Analyst Day Presentation
30
CTV DRIVES OUR IMPRESSION VOLUME ACCELERATION
2018A
YOY Growth
CTV.
Other TV
(Mobile/Desktop):
31
$1.00
$0.75
CTV
Mobile TV
Desktop TV
$0.50
$0.25
$0.00
2019A
Q1-FY18
Impression Volume by Device
Source: Company data
67%
13%
2020A
60%
10%
2021E
77%
Source Company data
An immaterial volume (less than 5% of impressions which are not automatically classified by device were omitted from the historical 2018-
2020 data in the impression chart. Revenue from these impressions is included in the company revenue by device on a prorated basis.
26%
2022E
STRONG PRICING WITH UPSIDE POTENTIAL
58%
Q3-FY19
15%
~2x
Impressions
2023E
Impression Volume Has Grown "2x While Pricing Has Been Stable
53%
eCPM
18A-23E
CAGR
65%
CTV
16%
Mobile TV +
Desktop TV
E
Q1 2021
INNOVID
Tech Usage Fees,
Not a Take Rate
"Always On"
Every Ad Delivered
Module Adoption
Increases Base Fee
INNOVIDView entire presentation