Tech Mpire (TMP) - Product Presentation - July 2017

Post on 23-Jan-2018

99 views 2 download

Transcript of Tech Mpire (TMP) - Product Presentation - July 2017

Tech Mpire

Lee Hunter Luke Taylor Managing Director & Chief Executive Officer Chief Technology Officer (Founder)

e investor.enquiry@techmpire.com

p +61 8 9473 2500

w www.techmpire.com

s ASX:TMP

TECHNOLOGY DEMONSTRATIONDriving global growth.

Confidential - Tech Mpire

Technology Demonstration - July 2017

KEY INVESTMENT CONSIDERATIONS

2

1. Attractive client offering within high growth addressable markets

2. Strong competitive advantage with nxus®

3. Well placed to deliver sustainable annual profits in the near-term

4. Global client base

5. Focused growth strategies

6. Scalable technology platform allows for efficient global expansion

7. Strong balance sheet with sufficient growth capital

8. Strong revenue growth

9. Attractive relative valuation

10. Adtech sector consolidation

11. Strong board and management

Confidential - Tech Mpire

Technology Demonstration - July 2017

AGENDA

3

1. What We Do

2. Our Technology: nxus®

3. Our Competitive Advantage

4. A Global Client Base

5. Demo: The Journey of an Advertiser

6. Strategies for Growth

7. Outlook

Confidential - Tech Mpire

Technology Demonstration - July 2017

WHAT WE DO

4

Tech Mpire is a global mobile marketing technology company.

Our proprietary adtech platform, nxus®, has automated a previously

manual process of finding high quality digital leads.

In essence, we help the world’s biggest brands acquire new users for

their mobile apps, wherever they are in the digital world.

Confidential - Tech Mpire

Technology Demonstration - July 2017

WHAT WE DO: COST-PER-INSTALL

5

We operate on a cost-per-install pricing model.

Confidential - Tech Mpire

Technology Demonstration - July 2017

WHAT WE DO: COST-PER-INSTALL

6

The advertiser only pays when a user installs their app.

Confidential - Tech Mpire

Technology Demonstration - July 2017

WHAT WE DO: COST-PER-INSTALL

7

Online Advertising Pricing Models

CPM(Cost per impression)

CPC(Cost per click)

CPA(Cost per action)

• Advertiser pays when ad is displayed to user.

• Advertiser only pays when user clicks on ad.

• Advertiser only pays when user-defined action occurs, such as sale or install.

Confidential - Tech Mpire

Technology Demonstration - July 2017

WHAT WE DO: COST-PER-INSTALL

8

For the advertiser, the cost-per-install pricing model means:

• Low risk.

• Low resource.

• High ROI.

Confidential - Tech Mpire

Technology Demonstration - July 2017

WHAT WE DO: DRIVING GROWTH

9

Our challenge is:

• finding these new users, efficiently,

• at the right price,

• and at the right scale.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY

10

Introducing:

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY

11

Developed over the last 7 years, starting as a measurement platform and

constantly evolving, nxus now automates a previously manual process of

finding high quality digital marketing leads.

It finds potential app users by aggregating thousands of sources of web

traffic, all working to find new users and generate installs.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY

12

nxus optimises and scales the performance of these traffic sources

across our advertiser’s marketing campaigns.

It’s always working to deliver the highest quality traffic and generate

ROI, for both the advertiser and Tech Mpire.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY: TRAFFIC PARTNERS

13

Traffic partners signed up with nxus include:

Publishers Creating and displaying

relevant content, aiming to convince users to install.

E.g. A tech website with the “Top 10 apps you should

download this month”.

Media Optimisers Buying media on a cost-per-impression, or cost-per-click

model, working to convert users into an install.

E.g. buying ads on Facebook or Yahoo, convincing users to

install an app.

App Developers Showing advertiser content in 3rd party apps, pushing their

users towards an install.

E.g. In-app advertising on games like Angry Birds, or Candy

Crush.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY

14

Publisher

Media Optimiser

Traffic Sources (supply)

App Developer

Advertiser

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY: PERFORMANCE FOCUS

15

We’re agnostic to the nature of the traffic source.

Our technology allows us to focus on performance, and optimise

the ROI for the advertiser’s campaign, and for Tech Mpire.

Essentially, if it performs, we optimise. If it doesn’t, we remove.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY: THE BENEFITS OF BIG DATA

16

The more campaigns and traffic sources we optimise, the smarter

nxus becomes.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR TECHNOLOGY: READY TO SCALE

17

Our technology is built, our team is in place, and our ongoing costs are

largely fixed.

We don’t require any additional capital to fund nxus’ development.

We’re ready to scale.

Confidential - Tech Mpire

OUR COMPETITIVE ADVANTAGE.

18

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR COMPETITIVE ADVANTAGE

19

Historically, providers of cost-per-action advertising have relied on

manual, unsophisticated, unscalable and opaque methods to build

campaigns for advertisers.

Many of our competitors simply act as media agencies, manually

connecting advertisers to sources of cost-per-action traffic.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR COMPETITIVE ADVANTAGE

20

Our competitive advantage is the automation, quality and scalability

provided through nxus.

For advertisers, this means enhanced ROI, Trust and Scale.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR COMPETITIVE ADVANTAGE

21

• Real-time automation and optimisation. Continuously improving performance

against advertiser goals, and prioritising the highest sources of ROI.

• Sophisticated quality assurance tools to build long-term trust. We remove invalid

traffic or non-compliant campaign activity, leaving only trusted, genuine installs.

• Fast, intelligent campaign management. Integrating with high-quality, high-volume

sources of traffic to enable advertisers to quickly scale their campaigns globally.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUR COMPETITIVE ADVANTAGE: OPERATING AT SCALE

22

To date, nxus has tracked more than 14 billion transactions, across 1.5 trillion data points.

All recommending the most relevant traffic partner for an advertiser campaign.

Traffic Partner

Advertiser Campaign

Live data currently being tracked by nxus.

Confidential - Tech Mpire

A GLOBAL CLIENT BASE.

23

Confidential - Tech Mpire

Technology Demonstration - July 2017

A GLOBAL CLIENT BASE

24

Our clients include:

Confidential - Tech Mpire

Technology Demonstration - July 2017

A GLOBAL CLIENT BASE: ALIGNED WITH WHAT ADVERTISERS WANT

25

“The cost-per-install model is perfect for performance-oriented advertisers.

For businesses built on user acquisition, marketing decision-makers will want to keep investing as long as they get new users at the right ROI . 

I've seen what nxus and TrafficGuard can do. Any big advertiser needing to get app installs will want this kind of technology running their campaigns.”

Renaud Besnard Head of Marketing, UBER Asia PacificTech Mpire Non-Executive Director

Confidential - Tech Mpire

DEMONSTRATION: THE JOURNEY OF AN ADVERTISER.

26

Confidential - Tech Mpire

Technology Demonstration - July 2017

CAVEATS TO THE DEMONSTRATION

27

Some information is sensitive, and has been redacted.

We can’t play with live campaigns.

This is built for internal usage - it’s not external facing.

Confidential - Tech Mpire

Technology Demonstration - July 2017

THE POWER OF NXUS

29

• Real-Time Business Intelligence: A data-driven approach to pricing and optimal advertiser

engagement & campaign development.

• Automated Demand & Supply Mediation: Fast, intelligent campaign activation, connecting

the most effective traffic sources to our advertiser’s campaigns.

• Real-Time Optimisation: Automatic, real-time updates to campaigns, continuously improving

performance against advertiser goals, and prioritising the highest sources of ROI.

• Quality Assurance: Proactive assessment of traffic sources to remove invalid traffic or non-

compliant campaign activity, leaving only trusted, genuine installs.

• Big Data Enabled Tracking & Transparency: nxus processes billions of data points each day to

monitor and report on campaigns, helping TMP’s clients to understand and optimise their

spend with us.

Confidential - Tech Mpire

STRATEGIES FOR GROWTH.

30

Confidential - Tech Mpire

Technology Demonstration - July 2017

STRATEGIES FOR GROWTH

31

Growth Strategy One Accelerating our Four

Technology Pillars

Growth Strategy Two Expansion into Asia Pacific

Growth Strategy Three Targeting higher-value clients

Confidential - Tech Mpire

Technology Demonstration - July 2017

STRATEGIES FOR GROWTH: OUR 4 TECHNOLOGY PILLARS

32

We are accelerating the development of nxus, investing in

technology supporting our 4 pillars:

1: 2: 3: 4:Investment in big data analytics and automation to improve the efficiency, quality and profitability of our advertiser campaigns. This is the foundation for all of our technology.

Accessing higher-volume sources of traffic supply, allowing us to better satisfy the significant global demand.

Strengthening our mobile business, by providing better audience data and easier engagement for mobile advertisers.

The continued evolution of our quality assurance measures to eliminate invalid traffic and improve the ROI for our clients.

Confidential - Tech Mpire

Technology Demonstration - July 2017

STRATEGIES FOR GROWTH: BUILDING SUPPLY TO MEET GLOBAL DEMAND

33

Finding advertisers is not our primary challenge; ensuring we have the

right supply of quality traffic to meet the booming global demand is.

Confidential - Tech Mpire

Technology Demonstration - July 2017

STRATEGIES FOR GROWTH: BUILDING SUPPLY TO MEET GLOBAL DEMAND

34

1. Scaling existing supply partners. Through automation and

mediation, nxus recommends the most suitable traffic sources, and

optimises for each partner’s full traffic potential.

2. Gaining access to new high-volume supply partners via direct

integration through APIs.

3. Introducing new types of supply sources through TMP-controlled

media and integration with monetisation partners. For example,

automating the media buying process through nxus.

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUTLOOK

35

For more detail, please refer to our

Investor Presentation, June 2017.

www.techmpire.com/about-us/investor-relations

Confidential - Tech Mpire

Technology Demonstration - July 2017

OUTLOOK

36

Strategic business rollout to continue, including:

• Targeting new high-value, premium clients

• Deeper penetration into existing verticals, particularly

in gaming, entertainment, transportation and utilities

• Appointment of global BDMs to focus on new

geographies, verticals and client tiers

Strong organic revenue growth expected to continue,

driven by:

• Fast growing addressable markets

• Scalable tech delivering competitive advantage and

increased margin

• Asia-Pacific rollout

Diversification strategies include a focus on increased

mix of clients across:

• Verticals

• Regions

• Seasonality

FY18 earnings outlook:

• Expecting operating cash flow positive for full FY18 year

• Expecting sustainable profits over the full FY18 year

Tech Mpire

Thank You. Questions?

Confidential - Tech Mpire

Technology Demonstration - July 2017

DISCLAIMER

38

This presentation contains summary information about Tech Mpire Limited (Tech Mpire) and is current as at July 2017. The information in this presentation is of general background and does not purport to be complete.

This presentation is not investment or financial product advice (nor tax, accounting or legal advice) and is not intended to be used for the basis of making an investment decision. Investors should obtain their own advice before making any investment decision.

This document has been prepared based on information available at the time of preparation. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the information, opinions and conclusions contained in this presentation.

Some of the statements appearing in this presentation are in the nature of forward looking statements. You should be aware that such statements are only predictions based on assumptions, and are subject to inherent risks and uncertainties. Those risks and uncertainties include factors and risks specific to the industry in which Tech Mpire operates as well as general economic conditions, prevailing exchange rates and interest rates and conditions in the financial markets.

Actual events or results may differ materially from the events or results expressed or implied in any forward looking statement. Neither Tech Mpire, or their officers or any person involved in the preparation of this presentation makes any representation or warranty (express or implied) as to the accuracy or likelihood of fulfilment of any forward looking statement, or any events or results expressed or implied in any forward looking statement, except to the extent required by law. You are cautioned not to place undue reliance on any forward looking statement. The forward looking statements in this presentation reflect Tech Mpire’s views as at the date of this presentation.

To the maximum extent permitted by law, Tech Mpire and its related bodies corporate (as that term is defined in the Corporations Act) and the officers, directors, employees, advisers and agents of those entities do not accept any responsibility or liability including, without limitation, any liability arising from fault or negligence on the part of any person, for any loss arising from the use of the presentation or its contents or otherwise arising in connection with it.