64th World Newspaper Congress and 19th World Editors Forum

1. Pinpointing sustainable
growth and new revenue
strategies
Jacob Møller
Head of Mergers and Acquisitions
Schibsted
Norway

3. Leveraging our digital assets to
create additional value
64th World Newspaper Congress, Kiev 2.- 5. Sept 2012

4. Substantial digital transition
Online growth
Online share
14,4
15,2 % Revenue
8,0
8,3 %
EBITDA
2001
2001 2011
2007 2001 2011

5. The Schibsted fundament
Building on two solid cornerstones
Online Classifieds Media Houses
14.4 billion in revenue 25 countries 7,200 employees
5

6. The Schibsted fundament
Building on two solid cornerstones
Online
Growth
Online Classifieds Media Media Houses
14.4 billion in revenue 25 countries 7,200 employees
6

7. Strategic development
Going from print news/classifieds, to online news/classifieds, to
a broader online position
7

8. New Online Marketplaces
Efficient Traffic Fund Models
8

10. Back-up slides

11. Investment stage:
 We buy to scale revenues and traffic
 We focus on small companies with:
 A working product with clear value to the users
 A proven revenue model
Start Growth Maturity Stabilization Decline
11

12. Revenue and EBITDA split Q2 2012
Revenues EBITDA
NOK and percent NOK and percent
Online Online
share 39 share 62
percent Media percent* Media
Houses Houses
online online
Online
14 % 15 %
classifieds
25%
NOK Media NOK
3,825 Houses
offline
Online
classifieds
596
Media advertising Media
Houses
other
million 24 %
47 %
million Houses
offline
10 % 38 %
Media Media
Houses Houses
single copy subscription
16% 11 %