Team Internet Business Overview slide image

Team Internet Business Overview

Our Online Marketing segment is being carried by irreversible mega trends Ascendance of social media Data privacy 18 Risk transformation • Social media platforms (Facebook, Instagram, Tik Tok) transformed content creation and consumption via User-Generated Content (UGC) Despite Google's position as the most visited website globally, social media is challenging its screen time dominance Our strategy harnesses the engagement potential of UGC on social media Number of Active Social Media Users¹ . Consumer data protection regulations drive advertisers to favour search engines versus social media • Search engines benefit from users expressing intent through search queries • Although consumers increasingly spend more time on social media, advertisers prefer search ads, leading to a click price spread Our TONIC. platform bridges surplus demand on search engines and excess supply on social media Select Key Events Event Safari and Firefox block third-party cookies with Intelligent Tracking Prevention End of auto opt-in for IDFA on iOS 14.5 and later versions • Online advertising evolution shifts risk from . advertisers to publishers, moving from PPM to PPC Future trends favour PPA models, where advertisers pay for specific outcomes like sales • Successful conversion management can lead to significant rewards • Investments in companies like VGL Publishing and Adrenalads have prepared us for this paradigm shift Team Internet Strategic Positioning Date March 2022 (in millions) 2013 2018 2023 Date June 2017 facebook 757 1,523 3,049 X 218 298 619 March 2021 September 2023 Instagram 150 1,115 2,000 October 2021 End of auto opt-in for AAID2 on Android 12 and later versions Tik Tok 0 271 1,562 January 2024 Google Chrome initiates a phase out of third-party cookies with a Tracking Protection feature Notes: (1) Source: Statista, company data Event Team Internet acquires VGL Publishing with a Pay Per Action revenue model where advertisers pay for a completed sale Team Internet acquires Adrenalads where advertisers pay for a specific outcome like a sale or account opening (PPA) 7
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