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)
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