Transforming Media to a Multiscreen World
January 2017
Investor Presentation TSX-V: TLK
This presentation includes forward-looking statements regarding Frankly and their respective businesses.
Forward-looking events and circumstances discussed in this release, may not occur by certain specified dates
or at all and could differ materially as a result of known and unknown risk factors and uncertainties affecting
the parties. No forward-looking statement can be guaranteed. Except as required by applicable securities
laws, forward-looking statements speak only as of the date on which they are made and Frankly undertakes
no obligation to publicly update or revise any forward-looking statement, whether as a result of new
information, future events, or otherwise.
All $ = U.S. dollars
Safe Harbor Statement
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COMPANY OVERVIEW
Frankly Key Stats ($ in USD)
Stock Price (12/14/16) $0.32
52 Week Low-High $0.29-$0.68
Avg. Vol. (3 mo.) 59,966
Shares Outstanding 34.7M
Free Float (est.) 12.8M
Insider Holdings
(est. as of 12/14/16)62.2%
Market Cap (12/14/16) $11.2M
Total Debt $11.7M
Enterprise Value (est.) $20.1M
Founded (Frankly Co.) 2012
Full-time Employees 90+
Data source: TSX Info Suite,TSX Venture Info, Yahoo Finance!, Capital IQ
All figures are converted into U.S. Dollars at a conversation rate of
1.00USD/1.33CAD as of December 14, 2016
1) Q4-15 normalized revenue of $4.8 million excludes one-time, non-recurring
revenue of $660,000 related to contract termination fees and other revenue.
Total Revenue (TTM)1 $21.4M
Gross Profit (TTM) $10.4M
Adjusted EBITDA (TTM) $(0.7M)
EV / Revenue (TTM) 0.9x
Cash and Investments (mrq) $2.8M
Total Assets (mrq) $32.6M
Revenue ($M)1
Adjusted EBITDA ($M)
-$1.0
$0.0 -$0.1 $0.4
Q4-15 Q1-16 Q2-16 Q3-16
$4.8$5.2 $5.2
$6.2
Q4-15 Q1-16 Q2-16 Q3-16
3
Chart above is denoted in CAD.
Leading Industry Experts MANAGEMENT TEAM
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Steve ChungFounder & CEO
Lou SchwartzCOO & CFO
Omar KarimGlobal Head of Technology
Todd RandakGlobal Head of Products
Melissa HatterHead of Client Services
• Former CSO of CDNetworks
(sold to KDDI), Investment
Director of BlueRun Ventures
(Nokia), Analyst at Goldman
Sachs
• Harvard (BA), Stanford (MBA)
• Founder of pioneering OTT
solutions company serving
Fortune 1000 companies, and ex-
Chief Digital Officer of WWE
• Mississippi College School of Law
• Tech pioneer in CMS and online
video, Adjunct Professor at The
New School, Co-Founder/CEO of
Mobdub, ex-CTO of Worldnow
• Hampshire College (BA)
• Former EVP at Worldnow, Co-
Founder of Mobdub, and VP
eCommerce Strategy at Exceed
• Southern Connecticut State
University (MS)
• Former EVP at Worldnow, and
former Affiliates Manager at UGO
Networks and NBC Television
• Ithaca College (BS)
Bill AmmermanHead of Advertising
Jason SimpsonHead of Sales
Michael BachmanGlobal Head of Design
John WilkGeneral Counsel
• Ex-General Sales Manager at
Capitol/WRAL, and ex-Head of
Programmatic Revenue at Tribune
• UNC Chapel Hill (MA)
• Formerly with Adobe, Piksel,
Accenture
• University of Michigan (BA)
• Founder of high-end interactive
agency, creator of top weather
mobile app and #1 ranked mobile
apps in Weather/Entertainment
with 7M+ downloads
• Former Special Counsel at Phillips
Nizer LLP, and former General
Counsel at Worldnow
• Rutgers School of Law
• #1 wireless carrier in Korea and top global innovator
• Respected as top telco for leading technology
Invested over US$14M
(27% shareholder)
• Top broadcaster owns 60+ TV stations in the US
• Leading industry thought leader in media & technology27% shareholder
World Class Backers
• Frankly incubated in the Stanford StartX program
• StartX: Stanford’s accelerator fund for its top alumniInvested US$1.3M
STRATEGIC INVESTORS
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The Opportunity
THE BIG DISRUPTION
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1) Source: Devoncroft 2016
2) Source: KPCB 2016
SINGLE SCREEN, SINGLE PLATFORM MULTISCREEN, MULTI-PLATFORM
PAST FUTURE
7
THE BIG DISRUPTION
8
1) Source: Devoncroft 2016
2) Source: KPCB 2016
$50 BILLION MARKET SHIFTING TO NEW AREAS
¹ Source: Devoncroft 2016 Report
1. IABM DC Global Market Valuation Report, 2015
Decline in Traditional
Broadcasting¹
Total Market: $49.3B
(down 4.3% vs. 2014)
Services:
$27.3B (down 4.2%
vs. 2014)
Products:
$22.0B (down 4.4%
vs. 2014)
Increase in
Digital
Nascent market
8
THE BIG DISRUPTION
9
1) Source: Devoncroft 2016
2) Source: KPCB 2016
MASSIVE DISRUPTION WITH NEW PLAYERS
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Company Overview
COMPANY OVERVIEW
What We Do
Frankly’s disruptive technology enables broadcasters
and media companies to transform their business to a
new, digital, multiscreen world, all from one integrated
system
Our multimedia CMS is used to publish and monetize
digital content on all platforms including desktop,
mobile, social networks and connected TVs
We have 200+ media properties and growing, including
local TV affiliates of ABC, NBC, CBS, and FOX
Recurring SaaS revenues in long-term contracts;
revenue share for advertising and growing fast
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Our SolutionsONE-STOP DIGITAL PLATFORM
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Multi-media Ingestion ONE PLATFORM Multi-point Publishing
mCMSMobile & TV
AppsVideo Data Ads
o Multi-media CMS
including website
management, video
management, and
publishing under one
dashboard
o Branded mobile
apps for broadcast
TV stations
o Connected TV apps
including Apple TV,
Roku, Fire TV, etc.
o OTT multiscreen
technology for digital
video
o Live and VOD
solutions
o Data analytics and
local media audience
insight
o Content syndication,
pooling and cross-
promotion
o National-local
desktop & mobile ad
solution (premium &
programmatic)
o In-app purchase and
content monetization
SaaS (Recurring Platform Fees) Managed Services (Recurring Revenue Share)
MARKET POSITIONING + FINANCIALS
Competitive Landscape
Video Multimedia
Multi-screen
One Screen
Media/Content Platform
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FINANCIALS & GROWTH
FINANCIAL SUMMARY
REVENUE & PROFITABILITY(All amounts in $USD)
Annualized revenue based on Q3 2016 is
approximately $24.8M
Normalized quarterly adjusted EBITDA
improved to $380K
Optimized cost structure leading to a further
improvement in net loss
Financial Highlights
$1.5
*$4.8$5.2 $5.2
$6.2
($3.0)
($1.0)$0.0 ($0.1)
$0.4
Q3-15 Q4-15(*Normalized
Revenue)
Q1-16 Q2-16 Q3-16
$M
Revenue
Adj. EBITDA
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GROWTH OPPORTUNITIES
Growth Catalysts – Organic and Inorganic
Mobile Apps & Connected TV (Apple TV, Roku, Fire TV)
Big Data and Targeted Advertising
Large Media Customers Pipeline (Local Media, TV, Hollywood)
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1%0.04%
Share
=$20M =$500M
Our 5-Year Goal is to capture 1% of the global $50B annual market for broadcast products &
services; today we are only at 0.04%.
1/3 = US Broadcasters
1/3 = Media/Content Prg.
1/3 = Int’l Expansion
ADVERTISING & MOBILE MARKET
Growth Strategy
17Source: KPCB Mary Meeker I Internet report 2016
STRATEGY ROADMAP
Growth Catalysts Next 3 Years
Targeted Data & Ad Platform
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2016
Focus on TV /
Broadcast market
2017
Expansion into
Other Verticals
2018
International &
Product Expansion
SUMMARY
INVESTMENT HIGHLIGHTS
Land grab opportunity: Massive transformation from $50B traditional broadcast market to multi-
screen content distribution happening now, with high M&A activity
Sticky, recurring revenues: Content management and media workflow sticky with high switching
costs for customers; recurring revenues in 3-5 year long-term contracts
Solid team and foundation: Over 200+ TV stations as foundation with top management team and
strategic investors to execute on fast growth, long-term strategy
Data & advertising disruption: Digital distribution combines content and ad monetisation by
leveraging user and platform data for massive disruption
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CONTACT US
Company Contact:
Lou Schwartz
Chief Financial Officer
Investor Relations:
Matt Glover or Najim Mostamand
Liolios Group, Inc.
(949) 574-3860
Frankly Inc.
333 Bryant Street, Suite 240
San Francisco, CA 94107
www.franklyinc.com
APPENDIX
Leading Industry Experts BOARD OF DIRECTORS
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Steve Chung
Chairman
Tom Rogers
Director
Steve Zenz
Director
Samuel Hyun
Director
Joe Fiveash
Director
• CSO of CDNetworks (sold
to KDDI), Investment
Director of BlueRun
Ventures (Nokia), Analyst
at Goldman Sachs
• Harvard (BA), Stanford
(MBA)
• Executive Chairman at
WinView Games
• Chairman and CEO of
TRget Media
• Former President and CEO
of TiVo, Inc.
• Former President of NBC
Cable and EVP of NBC,
and founder of CNBC
• Board member for RedBrick
Health, Insignia Systems,
Closys, YOXO and
Children's Home Society
(non-profit).
• Former Partner-in-charge of
Audit at KPMG
• Global Planning Team, SK
Planet Co., Ltd.
• Corporate VP, Digital
Media, Strategy and
Business Development at
Raycom
APPENDIX
Cap Table
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December 2016 Summary Cap Table
ShareholderCommon Stock
Held
% of Total
Common Stock
Outstanding
Restricted
Voting
% of Total
Common Stock &
Restricted
Employee
OptionsWarrants
Employee
RSUsFully Diluted %
Raycom Media Inc. 9,304,532 27.0% - 27.0% - 14,809,720 - 42.0%
SKP America, LLC 9,269,917 26.9% - 26.9% - - - 16.1%
Gannway Entertainment, Inc. 1,510,536 4.4% 1,510,536 8.8% - - - 5.3%
Stanford-StartX Fund, LLC 528,451 1.5% - 1.5% - - - 0.9%
Others 13,910,163 40.3% 149,908 40.7% - 793,811 - 25.9%
Options & RSU Issued - - - - 142,628 - 1,304,433 2.5%
Options & RSU Available - - - - 4,177,954 - - 7.3%
Sum 34,523,599 100% 1,660,444 100% 4,320,582 15,603,531 1,304,433 -
Total Issued & Outstanding - - - 36,184,043 - - - -
Fully Diluted Share Base - - - - - - 57,412,589 100.0%