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First Quarter 2014 Report

Executive Summary Overview

• USD26.5bn of deals tracked in Q1 2014, a large increase from the USD9.9bn tracked in Q1 2013 • 855 deals tracked from public sources in Q1 2014, down from 924 in Q1 2013 • The average deal value of investments has increased 39.6% to USD15.5m in Q1 2014, from USD11.1m in Q1 2013 • The average deal value of acquisitions has increased to USD458.6m in Q1 2014, from USD114.4m in Q1 2013

Deals by region:

• The Rest of World region leads all others with an average deal value of USD88.3m. The Asia/Pacific region comes in second at USD49m.

• The Asia/Pacific region leads the world in average deal values for investments at USD25.6m • Average deal values have increased in all regions except for Europe • The large increase in the average deal value for acquisitions was driven by the North American Region, which had an

average deal value for acquisitions of USD668.4m

Deals by sector:

• The number of deals have fallen in all sectors except in the Transactions and Hardware & Infrastructure sectors where the number of deals have increased by 127.9% and 20.5% respectively compared with Q1 2013

• The total deal values for all sectors have increased, except for the Ecommerce sector which recorded a 7.2% drop and the Marketing sector which recorded a 23% drop when compared to Q1 2013

• The average deal value for acquisitions have increased in all sectors in Q1 2014 when compared to Q1 2013 • The average deal value and total deal value in the Mobile & Apps sector has increased by 394.8% and 495.3%

respectively from Q1 2013, even with the exclusion of Facebook’s acquisition of WhatsApp

Key Statistics

Description Q1 2013 Q1 2014 Number of deals 924 855

Deals disclosed 644 680 Total deal value $9,945,421,440 $26,515,579,105 Average deal value $15,443,201 $38,993,499 Total investment value $6,855,990,440 $10,006,621,416 Total acquisition value $3,089,431,000 $16,508,957,689

 

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-23% -7% 46%

213%

314% 316%

495% 505%

-100%

0%

100%

200%

300%

400%

500%

600%

Marketing Ecommerce Software & Services

Transactions Games Media Mobile & Apps

Hardware & Infrastructure

Deal value growth by sector Q1 2013 - Q1 2014

*Facebook's  acquisition  of  WhatsApp  excluded  for  outlaying  data  

0% 135% 189%

1048%

0%

200%

400%

600%

800%

1000%

1200%

Europe Asia/Pac North America Rest of World

Deal value growth by region Q1 2013 - Q1 2014

*Facebook's  acquisition  of  WhatsApp  excluded  for  outlaying  data    

-57% -51% -21% -18% -13% -5% 21%

128%

-100%

-50%

0%

50%

100%

150%

Media Games Ecommerce Software & Services

Marketing Mobile & Apps

Hardware & Infrastructure

Transactions

Deal number growth by sector Q1 2013 - Q1 2014

*Facebook's  acquisition  of  WhatsApp  excluded  for  outlaying  data    

 

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-26% -14% -12%

38%

-30% -20% -10%

0% 10% 20% 30% 40% 50%

Rest of World North America Asia/Pac Europe

Deal number growth by region Q1 2013 - Q1 2014

*Facebook's  acquisition  of  WhatsApp  excluded  for  outlaying  data    

85% 112% -30% -4% -23% 31%

342% 35% 3% 13% 53% 105% 472%

2627% 3200%

4789%

-1000%

0%

1000%

2000%

3000%

4000%

5000%

6000%

Software & Services

Transactions Marketing Ecommerce Hardware & Infrastructure

Mobile & Apps

Games Media

Average deal value growth by sector Q1 2013 - Q1 2014

Investments Acquisitions *Facebook's  acquisition  of  WhatsApp  excluded  for  outlaying  data  

-6% 54% 16% 145% -49% 302% 334%

1916%

-500%

0%

500%

1000%

1500%

2000%

2500%

Europe North America Asia/Pac Rest of World

Average deal value growth by region Q1 2013 - Q1 2014

Investments Acquisitions

*Facebook's  acquisition  of  WhatsApp  excluded  for  outlaying  data    

 

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Disclaimer The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavour to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation. Accordingly Internet DealBook and all its related entities hereby excludes any liability to any person in consequence of his purported reliance upon information contained herein or omitted here from (whether express or implied) or otherwise furnished in connection herewith. Any requests for information in connection with this document should be addressed directly to Internet DealBook and to no other party.

Information Sources

Internet DealBook collects and compiles all its data from publicly available sources. Visit Internet DealBook for more information on the methodology used for tracking and collating deals.

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