Raymond James 2013 Internet Outlook Symposium

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Why is SurveyMonkey here? •  Provide some interesting data and trends on the sectors and companies

that many folks in the audience here cover •  Explain some innovative ways to collect custom data and trends to

augment your research •  Showcase how Aaron and the Raymond James team have been using

SurveyMonkey to add proprietary data to their coverage

Introduction

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•  The world's most trusted solution for creating, deploying and analyzing surveys

•  Quick Facts:

•  99% of the Fortune 500 are customers •  Over 12,000,000 registered users •  Over 1,500,000 survey responses collected every day •  Global reach supporting 15 languages, 29 currencies

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•  SurveyMonkey’s new consumer insights platform •  Over 3 million people available to take surveys •  Target on 500+ attributes •  Global respondent network to help find anyone, anywhere •  Integrated survey creation, respondent selection & analysis •  High quality, customized data in days, not weeks

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What types of companies use Audience?

•  Advertising / Marketing / PR

•  Business Services

•  Consumer Packaged Goods (CPG) &

Restaurants

• Financial Services

•  Media & Publishing

•  Retail

•  Technology Products & Services

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•  Recently churned Netflix (NFLX) subscribers •  Why are you canceling? Are the reasons changing over time?

•  iPhone 4 and 4s owners (AAPL) •  Are you more likely to buy an iPhone 5 or move to an Android device?

•  Lululemon (LULU) shoppers •  If Nordstrom offers similar products, will you still spend $100 on yoga pants?

•  Keurig (GMCR) owners •  How frequently do you purchase k-cups? •  How has this changed over time since you purchased your Keurig machine?

•  Social networking users (FB, GOOG) •  How often do you post on Facebook, Twitter, Google+? •  How likely are you to click on ads or make purchases on social networks?

Investment Research Example Topics

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•  Augmenting coverage with proprietary survey data

Raymond James Research

Data & Insights

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•  We use Audience data to showcase what investors can do, and how to structure questions

•  We are not financial analysts and leave the analysis to the experts like Aaron &

Raymond James analysts and our investor and equity research clients •  The data we will show is a sampling of topics we have seen to be of interest to

those covering companies and sectors, and much more detailed work can be done on our platform

•  Our platform uses an Internet audience, so all respondents have Internet

access

Disclaimer

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Audience Monthly Tracking Study

* 1,297 respondents age 18+ used in January 2013 study. Additional participants age 13-18 were added for additional comparisons which may increase respondent count numbers in other slides. Data from past monthly studies is also included in various slides.

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•  8 months of trended data •  Same question asked

every month, 5 point scale (top 2 summed in chart)

•  Tight band (forward 3 month) between 5-10%

•  Likely up and down with seasonality

•  May help benchmark against expected seasonal churn trends

Netflix Subscription & Churn Trends

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•  8 months of trended data •  Consistent reasons,

minimal variance m/m

•  Usage & Content continue to be key cancellation drivers

•  Often used by investors to target people who have cancelled within the past 1-3 months to catch any new trends

Netflix Cancellation Reasons

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•  Question: In a typical week, which of the following online music services do you listen to?

•  Pandora shows clear leadership

•  Youtube considered a popular music source

•  Large dropoff after leaders

•  New entrants (Google, Songza, TuneIn) show up in open ended responses

Online Music

* Jan 2013 data: 1,361 respondents

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•  Viewing gap between FB & Google+ is <4x •  Posting gap between FB & Google+ is ~6x •  Trends fairly consistent, seasonality evident as well

Social Networking Viewing & Posting Trends

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Social Networking Posting by Age

•  8 month data set (over 6,000 responses)

•  FB much stronger posting activity w/ younger age groups

•  G+ fairly consistent across age groups

* Nov 2012 - Jan 2013 data: 2,521 total respondents

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Daily Deal General Trends

•  3 months of trended data •  Minimal variance m/m

•  Overall, ~25% of consumers use a daily deal each month

•  ~15% of buyers use multiple sites

•  The "Other" category helps find new entrants (or potential M&A targets)

•  "Deal" very popular, with "DealChicken" showing up frequently

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Daily Deal Preference by Age Groups

•  3 month data set •  30-45 year old age group

more likely to purchase daily deals

•  Strongest Groupon loyalty among age groups

•  Groupon brand has relative strength in younger age groups (18-29 and 30-45)

* Nov 2012 - Jan 2013 data: 2,521 total respondents

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•  ~12% of consumers make restaurant reservations

•  Opentable (OPEN) has a % 60% share of reservations made

•  Further review of demographics (metro areas, age, income) would be needed for deeper analysis

Restaurant Reservations

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•  Delta between Android and iPhone ownerships steeper in 18-29 group •  30-45 year olds more likely to own multiple devices (potentially related to

children)

Mobile Device Ownership by Age

Q&A

When You Need An Audience

Contact us: audience@surveymonkey.com Visit us: audience.surveymonkey.com Investors or Research Analysts, feel free to contact me directly: brent@surveymonkey.com

Appendix

Investment Research Use Cases

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OpenTable (OPEN)

Objectives: •  Understand consumer

satisfaction around OpenTable •  Track consumer usage of the

OpenTable mobile application Targeted Audience: •  1,000 respondents •  Mix of males and females

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Yelp (YELP)

Objectives: •  Gauge brand awareness of Yelp •  Determine usage of Yelp Targeted Audience: •  1,000 respondents •  Mix of males and females

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TripAdvisor (TRIP)

Objectives: •  Learn more about how

consumers use TripAdvisor Targeted Audience: •  1,000 respondents •  Mix of males and females

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Netflix (NFLX)

Objectives: •  Understand likelihood to cancel

amongst Netflix subscribers Targeted Audience: •  1,000 respondents •  Mix of males and females