Innovid SPAC Presentation Deck
00
8
ION INVESTMENT THESIS - MARKET LEADING
EXPOSURE TO CONNECTED TV GROWTH
1
234
TV ADVERTISING IS A $200B MARKET SHIFTING FROM LINEAR TV TO CTV
As "cord cutting" audiences move to CTV, and OTT publishers grow, brand advertising dollars follow
MARKET-LEADING INDEPENDENT CTV ADVERTISING PLATFORM
Used by >40% of major global advertisers to manage ad campaigns in a fragmented CTV market
VISIONARY, FOUNDER-LED, FIRST-TO-MARKET PLAYER WITH DEEP MOAT
Proprietary tech to future-proof for CTV roadmap + Unmatched Partner Network (TTD, MGNI, Peacock, Roku, Hulu, etc.)
DIFFERENTIATED SOFTWARE COMPANY TO RIDE THE EXPLOSIVE GROWTH OF CTV
80%+ gross margins, 37% Revenue Growth, 94% logo retention + upside from advanced capabilities
Source: Dentsu, eMarketer, Kantar (https://www.kantar.com/), Winmo (https://www.winmo.com/)
Note: $200bn estimate includes 2021 traditional TV ad spend of $169bn and assumes 2021 global CTV ad spend is "2x US ad spend of $13bn
INNOVDView entire presentation