- Net revenues for the company increased 28.8% to R$367 million in the first quarter of 2012 compared to the same period in 2011. EBITDA grew 15% to R$9 million for the quarter. - Two subsequent transactions were completed in April where Ideiasnet sold its stakes in two companies. - Results were mixed among subsidiaries, with some experiencing revenue and profit growth while others faced challenges from delays, exchange rates, and changes in strategy and client mix.

1. R E S U LT S 1 Q 1 2

2. Highlights 1Q12
• Net Revenues (proportional combined) reached R$ 367 million in 1Q12, an
increase of 28,8% compared to the same period of the previous year;
• EBITDA (proportional combined) reached R$ 9,0 million, representing an
increase of 15,0% compared to 1Q11;
• The EBITDA margin fell 10,7% compared to 1Q11, impacted by the results of
Padtec;
• Net Income before Disinvestments (proportional combined) improved 35%
compared to 1Q11 with a loss of R$ 1,7 million;
Proportional Combination 1Q11 1Q12 ∆ 4Q11 1Q12 ∆
Net Revenues 285.135 367.301 28,8% 441.253 367.301 -16,8%
EBITDA 7.861 9.039 15,0% 17.810 9.039 -49,2%
% EBITDA margin 2,8% 2,5% -10,7% 4,0% 2,5% -39,0%
Net Income before Disinvestments (2.625) (1.703) -35,1% 4.043 (1.703) n.a.
(+) Disinvestments 7.759 - n.a. 3.802 - n.a.
Net Income after Disinvestments 5.134 (1.703) n.a. 7.845 (1.703) n.a.
‹2›

3. Disinvestiments
• There were no disinvestments in
1Q12, but two subsequent
transactions were completed in April:
• Ideiasnet completed the sale of 100%
of its participation in Softcorp to
Techresult based on an enterprise
value of R$ 15 million;
• Ideiasnet sold 4,1% of its 5,0%
participation in Spring Wireless to
Industry Ventures based on an
enterprise value of R$ 329 million.
‹3›

4. Officer
• Net Revenues increased 34,2%, EBITDA increased 32,1%, Net Income increased 50,8%;
• EBITDA margin of 3,5% in 1Q12;
• Implementation of SAP accounting and finance modules were concluded, with the
implementation of the rest of the modules scheduled for 2Q12 and the expectation of
capturing cost reductions beginning in 3Q12;
• Four special tax regimes were granted in the states of PR and SP, accelerating the cycle
of recuperating tax credits (principally ICMS) beginning in 2Q12;
• Concluded the acquisition of BP Solutions and initiated the operational integration with
expectation of capturing synergies beginning in 2Q12.
Officer 1Q11 1Q12 ∆ 4Q11 1Q12 ∆
Net Revenues 236.974 318.104 34,2% 380.421 318.104 -16,4%
EBITDA 8.440 11.148 32,1% 16.826 11.148 -33,7%
% EBITDA margin 3,6% 3,5% -1,6% 4,4% 3,5% -20,8%
Net Income 2.186 3.296 50,8% 9.311 3.296 -64,6%
‹4›

5. Padtec
• Net Revenues decreased 12.6%; the company reported negative EBITDA and Net Loss of
R$ 273K e R$ 909K, respectively;
• The quarterly results were affected by delays in revenue generation as the segment
awaited the implementation of new regulations for the tax exemption of infrastructure
investments in telecom companies, as well as by the volatility of the exchange rate which
accentuated the cost of imported components;
• 1Q12 was marked by new contracts, which reduce the gross margin in the short term
due to the higher cost of installation compared to improvement or expansion contracts;
• The company continues to aggressively invest in new products and technologies, such as
DWDM at 100 Gb/s, ODU combiners, Cross-ponders and new modules for GPON.
Padtec 1Q11 1Q12 ∆ 4Q11 1Q12 ∆
Net Revenues 54.764 47.890 -12,6% 72.963 47.890 -34,4%
EBITDA 9.212 (273) n.a. 13.087 (273) n.a.
% EBITDA margin 16,8% -0,6% n.a. 17,9% -0,6% n.a.
Net Income 6.468 (909) n.a. 9.069 (909) n.a.
‹5›

6. Automatos, Bolsa de Mulher
AUTOMATOS
• Turnaround in the results with a positive EBITDA
in 1Q12;
• Reformulation of the commercial strategy, as well
as technology and products, has given the
company greater agility and time-to-market;
• Closed new contracts internationally, with a data
center implemented in China and new sales
representation in the Peruvian market.
BOLSA DE MULHER
• Renewal of advertising projects for large clients
such as Petrobras, Intimus, DelValle e L’Oréal,
among others;
• Bolsa de Mulher was elected as one of the seven
most powerful internet brands in Brazil by the
magazine About.
‹6›

7. EAX (CiaShop, MoIP, Zura!)
EAX
• Over one hundred new features were
added to the CiaShop e-commerce
platform while the TPV (total payment
value) grew by 47% relative to the same
period last year;
• MoIP underwent a period of review
relative to their sales strategy and
existing client base;
• Zura! showed a solid growth of 31% in
the volume of clicks delivered on behalf
of their clients after having undergone
structural reorganization in 3Q12;
• Running costs from 2011 relative to
traffic acquisition/distribution contracts
for Zura! along with the changes made to
the client mix for MoIP had an overall
impact on EAX EBITDA in 1Q12.
‹7›

8. iMusica, Pini
IMUSICA
• Experienced strong growth in revenue led by sales
in full-track music downloads and ring back tones;
• Launch of streaming platform for the Carso Group
with a monthly and weekly-based subscription
service options;
• Expanded its partnership with iTunes in Brazil
and launched a music platform for Grupo Positivo.
PINI
• Excelled at the International Construction Industry
Tradeshow and booked an increase in sales of 24%
relative to the same event last year despite cooling in
the real estate and construction sectors in São Paulo;
• Initiated several new digital business initiatives and
created a business intelligence unit under the lead of
André Morais.
‹8›

9. Softcorp, TecTotal
SOFTCORP
• Ideiasnet sold 100% of its stake in Softcorp to
Techresult based on a company value of R$15
million;
• The company achieved a positive EBITDA in 1Q12,
contributing positively to the proportional combined
results before its disinvestment.
TECTOTAL
• The company had a excellent quarter in which
revenues reached levels on par with1Q11 despite
the loss of a key distribution partner which had
accounted for 40% of their revenue.
‹10›

10. Resultado 4T2011
Esta apresentação poderá conter certas projeções e tendências que não são resultados financeiros realizados, nem
informação histórica.
Estas projeções e tendências estão sujeitas a riscos e incertezas, sendo que os resultados futuros poderão diferir
materialmente daqueles projetados. Muitos destes riscos e incertezas relacionam-se a fatores que estão além da
capacidade da Ideiasnet em controlar ou estimar, como as condições de mercado, as flutuações de moeda, o
comportamento de outros participantes do mercado, as ações de órgãos reguladores, a habilidade da companhia de
continuar a obter financiamentos, as mudanças no contexto político e social em que a Ideiasnet opera ou em
tendências ou condições econômicas, incluindo-se as flutuações de inflação e as alterações na confiança do
consumidor, em bases global, nacional ou regional.
Os leitores são advertidos a não confiarem plenamente nestas projeções e tendências. A Ideiasnet não tem obrigação
de publicar qualquer revisão destas projeções e tendências que devam refletir novos eventos ou circunstâncias após
a realização desta apresentação.
Para mais informações, entre em contato com a equipe de Relações com Investidores:
Sami Haddad
Alexandra de Haan
ri@ideiasnet.com.br
‹11›

11. Ideiasnet S.A.
Rua Visconde de Pirajá, 572 - 4º andar
Ipanema | Rio de Janeiro | Brasil | 22410-002
Tel: (21) 3206-9200 | Fax: (21) 3206-9201