Adveritas Limited · ASX:AV1
Adveritas — Shareholder Meeting (November 2023)
18 slides from Adveritas's shareholder meeting presentation, Nov 14, 2023
Slide 1: 2023 Annual General Meeting
For personal use only 2023 Annual General Meeting 14 November 2023
Slide 2: Disclaimer
This presentation contains summary information about Adveritas Limited (Adveritas) and is current at 14 November For personal use only 2023. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial product adv
Slide 3: 2023 Annual General Meeting - CEO address
For personal use only 14 November 2023 Annual General Meeting - CEO address Mat Ratty - TrafficGuard Global Chief Executive Officer
Slide 4: We help our partners advertise with confidence through full-funnel ad fraud prevention
For personal use only We help our partners advertise with confidence through full-funnel ad fraud prevention
Slide 5: Global scale and impact of invalid traffic and ad fraud
Global scale and impact of $678b For personal use only Size of digital invalid traffic and ad fraud advertising market Statista (1) $190b 28% Lost to non-human $2.7-$5.4t of digital traffic traffic is non-human Adobe (2) Capital value erosion 2.87x $545b ROI on advertising Lost revenue Nielsen (3) 1
Slide 6: Why commit Ad Fraud
Why commit Ad Fraud Large addressable For personal use only market Unlikely to get HIGH caught organized crime Very few tools AD fraud exist to detect IP theft and prevent PAYOUT POTENTIAL extortion High profit = R&D is payment system consistently being bank fraud fraud done to evade legacy tools bu
Slide 7: Full Funnel. Full Protection.
For personal use only Full Funnel. Full Protection. TrafficGuard is the world’s first full funnel measurement, verification and fraud prevention solution for digital advertising. Unlike legacy anti fraud vendors who analyse a single point in the user journey, TrafficGuard analyses every single point
Slide 8: Mobile App, Affiliate, PPC omni channel solution
Mobile App Affiliate ● Prevent invalid clicks reaching the MMP to solve for misattribution of installs and ● Full funnel and multipoint events - a key negative effect of click fraud solution that is not just looking For personal use only ● Verify and invalidate installs and events Attribution at the
Slide 9: TrafficGuard flywheel
For personal use only TrafficGuard flywheel A virtuous growth cycle ● Increase ARPU ● Increase barrier to entry ● Increase TAM ● Increase LTV:CAC
Slide 10: Imminent USA Launch: The Untapped Greenfield of Digital Ad Spending
Imminent USA Launch: The Untapped Greenfield of Digital Ad Spending in the United States For personal use only Europe US$118.30bn Current Customers and USA Pipeline largely generated from US$271.20bn these regions APAC Large untapped market opportunity US$236.90bn ● Several large sports betting Comp
Slide 11: Trusted by top global enterprise advertisers
Trusted by top global enterprise advertisers across PPC, Mobile app and Affiliate For personal use only Customers Partners
Slide 12: What our clients say
What our clients say For personal use only "Great product "TrafficGuard is a "Helpful and great product and and onboarding Ease to use" an even better experience" team" g2.com g2.com g2.com Read more
Slide 13: Case Study and Testimony: The Battle With Bots
" For personal use only We loved the detail that TrafficGuard went into to Case Study and Testimony validate the high volume of detected 'bot' traffic. Not only did we see a big percentage of basic bots The Battle With Bots and Returning Users “ that were there to mimic human behaviour, but we Willi
Slide 14: Recognised in the Industry
Recognised in the Industry For personal use only
Slide 15: Strong annualised revenue growth trajectory
For personal use only 333% Strong annualised revenue growth trajectory ($AUD)
Slide 16: Growth Strategy for 2024
Growth 5 Continue to Strategy For personal use only upsell and cross 4 sell through for 2024 Continue to work closely with existing client base to 3 Google Cloud increase ACV Sales and sales reps to Marketing efforts target high value 2 targeted towards accounts Cost control sports betting measures
Slide 17: Positive outlook for continued growth
Positive outlook for For personal use only continued growth in Annualised revenue up circa 21% from FY24 June year end to $4.4m and growing Efficiently targeting lucrative contracts, backed by a substantial trial pipeline • USA entrance with several prominent companies in trial that, if successfully
Slide 18: Contact
For personal use only This presentation has been approved by the Board of Directors of Adveritas Limited. For more information, please contact: Mat Ratty Chief Executive Officer Adveritas Limited (ASX: AV1) P: +61 (8) 9473 2500 E: [email protected]