Digital Content: Overview & Strategic Viewport

Company Overview (Feb. 2012)

Established in 2006, grow up from year 2000.

First mover in social network (2000), online news

and e-commerce (2002)

Main investor: IDG ( International Data Group).

Employees: 1000+ people in Hanoi, Ho Chi Minh

city, and other offices in top 8 cities

Products: 20+ leading products in media, e-

commerce and social network markets

Company Overview ( Feb. 2012)

Total traffics

28 millions unique internet users over 33 millions Vietnamese

internet population (84%).

1.5 billion page views per month,

1.6 billion ads impression per day

5 millions unique mobile users

Business model:

Online Advertising ( #1 with over 75% market share)

E-commerce ( #1 with domination in many areas)

Mobile Content ( Top 5 in general and #1 in modern content like

apps, social games…)

Virtual Items - Games ( Moving in)

Technology: Mastered essential internet technologies: cloud computing,

cloud storage, parallel processing, high-availability, natural language

processing, P2P…

Products Overview

E-Commerce Media SNs

Muare

#1 Shopping

forum

Rongbay

#1 Classifieds

Enbac

#1 E-Market

Place

LINKHAY, TTVNOL,

F319, SANNHAC,

SOCNHI, SOHAPHIM

Social networks

COMMUNITY Building the Vietnam first online community in 2000, VC now have 28

million unique visitors/month, about 84% of Vietnam Internet User

Dantri

#1 Online and

Mobile General

Newspaper

Baamboo

#1 Video

Serving

Kenh14

#1 Teenage Online

Newspaper

CafeF

#1 Financial

Online Newspaper

AutoPro, aFamily,

Genk

#1 Vertical contents

Solo (NEW) Online

Retailer

Mua chung

#1 Groupon

Model

SohaPay (NEW) Payment Gateway

Monetization Platform VC Mobile Admicro Transaction based

Media Products

Media

• Dantri.com –Vietnam’s leading general online news, and #1 on mobile news

• Number 1 news sites in different important niche markets: Finance, Teenage, Auto, Hi-tech, Family.

• 93 Million visits/month

• 20 Million unique visitors/month

• 70% of Vietnam news users

• 550 Million page views/month

• Growth rate: 10%/month

Kenh14.vn: #1 Teen Online Newspaper

CafeF.vn: #1 Financial news & reviews

AutoPro.vn: #1 Automotive news & reviews

DanTri.vn: #1 Gerneral online news

Baamboo.com: #1 Video search and serving

Genk.vn #1 Website for hi-tech users

aFamily.vn: #1 Website for family and woman

Page views/ month : 500 Mils.

Visit/ month : 80 Mils.

Page views/visit : 5.51

Avg. Time on site : 08 mins 09’

Unique visitor/month: 16,7 Mils.

DANTRI: The most popular

Vietnamese online newspapers on

PC and #1 in mobile space.

DANTRI.COM.VN – General News

* data is from November 2011

CAFEF: a channel provides not only

updated and detailed information from

financial markets: stocks, real estate,

banking … but also comments and

specialized analysis from experts. Cafef

bypassed 5 competitors and became #1

in finance website 9 month after lauch

CafeF.VN – Financial News

Page views/ month : 25,312,000 Visit/ month : 5,176,000 Unique visitors : 1.042.000 Page per visit : 5.01 Avg.Time on site : 9 mins 30” New visit per month : 16,13% From Hanoi : 45% From HCMC : 40%

* All data is from March 2012

Page views/ month : 320 mil.

Visit/ month : 40 mil.

Visitor/month : 9.6 mil.

Avg.Time on site : 10 mins 30‘

KENH14 - Leading online newspaper

for Vietnamese teenagers with three

million page views per day, five times

higher than competitor’s statistics,

ranking 17 among top websites in

Vietnam

KENH14.VN – Teenage News

* All data is from February 2012

Visits: 5.941.032 /month Pageview: 29.498.074/month Unique visitors: 2.112.102 Page/visit: 4.98 Time on site: 6‘12” New visit: 30%

GENK – Leading hi-tech and mobile news and

reviews

GENK.VN – Hi-tech News

* All data is from February 2012

AFAMILY: Leading family and woman website.

AFAMILY.VN – Family News

Visits: 5.002.083 /month Pageview: 22.488.162 /month Unique visitors: 596.712 Page/visit: 4.5 Time on site: 6,5' New visit: 33%

* All data is from February 2012

AUTOPRO: The leading e-magazine

for car & bike lovers and users in

Vietnam.

Visits: 1.100.000 /month Pageview: 4.400.000 /month Unique visitors: 600.000 Page/visit: 4 Time on site: 4' New visit: 45%

AUTOPRO.VN – Car & automobiles news

* All data is from February 2012

BAAMBOO offers vertical search engines including

Mp3, Video, Film, Dictionary... Baamboo is now #1

in Video searching and serving in Vietnam

Strongly pours energy in search engine technology,

cloud computing-storage, especially Vietnamese

language processing, Baamboo help VC gains

leading experience in mastering technologies and

building large, scalable, cost effective systems

Page views/month : 60 Millions Visits/month : 11 Millions

BAAMBOO.COM VIDEO SEARCH & SERVING

* All data is from March 2011

SOHA Digital Contents

SOCNHI is number 1 and growing

website of safe and interesting

playground for children in Vietnam

#1 in providing children contents in

Vietnam

SOCNHI.COM – Children portal

Page views/ month : 39,6 Mil. Visit/ month : 3,4 Mil. Avg.Time on site : 21 mins 09’

* All data is from January 2012

Page views / month : 80 Mil. Visit / month : 13.6 Mil. Avg.Time on site : 18.23 mins

Soha Phim: Vietnam #1 on-demand

Internet movies & tv show streaming

6000 movies in databases

SOHA PHIM: On-demand Movie

* All data is from October 2011

Page views/ month : 18 Mil. Visit/ month : 2,4 Mil. Avg.Time on site : 12 mins 26‘ Male/ Female (%) : 45/55%

SANNHAC.COM: The first and most

popular network for people who love

singing and music, Sannhac has

outstanding features like karaoke and

music studio online…

SANNHAC.COM – Music social network

* All data is from Januaray 2012

Technical System Statics

• Over 90 TB in/out data daily: Static data streaming.

• Up to 20Gbs throughput.

• Advertising Platform: Over 1 billion records daily, peak 1.6 billion records per day.

• Advertising Platform: Over 25K internal requests/s.

• 18 Hadoop nodes.

• 15 storage nodes, up to 160TB of store space .

Divide & Conquer Strategy

• Single product puts company in a dangerous

position. Some reasons:

• Anything on net can disappear in 5 years

• Vietnam market is too small for an ambitious

company with single product (or even with a couple

of products)

• Uncertain political environment

• Build (more than one thing) for last

• But you cannot do everything at once choose

the best one you can conquer

Fast & Furious Implementation

• “Life is short, life is much shorter on the net”

• If you find an opportunity today, 3 months after

can be too late. So:

• Do it fast, furiously

• Put all the best resources you have to get it

done

In VCCorp, best people are all moving from

project to project

Digital Content In A “Not Too Far Future”

• Content will be still the king, but what content?

• Editorial content: still good as long as it has

true value

• User-generated content: not a hype any

more, marketers love it

• Mobile content: it will be main stream for

sure but how we can monetize it?

• We cannot predict future, so bullet-proof strategy

should be: Open eyes and disrupt yourself

Thank you!