3. LEADING END-TO-END DIGITAL VIDEO AD PLATFORM COMPANY
Delivering Audiences That Matter to TV Brands
3
Unlocking
Audience Value
Combining the reach and frequency of TV with the software of digital
Embedded Software + Data Sciences = Cross-screen,
brand-safe campaigns to attentive & receptive audiences
4. Massive Global Market in Transition
4
2012 2016
$15.1
VIDEO ADVERTISING
2
$ IN BILLIONS
$5.3
1 Global entertainment and media outlook 2014-2018, PwC, Informa Telecoms & Media
2 Global Online Video Advertising Platforms Market, Frost & Sullivan, 2013.
TV
$173.7B
1
$133B
1
DIGITAL
5. Content
TV 1-5 Cable 5-500 Internet >10,000
Technology
Radical Shifts are Causing Audience Fragmentation
5
Screen
Devices
Per
Person
2000 2014
Data
6. Audience Fragmentation Presents Brand Challenges
6
Advertiser Challenges
Greater
brand safety
risk
Inefficient
reach &
frequency
Less
attention &
receptivity
Fragmentation
Our embedded software,
buyer and seller audience
software and data
sciences solve three key
audience problems TV
brand advertisers face in
digital video:
8. CONSUMER BEHAVIOR
YuMe Opportunity: Extend TV Audiences to Digital
8
ONE SCREEN AT PRIMETIME MULTI-SCREEN VIDEO ALL THE TIME
Is changing the way advertisers plan.
Convergence in ad spend is already happening.
“Video Neutral”
Planning
9. The Challenge: Television ≠ Digital Video
Audience
Efficiency
Still provides efficient scale for branding, in
spite of cable and OTT fragmentation
Massive content and device fragmentation =
inefficient scale for TV brand advertisers
Data &
Targeting
Data & targeting considered imperfect, but
sufficient for branding metrics
Content and device fragmentation = data
fragmentation
Legacy cookie-based targeting: built for browser-
based direct response/display campaigns, but
not viable in app & CTV video environments
Audience
Attention
Primarily long-form content on one screen:
less audience distraction
Primarily short-form content across multiple
screens = more audience distraction
Brand Safety Inherently brand-safe: closed ecosystem,
curated content
No inherent brand safety: open ecosystem,
low barriers to entry
≠
Serving TV brand
advertisers’ needs
in digital video
requires a TV-
centric approach
10. The YuMe Platform – A Complete Audience Ad Solution
10
Publisher Benefits Advertiser Benefits
Provides advertisers with
marketing software and
automation tools to find,
target and deliver digital
video ads to aggregated,
qualified audiences in
brand safe environments.
YuMe provides the
software and tools for
publishers to identify,
segment and measure
their digital video
audiences.
Data sciences allow
publishers to extract more
value from their
audiences.
Both win.
Publishers maximize
their audience value by clearly
defining the audience for
advertisers who benefit from
having distilled audiences
at scale that meet their
marketing objectives.
11. Purpose Built Video Audience Tech Stack
11
YuMe Supply Platform YuMe Demand Platform
• Multiple buying channels –
Direct, programmatic, private
marketplaces, exchanges
• DSP enabling programmatic
procurement of YuMe SDK-
enabled inventory as well as
third-party SSP inventory
• Deal ID management
• RTB 2.2 Support
• Bidding engine to optimize deals
• RFP/IO Workflow Automation
• 450+ brand advertisers: global,
regional, local
• 150+ Ad Sales & Ad operations
people in NA, APAC and Europe
• Ad serving: Online, Mobile
and Smart TV
• SSP Integrated with RTB 2.2
compliant exchanges and
demand side platforms
• Full suite of campaign
management, creative,
targeting and reporting
capabilities
• Universal SDKs - Support
for AS3, iOS, Android,
HTML5 and Embedded C
SDKs, MRAID, VPAID
and VAST standard compliant
• Targeting and reporting
across all screens
YuMe
Data Platform
First Party data
collection through embedded
SDK in video delivery environment
Targeting and reporting across all screens.
Integration with advertisers
and publishers DMP
Audience Modeling and
Targeting Capability
TURNKEY PLATFORM + SERVICES
12. POWERING AUDIENCE DISCOVERY AND MEASUREMENT
How Our Data Sciences Work
12
YuMe technology unifies data and
audience fragmentation
Machine Learning
Algorithm
Data Sciences
Leverages disparate audience data
silos via advanced data sciences
YuMe
Audience
Segments
Delivers highly targetable,
segmented audiences at
large scale
13. YUME AUDIENCE SEGMENTS
Data Science Driven Insights
13
18-34 22%
35-54 72%
55+ 6%
GenderAge
Light 31%
Heavy 69%
Light Heavy
VCR 55% 46%
CTR 0.11% 0.16%
Performance by Age
TV ViewershipAd Receptivity Ad Receptivity by Show
VCR
43% 52% 59%
0.12%
0.19%
0.15%
0.00%
0.04%
0.08%
0.12%
0.16%
0.20%
0%
10%
20%
30%
40%
50%
60%
70%
18-34 35-54 55+
CTR
VCR
VCR CTR
45%
56%
77%
41%
75%
65%
54%
Big Bang Theory
How I Met Your Mother
Modern Family
Two and a Half Man
The Millers
Other Comedy Programs
Comedy Genre
% Who Viewed Shows
19%
13%
9%
6%
3%
1%
0%
5%
10%
15%
20%
25%
Big Bang
Theory
How I Met
Your Mother
Other
Comedy
Programs
Two and a
Half Man
Modern
Family The Millers
62%
38%
Male
Female
Two and a
Half Men
Two and a Half Men
14. BEHIND THE INFLUENCE
Measuring Brand Impact
YuMe partnered with a third-party research partner to
measure increases in: attitude, awareness, favorability, intent and preference
based on the exposures to YuMe placements
More than 145 brand studies across 9 categories completed since 2010
14
RESULTS
Brand Awareness
1
Overall CPG Brand Lift
1
Purchase Intent
1
71.2%72.5%
7x
Norm
1 Data from Nielsen Online Brand Effect (formerly Vizu Ad Catalyst)
15. 100%
100%
67%
60%
26%
The Power of Television – Magnified
Cross-platform exposure drives superior brand-lift compared to TV alone for
AdAge 100 Advertisers.
15
43%
24%
20%
15%
12%
34%
15%
10% 9%
6%
General Recall Brand Recall Message Recall Likeability Purchase Intent
Exposed To YuMe Campaign + TV Exposed to TV Ads Only
18. Launch an inventory
grading system that
identifies optimal ad
placements
2012
CONTINUING TO PAVE THE WAY
From Innovation to Industry Standard
18
Offer cross-platform
ad solutions
2006 to
2008 Introduce a unit that
synchronizes an in-
stream video ad with an
in-banner ad as well as
the first to pull in a XML
feed into an ad unit
2009
Launch dynamic
ads
2007
Introduce iGRPs
via Mindshare
partnership
2009
Integrate 1st party
data targeting and
measurement
capabilities
2013
First video solution to:
FROM DAY 1
100% In-Stream Placements
Professionally Produced Content
Always Brand-Focused
100% Visibility
Launch a Programmatic
Video Branding
SolutionTM--Video Reach
2014
Run
interactive
InVideo
overlay ads
2008
Be embedded
into internet-
connected TVs
2011
Offer volume
video ads in
iPhone apps
2010
Establish industry-
first Traffic Quality
Unit focused on
creating best-in-
breed practices
2014
20082007 2009 2010 201320122011 2014
19. INTRODUCTION
YuMe Company Profile
19
Clients and Partners
FOUNDED IN 2004
PUBLIC COMPANY
LISTED ON NYSE
ORIGINAL INVESTORS
ACCEL Partners
BV Capital
Intel Capital
West Summit Capital
DAG Ventures
Menlo Ventures
Samsung Venture Investment
Khosla Ventures
Translink Capital
YuMe operates the
largest independent digital
video brand advertising platform
across four screens: smartphones,
tablets, PCs and Connected TVs.
Operations in North America,
Europe and Asia.
Expanded to China and
Latin America in 2014.
500+ Employees
Global brands and media companies relying
on YuMe technology in video ad serving,
targeting, audience sciences, creative services
and brand strategy.
AWARD WINNING
TEAM AND TECHNOLOGY
Connected TV Awards 2013
Digiday 2012 Best
Video Ad Network
Advertiser Perceptions
Highest Rated Media
iab Rising Stars Award
20. INTRODUCTION
Traction with Large Advertisers
20
Clients and Partners
Global brands and media companies relying
on YuMe technology in video ad serving,
targeting, audience sciences, creative services
and brand strategy.
Long-Standing Relationships:
• 106 advertisers with >$1 million in
lifetime spend
• 18 advertisers with >$5 million of
lifetime spend
Campaigns over $250,000:
• 60% of total Q4 revenue
• Mid-teens Y/Y growth
Low Churn -
’13 Advertisers Spending in ’14:
• 19 of top 20 advertisers
• 44 of top 50 advertisers
21. 21
COMPANY OVERVIEW
Global Offices and Ongoing Expansion
2014 Total Headcount: 500+ Employees
Offices:
Redwood City HQ
New York, Chicago, Los Angeles,
Boston, Dallas, Detroit, Atlanta,
Miami, Toronto, Mexico City,
Pune, Chennai, London, Paris,
Madrid, Hamburg, Stockholm,
Hong Kong, Shanghai
22. Financial Highlights
22
Proven Business Model US business profitable on an adjusted-EBITDA basis
Operational Leverage
Sales team investments expected to peak in 2014
Efficient R&D operations from India-based tech centers
R&D Advantage
Strong & efficient R&D operations
India-based technology development center
Sustained Gross Margin
Illustrates platform’s strength & differentiation
Already consistently within the long-term operating model
Strong Advertiser Growth
Early days of ad dollars from TV to digital video
Seeding the clouds for long-term growth