SlideShare a Scribd company logo
1 of 17
Download to read offline
1
Q2 2018
Market Report
Digital
Brief 020
2
LUMA’s Singular Focus on Digital Media
Technology
Media
Marke1ng
MarTech
Digital
Content
Ad Tech
Ø  LUMA’s exper,se is at the intersec,on of Media,
Marke,ng and Technology
Ø  At this intersec,on exists:
§  Digital Content: content sites, MCNs, game
publishers, aggregators
§  Ad Tech: display, search, video, mobile, social,
content marke,ng/na,ve, connected TV
§  MarTech: data, analy,cs, sales and marke,ng
automa,on, email, predic,ve tools, commerce
technology, shopper marke,ng, payments
3
U.S. Digital Media M&A Activity by Sector
Source: LUMA
Ø  The comple,on of the AT&T / Time
Warner acquisi,on is expected to
drive further M&A and immediately
reignited the bidding war between
Comcast and Disney over 21st
Century Fox
Ø  GDPR and increased data privacy
scru,ny, which will have far
reaching implica,ons to all sectors
dealing with consumer data, has
been responsible for a slow down in
M&A ac,vity in recent quarters and
may con,nue
# of Transac1ons
4
22
10 10 14
27
24
19 23
31
32
26
26
31
32
0
10
20
30
40
50
60
70
80
90
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
Ad Tech MarTech Digital Content
4
Ad Tech M&A Activity
# of Transac1ons
 Ø  Observa1ons
§  AT&T acquired AppNexus for
$1.6B, represen,ng the second
largest exit in the sector since
Doubleclick 11 years ago
§  Private equity remains ac,ve in
this space with Vista Equity
Partners acquiring Integral Ad
Science for a rumored $850M
Ø  Looking Ahead – GDPR & AT&T
§  Shortly a[er GDPR began in May,
programma,c ad spend in the EU
plunged, which could dampen deal
ac,vity in the near future un,l
implica,ons are beer known
§  Look for AT&T to do more as it
scales up its adver,sing business
Source: LUMA
7
1
44
15
10 9
10
0
5
10
15
20
25
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
+$100M <$100M
5
Ad Tech – Q2 2018 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$321.5M
 $1,600M
Following the comple,on of the Time Warner deal, AT&T has made its first
major acquisi,on, acquiring AppNexus to accelerate its adver,sing business
$22.4M
 $325M
Oracle acquired Grapeshot, a provider of brand safety and pre-bid
contextual solu,ons, as another extension to Oracle Data Cloud to help
adver,sers
$116.8M
 $850M
Vista Equity Partners has acquired a majority stake in Integral Ad Science, an
ad verifica,on and measurement company
$28.4M
 $150M
Ganne acquired WordStream, a search adver,sing placorm, to expand its
digital marke,ng capabili,es for its clients in local markets
Source: Capital IQ; Crunchbase
6
MarTech M&A Activity
# of Transac1ons
Ø  Observa1ons
§  Adobe acquired Magento for $1.7B,
which now means all major
Marke,ng Clouds have a commerce
cloud placorm
§  Two leading website building
placorms Web.com and Weebly
were acquired by Siris Capital
Group and Square respec,vely
Ø  Looking Ahead – Most Ac1ve Buyers
§  Look for the Marke,ng Clouds to
con,nue to selec,vely add
capabili,es through M&A
§  We believe private equity will
remain the most acquisi,ve buyer
group of MarTech targets
Source: LUMA
5 5
2
5 4
22
19
17
18
27
0
5
10
15
20
25
30
35
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
+$100M <$100M
7
MarTech – Q2 2018 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
$40.6M
 $270M
Cisco has acquired Accompany, a database placorm of decision makers for
prospec,ng, selling and rela,onship building
N/A
 $1,680M
Adobe acquired Magento to offer an end-to-end e-commerce offering for
B2B and B2C customers, which will fold into Adobe Experience Cloud
NASDAQ
 $1,864M
Siris Capital Group has agreed to acquire Web.com, provider of website and
marke,ng solu,ons for small and medium-sized businesses
$35.7M
 $365M
Square acquired Weebly, a website building placorm, to provide its
customers an integrated suite of omnichannel solu,ons
Source: Capital IQ; Crunchbase
8
Digital Content M&A Activity
# of Transac1ons
Ø  Observa1ons
§  Immediately following the approval
of the AT&T and Time Warner deal,
Comcast submied an official bid
for 21st Century Fox, thwar,ng
Disney’s original bid
§  Goldman Sach’s PE arm and Hearst
have acquired Slickdeals, valuing
the company at $500M
Ø  Looking Ahead – Direct-to-Consumer
§  A cri,cal aspect of media mega-
mergers has been building a direct
rela,onship with consumers
§  With the M&A regulatory climate
stabilizing, more horizontal and
ver,cal mergers may take place
Source: LUMA
5 5
10
4 5
27
21
16 27 27
0
5
10
15
20
25
30
35
Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018
+$100M <$100M
9
Acquirer
Capital
Raised
Enterprise
Value
Comments
NASDAQ
 $80,129M
Comcast has made an official bid for 21st Century Fox, an all-cash bid over
$10 billion greater than the all-stock bid originally offered by Disney
$32M
 $250M
Zelnick Media Capital acquired a majority stake in CafeMedia, a network of
women-focused media proper,es and ad placorm AdThrive
$416.2M
 N/A
Paddy Power, a leading sports belng company in the U.K., has agreed to
merge with FanDuel to capitalize on legalized sports belng in the U.S.
$1.2M
 $250M
Zynga has acquired Gram Games, a mobile game developer of popular casual
and puzzle ,tles that have been downloaded over 170 million ,mes
N/A
 $500M
GoldmanSachs’privateequityarmandHearsthaveacquiredSlickdeals,apopular
onlinecouponanddeal-sharingmediacompanywithover10millionusers
Digital Content– Q2 2018 Notable Deals
Source: Capital IQ; Crunchbase
10
Ad Tech – Q2 2018 Stocks Performance
Ø  Observa1ons
§  Ad Tech skyrocketed over 60%
with TTD nearly doubling in value
as it approaches $4B market cap
§  RUBI had a strong rebound
quarter, jumping over 68%

Ø  Highlights
§  TTD crushed analyst es,mates
for Q1 earnings due to growth in
mobile adver,sing which now
represents 42% of its gross spend
from the last quarter
§  CRTO founder and Chairman JB
Rudelle returned as CEO on April
25th to play a more ac,ve role in
the company’s future
Market Data as of 6/30/2018
-20%
0%
20%
40%
60%
80%
100%
4/2/18 5/2/18 6/2/18
CDLX CRTO MRIN RUBI TLRA TTD NASDAQ
11
MarTech – Q2 2018 Stocks Performance
Ø  Observa1ons
§  MarTech rose 20% in market
value with all stocks hilng year
highs during the quarter, and all
but two (SEND & LPSN) hilng all
,me highs during the period
§  The sector is now valued over
$125B across these companies
Ø  Highlights
§  CRM eclipsed $100B in market
cap for the first ,me a[er
growing revenues 25% to a
record high of over $3B in Q1
§  YEXT soared a[er growing
revenue over 38% following a
quarter of slowing growth
Market Data as of 6/30/2018
-10%
0%
10%
20%
30%
40%
50%
60%
70%
4/2/18 5/2/18 6/2/18
CRM HUBS LPSN SEND SHOP YEXT NASDAQ
12
Q2 2018 Key Startup Financings to Watch
Lead Investor Capital Raised Valuation Comments
$64M
 N/A
Founded in 2009, BigCommerce, an e-commerce so[ware placorm, has now
raised a total of $200 million and powers over 6,000 commerce sites
$37M
 N/A
BounceX, a people-based marke,ng cloud, raised more capital in growth
round to accelerate its expansion in the U.S. and the U.K.
N/A
 $50M
 $1,650M
Amid the rise of gaming and e-sports, Discord, a messaging placorm for
gamers, has exploded with over 14 million daily players using the placorm
$60M
 N/A
Dri[, a live chat and marke,ng placorm for B2B companies, will use its latest
round of funding to make acquisi,ons and expand its teams in the U.S.
N/A
 $75M
 N/A
Sports streaming service FuboTV has raised more capital from a variety of
media companies including AMC, Fox, and Sky to grow its offerings
$24M
 N/A
IFTTT, a placorm that connects apps, devices and services, has over 11
million users using over a billion applets a month
$65M
 $500M
Outreach, a sales automa,on placorm, is now used by over 2,4000 sales
teams and 22,000 users, doubling its customer count over the last year
Source: Crunchbase
13
LUMA’s Recent Deals
14
LUMA’s Differentiated Value Proposition
1.  Peerless Industry Knowledge
2.  Strategic Approach
3.  Execu1on Excellence
15
LUMA’s Content-Driven, Expert-Based Approach
Conference
Keynotes
Publica1ons
(over 3 million views)
Corporate 
Teach-ins
LUMAscapes
(over 6 million views
from 211 countries)
Completed Deals at
Premium Valua1ons
Digital Briefs
DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC
BUYERS
16
And Now For Some Fun From DMS
A parody to make you laugh and cry:
 A parody to give you hope:
17
Investment Banking. Evolved.
New York | Palo Alto

More Related Content

What's hot

LUMA Digital Brief 014 - Market Report Q1 2017
LUMA Digital Brief 014 - Market Report Q1 2017LUMA Digital Brief 014 - Market Report Q1 2017
LUMA Digital Brief 014 - Market Report Q1 2017LUMA Partners
 
Digital Brief 003 - Market Report Q2 2015
Digital Brief 003 - Market Report Q2 2015Digital Brief 003 - Market Report Q2 2015
Digital Brief 003 - Market Report Q2 2015LUMA Partners
 
LUMA Digital Brief 009 - Market Report Q2 2016
LUMA Digital Brief 009 - Market Report Q2 2016LUMA Digital Brief 009 - Market Report Q2 2016
LUMA Digital Brief 009 - Market Report Q2 2016LUMA Partners
 
LUMA Digital Brief 008 - Scape of Cards
LUMA Digital Brief 008 - Scape of CardsLUMA Digital Brief 008 - Scape of Cards
LUMA Digital Brief 008 - Scape of CardsLUMA Partners
 
LUMA Digital Brief 012 - Market Report Q4 2016
LUMA Digital Brief 012 - Market Report Q4 2016LUMA Digital Brief 012 - Market Report Q4 2016
LUMA Digital Brief 012 - Market Report Q4 2016LUMA Partners
 
LUMA Digital Brief 007 - Market Report Q1 2016
LUMA Digital Brief 007 - Market Report Q1 2016LUMA Digital Brief 007 - Market Report Q1 2016
LUMA Digital Brief 007 - Market Report Q1 2016LUMA Partners
 
LUMA's 2014 MMA Summit Keynote
LUMA's 2014 MMA Summit KeynoteLUMA's 2014 MMA Summit Keynote
LUMA's 2014 MMA Summit KeynoteLUMA Partners
 
LUMA Digital Brief 006 - Market Report Q4 2015
LUMA Digital Brief 006 - Market Report Q4 2015LUMA Digital Brief 006 - Market Report Q4 2015
LUMA Digital Brief 006 - Market Report Q4 2015LUMA Partners
 
LUMA Digital Brief 010 - Power to the People
LUMA Digital Brief 010 - Power to the PeopleLUMA Digital Brief 010 - Power to the People
LUMA Digital Brief 010 - Power to the PeopleLUMA Partners
 
LUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital Advertising
LUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital AdvertisingLUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital Advertising
LUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital AdvertisingLUMA Partners
 
LUMA Digital Brief 011 - Market Report Q3 2016
LUMA Digital Brief 011 - Market Report Q3 2016LUMA Digital Brief 011 - Market Report Q3 2016
LUMA Digital Brief 011 - Market Report Q3 2016LUMA Partners
 
AGC AdTech Industry Update_01.2016
AGC AdTech Industry Update_01.2016AGC AdTech Industry Update_01.2016
AGC AdTech Industry Update_01.2016Linda Gridley
 
LUMA Digital Brief 005 - Market Report Q3 2015
LUMA Digital Brief 005 - Market Report Q3 2015LUMA Digital Brief 005 - Market Report Q3 2015
LUMA Digital Brief 005 - Market Report Q3 2015LUMA Partners
 
LUMA's "The Evolving Digital Marketing Technology Landscape"
LUMA's "The Evolving Digital Marketing Technology Landscape"LUMA's "The Evolving Digital Marketing Technology Landscape"
LUMA's "The Evolving Digital Marketing Technology Landscape"LUMA Partners
 
Why Digital Marketing Is Now Marketing In A Digital World
Why Digital Marketing Is Now Marketing In A Digital WorldWhy Digital Marketing Is Now Marketing In A Digital World
Why Digital Marketing Is Now Marketing In A Digital Worldfoundationcap
 
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)Thomvest Ventures
 
The Revolution Will Not Be Televised
The Revolution Will Not Be TelevisedThe Revolution Will Not Be Televised
The Revolution Will Not Be Televisedfoundationcap
 
The SCIENCE-ification of Media
The SCIENCE-ification of MediaThe SCIENCE-ification of Media
The SCIENCE-ification of MediaLUMA Partners
 
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMO
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMOTELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMO
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMOMeio & Mensagem
 
Final vcj conference oct 2011
Final vcj conference  oct 2011 Final vcj conference  oct 2011
Final vcj conference oct 2011 Igor Varnavsky
 

What's hot (20)

LUMA Digital Brief 014 - Market Report Q1 2017
LUMA Digital Brief 014 - Market Report Q1 2017LUMA Digital Brief 014 - Market Report Q1 2017
LUMA Digital Brief 014 - Market Report Q1 2017
 
Digital Brief 003 - Market Report Q2 2015
Digital Brief 003 - Market Report Q2 2015Digital Brief 003 - Market Report Q2 2015
Digital Brief 003 - Market Report Q2 2015
 
LUMA Digital Brief 009 - Market Report Q2 2016
LUMA Digital Brief 009 - Market Report Q2 2016LUMA Digital Brief 009 - Market Report Q2 2016
LUMA Digital Brief 009 - Market Report Q2 2016
 
LUMA Digital Brief 008 - Scape of Cards
LUMA Digital Brief 008 - Scape of CardsLUMA Digital Brief 008 - Scape of Cards
LUMA Digital Brief 008 - Scape of Cards
 
LUMA Digital Brief 012 - Market Report Q4 2016
LUMA Digital Brief 012 - Market Report Q4 2016LUMA Digital Brief 012 - Market Report Q4 2016
LUMA Digital Brief 012 - Market Report Q4 2016
 
LUMA Digital Brief 007 - Market Report Q1 2016
LUMA Digital Brief 007 - Market Report Q1 2016LUMA Digital Brief 007 - Market Report Q1 2016
LUMA Digital Brief 007 - Market Report Q1 2016
 
LUMA's 2014 MMA Summit Keynote
LUMA's 2014 MMA Summit KeynoteLUMA's 2014 MMA Summit Keynote
LUMA's 2014 MMA Summit Keynote
 
LUMA Digital Brief 006 - Market Report Q4 2015
LUMA Digital Brief 006 - Market Report Q4 2015LUMA Digital Brief 006 - Market Report Q4 2015
LUMA Digital Brief 006 - Market Report Q4 2015
 
LUMA Digital Brief 010 - Power to the People
LUMA Digital Brief 010 - Power to the PeopleLUMA Digital Brief 010 - Power to the People
LUMA Digital Brief 010 - Power to the People
 
LUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital Advertising
LUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital AdvertisingLUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital Advertising
LUMA Digital Brief 001 - The Good, the Bad & the Ugly of Digital Advertising
 
LUMA Digital Brief 011 - Market Report Q3 2016
LUMA Digital Brief 011 - Market Report Q3 2016LUMA Digital Brief 011 - Market Report Q3 2016
LUMA Digital Brief 011 - Market Report Q3 2016
 
AGC AdTech Industry Update_01.2016
AGC AdTech Industry Update_01.2016AGC AdTech Industry Update_01.2016
AGC AdTech Industry Update_01.2016
 
LUMA Digital Brief 005 - Market Report Q3 2015
LUMA Digital Brief 005 - Market Report Q3 2015LUMA Digital Brief 005 - Market Report Q3 2015
LUMA Digital Brief 005 - Market Report Q3 2015
 
LUMA's "The Evolving Digital Marketing Technology Landscape"
LUMA's "The Evolving Digital Marketing Technology Landscape"LUMA's "The Evolving Digital Marketing Technology Landscape"
LUMA's "The Evolving Digital Marketing Technology Landscape"
 
Why Digital Marketing Is Now Marketing In A Digital World
Why Digital Marketing Is Now Marketing In A Digital WorldWhy Digital Marketing Is Now Marketing In A Digital World
Why Digital Marketing Is Now Marketing In A Digital World
 
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)
 
The Revolution Will Not Be Televised
The Revolution Will Not Be TelevisedThe Revolution Will Not Be Televised
The Revolution Will Not Be Televised
 
The SCIENCE-ification of Media
The SCIENCE-ification of MediaThe SCIENCE-ification of Media
The SCIENCE-ification of Media
 
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMO
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMOTELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMO
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMO
 
Final vcj conference oct 2011
Final vcj conference  oct 2011 Final vcj conference  oct 2011
Final vcj conference oct 2011
 

Similar to LUMA Digital Brief 020 - Market Report Q2 2018

Tech M&A Monthly: 15 Ways to Find Buyers
Tech M&A Monthly: 15 Ways to Find BuyersTech M&A Monthly: 15 Ways to Find Buyers
Tech M&A Monthly: 15 Ways to Find BuyersCorum Group
 
Tracxn - Sales Force Automation Startup Landscape
Tracxn - Sales Force Automation Startup LandscapeTracxn - Sales Force Automation Startup Landscape
Tracxn - Sales Force Automation Startup LandscapeTracxn
 
Digital Brief 002 - Market Report Q1 2015
Digital Brief 002 - Market Report Q1 2015Digital Brief 002 - Market Report Q1 2015
Digital Brief 002 - Market Report Q1 2015LUMA Partners
 
ClearCoin: Building Google of the Decentralized Web
ClearCoin: Building Google of the Decentralized WebClearCoin: Building Google of the Decentralized Web
ClearCoin: Building Google of the Decentralized WebClearCoin
 
VRoom Technology - Media Tech Startup Investor Brief
VRoom Technology - Media Tech Startup Investor BriefVRoom Technology - Media Tech Startup Investor Brief
VRoom Technology - Media Tech Startup Investor BriefChris Berno
 
Tracxn - Customer Service Software Startup Landscape
Tracxn - Customer Service Software Startup LandscapeTracxn - Customer Service Software Startup Landscape
Tracxn - Customer Service Software Startup LandscapeTracxn
 
T Bytes Hybrid cloud infrastructure
T Bytes Hybrid cloud infrastructure T Bytes Hybrid cloud infrastructure
T Bytes Hybrid cloud infrastructure EGBG Services
 
10 dynamics that will change the market by 2025
10 dynamics that will change the market by 202510 dynamics that will change the market by 2025
10 dynamics that will change the market by 2025Iterate.ai
 
10 technical trends that will dramatically change our daily lives by 2025
10 technical trends that will dramatically change our daily lives by 202510 technical trends that will dramatically change our daily lives by 2025
10 technical trends that will dramatically change our daily lives by 2025Jon Nordmark
 
State of SMB Q1 2018 report
State of SMB Q1 2018 reportState of SMB Q1 2018 report
State of SMB Q1 2018 reportMark MacLeod
 
White Star Capital - Canadian Venture Capital Landscape 2017
White Star Capital -  Canadian Venture Capital Landscape 2017White Star Capital -  Canadian Venture Capital Landscape 2017
White Star Capital - Canadian Venture Capital Landscape 2017Sanjay Zimmermann
 
2015 Technlogy Initial Public Offering (IPO) Pipeline
2015 Technlogy Initial Public Offering (IPO) Pipeline2015 Technlogy Initial Public Offering (IPO) Pipeline
2015 Technlogy Initial Public Offering (IPO) PipelineHarsh Wardhan Dave
 
Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...
Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...
Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...Burton Lee
 
MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...
MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...
MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...MDK Global Advisors
 

Similar to LUMA Digital Brief 020 - Market Report Q2 2018 (20)

Will You Be Mine in the Digital World?
Will You Be Mine in the Digital World?Will You Be Mine in the Digital World?
Will You Be Mine in the Digital World?
 
Q4 2014 Snapshot
Q4 2014 SnapshotQ4 2014 Snapshot
Q4 2014 Snapshot
 
Tech M&A Monthly: 15 Ways to Find Buyers
Tech M&A Monthly: 15 Ways to Find BuyersTech M&A Monthly: 15 Ways to Find Buyers
Tech M&A Monthly: 15 Ways to Find Buyers
 
Tracxn - Sales Force Automation Startup Landscape
Tracxn - Sales Force Automation Startup LandscapeTracxn - Sales Force Automation Startup Landscape
Tracxn - Sales Force Automation Startup Landscape
 
Digital Brief 002 - Market Report Q1 2015
Digital Brief 002 - Market Report Q1 2015Digital Brief 002 - Market Report Q1 2015
Digital Brief 002 - Market Report Q1 2015
 
ClearCoin: Building Google of the Decentralized Web
ClearCoin: Building Google of the Decentralized WebClearCoin: Building Google of the Decentralized Web
ClearCoin: Building Google of the Decentralized Web
 
VRoom Technology - Media Tech Startup Investor Brief
VRoom Technology - Media Tech Startup Investor BriefVRoom Technology - Media Tech Startup Investor Brief
VRoom Technology - Media Tech Startup Investor Brief
 
Tracxn - Customer Service Software Startup Landscape
Tracxn - Customer Service Software Startup LandscapeTracxn - Customer Service Software Startup Landscape
Tracxn - Customer Service Software Startup Landscape
 
RPXCCase_Group2
RPXCCase_Group2RPXCCase_Group2
RPXCCase_Group2
 
T Bytes Hybrid cloud infrastructure
T Bytes Hybrid cloud infrastructure T Bytes Hybrid cloud infrastructure
T Bytes Hybrid cloud infrastructure
 
View point q2 2012
View point q2 2012View point q2 2012
View point q2 2012
 
10 dynamics that will change the market by 2025
10 dynamics that will change the market by 202510 dynamics that will change the market by 2025
10 dynamics that will change the market by 2025
 
10 technical trends that will dramatically change our daily lives by 2025
10 technical trends that will dramatically change our daily lives by 202510 technical trends that will dramatically change our daily lives by 2025
10 technical trends that will dramatically change our daily lives by 2025
 
State of SMB Q1 2018 report
State of SMB Q1 2018 reportState of SMB Q1 2018 report
State of SMB Q1 2018 report
 
White Star Capital - Canadian Venture Capital Landscape 2017
White Star Capital -  Canadian Venture Capital Landscape 2017White Star Capital -  Canadian Venture Capital Landscape 2017
White Star Capital - Canadian Venture Capital Landscape 2017
 
BCCS_Toppan_Tech
BCCS_Toppan_TechBCCS_Toppan_Tech
BCCS_Toppan_Tech
 
2023 M&A Trends Report .pdf
2023 M&A Trends Report .pdf2023 M&A Trends Report .pdf
2023 M&A Trends Report .pdf
 
2015 Technlogy Initial Public Offering (IPO) Pipeline
2015 Technlogy Initial Public Offering (IPO) Pipeline2015 Technlogy Initial Public Offering (IPO) Pipeline
2015 Technlogy Initial Public Offering (IPO) Pipeline
 
Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...
Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...
Marcel van der Heijden - SpeedInvest & Aircloak - EU GDPR & Data Privacy Comp...
 
MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...
MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...
MDK GLOBAL ADVISORS COMMENTS ON SAP AGREEING TO ACQUIRE QUALTRICS FOR $8BN IN...
 

More from LUMA Partners

LUMA's State of Digital Marketing at DMS West 17 (with Commentary)
LUMA's State of Digital Marketing at DMS West 17 (with Commentary)LUMA's State of Digital Marketing at DMS West 17 (with Commentary)
LUMA's State of Digital Marketing at DMS West 17 (with Commentary)LUMA Partners
 
LUMA's State of Digital Media 2017
LUMA's State of Digital Media 2017LUMA's State of Digital Media 2017
LUMA's State of Digital Media 2017LUMA Partners
 
LUMA Digital Brief 013 - The Future of Sales Tech
LUMA Digital Brief 013 - The Future of Sales TechLUMA Digital Brief 013 - The Future of Sales Tech
LUMA Digital Brief 013 - The Future of Sales TechLUMA Partners
 
LUMA's State of Digital Marketing at DMS West 16
LUMA's State of Digital Marketing at DMS West 16LUMA's State of Digital Marketing at DMS West 16
LUMA's State of Digital Marketing at DMS West 16LUMA Partners
 
SALES TECH LUMAscape
SALES TECH LUMAscapeSALES TECH LUMAscape
SALES TECH LUMAscapeLUMA Partners
 
VIRTUAL REALITY LUMAscape
VIRTUAL REALITY LUMAscapeVIRTUAL REALITY LUMAscape
VIRTUAL REALITY LUMAscapeLUMA Partners
 
LUMA's State of Digital Media at DMS 16
LUMA's State of Digital Media at DMS 16LUMA's State of Digital Media at DMS 16
LUMA's State of Digital Media at DMS 16LUMA Partners
 
LUMA's Upfront Summit Keynote: "The Future of TV"
LUMA's Upfront Summit Keynote: "The Future of TV"LUMA's Upfront Summit Keynote: "The Future of TV"
LUMA's Upfront Summit Keynote: "The Future of TV"LUMA Partners
 
LUMA's State of Digital Marketing at DMS West 15
LUMA's State of Digital Marketing at DMS West 15LUMA's State of Digital Marketing at DMS West 15
LUMA's State of Digital Marketing at DMS West 15LUMA Partners
 

More from LUMA Partners (13)

LUMA's State of Digital Marketing at DMS West 17 (with Commentary)
LUMA's State of Digital Marketing at DMS West 17 (with Commentary)LUMA's State of Digital Marketing at DMS West 17 (with Commentary)
LUMA's State of Digital Marketing at DMS West 17 (with Commentary)
 
LUMA's State of Digital Media 2017
LUMA's State of Digital Media 2017LUMA's State of Digital Media 2017
LUMA's State of Digital Media 2017
 
LUMA Digital Brief 013 - The Future of Sales Tech
LUMA Digital Brief 013 - The Future of Sales TechLUMA Digital Brief 013 - The Future of Sales Tech
LUMA Digital Brief 013 - The Future of Sales Tech
 
LUMA's State of Digital Marketing at DMS West 16
LUMA's State of Digital Marketing at DMS West 16LUMA's State of Digital Marketing at DMS West 16
LUMA's State of Digital Marketing at DMS West 16
 
SALES TECH LUMAscape
SALES TECH LUMAscapeSALES TECH LUMAscape
SALES TECH LUMAscape
 
VIRTUAL REALITY LUMAscape
VIRTUAL REALITY LUMAscapeVIRTUAL REALITY LUMAscape
VIRTUAL REALITY LUMAscape
 
LUMA's State of Digital Media at DMS 16
LUMA's State of Digital Media at DMS 16LUMA's State of Digital Media at DMS 16
LUMA's State of Digital Media at DMS 16
 
KNOWLEDGE LUMAscape
KNOWLEDGE LUMAscapeKNOWLEDGE LUMAscape
KNOWLEDGE LUMAscape
 
PUBLISHER LUMAscape
PUBLISHER LUMAscapePUBLISHER LUMAscape
PUBLISHER LUMAscape
 
AGENCY LUMAscape
AGENCY LUMAscapeAGENCY LUMAscape
AGENCY LUMAscape
 
MARKETER LUMAscape
MARKETER LUMAscapeMARKETER LUMAscape
MARKETER LUMAscape
 
LUMA's Upfront Summit Keynote: "The Future of TV"
LUMA's Upfront Summit Keynote: "The Future of TV"LUMA's Upfront Summit Keynote: "The Future of TV"
LUMA's Upfront Summit Keynote: "The Future of TV"
 
LUMA's State of Digital Marketing at DMS West 15
LUMA's State of Digital Marketing at DMS West 15LUMA's State of Digital Marketing at DMS West 15
LUMA's State of Digital Marketing at DMS West 15
 

Recently uploaded

AI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarAI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarPrecisely
 
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UbiTrack UK
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdfPedro Manuel
 
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPAAnypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPAshyamraj55
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding TeamAdam Moalla
 
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019IES VE
 
Computer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsComputer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsSeth Reyes
 
Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Brian Pichman
 
Meet the new FSP 3000 M-Flex800™
Meet the new FSP 3000 M-Flex800™Meet the new FSP 3000 M-Flex800™
Meet the new FSP 3000 M-Flex800™Adtran
 
Designing A Time bound resource download URL
Designing A Time bound resource download URLDesigning A Time bound resource download URL
Designing A Time bound resource download URLRuncy Oommen
 
Empowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintEmpowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintMahmoud Rabie
 
Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024SkyPlanner
 
Linked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesLinked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesDavid Newbury
 
VoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXVoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXTarek Kalaji
 
Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.YounusS2
 
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostKubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostMatt Ray
 
COMPUTER 10 Lesson 8 - Building a Website
COMPUTER 10 Lesson 8 - Building a WebsiteCOMPUTER 10 Lesson 8 - Building a Website
COMPUTER 10 Lesson 8 - Building a Websitedgelyza
 
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Will Schroeder
 

Recently uploaded (20)

AI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarAI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity Webinar
 
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdf
 
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPAAnypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPA
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team
 
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
 
Computer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsComputer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and Hazards
 
Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )
 
Meet the new FSP 3000 M-Flex800™
Meet the new FSP 3000 M-Flex800™Meet the new FSP 3000 M-Flex800™
Meet the new FSP 3000 M-Flex800™
 
Designing A Time bound resource download URL
Designing A Time bound resource download URLDesigning A Time bound resource download URL
Designing A Time bound resource download URL
 
20150722 - AGV
20150722 - AGV20150722 - AGV
20150722 - AGV
 
Empowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintEmpowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership Blueprint
 
Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024
 
Linked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesLinked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond Ontologies
 
VoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXVoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBX
 
Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.
 
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostKubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
 
COMPUTER 10 Lesson 8 - Building a Website
COMPUTER 10 Lesson 8 - Building a WebsiteCOMPUTER 10 Lesson 8 - Building a Website
COMPUTER 10 Lesson 8 - Building a Website
 
20230104 - machine vision
20230104 - machine vision20230104 - machine vision
20230104 - machine vision
 
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
 

LUMA Digital Brief 020 - Market Report Q2 2018

  • 2. 2 LUMA’s Singular Focus on Digital Media Technology Media Marke1ng MarTech Digital Content Ad Tech Ø  LUMA’s exper,se is at the intersec,on of Media, Marke,ng and Technology Ø  At this intersec,on exists: §  Digital Content: content sites, MCNs, game publishers, aggregators §  Ad Tech: display, search, video, mobile, social, content marke,ng/na,ve, connected TV §  MarTech: data, analy,cs, sales and marke,ng automa,on, email, predic,ve tools, commerce technology, shopper marke,ng, payments
  • 3. 3 U.S. Digital Media M&A Activity by Sector Source: LUMA Ø  The comple,on of the AT&T / Time Warner acquisi,on is expected to drive further M&A and immediately reignited the bidding war between Comcast and Disney over 21st Century Fox Ø  GDPR and increased data privacy scru,ny, which will have far reaching implica,ons to all sectors dealing with consumer data, has been responsible for a slow down in M&A ac,vity in recent quarters and may con,nue # of Transac1ons 4 22 10 10 14 27 24 19 23 31 32 26 26 31 32 0 10 20 30 40 50 60 70 80 90 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Ad Tech MarTech Digital Content
  • 4. 4 Ad Tech M&A Activity # of Transac1ons Ø  Observa1ons §  AT&T acquired AppNexus for $1.6B, represen,ng the second largest exit in the sector since Doubleclick 11 years ago §  Private equity remains ac,ve in this space with Vista Equity Partners acquiring Integral Ad Science for a rumored $850M Ø  Looking Ahead – GDPR & AT&T §  Shortly a[er GDPR began in May, programma,c ad spend in the EU plunged, which could dampen deal ac,vity in the near future un,l implica,ons are beer known §  Look for AT&T to do more as it scales up its adver,sing business Source: LUMA 7 1 44 15 10 9 10 0 5 10 15 20 25 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 +$100M <$100M
  • 5. 5 Ad Tech – Q2 2018 Notable Deals Acquirer Capital Raised Enterprise Value Comments $321.5M $1,600M Following the comple,on of the Time Warner deal, AT&T has made its first major acquisi,on, acquiring AppNexus to accelerate its adver,sing business $22.4M $325M Oracle acquired Grapeshot, a provider of brand safety and pre-bid contextual solu,ons, as another extension to Oracle Data Cloud to help adver,sers $116.8M $850M Vista Equity Partners has acquired a majority stake in Integral Ad Science, an ad verifica,on and measurement company $28.4M $150M Ganne acquired WordStream, a search adver,sing placorm, to expand its digital marke,ng capabili,es for its clients in local markets Source: Capital IQ; Crunchbase
  • 6. 6 MarTech M&A Activity # of Transac1ons Ø  Observa1ons §  Adobe acquired Magento for $1.7B, which now means all major Marke,ng Clouds have a commerce cloud placorm §  Two leading website building placorms Web.com and Weebly were acquired by Siris Capital Group and Square respec,vely Ø  Looking Ahead – Most Ac1ve Buyers §  Look for the Marke,ng Clouds to con,nue to selec,vely add capabili,es through M&A §  We believe private equity will remain the most acquisi,ve buyer group of MarTech targets Source: LUMA 5 5 2 5 4 22 19 17 18 27 0 5 10 15 20 25 30 35 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 +$100M <$100M
  • 7. 7 MarTech – Q2 2018 Notable Deals Acquirer Capital Raised Enterprise Value Comments $40.6M $270M Cisco has acquired Accompany, a database placorm of decision makers for prospec,ng, selling and rela,onship building N/A $1,680M Adobe acquired Magento to offer an end-to-end e-commerce offering for B2B and B2C customers, which will fold into Adobe Experience Cloud NASDAQ $1,864M Siris Capital Group has agreed to acquire Web.com, provider of website and marke,ng solu,ons for small and medium-sized businesses $35.7M $365M Square acquired Weebly, a website building placorm, to provide its customers an integrated suite of omnichannel solu,ons Source: Capital IQ; Crunchbase
  • 8. 8 Digital Content M&A Activity # of Transac1ons Ø  Observa1ons §  Immediately following the approval of the AT&T and Time Warner deal, Comcast submied an official bid for 21st Century Fox, thwar,ng Disney’s original bid §  Goldman Sach’s PE arm and Hearst have acquired Slickdeals, valuing the company at $500M Ø  Looking Ahead – Direct-to-Consumer §  A cri,cal aspect of media mega- mergers has been building a direct rela,onship with consumers §  With the M&A regulatory climate stabilizing, more horizontal and ver,cal mergers may take place Source: LUMA 5 5 10 4 5 27 21 16 27 27 0 5 10 15 20 25 30 35 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 +$100M <$100M
  • 9. 9 Acquirer Capital Raised Enterprise Value Comments NASDAQ $80,129M Comcast has made an official bid for 21st Century Fox, an all-cash bid over $10 billion greater than the all-stock bid originally offered by Disney $32M $250M Zelnick Media Capital acquired a majority stake in CafeMedia, a network of women-focused media proper,es and ad placorm AdThrive $416.2M N/A Paddy Power, a leading sports belng company in the U.K., has agreed to merge with FanDuel to capitalize on legalized sports belng in the U.S. $1.2M $250M Zynga has acquired Gram Games, a mobile game developer of popular casual and puzzle ,tles that have been downloaded over 170 million ,mes N/A $500M GoldmanSachs’privateequityarmandHearsthaveacquiredSlickdeals,apopular onlinecouponanddeal-sharingmediacompanywithover10millionusers Digital Content– Q2 2018 Notable Deals Source: Capital IQ; Crunchbase
  • 10. 10 Ad Tech – Q2 2018 Stocks Performance Ø  Observa1ons §  Ad Tech skyrocketed over 60% with TTD nearly doubling in value as it approaches $4B market cap §  RUBI had a strong rebound quarter, jumping over 68% Ø  Highlights §  TTD crushed analyst es,mates for Q1 earnings due to growth in mobile adver,sing which now represents 42% of its gross spend from the last quarter §  CRTO founder and Chairman JB Rudelle returned as CEO on April 25th to play a more ac,ve role in the company’s future Market Data as of 6/30/2018 -20% 0% 20% 40% 60% 80% 100% 4/2/18 5/2/18 6/2/18 CDLX CRTO MRIN RUBI TLRA TTD NASDAQ
  • 11. 11 MarTech – Q2 2018 Stocks Performance Ø  Observa1ons §  MarTech rose 20% in market value with all stocks hilng year highs during the quarter, and all but two (SEND & LPSN) hilng all ,me highs during the period §  The sector is now valued over $125B across these companies Ø  Highlights §  CRM eclipsed $100B in market cap for the first ,me a[er growing revenues 25% to a record high of over $3B in Q1 §  YEXT soared a[er growing revenue over 38% following a quarter of slowing growth Market Data as of 6/30/2018 -10% 0% 10% 20% 30% 40% 50% 60% 70% 4/2/18 5/2/18 6/2/18 CRM HUBS LPSN SEND SHOP YEXT NASDAQ
  • 12. 12 Q2 2018 Key Startup Financings to Watch Lead Investor Capital Raised Valuation Comments $64M N/A Founded in 2009, BigCommerce, an e-commerce so[ware placorm, has now raised a total of $200 million and powers over 6,000 commerce sites $37M N/A BounceX, a people-based marke,ng cloud, raised more capital in growth round to accelerate its expansion in the U.S. and the U.K. N/A $50M $1,650M Amid the rise of gaming and e-sports, Discord, a messaging placorm for gamers, has exploded with over 14 million daily players using the placorm $60M N/A Dri[, a live chat and marke,ng placorm for B2B companies, will use its latest round of funding to make acquisi,ons and expand its teams in the U.S. N/A $75M N/A Sports streaming service FuboTV has raised more capital from a variety of media companies including AMC, Fox, and Sky to grow its offerings $24M N/A IFTTT, a placorm that connects apps, devices and services, has over 11 million users using over a billion applets a month $65M $500M Outreach, a sales automa,on placorm, is now used by over 2,4000 sales teams and 22,000 users, doubling its customer count over the last year Source: Crunchbase
  • 14. 14 LUMA’s Differentiated Value Proposition 1.  Peerless Industry Knowledge 2.  Strategic Approach 3.  Execu1on Excellence
  • 15. 15 LUMA’s Content-Driven, Expert-Based Approach Conference Keynotes Publica1ons (over 3 million views) Corporate Teach-ins LUMAscapes (over 6 million views from 211 countries) Completed Deals at Premium Valua1ons Digital Briefs DISPLAY MOBILE VIDEO SOCIAL NATIVE SEARCH MARTECH COMMERCE GAMING STRATEGIC BUYERS
  • 16. 16 And Now For Some Fun From DMS A parody to make you laugh and cry: A parody to give you hope: