January 2015 GREAT INTERNET NUMBERS

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Osborne Franklin
5 years ago
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1 January 215 GREAT INTERNET NUMBERS

2 Mar '8 May '8 Jul '8 Sep '8 Nov '8 Jan '9 Mar '9 May '9 Jul '9 Sep '9 Nov '9 Jan '1 Mar '1 May '1 Jul '1 Sep '1 Nov '1 Jan '11 Mar '11 May '11 Jul '11 Sep '11 Nov '11 Jan '12 Mar '12 May '12 Jul '12 Sep '12 Nov '12 Jan '13 Mar '13 May '13 Jul '13 Sep '13 Nov '13 Jan '14 Mar'14 May'14 Jul'14 Sept'14 Nov' 14 MLN People Internet penetration is still growing The number of unique visitors on average 8 times more than real users. Users could have different access points and bowsers Unique Visitors +51% Y2Y MLN MLN MLN 8 Russia +: Real users +4% Y2Y Russia 1K+: Real Users +3% Y2Y Source: TNS Web Index, 12+, , monthly reach

3 Mobile Internet grow faster then desktop Reach & Growth % Use internet + 5 % Desktop +2 % Smartphone +36 % Tab +3 % Smart TV +54 % Game console +33 % November 214 Source: TNS Web Index, Nov 213. Nov. 214,Russia 1k+, Monthly Reach, % from internet users, 12+ years old

4 Dec-212 Jan-213 Feb-213 Mar-213 Apr-213 May-213 Jun-213 Jul-213 Aug-213 Sep-213 Oct-213 Nov-213 Dec-213 Jan-214 Feb-214 Mar-214 Apr-214 May-214 Jun-214 Jul-214 Aug-214 Sep-214 Oct-214 Nov-214 Video is growing By number of users(+1%) November 214 to November 213 Video time spend ,41% 23, ,54% 5 Total Unique Viewers () UGC Professional* Other 73% video in Internet is not professional, Google and Social Nets has the biggest unique reach Source: comscore, Video Metrix, Dec. 212 Nov.214, 15+, Advance Estimation * W/O XXX adult content

5 ~94% I-net audience involved in video YT, Mail, Yandex & GPMD are leaders by video reach Video reach, ths. people TOTAL INTERNET TOTAL VIDEO AUDIENCE YOUTUBE.COM MAIL.RU GROUP** YANDEX SITES GPMD* VIMEO TVIGLE.RU RBC IVI.RU MOLODEJJ.TV ZOOMBY.RU KINOPOISK.RU VIDEOMORE.RU Source: comscore Video Metrix, Russia, 15+, **the decline in Video reach of Mail.ru is due to the fact that YouTube video that were shown on sites don t calculated as site video

6 Monthly Reach Monthly Reach Monthly Reach ~98% I-net users involved in social nets Local social nets Vkontakte and Odnoklassniki are still the leaders and can be used as benchmark for forecasting and seasonality detection while foreign Tumblr and Facebook showed max growth y/y Total Internet Social Media VK.COM Odnoklassniki Mail.Ru - My World Facebook Blogger TWITTER.COM TUMBLR.COM* Linkedin VKRUGUDRUZEI.RU MOIKRUG.RU PROFESSIONALI.RU Source: comscore, Russia, November 214

7 Mar-212 May-212 Jul-212 Sep-212 Nov-212 Jan-213 Mar-213 May-213 Jul-213 Sep-213 Nov-213 Jan-214 Mar-214 May-214 Jul-214 Sep-214 Nov-214 Mar-212 May-212 Jul-212 Sep-212 Nov-212 Jan-213 Mar-213 May-213 Jul-213 Sep-213 Nov-213 Jan-214 Mar-214 May-214 Jul-214 Sep-214 Users per month () Min per day Social nets audience Y2Y growth is 3% The number of visitors has a tendency to growth Universe in comscore has been changed Hours per month (MM) Min per visitor Total Unique Visitors per month Total Hours per month (MM) Average Minutes per Usage Day Average Minutes per Visitor Source: Comscore, March 212 November 214, 15+

8 January 215 DIGITAL MARKET VOLUME, SELLERS AND ADVERTISERS

9 Market share % 1% 9% 8% 7% 6% 4% Internet has strong second place in the media mix. Pessimistic forecast. % % 1% 1% 1% 2% 6% 6% 6% 6% 7% 9% 12% 6% 16% 19% 22% 2 4% 34% 32% 31% 28% 2 22% 2 19% 41% 17% 1 14% 11% 9% 14% 18% 18% 18% 14% 16% 13% 13% 12% 18% 18% 18% 12% 18% 3% 32% 8% 7% 1% 1% 3% 2% 34% 41% 42% 43% 46% 47% 47% 47% 52% 51% 48% 48% 47% 4 4 1% % E 215E 216E TV Outdoor Press Radio Internet Other Source: ACAR & ADV forecast,

10 Market share % Internet has strong second place in the media mix. Optimistic forecast. 1% 9% 8% 7% 6% % % 1% 1% 1% 2% 6% 6% 6% 6% 7% 9% 6% 34% 32% 31% 28% 2 22% 2 19% 41% 14% 18% 18% 18% 16% 18% 18% 18% 12% 16% 4% 17% 1 14% 13% 19% 22% 2 14% 11% 1% 13% 12% 11% 28% 31% 8% 7% 11% 11% 4% 18% 3% 2% 34% 41% 42% 43% 46% 47% 47% 47% 52% 51% 48% 48% 47% 46% 44% 1% % E 215E 216E TV Outdoor Press Radio Internet Other Source: ACAR & ADV forecast,

11 BLN RUR Mobile Desktop Pessimistic forecast of the market growth % growth years post crisis recovery & growth 212 growth slowdown due to second crisis wave expectations 213 market stabilization expectations , bln. RUR 214F, bln. RUR 215F, bln. RUR 5 214\ \214 Search 23% 3% Video 48% 13% Display -11% -19% Total 16% -1% Search 69% 13% Video 79% 32% Display 47% 11% Total 63% 1 Total 18% % Search Desktop Video Desktop Display Desktop Search Mobile Video Mobile Display Mobile Source: AKAR, ADV estimations, VAT, video data by GPMD, mobile data by J'son & Partners

12 BLN RUR Mobile Desktop Optimistic forecast: Expected 11% digital market growth in years post crisis recovery & growth 212 growth slowdown due to second crisis wave expectations 213 market stabilization expectations , bln. RUR 214F, bln. RUR 215F, bln. RUR \ \214 Search 23% 14% Video 48% 23% Display -11% -11% Total 16% 1% Search 69% 26% Video 79% 44% Display 47% 21% Total 63% 27% Total 18% 11% Search Desktop Video Desktop Display Desktop Search Mobile Video Mobile Display Mobile Source: AKAR, ADV estimations, VAT, video data by GPMD, mobile data by J'son & Partners

13 Market inflation expected to be % - -2% in 214 Y2Y inflation, % OLV Mobile Display Market Total 14% 12% 1% 4% 2% 2% % % F -2% -3% Source: ADVANCE Mediabrands

14 January 215 Appendix

Presents at the ATON Media & IT Day

Presents at the ATON Media & IT Day Search November 2011 Forward Looking Statement Disclaimer This presentation contains forward-looking statements that involve risks and uncertainties. These include statements