Adslot Ltd · ASX:ADS
Adslot — Shareholder Meeting (November 2022)
25 slides from Adslot's shareholder meeting presentation, Nov 16, 2022
Slide 1: 2022 Annual General Meeting – Chairman's Address and CEO Presentation
ASX: ADS Level 2, 419 Collins Street Melbourne Vic 3000 Australia For personal use only Tel: +61 (0)3 8695 9100 ASX Announcement 16 November 2022 2022 Annual General Meeting – Chairman’s Address and CEO Presentation Adslot Ltd (ASX: ADS) attaches the address to shareholders to be delivered by Chairm
Slide 2: Chairman's Address
Chairman’s Address Adslot Limited Annual General Meeting Wednesday 16 November 2022 Fellow Shareholders, For personal use only The 2022 Financial Year was one of continued progress for the Company. Although Trading Fee revenues from the Adslot Media platform did not materialise against expectations,
Slide 3: Chairman's Address (continued)
Loss from a $2.43M Loss in FY21 to only a $730k Loss in FY22. NPAT Loss also improved by 26%, reducing from a $6.3M NPAT Loss in FY21, to a $4.7M NPAT Loss in FY22. The most disappointing result in terms of the financial scoreboard was from the all- important Trading Fees, driven mostly by Adslot Me
Slide 4: The Year Ahead
The Year Ahead In summary, the Company believes it is well placed for the year ahead. Our products are world leading, and have been tested by the largest players in the media industry. We have identified and validated use cases to drive growth in trading. Industry trends that increasingly prefer dir
Slide 5: Adslot 2022 AGM CEO Presentation
For personal use only ADSLOT 2022 AGM CEO PRESENTATION. BEN DIXON Chief Executive Officer
Slide 6: Mission
For personal use only MISSION To power the world’s direct media trading with advanced technology that is efficient, safe, and transparent.
Slide 7: Agenda
AGENDA. For personal use only 1. 2022 in Review 2. Adslot Media Key Priorities 3. TTV Performance 4. Symphony Update 5. Corporate development 6. 2023 – The Year Ahead
Slide 8: 2022 in Review: Strategic Priorities
2022 IN REVIEW STRAGETIC PRIORITIES. For personal use only Scale trading on Partner Marketplaces Secure MSAs with remaining agency holding 1. 4. activated in 2021. companies. Extend currently activated Partner Deploy further markets for the integrated 2. 5. Marketplaces to new verticals and geograph
Slide 9: 2022 in Review: Strategic Priorities
2022 IN REVIEW STRAGETIC PRIORITIES. For personal use only Trading initiated with IPG / Kinesso Health & ✓ ✓ Launch of Adslot Media in German market Wellness marketplace Renewal of GroupM UK partner marketplace September quarter Symphony license fees up ✓ ✓ agreement and recommencement of trading 15
Slide 10: Adslot Media
For personal use only ADSLOT MEDIA.
Slide 11: Adslot Media – Key Priorities
ADSLOT MEDIA – KEY PRIORITIES. For personal use only Partner marketplaces for key agency clients Integrated Symphony – Adslot Media trading Publisher-initiated trading
Slide 12: Partner Marketplaces
PARTNER MARKETPLACES. For personal use only 2022 saw continued progress on activating and growing trading on partner marketplaces. ü IPG Health & Wellness (US) trading commenced in July 2022 Partner marketplaces with ü GroupM (UK) trading recommenced in August 2022 following renewal of agreement key
Slide 13: Symphony – Adslot Media Integration
SYMPHONY – ADSLOT MEDIA INTEGRATION. For personal use only The activation of the combined Symphony – Adslot Media offering in Australia has further validated the strategy of combining the best of these two products; The Company continues to ü Australia now the second active market following launch m
Slide 14: Publisher Initiated Trading
PUBLISHER INITIATED TRADING. For personal use only Publishers are increasingly looking for ways to sell direct to advertisers of all sizes via a simplified supply chain. ü Increasing demand from large publishers for their own self-service store fronts across multiple markets including Australia, Asi
Slide 15: TTV Performance
For personal use only TTV PERFORMANCE.
Slide 16: September Quarter TTV
SEPTEMBER QUARTER TTV. For personal use only Total Transaction Value All Trades Adslot Media (AUD) $31.57M 30M Total TTV 20M 10M 22% monetized $6.93M 22% monetized Monetised TTV Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23
Slide 17: TTV Monetisation
TTV MONETISATION. For personal use only 1. The vast majority of Adslot Media TTV is currently monetised with fees to the publishers (i.e. sell side). 2. Key decisions in platform adoption for media buying is primarily made by agencies (i.e. buy side). 3. To ensure ease and speed of adoption by agenc
Slide 18: December Quarter TTV (To Date)
DECEMBER QUARTER TTV (TO DATE)*. For personal use only Strong TTV performance has continued in to the December 2022 quarter. $17.65M • Monetised TTV for December 2022 quarter (to date) now exceeds the entire September 2022 quarter Total TTV • Percentage of total TTV which is monetised has grown from
Slide 19: Symphony
For personal use only SYMPHONY.
Slide 20: Symphony
SYMPHONY. For personal use only Symphony remains a critical component of the Company’s product strategy. ü Over $7.37B managed via platform in FY2022 Returning Symphony to new market growth will provide ü 15% growth in license fees (Sept 2022 quarter vs PCP) further opportunities for • Growth in man
Slide 21: For personal use only
For personal use only CORPORATE UPDATE.
Slide 22: Corporate Development
CORPORATE DEVELOPMENT. For personal use only Our strategic partner outreach with East Wind Advisors has progressed at pace and is now accelerating ü Strong interest has been generated with parties given several strategic imperatives: • 3rd party cookie deprecation; • the need for automation in media
Slide 23: 2023 The Year Ahead
For personal use only 2023 THE YEAR AHEAD.
Slide 24: Our Strategic Priorities for 2023
OUR STRAGETIC PRIORITIES FOR 2023. For personal use only Substantially grow trading on Partner Continue deployment of the integrated Symphony 1. 4. Marketplaces in US and UK markets. / Adslot Media offering to new markets. Extend currently activated Partner Marketplaces Execute strategy for activati
Slide 25: Thank You
For personal use only THANK YOU.