YouGov Capital Markets Day 17 November 2015 Agenda 3.00pm Welcome - PowerPoint PPT Presentation

YouGov Capital Markets Day 17 November 2015

Agenda 3.00pm Welcome and Overview – Stephan Shakespeare, CEO 3.20pm YouGov Online – Freddie Sayers, Chief Digital Officer 3.40pm YouGov Profiles – Alex McIntosh, UK CEO 4.00pm YouGov BrandIndex – Ted Marzilli, BrandIndex CEO 4.20pm Coffee break 4.30pm Crunch – Doug Rivers, Chief Scientist 4.40pm YouGov Omnibus – Ray Martin, Omnibus CEO 4.55pm The new world of research – Andy Morris, Chief Innovation Officer 5.10pm Closing remarks – Stephan Shakespeare, CEO 5.20pm Q&A 5.30pm Product demos and drinks 6.30pm Close 2

Welcome and Overview Stephan Shakespeare – Chief Executive Officer

YouGov’s geographic footprint EUROPE London Berlin Malmö Bucharest* Oslo Cologne Paris Copenhagen Stockholm Helsinki Warsaw* ASIA PACIFIC NORTH AMERICA Bangkok New York, N.Y. Hong Kong Redwood City, CA. Jakarta Portland, OR. Waterbury, CT. Kuala Lumpur MIDDLE EAST Shanghai Cairo Singapore Dammam Sydney Dubai Erbil Jeddah Riyadh *Support centres YouGov has one of the world’s Top 10 international market research networks 4

18% Growth Omnibus Revenue Growth  Streamlined, highly- in FY15 14 efficient production model 12  Market leader in UK 10  Now operating in UK, Revenue (£m) 8 Half Yr US, France, Germany, Nordic, Middle East 6 Full Yr and Asia Pacific 4  1,000+ clients 2 worldwide 0 FY12 FY13 FY14 FY15 5

30% Growth BrandIndex Revenue Growth in FY15  Our flagship brand 12.0 intelligence service 10.0  Coverage grown to 24 countries 8.0 Revenue (£m)  Some 300+ subscribers Half Yr 6.0 worldwide Full Yr 4.0  Upside opportunity: large proportion of 2.0 brands covered still to become subscribers 0.0 FY12 FY13 FY14 FY15 6

What is is YouGov’s new in inventio ion? The YouGov Cube • Su Surv rveys, Bra randIn Index, Tr Trackers VARIABLES PANELLISTS • Op Opigram, long long-tail l se self lf-entere red da data • Dig Digital l tr tracking, soc social medi dia 7

What makes th the YouGov Cube work? a) A large, engaged panel b) A variety of platforms for connected data-gathering c) Crunch (easy-to-use advanced analytics tool) 8

A vari riety ty of f pla latforms fo for r connected data ta-gatherin ing Opigram 9

Cru runch (e (easy-to to-use advanced analy lytic ics to tool) )

Giv ivin ing a granula lar & holis istic vie iew of th the panell llis ist Favourite topics… Searches Groupon Celebrities Facebook and Wowcher for Fashion TV Mobile ‘spa break’ deals… Weddings Magazines Recently Long dwell time on Top entertainment ‘liked’… watched… Good House ‘Biscuit apps … Company Casualty Week’ article Addicted YouTube Visits eBay daily Full House Being Human Google Music Good House Family Guy John Mayer a BBC iPlayer Beautiful The Big Bang current SoundCloud OK! Theory favourite Netflix Female Heavily used ‘Pins’ this to #24LAD hash tag Pinterest Owns an Visits Vevo daily on 33 Years on Twitter iPhone on Old YouTube during the day EE Ecommerce Fan Heavily exposed to HSBC online A 360° View Products Earns Brands banners £40,000 to purchased on Jack 2 FM of ‘Polly’ £44,999 Amazon… per year DSLR camera Positive Roman costume Lives in impression of… Twitter Oxford Grease on DVD Heinz Websites Cadbury Boots Top journalists Personality Regularly shops Dyson followed… Most visited news Walkers at @CaitlinMoran sites… @gracedent Describes self as… dailymail.co.uk Searched online for ‘holidays @GilesCoren Easy-going theguardian.com And orders an to Greece and Turkey’ @DAaronovitch Dependable telegraph.co.uk online shop every Compassionate mirror.co.uk 3 weeks for a Funny 11 Saturday morning

YouGov now off ffers a fu full lly in integrated sy system supporting the marketer’s workflow… a) Understanding: helping brands and organisations to understand their customers and stakeholders in depth and holistically b) Marketing: identifying target groups, planning and implementing campaigns c) Continuous monitoring: evaluation of marketing and spotting trends 12

YouGov’s off ffer r is is dif ifferentia iated fr from all ll oth thers rs avail ilable le to today … a) The unprecedented range and depth of data b) The quality of single-source connected data (passive, digitally-derived and active survey-based) c) All the data already exists (and is updated daily) d) It’s fast, cost-effective, and easy to use 13

You will hear from… 1. Freddie Sayers, Chief Digital Officer: on our data collection platforms and the interactive experience for website and mobile 2. Alex McIntosh, UK CEO: on our newest syndicated data product, YouGov Profiles 3. Ted Marzilli, BrandIndex CEO: on using our data to track change across global markets and to diagnose brand health 4. Professor Doug Rivers, Chief Scientist: our statistical guru and inventor of Crunch will demonstrate our new cloud-based analytics tool 5. Ray Martin, Omnibus CEO: on how we are making research more efficient and more useful to clients 6. Andy Morris, Chief Innovation Officer: on how our suite of products and services changes all of research, both data and custom, and where we are going next 14

YouGov Online Freddie Sayers – Chief Digital Officer

When YouGov was founded in 2000, there weren’t many ways to share your opinion on the internet… 16

Can YouGov be scientific and still compete online? Sample Providers Rate & Review Recommendations Self-service Polling Social Media Panel Management Opinion Networks Commenting on news Research Agencies Agencies 17

In 2013, YouGov acquired Opigram: increasingly responsible for more and more data collection Sample Providers Rate & Review Recommendations Self-service Polling Social Media OPIGRAM Panel Management Opinion Networks Commenting on news Research Agencies Agencies 18

Instead of full-length surveys, Opigram constructs a never- ending ‘feed’ for people: a constant conversation 19

Your feed is a fun survey that you can control… 20

....and everything is stored on your Opigram profile My brands My Interests 21

Opigram is now one of our main data collection platforms Source of Data Points (UK)  In the UK, approximately one-third of the data we collect is now collected via Opigram Surveys Opigram 22

What next? Click to edit Master title style 23

Our online offer: reasons to take part  Interest: stimulating, important questions  Social: define yourself in the community  Rewards: earn money and prizes 24

1. Make participation easier with native YouGov app  Daily questions  Fill in profile  Notifications to surveys 25

2. Expand reach across third party websites

Bringing together our audiences Click to edit Master title style 27

YouGov can be seen as a single web application 28

In today’s world, B2B clients expect the same level of User Experience they are used to as consumers Profiles LITE now generating leads in UK, successfully launched in US, Germany 29

Our new website offers clear routing for those three audiences to find what they are looking for 30

YouGov Profiles Alex McIntosh – UK CEO

Agencies and brands are navigating a wide range of insight tools available to them Clients are needing solutions that are: Integrated: allowing users to map and fuse segmentations and ad-hoc work directly into a single product Holistic: offering views of an audience’s activity and engagement across offline, online and mobile channels Granular: providing attitudinal and behavioural profiling for niche groups Innovative: collecting passive data across digital and social sources Dynamic: providing insight through data that is updated weekly 32

To address these needs, we launched Our segmentation and media planning product for agencies and brands  This new Data Product is People who shop at Ocado powered by data collected in the YouGov Cube – our connected data vault.  In the UK, the YouGov Cube holds over 120,000 data points, collected from over 250,000 YouGov panellists. 33

YouGov Profiles connects a multitude of data variables Demographics Brand Usage Attitudes and Lifestyles and Opinions and Perception Segment on a number of categories Measure attitudinal and opinion data Understand usage and perception including general demographic from a variety of topics around the of thousands of brands across dozens of industry sectors along 16 makeup, economic situation, values and beliefs that drive occupation, category specific usage people’s behaviour. key purchase funnel measures. and behaviour, interests, hobbies, favourite celebrities. Media Online and Mobile Social Media Consumption Behavior Engagement Review social media engagement Analyse consumption of above-the- Identify actual (passively tracked) line media on a daily basis. This online and application usage (from including Facebook pages likes and Twitter accounts followed. includes TV viewership at genre desktops, laptops, smartphones and level and program level tablets) from every website and classifications, radio listenership mobile application. (40+ key commercial stations) and print readership (national and local). 34