Team Internet Group Plc · LSE:TIG
Team Internet — Investor Day (September 2023)
75 slides from Team Internet's investor day presentation, Sep 4, 2023
Slide 1: Capital Markets Day
Capital Markets Day Monday 4th September 2023
Slide 2: Welcome Remarks
Welcome Remarks Michael Riedl CEO 2
Slide 3: Celebrating 10 years on AIM, Corporate Rebrand, CMD Agenda
01 Celebrating 10 years on AIM 02 Corporate Rebrand 03 CMD Agenda 3
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Slide 5: Celebrating 10th Anniversary of listing on AIM
Celebrating 10th Anniversary of listing on AIM 5
Slide 6: 10 years of growth and shareholder returns
10 years of growth and IPO shareholder returns September 2013: Achieved a Revenue CAGR of 78% since its IPO in 2013, through a combination of organic growth and highly accretive acquisitions (Revenue in USD, m) CAGR: 78% 728 “ The Company raised £7m ($10.9m USD) from its IPO with leading institution
Slide 7: Team Internet is a diversified house of brands
Team Internet is a diversified house of brands 7
Slide 8: Celebrating 10 years on AIM, Corporate Rebrand, CMD Agenda
01 Celebrating 10 years on AIM 02 Corporate Rebrand 03 CMD Agenda 8
Slide 9: The single thread in the name
The single thread in the name A group of individuals (human and non-human) A global computer network who are interdependent with respect to providing a variety information, resources, knowledge and skills of information and communication facilities, consisting and who seek to combine their efforts o
Slide 10: Purpose: to create meaningful and successful connections
Purpose: To create meaningful and successful connections. 10
Slide 11: Vision
Vision: “ Our vision, both straightforward yet powerful, is to create meaningful and successful connections: businesses to domains, brands to consumers, publishers to advertisers and beyond, enabling everyone to realise their digital ambitions. ” 11
Slide 12: Our Mission
Our Mission: By leveraging our people, businesses and technologies, we aim to drive information, deliver value and create growth for all. 12
Slide 13: Celebrating 10 years on AIM, Corporate Rebrand, CMD Agenda
01 Celebrating 10 years on AIM 02 Corporate Rebrand 03 CMD Agenda 13
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Slide 15: Capital Markets Day
Capital Markets Day 09:30 –09:45 Welcome Remarks Michael Riedl 09:45 – 10:15 Deep Dive into Search Division Gaelle Lallement, Axel Kaltz 10:15 – 10:45 Deep Dive into Comparison Division Jan Steffen Break 11:00 – 11:30 Deep Dive into Performance Division Aleksander Fronczek 11:30 – 12:00 Deep Dive in
Slide 16: Search Division
Capital Markets Day Search Division Monday 4th September 2023
Slide 17: Search Division
• Offices in Germany and Israel • 140+ talents across the globe • Low talent churn at 2% Search Division | Monetises type-in traffic for thousands of domain investors | Owned & operated domain portfolio acquisition and management | Monetises native, social, search, display and direct website traffic
Slide 18: Guiding Team Internet's Search division towards industry leadership
“ Guiding Team Internet’s Search division towards industry leadership. Leadership Journey: • Leads Team Internet’s Search Division since early 2023 • Joined the company in 2014 and supported its transition from a start-up to a successful organisation joining the group by acquisition in 2019 Backgrou
Slide 19: Empowering self-managing teams to be innovative
“ Empowering self-managing teams to be innovative in a challenging market environment. Leadership Journey: • CCO of Core Search Business since early 2021 • Joined the company in 2012 prior to acquisition Background: • 20+ years of experience in domain and traffic monetisation Axel Kaltz • Degree in
Slide 20: How about this page, familiar?
How about this page, familiar? 20
Slide 21: Turning your domains into profit
Turning your domains into profit 354 million 32+ million active 305 million visitors domain domains on monthly registrations ParkingCrew Launched in 2011 in Munich, ParkingCrew monetises type-in across all TLDs traffic from thousands of domain investors globally Story Supply Demand Empower domain in
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Slide 23: Qualifies and monetises referral traffic globally
Qualifies and monetises referral traffic globally 315+ million 258,000 Serving ads in unique visitors a campaigns 160+ countries Launched in 2016, TONIC. considers itself as one of the month leading monetisation platforms for a wide range of traffic Story supply partners around the globe Supply Dema
Slide 24: Revenue contribution and traffic development
Revenue contribution - Verticals A constantly growing total of 2,000+ offers across 25 verticals are being monetised on a monthly basis Finance 7% Traffic development since 2021 Autos & Vehicles 10% Others 32% A remarkable 400% growth in traffic is a testament to our alignment Home & Garden 13% with
Slide 25: Growing the business
Growing the business Increase Partner base AI initiatives Our sustained success relies on the Working with AI algorithms to create continuous expansion of our worldwide highly engaging content pages publisher network Growth Traffic quality Proven optimisation We aim for highest quality traffic, Opti
Slide 26: Long term vision
Long term vision Current Value Chain Supply Feed Demand Direct Supply Aggregator Media Buyer Aggregator Aggregator Direct demand Traffic Flow Money Flow 26
Slide 27: Long term vision
Long term vision Capturing new spaces along the value chain – horizontally and vertically Supply Feed Demand Direct Supply Aggregator Media Buyer Aggregator Aggregator Direct demand Traffic Flow Money Flow 27
Slide 28: Search Division Q&A
Search Division Q&A
Slide 29: Comparison Division
Capital Markets Day Comparison Division Monday 4th September 2023
Slide 30: Expanding B2C product comparison market leadership in Germany
“ Expanding B2C product comparison market leadership in Germany to Europe and the world. Jan Steffen Divisional Lead Comparison 30
Slide 31: B2C eCommerce, Core Comparison partner, Who we are
01 B2C eCommerce 02 Core Comparison partner 03 Who we are 04 How do we succeed 05 Growing the Comparison business 31
Slide 32: Germany largest B2C eCommerce market in EU
Germany largest B2C eCommerce market in EU Annual Revenue Ranking in Europe Online Shoppers Source: https://www.handelsdaten.de/deutschsprachiger-einzelhandel/umsatz-im- b2c-e-commerce-deutschland-zeitreihe Data; 2022 32
Slide 33: Who we are
Who we are We are the market leading, data-driven B2C product comparison platform with proprietary content technology. GOAL: 2 minutes conversion time per user finding the best suitable product 150+ broad, white label, category niche and product niche websites individual product comparison 20.000+ t
Slide 34: Comparison Division
Comparison Division Since 2014 Expanding proven market internationally, now leadership live in France FLAGSHIP Focus on €84.5bn Profitable since launch & eCommerce revenue market in Highly scalable Germany Partner of choice Multiple revenue streams for the leading online players including Advertiser
Slide 35: How do we succeed
How do we succeed High intent search traffic Desktop Position 1: Vergleich.org Position 2: Heimwerker.de Position 3: Welt.de Mobile Position 4: Computerbild.de 35
Slide 36: How do we succeed
How do we eCommerce Shop revenue succeed Convert with diverse revenue streams Revenue Streams Sponsored Products revenue eCommerce Shop revenue Sponsored Products revenue Google AdSense revenue Google AdSense revenue 36
Slide 37: Core partner Amazon dominates the German market
Core partner Amazon 53% of total dominates the German market We have partnered with the leading eCommerce players in Germany, such as eBay, OTTO, billiger.de and Amazon Source: https://blog.carpathia.ch/2023/02/10/amazons-umsaetze-2022- deutschland-und-der-schweiz-schaetzung/ 37
Slide 38: How do we succeed
How do we succeed Strong and long-term partnerships Diversified portfolio and partnerships, e.g. within the publishing industry (e.g. Axel Springer) 38
Slide 39: Growing the Comparison business
Growing the Comparison business AUTOMATION / MONETISATION AUTOMATION MONETISATION Automation of core processes Expand advertiser partner network Further integration of AI for cost efficiency and Adding more revenue streams acceleration of growth Launching high-intent CRM Comparison table optimisatio
Slide 40: Growing the Comparison business
Growing the Comparison business INNOVATION / EXPANSION INNOVATION EXPANSION Using state of the art optimisation tools to enhance core Launch on further, international markets after KPI such as market leading conversion / Conversion optimisation, proof of concept with France already converting in the
Slide 41: Comparison Division Q&A
Comparison Division Q&A * team internet.
Slide 42: Performance Division
Capital Markets Day Performance Division Monday 4th September 2023
Slide 43: Leading Performance Division towards Innovation and Excellence
“ Leading Performance Division towards Innovation and Excellence. Leadership Journey: • CEO of Codewise since 2021 (started as an Account Manager in 2015) • Head of Performance division since early 2023 • 14+ years in online marketing Background: • Joined Team Internet Group by acquisition in 2020 A
Slide 44: Structure
Structure All-in-one commerce media platform delivering advertising and monetization solutions for global brands and businesses. Location: Kraków, Poland Reach: Global Advanced analytics and optimization platform that provides advertisers with in-depth insights into their campaign performance. Perfo
Slide 45: Driving efficient sales with Commerce Media solutions
Driving efficient sales & incremental performance with Commerce Media solutions Zeropark simplifies the modern consumer journey by streamlining product discovery and purchasing decisions. 45
Slide 46: With Zeropark brands separate the signal from the noise
46 With Zeropark brands separate the signal IDEA Jane is on social media platforms seeking for from the noise recommendations from influencers she trusts. Zeropark connects brands with consumers during the Jane is starting Jane is looking for key moments of the her product discounts & rewards modern
Slide 47: How does Zeropark help?
47 8.7% Average Conversion Rate How does Zeropark help? Zeropark Commerce Media makes shopping easier by connecting brands with high-intent consumers at key 11xROAS Achieved by destinations along the modern shopping journey. Zeropark clients ● Creating shoppable moments 55 ● Streamlining the custome
Slide 48: Brands promoted with Zeropark
Brands promoted with Zeropark: Publishing Partners: Avivint Booking.com *#&kMacys a Klarna. affirm) afterpay> BNPL CINEMARK” otro Ws Huawei SR ave he See, a, amazon Walmart ite) yahoo!mail Okarma
Slide 49: Brands promoted with Zeropark: Buy Now Pay Later
49 Brands promoted with Zeropark: Our other publishing partners: Buy Now Pay Later platforms:
Slide 50: Klarna and Affirm Buy Now Pay Later placements
50 Klarna Buy Now Pay Later Affirm Buy Now Pay Later Tiles Autocomplete
Slide 51: Microsoft Edge Quicklinks
51 Microsoft Edge Quicklinks
Slide 52: Control all your ad campaigns from one platform
52 Control all your ad campaigns from one platform
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Slide 54: What's Voluum's market position?
54 What’s Voluum’s market position? We’re supporting over 7K+ media-buyers, agencies, performance marketers, and other types of customers around the world since 2014. We track over 500 BN events (understood as user interactions such as impressions, clicks, conversions etc.) annually. Our customers g
Slide 55: Voluum's partnerships
55 Voluum’s partnerships The biggest mobile marketing DACH’s biggest native ads agency; analytics platform; our official our customer, reseller & partner, tech integration done ambassador One of the top global eCom The biggest native inventory solutions; tech integration done, provider in the world;
Slide 56: Voluum's strategic initiatives
56 Voluum’s strategic initiatives Personalized high-level dashboards with top metrics AUTOMIZER 2.0 Deeper integration with Meta Refreshed and CROSS-PLATFORM upgraded Mobile app INTEGRATIONS BI tools (Data Studio/Looker/Tableau) AUTOMIZER 2.0 TikTok API updates AI-powered internal AUTOMIZER 2.0 proj
Slide 57: Drive high intent customers to leading online brands
Drive high intent customers Drive high intent customers to leading online and household to leading online and household brands and local merchants. brands and local merchants. Comes with: Expands in: • 10+ years of online advertising • Product Listing Ads (PLA) experience • Retail Media • Type-in tr
Slide 58: Performance Division Q&A
Performance Division Q&A * team internet.
Slide 59: Online Division
Capital Markets Day Online Division Monday 4th September 2023
Slide 60: Working in a unique Online ecosystem
“ Working in a unique Online ecosystem, helping key businesses realise their digital ambitions. Haydn Simpson Rishi Maudhub Divisional Lead, Brand Services Divisional Lead, Registry Services Leadership Journey: Leadership Journey: • Leading Brand Services and Online Sales since 2021 • Over 10 years
Slide 61: CentralNic, Team Internet's Online Division
Customer profiles CentralNic, Team Internet's Resellers Online Division Leading domain marketplace connecting more than 1.5k Top Level Domains (TLDs) to >28k resellers, servicing global leaders like GoDaddy, Newfold Digital & many others. A critical constituent of the global online ecosystem SMB/Ret
Slide 62: Reseller – The #2 global domain name distribution network
Reseller – The #2 global domain name distribution network • Providing the tools and experience needed to power the domain industry's most prominent brands, Reseller: o Is the trusted supplier to over 28k resellers worldwide, including the largest registrars in the world. o Is used by all of CentralN
Slide 63: Brand Services
Brand Services Protecting and optimising the world’s leading brands 80 colleagues Thousands of Global offices for distributed in EMEA, customers - SMBs to local expert delivery With a rich blend of experts and technology, Brand Services APAC and USA the largest global helps brands of all sizes optim
Slide 64: Registry
Registry Software Infrastructure One of the longest running software infrastructure providers. Supporting 175 domain extensions including .deloitte / .lidl / .bmw / .dhl / .xyz / .online and .website Story Partnering with AWS to provide unparalleled scalability, security and resilience. Vetted by UK
Slide 65: Retail
Retail Domain names for everyone, everywhere Global web-presence through well positioned retail brands offering domains, email, website builders and security products Story Multi-currency, integrated payment options Always on customer support 365/7 Unique AI-based domain search capabilities USP Exce
Slide 66: Looking Ahead
Looking Ahead Main Domain Name Search Themes1 Critical Domain Infrastructure for Nation States Team Internet's work with the UK Government draws on experience in supplying key domain related services to other governments around the world (e.g. .LA, .MY, .BH, .SA, .GL) Data & AI In 2021, TI establish
Slide 67: Online Division Q&A
Online Division Q&A
Slide 68: Closing Remarks
Closing Remarks Michael Riedl CEO 68
Slide 69: Strategy and Outlook Q&A
01 Strategy and Outlook 02 Q&A 69
Slide 70: Divisional leads
Comparison Search Gaëlle Lallement Axel Kaltz Jan Steffen Divisional Lead, Search CCO, Search Divisional Lead, Comparison Performance Online Haydn Simpson Rishi Maudhub Aleksander Fronczek Divisional Lead, Brand Services Division Lead, Registry Services Divisional Lead, Performance 70
Slide 71: How will Team Internet look in the next 10 years?
How will Team Internet look in the next 10 years? More diversified 01 More global 02 More vertically integrated 03 Firmly rooted in the values we defined 04 71
Slide 72: One more thing. TIG.L ticker change
One more thing. TIG.L As of 5 September Ticker change 72
Slide 73: Strategy and Outlook Q&A
01 Strategy and Outlook 02 Q&A 73
Slide 74: Team Internet Q&A
Team Internet Q&A [email protected] 74
Slide 75: Thank you
Thank you * team internet.