Contact cconnors@quid.com +1 503.460.7106 quid.com @quid

What is Quid? Quid expands your ability to comprehend massive amounts of information on any given topic. Through interactive visual maps, we make it easy to navigate your own way through the world’s collective intelligence and see relationships previously hidden. We enable you to realize ideas and decisions based on the best information available, not just what time allows for.

Let’s see how Quid segments the online video market. We’ll look to find high growth sectors and whitespace opportunities in this space to identify signals to give you a competitive edge.

H O W T O : N E T W O R K V I S U A L I Z AT I O N SQuid reads large volumes of text information and then creates a visual, interactive map which can be used to interpret hidden relationships and ideas

Each node represents a company; nodes sized by degree represent the number of connections that node has with other nodes (i.e., similarity)

Connections represent similar language/technology used across nodes (companies)

A node bridging two clusters can indicate a company that synthesizes disparate technologies

Dense clusters contain highly similar companies

Less distance between clusters indicates a high number of inter-related companies/technology

Greater distance between clusters indicates a low number of inter-related stories

Centrally located companies are core to the conversation, indicating core technology or bridging innovation

Peripheral clusters are less central to the conversation but are more unique

Spread out clusters contain highly differentiated technology

Similar nodes typically cluster together and clusters are grouped by color

O N L I N E V I D E O C O M PA N Y L A N D S C A P E

1. Includes companies that were private at any time between January 2010 and May 2015

2. Includes publicly disclosed private investments and market exits between January 2010 and May 2015

Q U I D I D E N T I F I E D R E L AT I O N S H I P S B E T W E E N T H E ~ 9 0 0 C O M PA N I E S B Y C R E AT I N G A M A P O F R E C E N T O N L I N E V I D E O I N N O VAT I O N

9 1 0 1 C O M PA N I E S W I T H $ 1 8 B 2 T O TA L I N V E S T M E N T

O N L I N E V I D E O L A N D S C A P E

Q U I D T H E N C R E A T E D A N O N T O L O G Y O F T H E O N L I N E V I D E O S PA C E

(A) Digital Media (44%)

(B) Infrastructure (38%)

(C) Marketing (16%)

A

B

C A T E G O R I E S : H I G H - L E V E L C L A S S I F I C A T I O N

C

D I G I TA L M E D I A ( 4 0 4 ) 1. C O N T E N T C R E AT I O N & D I S T R I B U T I O N ( 1 4 4 ) 2. S T R E A M I N G M E D I A P L AT F O R M S & S E R V I C E S ( 9 8 ) 3. G A M I N G ( 7 0 ) 4. C O N T E N T C U R AT I O N & R E C O M M E N D AT I O N ( 6 8 ) 5. R I C H M E D I A C O N T E N T & D E L I V E R Y ( 2 4 )

I N F R A S T R U C T U R E ( 3 5 4 ) 6. S O C I A L V I E W I N G & S H A R I N G ( 9 7 ) 7. W I R E L E S S N E T W O R K S & T E L E C O M S E R V I C E S ( 9 4 ) 8. E N T E R TA I N M E N T D E V I C E S & O N L I N E V I D E O S E R V I C E S ( 7 0 ) 9. C O N T E N T D E L I V E R Y ( 4 9 ) 10. V I D E O I N F R A S T R U C T U R E & W I R E L E S S S E R V I C E S ( 4 4 )

M A R K E T I N G ( 1 5 2 ) 11. V I D E O A D V E R T I S I N G ( 9 2 ) 12. M E D I A A N A LY T I C S ( 6 0 )

1

C O M M U N I T I E S : L O W E R - L E V E L C L A S S I F I C A T I O N

O N L I N E V I D E O , G R O U P E D B Y C O M M U N I T Y, S I Z E D B Y N U M B E R O F C O M PA N I E S , C O L O R E D B Y C A T E G O R Y

2

3

4

5

6

7

8

1 0

9

1 1

1 2

3 C A T E G O R I E S W I T H 1 2 G R A N U L A R C O M M U N I T I E S E M E R G E

F O U N D I N G Y E A R D I S T R I B U T I O N Post

20141980

Y O U T U B E ’ S A R R I VA L C A M E A T T H E P E A K O F V I D E O G R O W T H

1990 2000

Pre-

2005Founding Year

CategoryNumber Of Companies

Total Exit Amount ($M)

Number Of Exit Events

Total Private Inv. Amount

($M)

Number Of Priv. Inv. Events

Median Private Inv. ($M)

Median Founding Year

Digital Media 404 2,249 8 6,588 860 5.5 2008

Infrastructure 354 11,903 18 8,874 798 10.0 2004

Marketing 152 - 0 2,827 368 17.4 2007

I N F R A S T R U C T U R E C O M PA N I E S A R E O L D E R + H A V E S E E N L A R G E E X I T S ; D I G I TA L M E D I A R E C E I V E S T H E M O S T A C T I V I T Y

CommunityNumber Of Companies

Total Exit Amount ($M)

Number Of Exit Events

Total Private Inv. Amount ($M)

Number Of Priv. Inv. Events

Median Private Inv. ($M)

Median Founding Year

Content Creation & Distribution 144 1,318 2 2,953 294 4.7 2008

Streaming Media Platforms & Services 68 - - 878 139 3.1 2008

Gaming 49 - - 911 120 12.7 2005.5

Content Curation & Recommendation 70 - - 871 136 5.2 2007

Rich Media Content & Delivery 70 930 6 1,075 138 8.0 2006

Social Viewing & Sharing 60 - - 960 125 16.5 2006

Wireless Networks & Telecom Services 24 - - 272 55 4.1 2006

Entertainment Devices & Online Video Services

97 5,577 6 1,614 226 9.3 2004

Content Delivery 98 - - 1,411 234 7.4 2009

Video Infrastructure & Wireless Services 92 - - 1,867 243 18.2 2007

Video Advertising 44 4,078 8 1,022 141 24.5 2001

Media Analytics 94 2,248 4 4,455 175 17.0 2002

S T R E A M I N G M E D I A P L A T F O R M S H A V E L O W E S T E N T R Y C A P I TA L C O S T S ; M E D I A A N A LY T I C S S E E S T H E M O S T I N V E S T M E N T

I N F R A S T R U C T U R E W A S A P R E - C U R S O R A N D R E Q U I R E D S U B S TA N T I A L C A P I TA L

I N F R A S T R U C T U R E C O M PA N I E S W E R E T H E F O U N D A T I O N F O R N E W A P P L I C A T I O N S & R E Q U I R E D S U B S TA N T I A L I N V E S T M E N T E A R LY O N ; S P U R R I N G T H E E X PA N S I V E G R O W T H O F M E D I A & M A R K E T I N G C O M PA N I E S S I N C E 2 0 0 6

A G E V S . I N V E S T M E N T R E C E I V E D

G O O G L E & C O M C A S T, T W O O F T H E M O S T A C T I V E I N V E S T O R S , E X H I B I T O P P O S I T E S T R A T E G I E SC O M C A S T F O C U S E S O N I N F R A S T R U C T U R E W H I L E G O O G L E P L A Y S I N M A R K E T I N G & D I G I TA L M E D I A

D I F F E R E N T I N V E S T M E N T S T R A T E G I E S H I G H L I G H T E D B Y I N V E S T O R S

T O P I N V E S T O R S : M O S T P R O L I F I C

Redpoint Ventures

Intel Capital

New Enterprise Associates

500 Startups

Avalon Ventures, LLC

Accel Partners

Greycroft Partners LLC

Draper Fisher Jurvetson

Lerer Hippeau Ventures

Time Warner Investments 11

12

13

14

14

15

16

17

23

23

# of Investments

Charter Communications

Scientific-Atlanta

BC Partners

Oracle Corporation

Asia Pacific Telecom

MegaFon

Walt Disney

Advent International

CSC Holdings

Bain Capital $1,252

$1,365

$1,692

$1,700

$1,746

$1,977

$2,045

$2,659

$5,063

$13,058

Total Invesment ($M)T O P I N V E S T O R S : L A R G E S T I N V E S T O R S

A D D I T I O N A L H I G H L I G H T S

• T H E R E I S A N A N I N C R E A S I N G R A N G E O F S E R V I C E S T H A T A L L O W C O N S U M P T I O N , C R E A T I O N & D I S T R I B U T I O N O F O N L I N E V I D E O F O R C O N S U M E R S .

• U N S U R P R I S I N G LY, I N F R A S T R U C T U R E C O M PA N I E S A R E O L D E R & M O R E M A T U R E , M A N Y H A V E S E E N L A R G E E X I T S ; E N A B L I N G I N F R A S T R U C T U R E W A S T H E F O U N D A T I O N W H I C H H A S A L L O W E D T H E P R O L I F E R A T I O N O F A P P L I C A T I O N S S P U R R I N G T H E E X PA N S I V E G R O W T H O F M E D I A & M A R K E T I N G C O M PA N I E S S I N C E 2 0 0 6 ( PA G E 9 )

• W E H A V E S E E N I N C R E D I B L E G R O W T H & C O M PA N Y C R E A T I O N I N T H I S I N D U S T R Y. T H E T R E N D I N N E W C O M PA N I E S B E I N G F O U N D E D S A W E X P O N E N T I A L G R O W T H ; Y O U T U B E W A S B O R N A T T H E P E A K O F T H I S W A V E ( PA G E 6 )

• L I G H T S Q U A R E D I S T H E G O L I A T H I N I N F R A S T R U C T U R E W I T H ~ $ 2 . 5 B N R A I S E D . H O W E V E R , H U L U , T H E B E T T E R - K N O W N C O N S U M E R - FA C I N G C O M PA N Y, H A S R A I S E D $ 8 5 0 M N A N D R E M A I N S P R I VA T E

• S E R V I C E S ( S T R E A M I N G M E D I A & T E L E C O M S E R V I C E S ) & C O N T E N T D I S T R I B U T I O N H A V E L O W C A P I TA L R E Q U I R E M E N T S T O G E T S TA R T E D . M E D I A N I N V E S T M E N T A M O U N T I S < $ 5 M . H O W E V E R T H E E X I T S ( W I N N E R S ) D O S E E M T O H A V E R E Q U I R E D S I G N I F I C A N T C A P I TA L ( PA G E 8 )

H U M A N I N T U I T I O N AT S U P E R H U M A N S C A L E

Contact cconnors@quid.com +1 503.460.7106 quid.com @quid