1. 2 Q 1 2 R E S U LT S

2. Highlights 2Q12
• Portfolio Net Revenues reached R$ 409 million in 2Q12, an increase of 37,4%
compared to the same trimester of last year;
• Portfolio EBITDA reached R$ 12,3 million, representing an increase of 3,4%
compared to 2Q11;
• The EBITDA margin fell by 1,0% compared to 2Q11, impacted by Padtec’s
results;
• Portfolio Net Income before Divestments remained stable at R$ 220 thousand
compared to 2Q11.
Portfolio Results 2Q11 2Q12 ∆ 1S11 1S12 ∆
Net Revenues 297.826 409.293 37,4% 582.960 776.452 33,2%
EBITDA 11.928 12.338 3,4% 19.748 20.478 3,7%
% EBITDA margin 4,0% 3,0% 3,4% 2,6%
Net Income before Disinvestments 968 220 -77,3% (1.745) (2.347) 34,5%
(+) Disinvestments 526 5.770 996,5% 7.285 5.770 -20,8%
Net Income after Disinvestments 1.494 5.990 300,8% 5.541 3.423 -38,2%
‹2›

3. Divestments
• Ideiasnet sold 100% of its stake in
Softcorp to Techresult based on an
enterprise value of R$ 15 million;
• Ideiasnet sold 4,1% of its 5,0% stake
in Spring Wireless to Industry
Ventures, based on an enterprise
value of R$ 329 million.
‹3›

4. Officer
• Net Revenues increased by 51,6%, EBITDA grew by 36,1% and Net Income increased by
63,3%;
• EBITDA margin of 3,5% in 2Q12;
• Launch of the iPad in Brazil with an 67% increase in Apple product sales in 2Q12; Xbox
sales continue strong especially among retailers; closing of Microsoft’s fiscal year in
June; Samsung’s new line of mobile products, including the Galaxy III
• Excellent regional performance in the south of Brazil; intention to set up distribution
operations in Paraná;
• Launched a debenture of R$ 50 million, with a five year tenor and a coupon of 119,5% of
CDI.
Officer 2Q11 2Q12 ∆ 1S11 1S12 ∆
Net Revenues 245.969 372.872 51,6% 482.943 690.976 43,1%
EBITDA 9.664 13.149 36,1% 18.104 24.297 34,2%
% EBITDA margin 3,9% 3,5% 3,7% 3,5%
Net Income 1.908 3.116 63,3% 4.094 6.412 56,6%
‹4›

5. Padtec
• Net Revenues increased 11,5%; EBITDA and Net Income are negative at R$ 778
thousand and R$ 2,0 million, respectively;
• Investments by telecom companies was impacted by the delay in the implementation of
new regulations (tax exemption), devaluation of the Real and slowdown in the economy;
• Maintained its investments in the development of new products and solutions;
• Was awarded a R$ 68 million contract by Telebrás to construct a high speed network
interconnecting the 12 cities that will be hosting the sporting events (World Cup &
Olympics);
• 4G bandwidth auction and new investment commitments by telecom operators to
improve quality of service generate a positive perspective for 2S12.
Padtec 2Q11 2Q12 ∆ 1S11 1S12 ∆
Net Revenues 44.420 49.546 11,5% 99.184 97.436 -1,8%
EBITDA 4.800 (778) n.a. 14.012 (1.051) n.a.
% EBITDA margin 10,8% -1,6% 14,1% -1,1%
Net Income 3.393 (2.038) n.a. 9.861 (2.947) n.a.
‹5›

6. EAX (CiaShop, MoIP, Zura!) & iMusica
EAX
• 1S12 impacted by the restructuring of MoIP’s
client base and the delay in the launch of new
products;
• Operational optimization at CiaShop with a new
commercial team and the stabilization of new
products are resulting in a solid pipeline;
• Zura! is growing steadily and preparing itself for
the upcoming growth of the holiday season.
IMUSICA
• Growth of 83% in the adoption of ring back tones
by Brazilian users;
• Launched a pilot of the streaming platform
"Ideasmusik" in Mexico, Brazil and Colombia, an
increase of 88% in the number of users;
• Launch of established artists on iTunes, brand
promotions and “branded streaming" on Sony’s
FanPage on Facebook.
‹6›

7. Pini & Automatos
PINI
• Negative sector outlook with decrease in new
construction, elevated real estate inventory, and
decrease in sales of construction materials;
• Implemented a cost reduction plan in order to
recuperate results;
• New projects, especially in the media segment,
start to yield results in 2T12.
AUTOMATOS
• Generating positive results after the financial
restructuring initiated in 2011;
• New sales structure with focus on distribution
channels and partnerships;
• Finalized consolidating its bank debt, with longer
tenors and at lower interest rates.
‹7›

8. TecTotal, Bolsa de Mulher
TECTOTAL
• Growth in the main two segments of the company:
big retailers and telecom operators;
• EBITDA margin reached 12,5% as a results of cost
cutting measures and operational growth.
BOLSA DE MULHER
• Completed the consolidation of offices in São
Paulo and implemented a cost reduction plan;
• New publicity partnership with Terra, geared to
go live in August; “Bolsa de Bebê” portal
relaunched with significant product
improvements.
• Audience number stabilizes at 8 million Unique
Visitors.
‹8›

9. Disclaimer
Esta apresentação poderá conter certas projeções e tendências que não são resultados financeiros realizados, nem
informação histórica.
Estas projeções e tendências estão sujeitas a riscos e incertezas, sendo que os resultados futuros poderão diferir
materialmente daqueles projetados. Muitos destes riscos e incertezas relacionam-se a fatores que estão além da
capacidade da Ideiasnet em controlar ou estimar, como as condições de mercado, as flutuações de moeda, o
comportamento de outros participantes do mercado, as ações de órgãos reguladores, a habilidade da companhia de
continuar a obter financiamentos, as mudanças no contexto político e social em que a Ideiasnet opera ou em
tendências ou condições econômicas, incluindo-se as flutuações de inflação e as alterações na confiança do
consumidor, em bases global, nacional ou regional.
Os leitores são advertidos a não confiarem plenamente nestas projeções e tendências. A Ideiasnet não tem obrigação
de publicar qualquer revisão destas projeções e tendências que devam refletir novos eventos ou circunstâncias após
a realização desta apresentação.
For more information, please contact the Investors Relations team:
Sami Haddad
Carlos Eduardo Gadelha
ri@ideiasnet.com.br
‹11›

10. Ideiasnet S.A.
Rua Visconde de Pirajá, 572 - 4º andar
Ipanema | Rio de Janeiro | Brasil | 22410-002
Tel: (21) 3206-9200 | Fax: (21) 3206-9201