Build traffic and inventory · 2013 34,2 7,6 Retail Ecommerce sales (bnUSD, eMarketer) GDP per...

Build traffic and inventory

Invest in brand

Build monetization

3

Mo

ne

tisa

tion

Adjacent

models

Investor Seminar, Barcelona, 18 November 2014

Build traffic and inventory

Invest in brand

Build monetization

4

Mo

ne

tisa

tion

Adjacent

models


-10%

5%

20%

35%

50%

65%

80%

0

20

40

60

80

100

120

2005 2006 2007 2008 2009 2010 2011 2012 2013 LTM

Revenues

EBITDA

EBITDA margin

■

■

■

■

■

10

0

25

50

75

100

125

150Web m.siteApps

Total Monthly Visits indexed (Oct 2012 - Oct 2014)

Source: Internal data, indexation: Oct 2012 = 100 Investor Seminar, Barcelona, 18 November 2014

0

25

50

75

100

125

150Web m.siteApps

0

25

50

75

100

125

150Web m.siteApps

■ Schibsted cover 4,200

car dealers, of a market

of approx 9,000 including

small shops

■ Editorial section supports

a strong position on new

cars and brand

advertisement.

Investor Seminar, Barcelona, 18 November 2014 11

COCHES.NET – STRONG POSITION IN THE PROFESSIONAL CAR MARKET

■ Combined strong position in generalist

■ To be strengthened through Milanuncios acquisition

■ Some remedies expected for the car market to get approval from competition authorities

■ Closing expected in Q4 2014

■ 60% of Segundamano traffic from mobile

12

WELL POSITIONED GENERALIST


■ Schibsted cover approx 10,000 real estate agents, of a market of around 15,000

■ Strong in Barcelona, competition stronger in Madrid.

■ International buyers become even more important.


FOTOCASA.ES – SHARED MARKET LEADER IN REAL ESTATE

■ InfoJobs revenues returned to

growth in Q2 2014

■ 9% revenue growth in Q3

2014

■ 19% growth in new sales – to

be translated to revenues in

2015

■ Number of vacant positions

on the site +45% Y/Y


INFOJOBS.NET – STRONG LEADER IN JOBS

Jan

-06

Se

p-0

6

Ma

y-0

7

Jan

-08

Se

p-0

8

Ma

y-0

9

Jan

-10

Se

p-1

0

Ma

y-1

1

Jan

-12

Se

p-1

2

Ma

y-1

3

Jan

-14

Se

p-1

4

Jan

-06

Se

p-0

6M

ay-0

7Jan

-08

Se

p-0

8M

ay-0

9Jan

-10

Se

p-1

0M

ay-1

1Jan

-12

Se

p-1

2M

ay-1

3Jan

-14

Se

p-1

4

0

5

10

15

20

25

30

35

Jan

-201

3

Ma

r-2

013

Ma

y-2

01

3

Jul-

201

3

Se

p-2

01

3

Nov-2

013

Jan

-201

4

Ma

r-2

014

Ma

y-2

01

4

Jul-

201

4

Se

p-2

01

4

Registered unemployment

■

■

■

■

18

RECENT MARKETING INVESTMENTS YIELD EXTRA TRAFFIC AND REVENUE GROWTH

-

100

200

300

400

500

Jan

-10

Ap

r-1

0

Jul-

10

Oct-

10

Jan

-11

Ap

r-1

1

Jul-

11

Oct-

11

Jan

-12

Ap

r-1

2

Jul-

12

Oct-

12

Jan

-13

Ap

r-1

3

Jul-

13

Oct-

13

Jan

-14

Apr-

14

Jul-

14

Oct-

14

Web m.site Apps

Total Monthly Visits indexed (Jan 2010 - Oct 2014)

Source: Internal data, indexation: Jan 2010 = 100

Total Monthly Revenues indexed (Jan 2010 - Oct 2014)

-

100

200

300

400

500

600

700

800

900

1.000

Jan

-10

Ap

r-1

0

Jul-

10

Oct-

10

Jan

-11

Ap

r-1

1

Jul-

11

Oct-

11

Jan

-12

Ap

r-1

2

Jul-

12

Oct-

12

Jan-1

3

Apr-

13

Jul-13

Oct-

13

Jan-1

4

Apr-

14

Jul-

14

Oct-

14


19

GENERALIST: ON WEB, SUBITO.IT HAS BUILT A LARGE GAP

WITH EBAY CLASSIFIEDS PROPERTIES

Source: Comscore (desktop) Ratio between Subito.it and Sum of Ebay Classifieds Properties

Monthly Visits – only desktop (Jan-Sep 2014, millions) Monthly Page Views – only desktop (Jan-Sep 2014, millions)

0

5

10

15

20

25

30

35

40

45

50

Mar Apr May Aug Sep Jul Feb Jun Jan

Kijiji Subito.it EbayAnnunci Sum of Ebay Class.

0

100

200

300

400

500

600

700

800

Aug Jul Jun May Apr Mar Feb Jan Sep

1.8X

2.0X

5.2X 5.5X

Engagement KPIs (Sep. 14) Visits per Visitor PageViews per Visit / Visitor Time Spent per Visit / Visitor

Subito.it 6.5 15.7 / 102 8.8 / 57 min

Kijiji 3.0 5.5 / 16 3.6 / 11 min

EbayAnnunci 2.7 5.9 / 16 4.0 / 11 min


20

GENERALIST: ON MOBILE IN 2014, SUBITO.IT HAD SO FAR

7 TIMES MORE APP DOWNLOADS THAN EBAY’S KIJIJI

Source: Distimo Note: Data for Apps of EbayAnnunci not available

Weekly installs – Android App (w1-w38 2014, thousands) Weekly downloads – iOs App (w1-w38 2014, thousands)

0

10

20

30

40

50

60

0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38

Kijiji Subito.it

Ratio between Subito.it

and Kijiji total installs 8.2X

0

2

4

6

8

10

12

14

8 10 4 6 38 34 36 0 2 12 16 14 18 26 30 28 20 22 24 32

Kijiji Subito.it

Ratio between Subito.it

and Kijiji total downlods 4.6X

Avg. Ranking Android Subito.it Kijiji

Lifestyle category #1 #14

Avg. Ranking iOs Subito.it Kijiji

Lifestyle category #5 #32


21

VEHICLES: SUBITO.IT IS NOW IN PAR WITH AUTOSCOUT IN

TRAFFIC AND CONTENT

Source: Audiweb (for Subito, only traffic from the vehicles section), Autobiz

Unique visitors (Jan–Sep 2014, millions)

0,0

1,0

0,5

2,5

2,0

3,0

1,5

3,5

Apr Jan Mar Feb May Sep Jun Jul Aug

Number of Ads (Sep’13-Sep’14, thousands)

Subito.it Autoscout

350

Jan-14

320

Mar-14

0

May-14

360

Jul-14

330

340

370

Nov-13 Sep-14 Sep-13

Autoscout Subito.it

149

22986

179Subito.it

Autoscout

Distribution of Ads (Sep 2014, thousands)

Dealers

Private

Engagement KPIs

(Sep. 14) Time per Visitor

PageViews

per Visitor

Subito.it (vehicles) 44:58 91.1

Autoscout 33:10 69.4

For Subito.it, only

traffic in the “Vehicles”

section is considered


22

REAL ESTATE: BIG FIGHT AMONG THE VERTICALS;

SUBITO.IT GAINING LEADERSHIP IN PRIVATE CONTENT

Source: Audiweb (for Subito, only traffic from the real estate section), Autobiz

Unique visitors (Jan–Sep 2014, millions)

0,0

2,0

3,0

2,5

1,5

Sep Aug Jun Feb Jul Mar Apr May Jan

Number of Ads (Sep’13-Sep’14, thousands)

Immobiliare.it Casa.it Subito.it

333

651

517

61

132

Immobiliare.it

Casa.it

Subito.it

21

Distribution of Ads (Sep 2014)

Private

Agents

550

700

600

500

Nov-13 Jul-14 May-14 Mar-14 Jan-14 Sep-13 Sep-14

0

450

650

750

Subito.it Immobiliare.it Casa.it

Engagement KPIs

(Sep. 14) Time per Visitor

PageViews

per Visitor

Subito.it (real estate) 20:13 42.1

Immobiliare.it 19:09 38.1

Casa.it 09:11 15.1

For Subito.it, only

traffic in the “Real

Estate” section is

considered


23

DISPLAY ADVERTISING: SUBITO.IT IS GAINING MARKET

SHARE IN A SLOW GROWING MARKET Display Advertising market (bnUSD, eMarketer)

0,78

2012 2013

0,85

2014

0,93

0,73

1,10

2015

1,02

2016 2017 2018

1,18

+8%

+9%

■ Subito.it is starting to build a

significant presence in the Display

Advertising market in Italy

■ While the overall market growth is

rather low, Subito.it is growing at

around 40% YoY and sees potential to

further increase its market share


24

ITALY IS LESS MATURE THAN FRANCE

2018

3,8

2,6

2017

3,6

2,4

2016

3,4

2,3

2015

3,2

2,1

2014

3,0

1,9

2013

2,8

1,7

France Italy

Digital Advertising market (bnUSD, eMarketer)

2018

54,0

12,6

2017

50,2

11,6

2016

46,4

10,5

2015

42,6

9,6

2014

38,4

8,6

2013

34,2

7,6

Retail Ecommerce sales (bnUSD, eMarketer)

GDP per capita (thousand EUR 2013, Eurostat)

1.6X

Internet population and penetration (million, eMarketer)

4.5X

X Ratio between France and Italy

35,8 Italy

France 49,7

1.4X

77%

59%

Italy

31,9 France

25,5

1.3X


■Further expansion of the team (tech, product, analytics)

■Continued focus on traffic and revenue growth, not

EBITDA

■Continuous product improvements (particularly mobile)

■Sales growth to be driven by volumes, display market

share and premium features


SUBITO.IT ON TRACK FOR FURTHER GROWTH

THE FUTURE IS NOW SCHIBSTED INVESTOR SEMINAR 2014


Build traffic and inventory · 2013 34,2 7,6 Retail Ecommerce sales (bnUSD, eMarketer) GDP per...

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