1) The CEO discussed managing growth in classifieds by targeting global leadership through successful roll-outs of existing models, reaching leadership positions in multiple markets, and monitoring portfolio performance.
2) Financial figures from 2011-2013 showed large established sites with consistent strong performance, other established sites with large untapped potential, and investment phase sites seeing rising new ad growth.
3) An exciting new joint venture with Telenor was announced that would combine Schibsted's online classifieds experience and reach with Telenor's telecom network and emerging market presence to drive growth.
1. Managing growth in Classifieds
CEO Rolv Erik Ryssdal
NOAH, London 13 November 2013
2. Targeting global leadership
in Online Classifieds through:
1
Successful roll-out of the Blocket and FINN
models in mature and emerging markets
2
Reach leadership positions in multiple markets
3
Active monitoring of portfolio performance
2
3. Online classifieds
Balanced portfolio with outright
winners and promising start-ups
Large established
- Consistent strong performance
Other established
- Large untapped potential
Investment phase
– for long-term growth
788
670
550
448
385
319
187
209
58
240
58
67
-117
-126
-235
Q3 11
Q3 12
Q3 13
Q3 11
Q3 12
Q3 13
Q3 11
Revenue
Figures in NOK million
EBITDA
Revenue
EBITDA
Q3 12
Q3 13
EBITDA
3
4.
5. Online classifieds – Investment phase
Number of new ads continues to rise
Daily new ads, investment phase companies
+75%
200,000
160,000
120,000
80,000
40,000
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
2011
2012
2013
Note: the graph include figures for (alphabetical order):
Ayosdito, Berniaga, Bikhir, Bomnegocio, Custojusto, Jofogas, Ka
paza, Kufar, Segundamano.mx, Tocmai, Tori, Tutti and Yapo.
5
6. Joint Ventures in South America and Asia:
Exciting partnership with Telenor:
Combining to drive growth
+
One of the global leaders in Online
classifieds
One of the leading global telecom
providers
Reaching around 100 million people
150 million mobile customers
Early mover with 15 years of
Large player in emerging markets
experience
Roll out strategy based on proven
concepts and insights from key
European markets
Deep insight into mobile Internet
technology and usage
Long term industrial partner with
solid financial capacity
6