Acxiom Corporate PPT Template€¦ · Add a Our Vision slide We connect all the world’s DATA to...

Investor Session

March 5, 2018

©2018 Acxiom 2

Safe Harbor StatementSome of the matters discussed in this presentation contain forward-looking statements

regarding the company’s future business prospects which are subject to certain risks and

uncertainties, including competitive pressures, adverse economic conditions and governmental

regulations.

These issues and other factors that may be identified from time to time in the Company’s

reports filed with the SEC could cause actual results to differ materially from those indicated in

the forward-looking statements.

Our discussion today will include non-GAAP financial measures. We refer you to the Investor

Relations section of our website, which include reconciliations to the comparable GAAP

measures for each of the non-GAAP financial measures included in this discussion.

The location of our website is www.acxiom.com. The information contained on, or that can be

accessed through, our website is not incorporated by reference into this presentation, and you

should not consider any information contained on, or that can be accessed through, our

website as part of this presentation.

©2018 Acxiom 3

Agenda

Welcome RemarksWarren Jenson, CFO

2:00-2:10pm

LiveRamp Product OverviewJames Arra & Anneka Gupta, LiveRamp Co-Presidents

2:10-2:40pm

Spotlight: People-Based ProgrammaticDave Yaffe, GM Publishers and Platforms &

Travis Clinger, VP Strategic Partnerships

2:40-2:55pm

Spotlight: LiveRamp TVAllison Metcalf, GM LiveRamp TV

2:55-3:10pm

Q&A 3:10-3:30pm

Client & Partner Panel 3:30-4:00pm

Networking Reception 4:00-5:00pm

©2018 Acxiom

Our Journey

Year

Momentum

2010 2012 2014 2016 2018

Launched

AOS

Acquired

LiveRamp

Reorganized

into Three

Divisions

Sold

ITO

Launched

IdentityLink

Acquired Arbor

and Circulate

Acquired

Pacific Data

Partners

Realigned into

LiveRamp &

AMS

4

Launched

LiveRamp

in Europe

©2018 Acxiom 5

>110% Dollar-based

Net Retention2

$224MRevenue Run-Rate

14% of Fortune 500

30+$1M+ Customers

Today

Q3 Segment Results CustomerDetail1 SaaSRevenue Metrics1

540Direct Customers

68%Gross Margin

12%Segment Margin

85%Committed

Recurring Revenue2

~$400KRevenue per Head

1Customer Detail and Key SaaS Metrics are for LiveRamp US only.

285% recurring revenue excludes Data Store revenue, non-recurring one-time revenues and credits.

3Revenue per head calculation excludes headcount related to shared corporate functions.

3

LiveRamp by the Numbers

©2018 Acxiom

LiveRamp Overview

6

©2018 Acxiom 7

The next decade will be won

by companies that master

data-driven customer

experiences.

©2018 Acxiom

Our VisionAdd a Our Vision slide

We connect all the world’s DATA

to

all the world’s PEOPLE

for

all the world’s USE CASES

©2018 Acxiom 8

©2018 Acxiom

Rebecca Smith

[email protected]

IP 222.58.1.10

LinkedIn: Becky

Wilson Smith

VP of Partnerships

[email protected]

Our Omnichannel Identity Graph is table stakes

Becky Smith

I23 Sunrise Ave

Plano, TX

Phone 555-1212

Becky Wilson

20 Stag Dr

Chicago, IL

R. Jones

10 Main St Plano, TX

Cookie ID

Device ID

4500d

Cookie ID 5699zk7fb42

Site: aboutthedata.com

Cookie ID 9O582Lk3

[email protected]

[email protected] User:

8a9n535ak9s

Subscriber ID:

55ctuw75cs4

[email protected]

Cookie ID

Cookie ID

Cookie ID

IDFA

5039dk

Rebecca Wilson

[email protected]

Cell phone: 555-2323

9

©2018 Acxiom 11

Why LiveRamp is Positioned to Win

We can power all the world’s use cases – our success in

marketing is just the start

We are a network – and are operating at scale

High quality team – and people love working here

80%+ recurring subscription revenue, high dollar retention,

low churn – with room to grow with clients

VIDEO

SEARCH

ANALYTICS

ADDRESSABLE

TV

PERSONAL-

IZATION

DIRECT

MARKETING

MEDIA

PLATFORMS

MOBILE

Omnichannel

Use Cases

CALL

CENTERS

©2018 Acxiom 13

Strong Network Effects

UBIQUITOUS

IDENTITY

Better

Decisions

Publishers+

Platforms

Brands+

Agencies

Better

Customer

Experience

More UseCases(ie:TV)

More DataProviders(ie: Data Store)

•B2B• Int’l

We Are Just Scratching the Surface of Identity

15

$100’s BnMassive Vertical Applications

$100’s BnAdjacent

Solutions$630 Bn2

Marketing

$90 Bn1

Programmatic

Current Focus Emerging Focus

Source 1 eMarketer 2018 worldwide programmatic display ($91B) estimates. Programmatic display conservatively assumes 70% of overall digital display ad spend ($130B) is programmatic. 2 eMarketer 2018 worldwide total media ad spending includes offline ($365B) and online ($265B).

Long-term Roadmap

©2018 Acxiom

People-Based Programmatic

16

©2018 Acxiom

A Brief History

17

Data-driven

marketing

People-based

marketing

Democratization

of identity for

the open web

Standard Programmatic

©2017 Acxiom Company Confidential

18

73%

Drop-off

©2018 Acxiom 18

©2018 Acxiom 19

People-Based Identity for the Open Ecosystem

$32B Programmatic ad spend1, 2

~70% of open web impressions will

be people-based enabled

with LiveRamp’s ID

Open Ad

Ecosystem

1 Ad revenue is viewed as a proxy for ad spend.2 2018 eMarketer net US digital ad revenue of $94 billion includes Google and Facebook at $40 billion and $22 billion, respectively.

That which is not Facebook or Google, we consider the Open Ad Ecosystem. 3 10% based on LiveRamp internal estimate.

©2018 Acxiom 20

LiveRamp identity

embedded everywhere

Accelerates brand and

platform adoption

Flywheel for Data

Store

Powerful Network Effects

UBIQUITOUS

IDENTITY

Better

Decisions

Publishers+

Platforms

Brands+

Agencies

Better

Customer

Experience



•B2B• Int’l

©2018 Acxiom 27

MVPDs &

Programmers

Coming soon:

IP Connected

Devices

Streaming

Services

IdentityLink: Connecting the TV Ecosystem

©2018 Acxiom 28

Massive TV Opportunity

Addressable

TV in 2019

Over-The-Top

(OTT) Spend by

2020

Increase in TV Ad

Spend for

Booking Holdings

Company

Broadcast TV Ad

Spend for

LiveRamp’s Top

100 Target Clients

$3B $19B+55%$40B$40B

©2018 Acxiom 29

Strengthens the Network

UBIQUITOUS

IDENTITY

Better

Decisions

Publishers+

Platforms

Brands+

Agencies

Better

Customer

Experience



•B2B• Int’l

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