Adslot Ltd · ASX:ADS
Adslot — Shareholder Meeting (November 2023)
19 slides from Adslot's shareholder meeting presentation, Nov 15, 2023
Slide 1: 2023 AGM – Chairman's Address and CEO Presentation announcement
ASX: ADS Level 2, 419 Collins Street Melbourne Vic 3000 Australia ASX Announcement Tel: +61 (0)3 8695 9100 15 November 2023 2023 Annual General Meeting – Chairman’s Address and CEO Presentation Adslot Ltd (ASX: ADS) attaches the address to shareholders to be delivered by Chairman, Andrew Dyer and Fo
Slide 2: Adslot Ltd FY23 Chairman's AGM Address
Adslot Ltd FY23 Chairman’s AGM Address Ladies and Gentlemen As previously men�oned, I am excited to have taken on the role of chair in June this year. Once again, I thank Andrew Barlow for his leadership as Chairman over the last 13 years. Our mission remains improving audience targe�ng and simplify
Slide 3: Adslot 2023 AGM CEO Presentation
For personal use only ADSLOT 2023 AGM CEO PRESENTATION. BEN DIXON Chief Executive Officer
Slide 4: Review: Our Products and Revenue Models
REVIEW: OUR PRODUCTS AND REVENUE MODELS. For personal use only Product Description Primary Revenue Model A global digital media marketplace, enabling buyers and sellers to trade premium advertising (display, video, Trading Fees mobile) on an audience targeted (1st and 3rd party), forward-guaranteed
Slide 5: Symphony
SYMPHONY. • Mature SaaS* business For personal use only • High gross margin • 15 countries, 3,700+ active users A global enterprise SaaS platform, providing digital media buying workflow • $5.77M in FY23 Revenue solutions to the world’s largest advertising agencies. • FY23 Revenue up 6.3% vs FY22 an
Slide 6: Adslot Media
ADSLOT MEDIA. • Growth focus for business For personal use only • Substantial market opportunity (US$300B + global digital display advertising market*) A global digital media marketplace, enabling • Simplifies sales channels for premium media buyers and sellers to trade premium advertising (increasi
Slide 7: Adslot Media – A Portfolio of Opportunities
ADSLOT MEDIA – A PORTFOLIO OF OPPORTUNITIES. For personal use only • Capital allocated to a refined list of key projects that can generate short term revenue • Key projects focused on the largest media markets in the world • Defined and validated use cases for all key projects • Product development
Slide 8: German Market – Connected TV & Video
GERMAN MARKET – CONNECTED TV & VIDEO. • Top 5 digital advertising market For personal use only • Leader of GDPR privacy framework • Lower adoption of programmatic trading compared to other mature markets • Higher margin market • Activation focus has been on the highly valuable Connected Television (
Slide 9: German Market Partners
GERMAN MARKET PARTNERS. For personal use only Publisher Partners Agency Groups
Slide 10: UK Market
UK MARKET. • Top 5 digital advertising market For personal use only • High proportion of large publishers available on the Adslot Media platform • Longstanding and substantial trading via leading mobile specialist agency Mobkoi • Activation underway with GroupM agencies Mindshare, Mediacom and mSix
Slide 11: US Market: IPG – Orion & Kinesso
US MARKET: IPG – ORION & KINESSO. • Largest digital advertising market in the world. For personal use only • Longstanding relationship with leading agency holding company, the Interpublic Group across Kinesso and Orion divisions • Trading to date below expectations due in part to internal client reo
Slide 12: Australian Market
AUSTRALIAN MARKET. • Top 10 digital advertising market For personal use only • Successful deployment of integrated Symphony – Adslot Media solution in 2022 • Australian market a substantial contributor to TTV with unmnonetised activity critical to market share and removing barriers to monetised trad
Slide 13: Validation of Product Market Fit
VALIDATION OF PRODUCT MARKET FIT. Trading from key projects to date has validated For personal use only the market fit of the Adslot Media platform; • Total transaction Value (TTV) has grown substantially over past 15 months • TTV growth highlights product market fit for Adslot Media ? • TTV generat
Slide 14: Demise of the 3rd Party Cookie
For personal use only DEMISE OF THE 3RD PARTY COOKIE.
Slide 15: An Endgame Years in the Making
AN ENDGAME 5 YEARS IN THE MAKING. • Google to launch privacy sandbox cookieless targeting solutions coupled For personal use only with 1% phase out of 3rd party cookie • GDPR removes Privacy Shield which allowed US targeting companies to operate with lesser restrictions • 1% becomes control group fo
Slide 16: Post 3rd Party Cookies = More Working Media
POST 3RD PARTY COOKIES = MORE WORKING MEDIA. Campaign $ Agency of Record Trading Desk Demand Side Data, Targeting & Rebates Publisher-side Publisher (AOR) Platform (DSP) Verification Technology For personal use only HIGH 5% Transaction Typical fees in fees with 15% 20% current LOWER programmatic pro
Slide 17: Adslot Uniquely Positioned to Seize This Opportunity
ADSLOT UNIQUELY POSITIONED TO SEIZE THIS OPPORTUNITY. For personal use only • Profound change for the digital advertising industry is creating opportunity for Adslot • Blocking of 3rd party cookies removes critical component of programmatic advertising • 1 in 2 users cannot currently be targeted for
Slide 18: Conclusions
CONCLUSIONS. For personal use only We have refined and focussed our efforts on key 1. We have a core mature SaaS business in Symphony 4. projects in large, high-margin markets Our growth engine will be the Adslot Media The cost base of the business has been reduced to 2. business which is well place
Slide 19: Thank You
For personal use only THANK YOU.