THE LEADER IN MOBILE INTELLIGENCE INVESTOR PRESENTATION
Ivan Braiker, CEO Tom Virgin, CFO April 2013
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• This (“Presentation”) is being furnished to you for information purposes only. The circulation of this Presentation or the disclosure of its contents to any other party is expressly prohibited. No copies should be made without the prior written consent of Augme Technologies, Inc. (the “Company”), and no excerpts or summaries thereof may be distributed, reproduced or included in any documents without such consent.
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DISCLAIMER
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INTRODUCTION • Leader in mobile intelligence driving sales, loyalty and engagement
• SaaS platform for mobile marketing, Q4 2013 YoY growth in: Ø Revenues: +21% Ø Messages: +56% Ø Campaigns: +23%
• Ad Network and Services, Q4 2013 YoY growth in: Ø Revenue: +109% Ø Campaigns: +124%
• FY13 total revenues +119% YoY Ø FY13 Mobile advertising revenues +302%
• Our ADLIFE® platform generates higher ROI for clients via conversions and calls to action with their customers, and powerful analytics to track and enhance targeting
• Brands such as MillerCoors, Kellogg's, and CBS Radio and many other in Fortune 500
• Offices in Seattle and NYC and sales in 4 additional major cities
• AUGT has 134 employees
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And Has Already Surpassed Print
THE WORLD IS GOING MOBILE - LARGE BRANDS MUST HAVE A MOBILE STRATEGY
Source: eMarketer, Sept 2012
TV 278 min
Online 173 min
Radio 92 min
Print 38
Other 36
Average Time Spent per Day with Major Media by U.S Adults, 2012
(Minutes)
Mobile 82 min
Mobile Is The Fastest Growing Media
% Growth
2011 2012 % Growth
Mobile 54 82
Online 167 173 4%
TV 274 278 1%
Radio 94 92 -2%
Print 44 38 -14%
Other 45 36 -20%
52%
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MOBILE ADVERTISING SPENDING TO CROSS $6B MARK
And Close the Gap Between Time Spend and Ad Spend
With Ad Spending To More Than Quintuple
Mobile Advertising Is In Its Infancy
$0
$1
$2
$3
$4
$5
$6
$7
2011 2017
$1.2
$6.7
$10
$15
$20
$25
$30
$35
2007
2008
2009
2010
2011
U.S. Digital AdverJsing Revenue (Billions)
Source: BI Intelligence, 2012 Source: IAB, BIA-‐Kelsey, BI es=mates
5.6X
Only3%
Mobile
Source: Mary Meeker (KPCB), eMarketer, IAB
U.S. Mobile Ad Forecast (Billions)
0%
10%
20%
30%
40%
50%
TV Web Mobile
42%
22%
43%
26%
10%
1%
1%
MarkeJng Spent
Time Spent
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THE LEADER IN MOBILE INTELLIGENCE
Driving Sales, Loyalty and Engagement Through Brand Intelligence
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WHAT MAKES HIPCRICKET DIFFERENT?
Engage Customers
Drive Loyalty
Increase Sales
>250,000 Campaigns executed
>200 MILLION Unique users reached
per month
>7,000 Device types
supported
>8 BILLION Impressions per month
HIPCRICKET IS A RAPIDLY GROWING MOBILE PLAYER IN THE FASTEST GROWING MARKET
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Rapid Growth, Increasing Margins
• Hipcricket has grown 5X in 3 years with $30+ million annualized revenue run rate
• Revenue increased 49% Q4 FY13 over Q4 FY12
Mobile Marketing & Advertising Pioneer • Passed 250K campaign count,
with 50% increase in Q3 FY13 over FY12
• 30K new mobile numbers added to AD LIFE® daily
Fast Growing Market
• Projected 460% growth to $6.7B mobile ad spending in the U.S. by 2017 from 2011
• Smartphones grew from a 49% to 56% market share
Technology & Services Leader
• Patented technology • Data driven platform • Cloud-based/SaaS platform
facilitates rapid growth
* BI Intelligence ** Neilsen
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HIPCRICKET’S MARKET LEADERSHIP
Hundreds of clients… 15+ Industries
Renewal Rate 95%+
CPG Healthcare Broadcast & Media QSR Retail AutomoSve
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MOBILE INTELLIGENCE PLATFORM
AD LIFE® PLATFORM
AD LIFE® REPORTING & ANALYTICS
AD SERVE® TargeJng
AD SERVE® CreaJve
Marketing & CRM
AD LIFE® QR Codes
AD LIFE® Mobile Messaging
AD LIFE® Mobile Applications
AD LIFE® Mobile SiteBuilder
AD LIFE® SocialConnect
Advertising | AD SERVE®
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HUNDREDS OF PREMIUM PUBLISHER PARTNERS LOCAL & TRAVEL SPORT
BUSINESS/TECH
HISPANIC NEWS LIFESTYLE ENTERTAINMENT
Entertainment FOOD
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AD LIFE® INTELIGENCE
Advertising AD SERVE®
AD LIFE® SocialConnect
AD LIFE® QR Codes
AD LIFE® Mobile Messaging
AD LIFE® Mobile Applications
AD LIFE® Mobile SiteBuilder
AD LIFE® INTELLIGENCE CONNECTS ALL PRODUCTS
WE MONETIZE AFTER OUR COMPETITION STOPS
ADVERTISING
RE-ENGAGE & MONETIZE
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HIPCRICKET’S UNIQUE ENGAGEMENT PLATFORM
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1. Capture User’s information into AD LIFE® platform (Phone #, personal info, etc..)
3. Analyze All campaigns from one single interface: • Mobile Advertising • Mobile Marketing (Mobile
Web, SMS, etc) 2. Re-Engage
Users with AD LIFE® products • Mobile coupons, QR codes & offers • SMS VIP clubs • MMS
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FINALIST FOR GLOBAL MOBILE AWARD
1 - Click Tap or click the rich media banner to interact with the campaign
2 - Interact A localized offer appears allowing the user to claim it while also connecting with local content
3- Post-Click Engagement By tapping “WEATHER”, the user is directed to view the current conditions based on their location
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MOBILE AGENCY OF RECORD
• Hipcricket selected as “agency of record” for all mobile marketing and advertising campaigns
• Millions of mobile engagements across mobile channel
• Client since 2010 with multi-year contract
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MULTI-YEAR CLIENT
• Client since 2010 with multi-year contract
• 15.4% lead conversion rate • Leads delivered to local dealers to be
followed up upon within minutes
COMPETITIVE LANDSCAPE
POST-CLICK ADVERTISING INTELLIGENCE
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1. Device detection
2.
Content targeting Content rendering
Solutions protected under U.S. Patent #’s 6,594,691 / 7,269,636 / 7,783,721 / 7,831,690 / 7,958,081 / 8,069,168 / 8,069,169 / 7,957,401 / 7,606,217 / 7,676,599 / 7,460,480 / 7,782,878 / 8,219,642 / 8,335,232
Portfolio status
• Primary focus on Yahoo appeal • Working to settle outstanding cases • AOL and Pandora settled • Divested Patent Factory • Evaluating monetization strategies for
core and non-core patents
Augme’s foundational patents
• Device detection • Content targeting & rendering • Mobile marketing technologies • Patented technology produces faster
sales & implementations
VALUABLE PATENT PORTFOLIO
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EXECUTIVE MANAGEMENT TEAM
Ivan Braiker CEO
Tom Virgin
CFO
Doug Stovall EVP
NAME TITLE EXPERIENCE
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RAPIDLY RISING REVENUE VISIBILITY
$3.4M
$4.1M $4.4M $5.0M $5.1M $6.2M
$7.4M $7.5M $8.2M
$3.7M $3.9M
$7.7M
$6.4M
$7.9M
$5.5M
$9.7M
$0
$2
$4
$6
$8
$10
$12
$0
$2
$4
$6
$8
$10
$12
Q1 -‐2012* Q2 -‐2012* Q3 -‐2012* Q4 -‐2012 Q1-‐2013 Q2-‐2013 Q3-‐2013 Q4-‐2013 Preliminary
QUARTERLY REVENUE & BOOKINGS
Revenue Pro-‐Forma For AcquisiSons* bookings
Revenu
e -‐ M
illions
* Acquisition of JAGTAG closed on July 22,2011, Hipcricket acquisition closed August 25, 2011, both during Augme’s Q2-FY2012 ended August 31, 2011. * Note: Fiscal Year ends February 28
Book
ings -‐ Millions
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HIPCRICKET’S GROWTH
Hipcricket & Augme mobile markeSng and mobile adverSsing network pro forma revenues. All periods are fiscal year (FYE is February )
$ 5.8M $9.8M
$16.9M
$26.2M
$22.8K
$27.0K
$55.8K
$93.6K
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
$0
$5
$10
$15
$20
$25
$30
Fiscal 2010 Fiscal 2011 Fiscal 2012 Fiscal 2013 Preliminary
Revenu
e Pe
r Customer -‐ Th
ousand
s
Revenu
e -‐ M
illions
Revenue Revenue per customer
Revenue – 3YR CAGR – 65.3%
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BALANCE SHEET
$000s
Fiscal quarter ended 2/29/2012 11/30/12
Cash $11,429 $1,736
Total assets $100,592 $95,964
Current liabilities $30,214 $9,045
Deferred revenue $1,050 $1,100
Shareholders equity $69,215 $86,861
Total liabilities & equity $100,592 $95,964
Augme Technologies Raised $6.6 Million in Public Offering on January 30th, 2013