Media Companies and Daily DealsDaily Deal Summit | September 23, 2011

HOW IS GOOGLE OFFERS

DOING?

3

Google Offers

4

Tough August

Monthly Revenue

(23%)

Revenue per Deal

(36%)

Google Portland

5

Portland Monthly Revenue

(32%)

Portland Revenue per Deal

(32%)

HOW IS AMAZON LOCAL

DOING?

7

Amazon Local

August Revenue per Deal

Los Angeles August Revenue($

in ‘0

00s)

WHAT HAPPENEDTO YELP?

11

Yelp

12

Yelp Revenue per Deal

13

Yelp Monthly Revenue

(52%)

HOW ARE OTHER MEDIA COMPANIES

DOING?

15

Groupon Domination

Groupon RevenueParity Line

Daily Deal August Performance by MarketIndexed to Groupon

Dea

ls R

un (i

ndex

ed to

Gro

upon

)

Revenue per Deal (indexed to Groupon)

WHAT CAN THEY DO BETTER?

Authority

Good deal?

Good business?

Google’s Authority?

Amazon’s Authority?

Yelp’s Authority?

TravelZoo’s Authority?

Other FactorsDid other people buy it? Just for a limited time?

Is it exclusive? Did their friends buy it?