Vend Marketplaces ASA · OSL:VEND
Vend Marketplaces ASA — Schibsted — Investor Day (2010)
17 slides from Vend Marketplaces ASA's investor day presentation, 2010
Slide 1: Schibsted Classified Media
Tittel Schibsted Classified Media Undertittel TERJE SELJESETH CEO
Slide 2: Two strong strategic legs
Two strong strategic legs 1 European leader in rapidly growing online marketplaces Leading positions in print and online space 2 in Norway, Sweden and International 2 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 3: European leader in rapidly growing online marketplaces
Two strong strategic legs 1 European leader in rapidly growing online marketplaces 3 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 4: Online classifieds have very attractive economics with a pot of gold at the end of the rainbow
Online classifieds have very attractive economics with a pot of gold at the end of the rainbow Stage 3: Established leaders Stage 2: Emerging leaders Stage 1: New launches Age • Year 0-3 • Year 3-5 • Year 5+ Position • In the pack • Leaving the pack • 3-10x number 2 Economics • Heavy investment • Ar
Slide 5: SCM has an attractive portfolio with established leaders, emerging leaders and new launches
SCM has an attractive portfolio with both established leaders, emerging leaders and new launches New launches Emerging leaders Established leaders 5 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 6: Blocket and Bytbil are market leaders in Sweden
European leader in rapidly growing online marketplaces Blocket and Bytbil are market leaders in Sweden Leading online classifieds • Blocket is #1 in general merchandise and cars • Bytbil is #1 for car dealerships • Monetisation as driver of success, while potential for growth to come from Wide lead
Slide 7: FINN is the clear market leader in four key verticals in Norway
European leader in rapidly growing online marketplaces FINN is the clear market leader in four key verticals in Norway Leading online classifieds FINN has #1 positions in four key verticals in Norway • #1 positions in general Professional Dating merchandise, jobs, cars and tools real estate 1 Genera
Slide 8: Our established leaders are highly profitable and continue to deliver growth
Our established leaders are not only highly profitable but also continue to deliver growth Revenue/internet user Revenue growth EBITA margin €, Q2 2010 annualized Q2 2009 – Q2 2010 Q2 2010 30,2 32% 47 % 8,5 26% 60 % 3,5 10% 50 % 0,9 128% 37 % Note: Growth is in reported currency (NOK for Finn, EUR f
Slide 9: SCM has an attractive portfolio with established leaders, emerging leaders and new launches
SCM has an attractive portfolio with both established leaders, emerging leaders and new launches New launches Emerging leaders Established leaders 9 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 10: Emerging leaders continue to deliver strong growth
Emerging leaders continue to deliver strong growth August visit volumes + 61% + 59% + 57% Source: Xiti 10 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 11: SCM has an attractive portfolio with established leaders, emerging leaders and new launches
SCM has an attractive portfolio with both established leaders, emerging leaders and new launches New launches Emerging leaders Established leaders 11 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 12: Our Blocket model is outperforming other generalist trading platforms
Our Blocket model is consistently outperforming other generalist trading platforms – example France and Italy Monthly page views, millions France Italy 4000 1200 3500 1000 3000 eBay Auctions 800 2500 2000 600 eBay Auctions 1500 400 1000 200 500 eBay Classifieds eBay classifieds 0 0 1 3 5 7 9 11 1 3
Slide 13: We have established international capabilities to help our businesses become leaders
We have established international capabilities to help our businesses become leaders Capabilities Product Marketing Performance management Organizational Concept and core Search engine Intensive coaching and Development Features marketing support Schibsted Way Usability Branding System
Slide 14: Diversified organization with hub structure
Diversified organization with hub structure Oslo Hub CEO Stockholm Hub Finance department Blocket rollout team Product & marketing Core development team Performance management Mobile dev Remote Launch team Madrid hub Barcelona hub Application development Strategy and Business Development Monetizatio
Slide 15: We have an effective new-launch model, that we plan to scale up further
We have an effective new-launch model, that we are planning to scale up further 2006-2007 2008-2009 • We have now Daily reach of new Blocket launches 2010 launched Blocket % of internet population clones in 14 countries outside Sweden • While market circumstances differ, all launches follow a strong
Slide 16: Remote launches will make it possible to enter new markets fast and cost efficiently
Remote launches will make it possible for us to enter new markets fast and very cost efficiently SCM will launch in some major markets in the months to come 17 CMD 2010 - Terje Seljeseth - Schibsted Classified Media
Slide 17: Shaping the media of tomorrow. Today.
Tittel Shaping the media of tomorrow. Undertittel Today. 18