marketwatch.com #1 financial media company $4 billion advertising market proven track record strong,...

MarketWatch.comMarketWatch.com

#1 Financial Media Company#1 Financial Media Company

$4 Billion Advertising Market$4 Billion Advertising Market

Proven Track RecordProven Track Record

Strong, Supportive PartnersStrong, Supportive Partners

Pathway to ProfitabilityPathway to Profitability

#1 Financial Media Company#1 Financial Media Company

$4 Billion Advertising Market$4 Billion Advertising Market

Proven Track RecordProven Track Record

Strong, Supportive PartnersStrong, Supportive Partners

Pathway to ProfitabilityPathway to Profitability

#1 Financial Media Company#1 Financial Media Company#1 Financial Media Company#1 Financial Media Company

All Active

Public Investors Traders

Newspapers 24% 26% 21%

TV 37 30 24

Radio 4 4 1

Magazines 2 3 2

INTERNET 21 28 45

Other 7 8 7

Don’t Know 5 1 *Source: Pew Research

Center

Main Source For Stock Market Updates

Financial News hits the ‘net

News Coverage That Never News Coverage That Never StopsStops

• 24/7 staffed coverage on: Internet, television and radio

• Over 85 full-time journalists

• 20 free-lance contributors

• Bureaus in Tokyo, Hong Kong, London, New York, Washington, Chicago, Dallas, Boston, San Francisco and Los Angeles

• The Evening News

• Weekend TV Shows on 130+ Stations

• 24/7 Radio Network on 154 Stations

• Reporters on CBS News Shows

92 Million-Plus Reached 92 Million-Plus Reached WeeklyWeekly92 Million-Plus Reached 92 Million-Plus Reached WeeklyWeekly

Media Metrix Reach

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

MarketWatch.com Sites

Quicken.com Sites

Money Central

CNNFN.COM

Motley Fool

BLOOMBERG.COM

THESTREET.COM

WSJ.COM

QUOTE.COM

BANKRATE.COM

CNBC.COM

Breaking Away

Media Metrix Reach

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

MarketWatch.com Sites

Quicken.com Sites

Money Central

CNNFN.COM

Motley Fool

BLOOMBERG.COM

THESTREET.COM

WSJ.COM

QUOTE.COM

BANKRATE.COM

CNBC.COM

Breaking Away

Our ‘Secret Sauce’Our ‘Secret Sauce’

1999 BigCharts Acquisition – A Smart 1999 BigCharts Acquisition – A Smart BuyBuy1999 BigCharts Acquisition – A Smart 1999 BigCharts Acquisition – A Smart BuyBuy

•Immediate ReturnImmediate Return

•Diversified RevenueDiversified Revenue

•Increased ReachIncreased Reach

•Technical ExpertiseTechnical Expertise

• Exploding Exploding European European MarketMarket

• Replicating Replicating SuccessSuccess

• Expanding Expanding Global ReachGlobal Reach

European JV with Financial TimesEuropean JV with Financial Times European JV with Financial TimesEuropean JV with Financial Times

Bringing It All To Bringing It All To BroadbandBroadband

• Broadband Studios in SF, NYC, DC

• Major Provider For AOL-Plus Service

• Content To Yahoo! Finance Vision

• A quarter million downloads a month

Key Content DealsKey Content Deals

• Extend Brand Extend Brand AwarenessAwareness

• Drive Traffic Drive Traffic and Users to and Users to SitesSites

• Generate Generate Additional Additional RevenuesRevenues

• Extend Brand Extend Brand AwarenessAwareness

• Drive Traffic Drive Traffic and Users to and Users to SitesSites

• Generate Generate Additional Additional RevenuesRevenues

AOLAOL

Competitive Competitive LandscapeLandscape

Traditional Media Companies:Traditional Media Companies:Dow Jones, Bloomberg, CNBC, CNN, Business Week, MoneyDow Jones, Bloomberg, CNBC, CNN, Business Week, Money

Portal Sites:Portal Sites:AOL, Excite, GO, Lycos, AOL, Excite, GO, Lycos, MSN, Netscape, Yahoo!MSN, Netscape, Yahoo!

Niche Sites:Niche Sites:Briefing.com, Briefing.com, Motley FoolMotley Fool

TheStreet.comTheStreet.com

Our Advantage:Our Advantage:

Focus & contentFocus & content

BreadthBreadth

Net-centricNet-centric

Online Brokers:Online Brokers:Fidelity, Schwab, E*TradeFidelity, Schwab, E*Trade

UnbiasedUnbiased

The Future, as Advertised

$3.5

$5.3

$7.3

$9.5

$11.9

$14.3

$16.5

$0.0

$2.0

$4.0

$6.0

$8.0

$10.0

$12.0

$14.0

$16.0

$18.0

1999 2000 2001 2002 2003 2004 2005

1. Online ad spending is projected to reach $16.5 billion by 2005.

On

lin

e A

d S

pen

din

g

(Billion

s)

Source: Jupiter CommunicationsIndustry Standard, 12/11/00

20%

15%

10%

5%

0%

% of Overall Ad Market

Forecast: Percentage of Ad Spending by Medium

• 2000 2004

• Newspapers 30.8% 28.7% • Television 29.9% 27.8% • Magazines 14.2% 13.5% • Radio 10.5% 10.7% • Online 4.3% 9.8% • Yellow Pages 7.4% 6.5% • Outdoor 2.9% 3.1% • Total $182 billion $249 billion

Veronis Suhler August 2000 as Reported in the New York Times

Proven Track RecordProven Track RecordProven Track RecordProven Track Record

Significant Revenue IncreasesSignificant Revenue Increases

Revenue per Quarter (millions)Revenue per Quarter (millions)

Q198

Q298

Q398

Q498

Q199

Q299

Q399

Q499

Q100

Q200

Q300

Q400

$0.0$1.0$2.0$3.0$4.0$5.0$6.0$7.0$8.0$9.0

$10.0$11.0

$12.0$13.0

$14.0

$15.0

Licensing Producing Strong Revenue Growth

•Licensing Revenue $5.2 Million in Q4

•100% Retention of 20 Largest Clients in Last Year

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

Q3 '99 Q4 '99 Q1 '00 Q2 '00 Q3 00 Q4 00[In millions][In millions]

Q1 98 Q2 98 Q3 98 Q4 98 Q1 99 Q2 99 Q3 99 Q4 00 Q1 00 Q2 00 Q3 00 Q4 00100,000,000

300,000,000

500,000,000

700,000,000

900,000,000

Rising Page ViewsRising Page Views

Page views per QuarterPage views per Quarter

Q198

Q298

Q398

Q498

Q199

Q299

Q399

Q499

Q100

Q200

Q300

Q400

0

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

Unique User GrowthUnique User Growth

Average Monthly Unique UsersAverage Monthly Unique Users

Strong, Supportive PartnersStrong, Supportive PartnersStrong, Supportive PartnersStrong, Supportive Partners

Leveraging Our PartnersLeveraging Our PartnersLeveraging Our PartnersLeveraging Our Partners

• CBS ‘Eye’ Brought Quick RecognitionCBS ‘Eye’ Brought Quick Recognition

• DBC Technology/Infrastructure DBC Technology/Infrastructure

Shortened Time to MarketShortened Time to Market

• Broadcast Support Saved CapitalBroadcast Support Saved Capital

• FT Opened European DoorFT Opened European Door

• $86 Million Infusion Provides Funding $86 Million Infusion Provides Funding to Profitabilityto Profitability

Looking AheadLooking AheadLooking AheadLooking Ahead

Grow FT JV Site in Grow FT JV Site in EuropeEurope

Expand Broadband Expand Broadband & Wireless & Wireless

Continue B2B Continue B2B GrowthGrowth

Increase Global Increase Global Editorial StaffEditorial Staff

Why MarketWatch.com Why MarketWatch.com

#1 Financial Media Company#1 Financial Media Company

$4 Billion Advertising Market$4 Billion Advertising Market

Proven Track RecordProven Track Record

Strong, Supportive PartnersStrong, Supportive Partners

Pathway to ProfitabilityPathway to Profitability

#1 Financial Media Company#1 Financial Media Company

$4 Billion Advertising Market$4 Billion Advertising Market

Proven Track RecordProven Track Record

Strong, Supportive PartnersStrong, Supportive Partners

Pathway to ProfitabilityPathway to Profitability

Why MarketWatch.com Why MarketWatch.com

VeryVery Attractive Stock PriceAttractive Stock Price VeryVery Attractive Stock PriceAttractive Stock Price

NASDAQ: MKTWNASDAQ: MKTW