blinkx plc

FY 2014 RESULTS

May 2014 - London, UK

Safeharbor Statement

This announcement or presentation contains (or may contain) certain forward-looking statements with respect to certain of

blinkx’s plans and its current goals and expectations relating to its future financial condition and performance and which involve

a number of risks and uncertainties. blinkx cautions readers that no forward-looking statement is a guarantee of future

performance and that actual results could differ materially from those contained in the forward-looking statements. These

forward-looking statements can be identified by the fact that they do not relate only to historical or current facts. Forward-

looking statements sometimes use words such as 'aim', 'anticipate', 'target', 'expect', 'estimate', 'intend', 'plan', 'goal', 'believe', or

other words of similar meaning. Examples of forward-looking statements include, among others, statements regarding blinkx's

future financial position, income growth, impairment charges, business strategy, projected levels of growth in its markets,

projected costs, estimates of capital expenditure, and plans and objectives for future operations of blinkx and other statements

that are not historical fact.

By their nature, forward-looking statements involve risk and uncertainty because they relate to future events and circumstances,

including, but not limited to US and UK domestic and global economic and business conditions, the effects of blogs and media

coverage, the effects of continued volatility in credit markets, market-related risks such as changes in interest rates and

exchange rates, the policies and actions of governmental and regulatory authorities, changes in legislation, the further

development of standards and interpretations under International Financial Reporting Standards ("IFRS") applicable to past,

current and future periods, evolving practices with regard to the interpretation and application of standards under IFRS, the

outcome of pending and future litigation, the success of future acquisitions and other strategic transactions and the impact of

competition - a number of which factors are beyond blinkx's control. As a result, blinkx's actual future results may differ materially

from the plans, goals, and expectations set forth in blinkx's forward-looking statements.

Any forward-looking statements made herein by or on behalf of blinkx speak only as of the date they are made. Except as

required by the FCA, AIM or applicable law, blinkx expressly disclaims any obligation or undertaking to release publicly any

updates or revisions to any forward-looking statements contained in this announcement or presentation to reflect any changes in

blinkx expectations with regard thereto or any changes in events, conditions or circumstances on which any such statement is

based. Neither the content of the Company's website (or any other website) nor the content of any website accessible from

hyperlinks on the Company's website (or any other website) is incorporated into, or forms part of, this announcement.

2

Agenda

Overview

Sector and Ecosystem

Technology and Products

Business Model and Financials

Vision and Growth

Appendix

3

4

2004 Founded

2007 IPO (AIM:BLNX)

70+ Agencies

1,400+ Brands

1,200+ Content Partners

5,700+ Publishers

250M+ Uniques/Mo

500M+ Streams/Mo

50B+ Impressions/Mo

Corporate Snapshot

* Multiple Locations ** Offshore and/or Outsourced Resources

327 Staff

San Francisco, CA

London, UK

New York, NY*

Mountain View, CA

Chicago, IL*

Los Angeles, CA*

New Delhi, INDIA**

15 Offices

Burlington, MA

Cambridge, UK

Bellevue, WA

Tempe, AZ

Montreal, CAN

Herndon, VA

Chennai, INDIA**

Commercial Model Content

Consumers Advertisers

Apps

5

Ad Units

6

iPad orientation examples

FIND A STORE

Ric

h M

ed

ia

Vid

eo

Pre

roll

Vid

eo

Se

arc

h

Co

mp

ariso

n S

ho

pp

ing

Co

nte

xtu

al

Mo

bile

Vid

eo

Mo

bile

Ba

nn

er

Mo

bile

Ric

h M

ed

ia

Na

tiv

e,S

oc

ial

FY2014 Highlights

Source: eMarketer, blinkx Estimates 1. Does not include acquisition and exceptional expense, purchase intangibles Includes, or share base compensation 2. Adjustments include acquisitions and exceptional expenses, share based compensation and other income

• Online advertising spend is projected to grow 11% CAGR over 5 years, surpassing Print and Broadcast TV

• Online video advertising spend forecast to grow at 22% and mobile advertising at over 30% CAGR

• Increasing interest and investments in mobile and digital video by both supply and demand sides

• Revenue grew 25% to over $247.2m, from $198.0m in FY2013

• EBITDA up over 31% to $39.6m compared to $30.2m in FY2013

• Net cash grew to $126.9m from $55.9m in FY2013

• Operating cash flow of $32.0m,162% cash conversion rate

• 327 staff, including Technology(105), Sales (79), Operations (50), Services (43), G&A (39), Marketing (11)

• Launched Mobile Video, Syndication, Shopping, Video Match and Data Products

• Completed Grab Media integration, Ahead on Rhythm New Media integration

• Data: Launched universal, cross product, cross screen segmentation and targeting platform

• Mobile: Extended footprint into mobile web and programmatic channels,

• M&A: Completed LYFE Mobile acquisition, evaluating mobile, video, programmatic and content targets

• Opportunity to disrupt $100b video advertising market as linear and digital TV converge

• Accelerating shifting of ad spend from desktop to mobile channels at higher volumes but lower prices

• Race to scale; focus on Innovation, Integration and acquisitions in mobile and programmatic platforms Outlook

Initiatives

Operations

Financials

7

Sector

Overview

Sector and Ecosystem

Technology and Products

Business Model and Financials

Vision and Growth

Appendix

Agenda

8

Key Sector Trends

9

‣ Advertisers Following Audiences Online

‣ Accelerating Growth of Mobile and Video

‣ Data Driving a Programmatic Future

‣ Standards, Consolidation and Market Evolution

‣ Convergence of Linear and Digital TV

Increasing Video Consumption

Source: Cisco Systems, eMarketer

By 2017:

• Video will be 69% of consumer Internet bandwidth

• 1m minutes of video will traverse the Internet/s

• Worldwide viewership will double to 2 Billion

Then Now

10

73% 74% 75% 77% 78%

31% 32% 34% 34% 35%

2012 2013 2014 2015 2016

US Worldwide

Broadband Household Penetration Worldwide

20

26

33

42

53

2013 2014 2015 2016 2017

Online Video Traffic Worldwide

1000 Petabytes/ Month

Ad Spend Continues to Migrate

11

33 32 32 30

28

10

18

26

35

44

2013 2014 2015 2016 2017

Desktop* Mobile**

US Digital Ad Spending, by Channel, 2013-2017 ($B)

12%

14%

42%

26%

12%

23%

10%

43%

22%

3%

Print Radio TV Internet Mobile

Time Spent Ad Spend

Media Consumption v. Ad Spend

$20B Opportunity

37

43 40 40

34 33

2012 2013

Digital Broadcast Print

US Digital, Broadcast, Print ($B)

Source: eMarketer, Kleiner, Perkins, Caufield and Byers, IAB

20

23

25

28 30

10 11

12 13

14

4 6

8 9

11

2 3

4 6

7

2 2 3 3 4

2013 2014 2015 2016 2017

Search Banners and other*Video Rich mediaSponsorships

US Digital Ad Spending, 2013 - 2017 ($B)

Mobile and Video Outpace Sector Growth

12

Avg. Time (Min/User/Day) Spent 2014 US

346 268 80 Radio

Source: eMarketer, IAB

300

600

900

1200

1500

1800

2100

2007 2008 2009 2010 2011 2012 2013 2014 2015

Mobile Internet Users Desktop Users

Mobile Internet Users vs Desktop Users, (B,WW)

4 6

8 9 11

2013 2014 2015 2016 2017

Online Video Spend ($B) Online Video Spend ($B)

10

18

26

35

44

2013 2014 2015 2016 2017

Online Video Spend ($B) Mobile Spend ($B)

Data Drives Cross Screen Targeting

PROGRAMMATIC TARGETING DATA PROFILES

0101 0010 1001 01101 0111 01010101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111

0101 0010 1001 01101 0111 01010101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111

0101 0010 1001 01101 0111 01010101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111

0101 0010 1001 01101 0111 01010101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0010 1001 01101 0111 01010101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0010 1001 01101 0111 01010101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111 0101 0101 0010 1001 01101 0111

13

Growth of Programmatic Spend

14 Source: eMarketer , IDC, Magna Global

$7.5

$9.8

$12.4

$14.8

$16.9

$0.00

$2.00

$4.00

$6.00

$8.00

$10.00

$12.00

$14.00

$16.00

$18.00

2013 2014 2015 2016 2017

Programmatic display ad spending

Programmatic Display Ad Spending ($B)

28% 34% 41% 47% 52%

25% 29%

32% 32%

31%

47% 36%

27% 21% 17%

2013 2014 2015 2016 2017

RTB Non-RTB Non-programmatic

US Display Ad Spending Share, by Type, % of Total

$110

$437

$1,051

$1,929

$2,996

$0.00

$500.00

$1,000.00

$1,500.00

$2,000.00

$2,500.00

$3,000.00

$3,500.00

2013 2014 2015 2016 2017

RTB-based mobile sales

US Real-Time Bidding Based Mobile Sales ($B)

$3.4

$4.9

$6.6

$8.7

$10.4

19% 22% 25% 28% 29%

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

90.00%

100.00%

$0.00

$2.00

$4.00

$6.00

$8.00

$10.00

$12.00

2013 2014 2015 2016 2017

RTB digital display ad spending

US Real-Time Bidding Digital Display Ad Spending ($B)

Standards, Consolidation, Convergence

15

4.2 5.9 7.6 9.3 10.8

0.7 1.4 2.4 3.4 4.4

66 69

71 74

76

2013 2014 2015 2016 2017

Digital Video Mobile Video TV

Digital Video v TV Ad Spend ($B,US)

Dis

rup

tio

n

$100B Opportunity

Ecosystem

Consumer Advertiser

Website

Content Apps

16

Fragmentation

Advertisers

Website

$$$

$ Content

Att

en

tio

n

Co

nte

nt

Au

die

nc

e

Consumers

Content Apps

17

The blinkx Engine

Publishers Agencies

AD

AD

AD

Match consumers with content and ads millions of times a day in real time

Consumers Advertisers

Content Apps

18

blinkx Ecosystem

19

Content

Aggregators Agencies/Platforms Audiences Advertisers

Search Discovery Syndication

Content Ads Audiences

Video Text Social Display Mobile

Apps

Source: blinkx

Programmatic Ecosystem

20

Relationships ☐ Build, Buy or Partner

Unified Advertising Technology Platform

Common Data Management Platform

Reporting, Analytics, Verification & Viewability

Existing Assets R&D investments

DEMAND SUPPLY

Sell Side Ad Technology Buy Side Ad Technology

Exchange SSP Ad Network Publisher DSP Trading Desk Agency

Co

nsu

me

r

Ad

ve

rtis

er

Capability

Technology Stack

Source: blinkx

Overview

Sector and Ecosystem

Technology and Products

Business Model and Financials

Vision and Growth

Appendix

Agenda

21

Text v. Video Search

Text search engines miss the VIDEO in Video Search

blinkx actually WATCHES the video

Tesla Motors, Headquarter, Silicon

Valley, Electric

May, 2014

Tags: Tesla, Electric, Silicon Valley

http://www.blinkx.com/ce/DaQ8a8JMkrry2H5jEqhWukrwRGFROGE

22 Source: blinkx

TEXT ANALYSIS

Advanced textual analysis, page

and site-level human design context

analysis and visual spidering with

support for over 200 video and

audio metadata file formats

Continuous, speaker-independent,

large vocabulary speech

recognition. Neural Network and

Hidden Markov Model-based

acoustic language modelling

Visual Analysis: Real-time scene

decomposition, On-screen

Character and Facial

Recognition, visual &metadata

Closed-Caption extraction

IMAGE ANALYSIS SPEECH ANALYSIS

Sports World Cup

Football

Brazil

Finals

Context, Meaning and Relevance

23 Source: blinkx

Video and Native Ads

24

Video Pre-Roll & Companion Ads

Others: Toggle Skin, Video Float, Video Search, Video Discovery, Syndication

Sponsored Video

Social/Native Influencer Posts

Rich Media and Contextual Ads

25

Video Footer Peelback

Others: Expandable Banner , Fixed Footer™ , Interstitial , Macrostitial™ , Site Skin™ , ToggleSkin™ , Pushdown, Roadblock,

Homepage Take Over, Social Footer

Float

Contextual

Skyrocket VideoMatch

Mobile Ads In-stream Video Rich Media

iPad orientation examples

Video with Overlay Banner Video

26

Interstitial Video

LivePods

Overview

Sector and Ecosystem

Technology and Products

Business Model and Financials

Vision and Growth

Appendix

Agenda

27

FY2014 Highlights

28

Notes: 1. FY2014 numbers in line one, FY2013 Numbers in line two, Y/Y growth rate in line three. 2. EBITDA adjustments include acquisitions and exceptional expenses, share based compensation and other income

Revenue

$247.2m

$198.0m

+25%

Adj. EBTIDA

$39.6m

$30.2m

+31%

Adj. PBT

$31.9m

$24.6m

+30%

Net Cash

$126.9m

$55.9m

+127%

DSO/DPO

54/54

56/51

Employees

327

256

+28%

Audience

Content

Advertisers

Licensed Indexed

Platform

Traded

Search

blinkx

Syndicates

Display

Connected TV

Mobile

Monetisation

Business Model

29

Conventional

Premium

Opportunity

Direct

Sold

Source: blinkx

FY2014 KPIs

30

PREMIUM CONVENTIONAL TECH & SERVICES OPPORTUNITY TOTAL

01010

11001

10110

Notes: Premium: High Value Motion ads Direct sold Exchange traded Video, rich media, text, ads

Conventional: High Volume, Static Ads, Agency representation Desktop, Mobile, Banner Ads Technology & Services: Relate to managing digital assets and advertising services that support current revenue streams Opportunity: Access to interactions blinkx.com, blinkx Syndicates and Affiliates and emerging channels, e.g. mobile, ConnectedTV

Revenue ($)

Revenue (%)

$188.7

76%

$52.0M

21%

$6.5M

3%

$247.2M

100%

eCPM ($) $6.70 $0.76

Interactions (B)

Volume (%)

28

4.5%

69

10.9%

530

84.6%

627

100%

KPI Trends

31 Note: Figures above are unaudited

80% 79% 76%

14% 18% 21%

6% 3% 3%

FY'12 FY'13 FY'14

Premium Conventional Tech & Services

Revenue Contribution, (%)

$4.65 $4.75

$6.70

$0.66 $0.84 $0.76

FY'12 FY'13 FY'14

Premium Conventional

Pricing Trends, ($/eCPM)

0

100

200

300

400

500

600

700

FY'12 FY'13 FY'14

Opportunity

Premium

Conventional

Volume Trends, (B)

31 76

96

281

568

627

FY'12 FY'13 FY'14

Monetisation

Interaction

Interaction & Monetisation Trends, (B)

15.4%

13.4%

11.0%

Historical Trends

1

32 1. Adjusted for share based compensation and other income

-13 -9 -11

8 9

22

32

FY

'08

FY

'09

FY

'10

FY

'11

FY

'12

FY

'13

FY

'14

Adjusted Operating Cash Flow* ($,M)

-18

-11 -7

8 10

25

32

FY

'08

FY

'09

FY

'10

FY

'11

FY

'12

FY

'13

FY

'14

Adjusted PBT*($,M)

-6 -8 -4

11 14

30

40

FY

'08

FY

'09

FY

'10

FY

'11

FY

'12

FY

'13

FY

'14

Adjusted EBITDA* ($,M)

7 14 34

66

114

198

247

FY

'08

FY

'09

FY

'10

FY

'11

FY

'12

FY

'13

FY

'14

Revenue ($,M)

Operational Gearing

33

-15%

-10%

-5%

0%

5%

10%

15%

20%

$0

$50

$100

$150

$200

$250

$300

FY10 FY11 FY12 FY13 FY14

Adjusted EBITDA, % Revenue Trends, ($M) Operating Expense Trends, ($M)

FY2010 – FY2014

34

Financial Trends (Y/Y)

14.6

52.8

38.4

55.9

126.9

0

20

40

60

80

100

120

140

FY10 FY11 FY12 FY13 FY14

Net Cash ($,M)

1. Rhythm NewMedia FY2014 Revenue, Adj. PBT, and Adj. EBITDA are approximately $10.0m, ($1.7), and $0.0

33.6

66.1

114.4

198.0

247.2

10.0

0

50

100

150

200

250

300

FY10 FY11 FY12 FY13 FY14

Rhythm

Revenue ($,M)

(1.7)

(6.9)

8.2

10.4

24.6

31.9

-10

-5

0

5

10

15

20

25

30

35

FY10 FY11 FY12 FY13 FY14

Rhythm

Adj. PBT ($,M)

(4.7)

8.7

18.3

30.2

39.6

-10.00

-5.00

0.00

5.00

10.00

15.00

20.00

25.00

30.00

35.00

40.00

45.00

FY10 FY11 FY12 FY13 FY14

Rhythm

Adj. EBITDA ($,M)

Comparative Financials

35 1. Note: Excludes depreciation, amortization and share-based comp expense.

198

97

49

11 10 30

247.2

120.8

57.7

20.1 10.4

39.6

Revenue Cost of Revenue Sales & Marketing (1) Research & Dev (1) General & Admin (1) Adjusted EBITDA

FY2013 FY2014

Income Statement ($M) Income Statement (S,M)

55.9 49.1

24.7 29.9

11.0

32.8

126.9

73.0

41.7 36.9

17.8

40.2

Cash Goodwill Intangibles Receivables Defered Tax Trade Payables

FY2013 FY2014

Income Statement ($M) Balance Sheet (S,M)

36

Cash and EBITDA Bridge

55.9

126.9

FY 2014

Beginning

cash

Adjusted

EBITDA

Proceeds

from

issuance of

shares

Foreign

exchange

Interest

Income

Working

capital

Share option

exercise

Acquistion

Related

Capitalized

Expenses &

PPE

Tax

Payments

One time

charges

FY 2014

Ending cash

Net Cash ($M)

39.6

62.0 0.6 0.1 2.7 5.1 (25.3)

(4.3) (2.1) (7.4)

17.6

39.6

PBT Amortisation,

Depreciation

Purchase

Intangibles

Amortization

Interest

Income

EBITDA Other Income Acquisition &

Exceptional

Share Based

Compensation

Adjusted

EBITDA

EBITDA ($M)

4.3

6.7 (0.1) 28.5 (0.3)

8.2 3.3

Overview

Sector and Ecosystem

Technology and Products

Business Model and Financials

Vision and Growth

Appendix

Agenda

37

PROPRIETARY & CONFIDENTIAL

Vision

38

Connect audiences and brands through professional content

blinkx Evolution

39

Video

Search

Search

Syndication

Video

Discovery

Discovery

Syndication

2004 2009 2011 2013 Future

40

Inorganic Growth Opportunities

ACQUI-HIRE ACCELERATE EXPAND EXTEND

MOBILE VIDEO PROGRAMMATIC CONTENT GEOGRAPHY

41

Right Place Right Person Right Format

Advertisers Programmatic Optimisation

& Buying

Proprietary Audience

Matching Database:

100+ MM User Prof i les

Mobile Display Video

Social Native

150B+ imp/mo from Exchanges &

SSPs

from national publishers and apps

across all major mobile channels

Across 1,000 devices targeting

millions

of consumers across 50 countries

+

CROSS CHANNEL MOBILE ADVERTISING

+ +

Programmatic Ecosystem

42

Relationships ☐ Build, Buy or Partner

Advertising Platform

Data Management Platform

Reporting, Analytics, Optimisation

Existing Assets R&D Investments

DEMAND SUPPLY

Sell Side Ad Technology Buy Side Ad Technology

Exchange SSP Ad Network Publisher DSP Trading Desk Agency

Co

nsu

me

r

Ad

ve

rtis

er

Capability

Technology Stack

Note: Illustrative, based on blinkx perspective

Conclusions

43

VIDEO PROGRAMMATIC DATA MOBILE

0011010101010

0101110001010

0110101100101

0110100001001

1010010101001

0101110100100

• Technology pioneer with unique strengths and assets in digital video

• Booming segment of a robust sector with demonstrated growth and potential

• Profitable, disciplined revenue growth with strong cash conversion

• Product and technology diversification provide scale, scope and reach

• Expanding universe of inorganic and organic growth opportunities

• Connect audiences, brands through premium content across four screens

Overview

Sector and Ecosystem

Technology and Products

Business Model and Financials

Vision and Growth

Appendix

Agenda

44

History

45

premium mobile video

Apr 2009 May 2011 Nov 2011 Aug 2013 Dec 2013 May 2014

Structure Asset Purchase 1 Stock Purchase Stock Purchase Asset Purchase 2 Stock Purchase Stock Purchase

Products

App development,

licensing,

distribution and

monetization

platform

Display and rich

media advertising

network for long-tail

independent web

publishers

Self-service, auction

based performance

ad network (AdOn),

digital agency

(Prime Visibility)

Video content

syndication,

distribution and

audience extension

platform

Ultra premium,

brand focused

mobile video

technology and ad

platform

Mobile self-service

Demand Side

Platform (DSP) for

targeted

campaigns across

mobile ad units

Rationale

Expand supply of

organic, owned

and operated

audiences and

apps

Expand supply of

audiences from long

tail publishers for

new video

audience

Expand scale,

scope and reach of

audiences, new

products and

services

Accelerate video

content syndication

monetization

audience extension

Extend desktop

offerings into mobile

content,

technology,

advertising at scale

Accelerate

programmatic and

mobile offerings

including DSP and

Data Management

Platform (DMP)

1. Purchase of certain net assets from the Zango Companies from a consortium of financial institutions in a foreclosure sale 2. Purchase of certain net assets from Grab Networks Holdings Inc.

Gross Margin

Long-Term Goals

51%

6%

25%

5%

15%

51%

8%

23%

4%

16%

50%

8%

18%

4%

20%

FY2013 FY2014 Goal

Research & Development

Sales & Marketing

General & Administrative

Adj. EBITDA

46

Competitive Map

PREMIUM CONTENT

1,200+ content partnerships ensure

ads always appear within brand-safe,

professional video content

PREMIUM ADVERTS

Serving 1,400+ brands, our patent-

pending advertising technology,

AdHoc, delivers unique targeting for

higher ROI on ad spend

AT SCALE

blinkx powers some of the largest

portals on the web. Acquisitions

increased the size of blinkx‘s overall

reach significantly to 5,700+

publishers

47

Traffic Origination and Optimisation

ORIGINATION

• Online user activity generates traffic

• Aggregated, auctioned by originators

• Real-time, keyword driven auctions

• Internal auction (across advertisers)

• External auction (across Ad Networks)

OPTIMISATION

• Unique strengths in filtering, optimisation

• Over 500 supply partners

• Sub 50ms response time

• Over 1B ad requests per day

• Over 10M interactions per day

TRAFFIC

SOURCES

Toolbars

Pops

Parked Domain

In-Text

URL Error Display

Applications

Email

Overlays

Toolbars

Pops

Parked Domains

WWW.

In-Text

URL Error Display

Applications

Email

Overlays

48

Stage 1 – Internal Auction

49

Spend

Advertiser Agency Consumer

TRAFFIC

Partner

Center

Advertiser

Center

SPEND

Affiliate Publisher Tertiary Secondary Primary

Advertisers compete for keyword traffic In-Network or Stage 1 Auctions

Winning bid = F(Keyword price, volume and optimization criteria)

User Agg Agg Agg

User Agg Agg

User Agg

Adv

Adv

Adv

Adv

Adv

Adv

Adv Adv

Adv

Note: Agg: Aggregator, Adv: Advertiser

Stage 2 - External Auction

50

Network 1

Network 2

Network

Network 3

Advertiser

$0.27 $0.41 $0.11 $0.11

$0.40

$0.40

Note: Revenue shares could range from 20% to 80%, based on traffic quality and advertiser requirements. Check mark represents winning bid

Consumer Tertiary Secondary Primary

$0.90

$0.80

$0.40 $0.10 $0.10 $0.24 $0.08 $0.08

$0.36 $0.18

$0.40 $0.20

$0.32 $0.16

$0.45 $0.40

$0.48

$0.36 $0.45

$0.40

$0.60

$0.32

$0.32

All networks compete for the same traffic in External or Stage 2 auctions Winning bid = F(Response time, Ad coverage, rev share, price and filtering criteria)

User Agg

User Agg

User Agg

Agg

Agg

Agg

Adv $1.00

(Stage 1 Auction) (Stage 2 Auction)

Filtering and Screening

51

3

3

4

4

5

5

2

2

User

User

User

User

Traffic Demand Advertiser

Advertiser

Advertiser

Advertiser

Traffic Supply

1

1

Filtered Traffic Count (Illustrative, Normalised)

• 8 filters

• Query time

• Block lists

• 10 Filters

• Response time

• Keywords, URLs

• 5 Filters

• Hourly Update

• Campaign Data

• 3 Filters

• Monthly Review

• ROI Metrics

Ad Query Ad Request Ad Delivery Post Delivery Post Campaign

• 22 Filters

• Delivery time

• Optimization

Blocks

• Invisible Traffic

• Off Screen clicks

• iFrame Traffic

• Adult Traffic

• Blacklisted IPs

Methodology

• Query + Display Filtering

• Paasche Index

• Clustering Analysis

• Predictive Modeling

• Manual, Proprietary, Third Party Tools

Protocol

• Disclose filtering options

• Mandate automatic filters

• Consent to remove filters

• Malware, Adware filters

• Real-time keyword auction

Options

• Whitelists (Google)

• Blacklists (URL, MESD, Alexa)

• Scoring(Adometry, Digital Element)

• Blocked IPs (Fraudlogix, Adometry)

• Viewability (comScore, iAS, MOAT)

Partner

Center

Advertiser

Center

100 65 50 42 40

• B2B, supply side tech-media company with unique strengths in online video

• Diverse product offerings across marketing funnel from awareness to conversion

• Focus on (screening, filtering and) optimization, not origination (B2C) of traffic

• Proprietary tools, technology processes for high volume, real time trading

• Strict Terms and Conditions and monitoring for Advertisers and Partners

• Campaigns verified by third parties or auctions for delivery and performance

• Key campaign delivery, measurement, viewability and verification partners

Standards

52

VideoMatch

53 < BACK TO SLIDE

Mobile Ad Units

54 < BACK TO SLIDE

watch.blinkx.com

55 < BACK TO SLIDE

SkyRocket

56 < BACK TO SLIDE

Price, Volume and Quality

57

Marketing Objective, Volume & Format

Conversion Metric, Price

Awareness

(Video, Display)

Interest

(Social)

Consideration

(Email)

Conversion

(Search)

Visits

$0.01/Visit

Audiences

$0.05/Profile

Signups

$0.25/Lead

Purchase

$1.00/Click

Ad Unit

Illustrative

Source: blinkx