App Annie's mission is to help businesses succeed through apps. It provides intelligence on usage, marketing and stores to help customers navigate the app lifecycle. With 500 employees across 15 locations, App Annie provides data on the growing app economy and mobile market. It predicts that by 2021, mobile users and time spent in apps will double, while app revenue and in-app advertising spend will increase significantly.

1. @AppAnnieBertrand Schmitt
CEO and Co-Founder

2. GET YOUR TICKET TODAY!
www.noah-conference.com
6-7
Old Billingsgate, London Tempodrom, Berlin
JUN20182-3 NOV2017
SAVE THE DATE

3. App Annie’s mission is to help every
business achieve success through apps.
P R O P R I E T A R Y

4. Navigate the app lifecycle confidently
D I S C O V E R
S T R AT E G I Z E
AC Q U I R EE N G AG E
M O N E T I Z E
P R O P R I E T A R Y

5. Customer Support
& Success
Professional
Services
Community
& Events
Education
P R O P R I E T A R Y
Usage
I N T E L L I G E N C E
Marketing
I N T E L L I G E N C E
Store
I N T E L L I G E N C E
A P P A NNIE INT E L L IGE NCE S UIT E
Our Complete Solution

6. P R O P R I E T A R Y
Helping our customers achieve success
through apps.

7. P R O P R I E T A R Y
Cited by media partners and analysts, in
earnings calls and IPO filings.

8. Global Reach with Local Understanding
500 Employees
Across 15 Locations
P R O P R I E T A R Y

9. QUIZ:
How many apps do we use in a month?
A. < 10
B. 10 – 19
C. 20 – 29
D. 30 – 39
E. 40+
P R O P R I E T A R Y

10. QUIZ:
How many apps do we use in a month?
A. < 10
B. 10 – 19
C. 20 – 29
D. 30 – 39
E. 40+
P R O P R I E T A R Y

11. 10 © App Annie 2017
Time In Apps
2+ Hours Per Day
85% Time on Smartphones
P R O P R I E T A R Y

12. C R E AT E E AT & D R I N K C O N N E C T D AT E N E W S
S P O R T S L E A R N L I S T E N W O R K S H O P
PAY T R AV E L W AT C H P L AY B A N K
Apps are changing all industries…
P R O P R I E T A R Y

13. — App Usage
Volume
Time
— Mobile Users
— App Revenue
Our App Market Maturity Model
P R O P R I E T A R Y

14. Mobile Users Will Double
2016 2017
2021
3.4B
4.2B
6.3B
P R O P R I E T A R Y

15. Time Spent in Apps Will Double
TO TA L HO URS S P E NT
1.6T
2.1T
3.5T
2016 2017
2021
P R O P R I E T A R Y

16. App Store Monetization Will Double
$ B I L L I O NS
$ 6 2 B
Non-Games
Games
2016 2017
2021
$ 8 2 B
$ 1 3 9 B
P R O P R I E T A R Y

17. Advertising Spend In-App Will Triple
$ 7 3 B
$ 1 0 1 B
$ 2 0 1 B
$ B IL L IONS
Non-Games
Games
2016 2017
2021
P R O P R I E T A R Y

18. mCommerce Will Increase Six-Fold
$ T RI L L I O NS
$ 1 . 1 T
$ 2 . 3 T
$ 6 . 0 T
2016 2017
2021
P R O P R I E T A R Y

19. App Economy – 3rd largest in the world
$ 1 8 .0 T
$ 11 . 1 T
$ 6 .3 T
$ 4 . 4 T
P R O P R I E T A R Y

20. Thank You

21. Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
December 2014
September 2014
October 2014
May 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
September 2016
October 2016December 2016
May 2016
Investment in
by
Financial Advisor to Oakley Capital Exclusive Financial Advisor to
10Bis and its Shareholders
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
10Bis
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by