Internet Dealbook Quarterly Report Q3 2015

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Third Quarter 2015 Report

Executive Summary Overview

• USD28.9bn of deals tracked in Q3 2015, a 39.2% decrease from USD47.5bn in Q3 2014. • 925 deals tracked from public sources in Q3 2015, a decrease from 1,133 in Q3 2014. • The average deal value for investments has increased to USD34.6m in Q3 2015, from USD16.4m in Q3 2014. • The average deal value for acquisitions has decreased to USD330.2m in Q3 2015, from USD668.5m in Q3 2014.

Deals by region:

• Asia/Pacific leads all regions with an average deal value of USD85.1m. North America comes second at USD35.7m. • Asia/Pacific leads the world in average deal values for investments at USD87.1m, up from USD23.3m in Q3 2014. • Average deal values have increased in regions of Asia/Pacific, North America, Middle East, and Europe. However, the

average deal values in Rest of World and South America have decreased.

Deals by sector:

• The number of deals have fallen in all sectors except in Media and Transactions where the number of deals increased by 19.1% and 10.4%, respectively.

• The total deal values have increased in Media 672.2%, Transactions 74.4%, and Ecommerce 24.6%. Conversely, the total deal values in all of the other sectors have decreased, with Hardware and Infrastructure 95.1% and Games 87.8% recording the highest decline rates.

• The Media sector recorded a 933.1% increase in average deal value for acquisitions compared to Q3 2014. This was followed by a 280.5% increase for acquisitions in the Software and Services sector. The average deal value for acquisitions in all other sectors have decreased.

• The Games, Media and Transactions sectors have all increased their average deal value of investments, rising 372.3%, 240.2% and 211.8% since Q3 2014.

Key Statistics

Description Q3 2014 Q3 2015

Number of deals 1,133 925

Deals disclosed 904 743

Total deal value $47,459,435,616

$28,946,186,854

Average deal value $52,499,376

$38,958,529

Total investment value $14,036,819,862

$25,313,886,854

Total acquisition value $33,422,615,754

$3,632,300,000

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-‐95% -‐88% -‐61% -‐45% -‐18%

25%74%

672%

-‐200%

-‐100%

0%

100%

200%

300%

400%

500%

600%

700%

800%

Hardware &Infrastructure

Games Marketing Mobile &Apps

Software &Services

Ecommerce Transactions Media

Deal value growth by sector Q3 2014 -‐ Q3 2015

-‐97% -‐88%

-‐4%

188%

-‐150%

-‐100%

-‐50%

0%

50%

100%

150%

200%

250%

Rest of World Europe North America Asia/Pac

Deal value growth by region Q3 2014 -‐ Q3 2015

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-‐39%

-‐31%-‐29% -‐28%

-‐11%

-‐4%

10%

19%

-‐50%

-‐40%

-‐30%

-‐20%

-‐10%

0%

10%

20%

30%


Marketing Mobile &Apps

Software &Services

Games Ecommerce Transactions Media

Deal number growth by sector Q3 2014 -‐ Q3 2015

-‐55%

-‐20%

-‐15%

0%

-‐60%

-‐50%

-‐40%

-‐30%

-‐20%

-‐10%

0%

Rest of World North America Europe Asia/Pac

Deal number growth by region Q3 2014 -‐ Q3 2015

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$27 $23 $21

$359

$299

$51 $40$12$14 $18 $23 $33 $42

$63 $66 $74

$0

$50

$100

$150

$200

$250

$300

$350

$400

Marketing Mobile & Apps Software &Services


Games Ecommerce Transactions Media

Millions

Average deal value by sector Q3 2014 -‐ Q3 2015

2014 2015

$224

$121

$30 $28$15 $17

$36

$85

$0

$50

$100

$150

$200

$250

Rest of World Europe North America Asia/Pac

Millions

Average deal value by region Q3 2014 -‐ Q3 2015

2014 2015

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65%39%

212%

25%

372%

103%

38%

240%

-‐93% -‐79%-‐41%

0% 0% 0%

281%

933%

-‐200%

0%

200%

400%

600%

800%

1000%

Mobile & Apps Marketing Transactions Ecommerce Games Hardware &Infrastructure

Software &Services

Media

Average deal value growth by sector Q3 2014 -‐ Q3 2015

Investments Acquisitions

5%27%

274%

80%

-‐99% -‐98%-‐84%

120%

-‐150%

-‐100%

-‐50%

0%

50%

100%

150%

200%

250%

300%

Rest of World Europe Asia/Pac North America

Average deal value growth by region Q3 2014 -‐ Q3 2015

Investments Acquisitions

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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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Documents

Internet Dealbook Quarterly Report Q3 2015