News Corporation · NASDAQ:NWS
News — UBS Global Media and Communications Conference 2015
24 slides from News's conference presentation, Dec 9, 2015
Slide 1: Dow Jones - UBS Global Media and Communications Conference
J DOW JONES UBS GLOBAL MEDIA AND COMMUNICATIONS CONFERENCE DECEMBER 9, 2015
Slide 2: William Lewis
WILLIAM LEWIS Chief Executive Officer, Dow Jones & Co. Publisher, The Wall Street Journal
Slide 3: Forward Looking Statements Disclaimer
FORWARD LOOKING STATEMENTS DISCLAIMER This presentation contains a number of forward-looking statements. All statements that are not statements of historical fact are forward-looking statements. The words “expect,” “estimate,” “anticipate,” “intend,” “plan,” “believe,” “may,” “will” and variations o
Slide 4: Business Snapshot: We are a diversified media company
DOW JONES — BUSINESS SNAPSHOT WE ARE A DIVERSIFIED MEDIA COMPANY. We benefit from diversified revenue streams: advertising, circulation and subscriptions to our Professional Information Business products. The global Financial and Risk and Compliance information segments are a significant opportunity
Slide 5: Business Snapshot: Our digital products are growing rapidly
DOW JONES — BUSINESS SNAPSHOT OUR DIGITAL PRODUCTS ARE GROWING RAPIDLY. Almost half of our total revenues are already derived from digital products. We will pursue further growth aggressively. G | Dow JONES UBS GLOBAL MEDIA & COMMUNICATIONS — 5 CONFERENCE
Slide 6: Business Snapshot: Strong, expanding international footprint
DOW JONES — BUSINESS SNAPSHOT STRONG, EXPANDING INTERNATIONAL FOOTPRINT. A fifth of our revenues come from outside the United States. We plan to expand EMEA and APAC while keeping the U.S. as the heart of our operation. G | Dow JONES UBS GLOBAL MEDIA & COMMUNICATIONS — 6 CONFERENCE
Slide 7: Business Snapshot: Premium customers
DOW JONES — BUSINESS SNAPSHOT The quality of our audience is second to none. Average net worth is $2m and more ——— _—_—_ than one-third of our readers are in C-suite positions. PREMIUM CUSTOMERS. \ WA print customer household r G | Dow JONES UBS GLOBAL MEDIA & COMMUNICATIONS 7 CONFERENCE
Slide 8: Business Snapshot: This is just the beginning
DOW JONES — BUSINESS SNAPSHOT THIS IS JUST THE BEGINNING. We are a 133-year old company that is transforming. In Q1 FY16 all three of our core revenues grew ona currency adjusted basis. J DOW JONES DB | Dow Jones UBS GLOBAL MEDIA & COMMUNICATIONS — CONFERENCE
Slide 9: Vision and Goals
DOW JONES VISION AND GOALS ES) EMPOWERMENT AUTHORITY TRUST DATA Dow Jones empowers In an increasingly Our quality We have more than people by delivering cluttered media journalism is the written word content. valuable news and landscape, where most trusted in Our invaluable information from the firs
Slide 10: Core Products: The Wall Street Journal
DOW JONES CORE PRODUCTS WE CONTINUE TO STRENGTHEN OUR CONTENT OFFERINGS ~—— THEWALLSTREET JOURNAL. THE WALL STREET JOURNAL Digital only subscriptions reached 819k, up more than 125k year over year while maintaining strong ARPU. THE WALL STREET JOURNAL, GLOBAL JOURNAL We revitalized the international
Slide 11: Core Products: MarketWatch and Barron's
DOW JONES CORE PRODUCTS WE CONTINUE TO STRENGTHEN OUR CONTENT OFFERINGS MARKETWATCH Digitally autonomous product that drove more than 49m highly engaged monthly visits on average during the past year. G | Dow JONES aa BARRON'S BARRON'S Double digit annual revenue growth, more than 400k print and dig
Slide 12: Core Products: Factiva and Risk and Compliance
DOW JONES CORE PRODUCTS WE CONTINUE TO STRENGTHEN OUR CONTENT OFFERINGS FACTIVA Delivering 32k content sources to more than 1.1m activated users. RISK AND COMPLIANCE Our fastest growing enterprise product, carrying more than 20% annual average revenue growth. G | Dow JONES UBS GLOBAL MEDIA & COMMUNI
Slide 13: Innovation: Creating new targeted products
DOW JONES INNOVATION CREATING NEW TARGETED PRODUCTS. What’s News — Mobile only app aimed at an on-the-go audience. IMF Lifts the Yuan te Statu G | Dow JONES UBS GLOBAL MEDIA & COMMUNICATIONS CONFERENCE
Slide 14: Innovation: Creating new targeted products
DOW JONES INNOVATION CREATING NEW TARGETED PRODUCTS. What’s News — Mobile only app aimed at an on-the-go audience. WSJ City — Brilliant app for London-based professionals. G | Dow JONES UBS GLOBAL MEDIA & COMMUNICATIONS CONFERENCE
Slide 15: Innovation: Creating new targeted products
DOW JONES INNOVATION CREATING NEW TARGETED PRODUCTS. WSJ Pro — The first foray into the business to professional market, a premium priced product for top tier members. G | Dow JONES UBS GLOBAL MEDIA & COMMUNICATIONS 15 CONFERENCE
Slide 16: Innovation: Creating new targeted products
DOW JONES INNOVATION CREATING NEW TARGETED PRODUCTS. What’s News — Mobile only app aimed at an on-the-go audience. WSJ City — Brilliant app for London-based professionals. WSJ Pro — The first foray into the business to professional market, a premium priced product for top tier members. Mansion Globa
Slide 17: Innovation: Creating new targeted products
DOW JONES INNOVATION CREATING NEW TARGETED PRODUCTS. What’s News — Mobile only app aimed at an on-the-go audience. WSJ City — Brilliant app for London-based professionals. WSJ Pro — The first foray into the business to professional market, a premium priced product for top tier members. Mansion Globa
Slide 18: We Are Also Focused On...
WE ARE ALSO FOCUSED ON... Ona tty | aOrs i L _| MANAGING LEADERSHIP MARKETING NEWSROOM COSTS TEAM AND DATA TRANSFORMATION * Removed $100m * — Strong senior * The Make Time Creating new in expenses - management campaign builds our digital roles fixed and variable - across FY14 and FY15 * Preserving a
Slide 19: Circulation Growth
CIRCULAT ON GROWTH CIRCULATION GROWTH Total subscriptions at 2.4m, up 77k in one year Revenue growth through increased volume and pricing NEW ACQUISITION * Creating attractive subscription bundles + — Offerings for both individuals and corporates CUSTOMER RETENTION Valued customers are now much less
Slide 20: Partnerships
PARTNERSHIPS WE GUARD HOW OUR CONTENT GETS USED, BUT LOOK FOR MUTUALLY BENEFICIAL PARTNERSHIPS Snapchat | Apple | Facebook | Symphony J & »/ SYMPHONY DB | Dow Jones UBS GLOBAL MEDIA & COMMUNICATIONS — 20 CONFERENCE
Slide 21: Advertising Strength Through Print and Digital
ADVERTISING STRENGTH THROUGH PRINT AND DIGITAL STRONG ADVERTISING REVENUE THROUGH INNOVATIVE DIGITAL INITIATIVES AND THE ENDURING POWER OF PRINT. CUSTOM CONTENT POWER OF PRINT MOBILE Built a studio of writers, designers and Print has a robust 1.3m WSJ Creating new mobile engineers who now drive ~20%
Slide 22: Supercharge Professional Information Business
SUPERCHARGE PROFESSIONAL INFORMATION BUSINESS WE ENGAGE WITH CUSTOMERS Spent the past two years. meeting with as many clients as possible That has led to incremental improvements to core products and new mobile experiences on DATA RICH API PLATFORM + Creating APIs to enable deeper customer engagemen
Slide 23: The Business Is on the Right Track
THE BUSINESS IS ON THE RIGHT TRACK Increased circulation revenues and diverse advertising opportunities PIB products on the right trajectory Exciting B2P opportunity Passion for mobile and innovation Prudent partnerships with world class technology Commitment to our customers B | DOW JONES UBS GLOBA
Slide 24: Dow Jones
J DOW JONES
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