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ADSLOT LTD. — Investor Presentation 2021
Sep 27, 2021
64306_rns_2021-09-27_8f1f02f1-61a0-4b95-a953-34e9723bf0cb.pdf
Investor Presentation
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ASX: ADS Level 2, 419 Collins Street Melbourne Vic 3000 Australia Tel: +61 (0)3 8695 9100
ASX Announcement 28 September 2021
Investor Webinar – New Director Introduction and US Market Update
Adslot Ltd (ASX:ADS) will be holding a Live Investor Webinar at 11.00 am (AEST) today (Tuesday 28 September 2021).
The Live Webinar will be hosted by the Company’s CEO, Mr Ben Dixon, and the President of Adslot’s US operations, Mr Chris Maher. We will be joined by Mr Tom Triscari, who joined the Adslot board on 9 August 2021.
Attached is the Investor presentation that accompanies the webinar.
A recording of the webinar can be found in the investor section of the Adslot website. Note: the recording will be available from 3pm today.
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For further enquiries, please contact:
Ben Dixon Felicity Conlan Chief Executive Officer Chief Financial Officer Adslot Limited Adslot Limited [email protected] [email protected]
About Adslot
Adslot’s mission is to automate the trading of forward guaranteed display advertising, referred to as automated guaranteed. Our leading technology is a purpose built, global media trading platform. Adslot benefits a global community of media buyers and sellers, including media agencies, publishers and advertisers, by providing trading efficiencies and effectiveness made possible only via technology, and by doing so the basis on which the $80B online display advertising industry will realise its full growth potential.
Adslot is a global organisation with operations in North America, Europe and Asia Pacific and is headquartered in Australia.
NEW YORK SYDNEY LONDON MELBOURNE MUNICH SHANGHAI
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SEPT 2021 INVESTOR WEBINAR.
ATTENDEES.
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Ben Dixon
Chief Executive Officer
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Tom Triscari
Director
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Chris Maher
President North America
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TOM TRISCARI: BACKGROUND.
Pre-Programmatic
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UCLA, Economics (1992)
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Dotcom Era Startups
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Notre Dame, MBA (2007)
Programmatic
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Yahoo EMEA (Right Media, 2008)
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Criteo, London (Pre-IPO team)
“In-Housing Era”
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Interim CEO, Yieldr (2014)
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Labmatik, programmatic consulting firm (2015-2020)
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Paper: Programmatic Lemon Market Game (2020)
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Lemonade Projects, programmatic innovation agency (Present)
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Adslot (ASX:ADS), non-exec board member
TOM TRISCARI: BACKGROUND.
Consulting
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World's largest brands
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Mostly agency-dependent
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In-housing media is real
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Worried about waste
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Looking good matters
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CMO <> CFO fluency bridge
Board Time + Startup Quo Vadis Advisory Newsletter board ASX: ADS startups
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KEY MACRO TRENDS.
1
Flight to Digital
2
Flight to Quality
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FLIGHT TO DIGITAL CONTINUES 3 SUB-TRENDS DRIVE GROWTH.
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1
→ 5% Other
YouTube
Digitized
Amazon Non-DSP
Trade Walled
Search Other Social [3]
Advertising Garden
Retail ShelfPhysical $153B
$518B Hand-Sold $128B
Automation
Ad Spend Facebook
$25B 2
$1.1T Traditional
$180B 3 Criteo
FB Audience Net
50% TradeDesk
direct Retail Media [4]
$378B $206B $181B $53B Amazon DSP
$560B $378B All other DSPs
Paid Media Digital Digital Display Programmatic Open Web 50%
(Via DSP) open auction Google DSPs(DV360 + Ads)
1. Large lag between ecommerce 2. Flight to quality drives incentives 3. Open marketplace auctions
eyeballs and ad placements toward ad quality guarantees replaced by direct automated deals
for large advertisers
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FLIGHT TO QUALITY THE ‘STRUGGLE’.
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Flight Quality
High/Fast
Large Market
Ability for agency Expected
to spend growing Outcomes
display budgets
the “struggle” Better
= Outcomes
gap
Same Market Size
Low/Slow Bad
Outcomes
Low Standards High Standards
Ad Quality
Low CPMs Higher CPMs
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FUNDAMENTAL CHANGES
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Budgets shift to quality guarantees vs. open market biddable auctions
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Struggle to pace growing digital ad budgets is overcome
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Buyers/agencies seek tools to drive incremental utility (value add)
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Utility is shift is narrative clients want to hear from agencies
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VALIDATION: PARTNER MARKETPLACES ACTIVATED.
Key Partner Marketplaces under activation include:
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GroupM Global Premium Supply Initiative
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IPG /Kinesso Health, Wellness & Lifestyle Marketplace
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FlowerShop Cannabis Compliant Media Marketplace
GROUPM PREMIUM SUPPLY INITIATIVE.
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GroupM Premium Supply Initiative active in key markets around the world
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First market activated is the United Kingdom (August 2021)
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Trading has now commenced
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11 key publisher partners now onboarded
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Activity expected to scale in Dec quarter and beyond
IPG/KINESSO CUSTOM MARKETPLACE.
Adslot is building a highly customised, branded solution for one of the largest media buyers in the world
PHASE I
Launch in early October for Health, Wellness & Lifestyle vertical across programmatic guaranteed inventory. Many of their largest media buyer clients fall in this category
PHASE II
Integrate more traditional programmatic buying techniques/tactics
PHASE III
Rollout across additional vertical categories
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FLOWERSHOP MEDIA.
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First dedicated marketplace for trading of Cannabis compliant media in the US
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Custom features deployed
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Age-gating
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Geographic targeting by jurisdiction
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Creative compliance workflow
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Initial publisher partners now onboarded with more to come
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Trading to commence imminently and grow through December quarter
THE HOLDING COMPANIES.
T HE BIG SIX
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E ME RGING
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Contracted with Adslot
Q&A.
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DISCLAIMER.
The information contained in this presentation is given in good faith and has been prepared from information believed to be accurate and reliable. The information presented does not take into account your individual financial circumstances and it is not designed to be a substitute for specific financial or investment advice or recommendations and should be relied upon as such. You should consider talking to your financial adviser before making an investment decision. So far as the law allows, Adslot Ltd excludes all liability for any loss or damage whether direct, indirect or consequential. This presentation includes forward-looking statements that are based on information and assumptions known to date and are subject to various risks and uncertainties. Actual results, performance or achievements could be significantly different from those expressed in, or implied by, these forward-looking statements. Such forward-looking statements are not guarantees of future performance. They involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of Adslot Ltd, and which may cause actual results to differ materially from those expressed in this presentation.
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