (a : ' P (o) _suBwAy Bae ® a. 2 : Tech Telco + Financial Services Travel - ey. Capitaine 4 \arniott -< verizon’ Emirates sic DUZAI MOTOROLA
Slide 8: Agency Development Team
Agency Development Team Scaled Services
Slide 9: Large Brand Advertisers
Large Brand Advertisers
Slide 10: Large brand advertiser logos
i comscore verizon’ Walmart >< eatrufyiaures _ PG a @ -p BELL
Slide 11: Life stages and brand loyalty
LEAVE HOME Moves Out Develops Brand Loyalty First Car Starts Family 13 Years 34 Years Vacation Alone . Graduates . | Buys First Home First Credit Card Gets Married
Slide 12: Parents of Gen Z report generation influences household spend
+80% of parents of Gen Z report that this generation influences household spend
Slide 13: AR Lens, Shop Now, Commercial
AR Lens Shop Now Commercial
Slide 14: Brand campaign examples
Q Search Q Search @ cuaiyes COTY: 3rd party data July 2020. Champs: Snap Ads Manager September 1, 2019 - August 31, 2020 vs. September 1, 2020 - October 2, 2020. Clearly: Snap Inc. internal data June 18, 2020 - July 18, 2020.
Slide 15: Brand Profiles examples
Slide 16: Brand Profiles: Highlights and Lenses
Ry Subscribed Highlights Lenses
Slide 17: Universal Pictures on Brand Profiles
c¢ We’re thrilled to be an early adopter of Snapchat Brand Profiles, a great new way to showcase Universal's titles with this key audience, from augmented reality to stories. We look forward to sharing our permanent home on the platform with the world. Alex Sanger, EVP, Digital Marketing Strategy Un
Slide 18: Direct Response Advertisers
Direct Response Advertisers
Slide 19: Direct response advertiser logos
{JFANDUEL hismile ebay @ @ STARLING BANK
Slide 20: How to advertise on Snapchat with Instant Create
How to advertise on Snapchat with Instant Create
Slide 21: Creative Ad Formats That Deliver Results
Creative Ad Formats That Deliver Results MANSCAPED Apply in minutes... Commercials Filter : AR Lenses Story Ads Collection Ads Snap Ad With Dynamic (:06 Forced View) Experiences (Series of 3-20 Snaps) App Install Product Ads
Slide 22: HiSmile testimonial
c¢ “We're not looking to just sell our product- we're really looking to build a proper emotional, intimate connection with the people on the other side of the screen. This vehicle format is perfect for that because we can get up close and personal.” Justin Gaggino, Second in Command HiSmile 99
Slide 23: Small and Medium Sized Businesses
Small and Medium Sized Businesses
Slide 24: Snapchat messaging example
Q Sarah wm > SARAH What are you doing? I'm nearby let's grab a coffee! Yes! Let’s meet at Dweebs in 10 mins! SARAH | See you soon! @ Sendach © ge 9 QwWweERTY Ut O P A SDF GHJIKL 2” ZX CVBNM @ (2 7 re)
Slide 25: Bev testimonial
CC It has become the highest performing, highest RO! platform that we use and we absolutely love it. Alix Peabody, Founder & CEO Bev 99
Slide 26: Global Agencies
Global Agencies
Slide 27: Global agency logos
ge Ea hi havas GROUPE IPG OmnicomGroup dentsu VAYNERMEDIA = WITHIN RED|VENTURES Wi MDC Partners Konneayt w) 3.
Slide 28: Get Ads Manager Certified
Focus Get Ads Manager Certified ‘Snapchat Advertising Essentials Leatn the ing and outs of Snapchat advertising. Whether you're looking to create a campaign, manage it, or make it even better, we've got you covered. Complete all sx courses to earn your Ads Manager cerutication, ne
Slide 29: Advertising example
Slide 30: Publicis Media on AR
c¢ This is a community that loves interacting with brands in immersive environments. AR is going to be that expected experience that everyone - the Snapchatters and future generations - will all rely on. Helen Lin, Chief Digital Officer Publicis Media 99
Slide 31: Local sales: resellers, direct sales team, export advertisers
Local Third-Party Resellers Direct Sales Team Export Advertisers
Slide 32: Focus Verticals
Focus Verticals
Slide 33: Food Delivery, Gaming, Streaming, Ecommerce, CPG, Restaurants, Subscriptions
Food Delivery Gaming Streaming Ecommerce CPG Restaurants Subscriptions
Slide 34: adidas ad example
adidas X 19.1 Turf Boots £99.95 Shop Now
Slide 35: Ad examples: Popeyes and e.l.f.
Slide 36: HBO Max
HBOMAX oie? 4°
Slide 37: Thank You
Thank You