- Schibsted

Expanding
leadership
position into
new services
Martin Frey,
CEO Blocket.se
Expanding leadership
position into new services
1
Sweden’s #1 market place for cars and goods –
across all channels!
2
Taking market share in Jobs and Real Estate
3
Growing market share in display advertising and
other B2B revenues
2
3
7 out of 10 Swedes have bought
or sold something on Blocket
4
2012 Value of advertised
goods = 9% Swedish GDP
350
313
300
250
200
150
100
50
0
2007
2008
2009
2010
2011
2012
313 billion SEK
9% of the Swedish GDP!
5
Blocket’s positive impact
on the environment is
impressive!
Source: IVL, Svenska Miljöinstitutet
6
We reach 5 million Uvs per week in all channels
#2 Webb
3.3 M Uvs
#2 Mobile apps
1 M UVvs
#4 Mobile site
0.7 M Uvs
Source: KIA-index week 38
7
500,000,000
2011v01
2011 v05
2011 v09
2011 v13
2011 v17
2011 v21
2011 v25
2011 v29
2011 v33
2011 v37
2011 v41
2011 v45
2011 v49
2012 v01
2012 v05
2012 v09
2012 v13
2012 v17
2012 v21
2012 v25
2012 v29
2012 v33
2012 v37
2012 v41
2012 v45
2012 v49
2013 v01
2013 v05
2013 v09
2013 v13
2013 v17
2013 v21
2013 v25
2013 v29
2013 v33
Strong mobile growth is driving total traffic
Pageviews - Mobile vs. Desktop
450,000,000
400,000,000
Total
INVESTOR DAY 2013
(403 M)
350,000,000
300,000,000
250,000,000
Mobile (218 M)
200,000,000
150,000,000
Desktop (172 M)
100,000,000
50,000,000
0
8
#1 market share in goods and cars, with
significant opportunities in jobs and real estate
Cars
Goods
Real estate
Jobs
•
#1 in traffic and
monetization
•
#1 in privately sold
cars.
•
Blocket Job
launched in 2011
•
4x larger revenues
than Tradera.com
(Auction site owned
by eBay)
•
641.000 private car
ads on Blocket 2012
•
#3 in terms of
traffic and ads
Approximately 95%
of all car dealers in
Sweden advertise
on Blocket (and
BytBil)*
•
•
•
Focus on building
traffic, ad volume
and changing the
brand perception
•
Market leader in
private sales and
rentals
•
Hemnet.se clear
number #1 among
real estate agents
•
Initiative towards
real estate agents
launched in 2011 –
40 % market share
achieved
* Source: BytbIl, September 2013
INVESTOR DAY 2013
9
Clear #1 market share in cars
•
~95 % of Swedish car dealer advertising
on Blocket
•
~95 % of privately owned cars sold
on Blocket
•
Volumes are directly correlated with new
cars sold in Sweden
 New cars sold in Sweden -7% YTD*
correlating with -7% volume decrease in
car ads on Blocket YTD
* According to Bil Sweden: The Swedish organization for
manufacturers and importers of vehicles
INVESTOR DAY 2013
10
Blocket Job
INVESTOR DAY 2013
11
Investing for the long term and
leadership positioning on the job market
Unique visitors per week Jan 2012- Aug 2013
300,000
105% of Monster
250,000
Blocket Jobb
200,000
Monster
Careerbuilder
150,000
Metrojobb
100,000
Stepstone
50,000
0
2012-4 2012-11 2012-18 2012-25 2012-32 2012-39 2012-46 2013-1 2013-8 2013-15 2013-22 2013-29 2013-36
INVESTOR DAY 2013
12
Blocket Real Estate
INVESTOR DAY 2013
13
40% of all real estate agents’ properties are now
advertised on Blocket – from ~0% in 2011
Market share Blocket Real Estate
Market share

8 of 10 real estate chains advertise
their properties on Blocket

Successful in metropolitan areas, e.g.
market share in Stockholm 55% and
Malmö 85%
45%
40%
35%
30%
25%
20%
15%
10%
5%
0%
40%
Traffic Realtor ads
Traffic
600,000

#2 with 650 000 unique visitors/week

Hemnet has 1.2 – 1.5 million uniques/week
500,000
473,727
400,000
272,549
300,000

Visitors per week increased 54% YOY

Ad views per week increased 94 % YOY
200,000
2012
100,000
2013
0
Jan
Mar
Jun
Sep
INVESTOR DAY 2013
Dec
14
Significant revenue opportunity in moving
property ad spend from print to online

Print advertising represents 94% of real estate agents total media spend

Big interest among real estate agents in switching to online alternatives
Print, 2012: 1 500 MSEK (gross)
Online, 2012: 80 MSEK (Hemnet and Blocket)
INVESTOR DAY 2013
15
Growing market share in display
advertising and other B2B revenues

17 % Growth in revenues from professional classifieds Jan – Sep 2013 vs. 2012
 New pricing and extensive product improvements launched 30 th of September

21 % growth in Display Jan – Sep 2013 vs. 2012 (Total)
 Product improvements, improved pricing and organization
is under development
INVESTOR DAY 2013
16
Investing in top talent to
support continuing growth
136
2013:
#5 in GPTW, Sweden
#11 GPTW in Europe
93
62
45
12/2010
12/2011
12/2012
12/2013
INVESTOR DAY 2013
17
Revenues in SEK, Million
1,000
100%
774
800
600
80%
60%
54%
400
40%
200
20%
0
0%
2005
2006
2007
2008
Revenues
2009
2010
2011
2012
EBITDA
Note: Blocket+Bytbil
INVESTOR DAY 2013
18
Expanding leadership
position into new services
1
Sweden’s #1 market place for cars and goods –
across all channels!
2
Taking market share in Jobs and Real Estate
3
Growing market share in display advertising and
other B2B revenues
19