investor presentation february 2017 - recruit holdings · investor presentation february 2017....
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Investor PresentationFebruary 2017
Hisayuki IdekobaCEO, Indeed Inc.
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Photo credit: ncellina3
Job seekers
Employer websites
JobBoards
Small and Medium
businesses
Staffing Agencies
4
Job Aggregation: “one search, all jobs”
5
Job seekers trust Indeed to find the most relevant jobs for them
Job seekers
User activity
Relevancy
Get hired
6
More people find jobs on Indeed than anywhere else
50M
100M
150M
200M
02009 2010 2011 2012 2013 2014 2015 2016
200M
Indeed monthly unique visitors (1)
15M
(1) Unique Visitors is the number of visitors per month excluding duplicate users in the counted period. Numbers listed represent peak calendar-month periods in each year. Source: Google Analytics 7
# of unique visitors
45
South Africa
Canada
Mexico
US
UK
Italy
Germany
France
Japan
#2
#1
#1
#1
#1
#1
India #2
Switzerland#1
Netherlands
Australia#2
For US, UK, CA, DE:Source: comScore Multi-PlatformUnique Visitors, November 2016
For all other countries:Source: comScore Unique Visitors,November 2016
Indeed is the leader in key markets around the world
8
Belgium#1
#1
#1
#1
#1
Technology is changing
how people find jobs
~100M+ downloads (1)
#1 mobile job search app
in 30+ countries (2)
(1) Indeed data, Jan 2017(2) Source: Business category, SimilarWeb, January 2017 9
More people want to be found onlineIndeed Resume(1) growth
20M
40M
60M
80M
02012 2013 2014 2015 2016
~80M
(1) Total number of searchable resumes on Indeed. Source: Indeed data, Dec 201610
# of resumes
Source: Indeed data
People want to share their experiences with employers13 million reviews written
11
2M
4M
6M
14M
02011 2012
12M
10M
8M
2014 2015 2016
# of employer reviews
2013
13M
#1job site worldwide (1)
200 millionunique visitors per month (2)
Ranked #1in 11 countries (3)
80 millionresumes (4)
#1external source of hires (5)
~100 million+app downloads (4)
#1job search application(6)
13 millionemployer reviews (4)
60 countries,
28 languages (4)
Indeed is the leading job site globally
(1) comScore, Unique Visitors, Sept 2016; (2) Google Analytics, Unique Visitors, Sept 2016; (3) comScore, Unique Visitors, Nov 2016
(4) Indeed data Jan 2017; (5) Silkroad; (6) Business category, SimilarWeb12
Sponsored Jobs General search results
Pay for results
13
Revenue growth
$400M
$500M
$600M
$700M
$0
FY2011 FY2012 FY2013 FY2014 FY2015
$683M
$300M
$200M
$100M
$434M
$156M
$253M
$87M
Revenue CAGR: +67%
Revenue
Note: Differences in consolidation methodologies result in nominal differences between Indeed’s indicated revenue and the reported Overseas
Recruiting Operations revenue in the HR segment of Recruit Holdings Co., Ltd. consolidated results.14
5 software engineer
positions filled in first
3 months using
sponsored jobs on Indeed
$245 CPH
on Indeed compared to
$2,000 on traditional
job boards
74% lower CPH
Lowest cost-per-hire
than the company
average
938% increase
in click-through rates to
jobs after sponsoring
Why employers love Indeed
15CPH: cost per hire
External
Online Hires(1) 58%
42%all others
Success is measured in hires
Competitors: CareerBuilder, Unspecified Job Board, Craigslist, LinkedIn, Monster, Glassdoor, SimplyHired, Seek. (1) Source: SilkRoad 2016 16
Q3 2016 highlights
• Revenue +62% year over year
• New client acquisition and increased Non US revenue
• Growth in sales headcount
Third quarter 2016 financial performance
$300M
$200M
$100M
$50M
$0Q3 2015 Q3 2016
$150M
$250M
$298M
$183M
+62%
Revenue
Note: Differences in consolidation methodologies result in nominal differences between Indeed’s indicated revenue and the reported Overseas
Recruiting Operations revenue in the HR segment of Recruit Holdings Co., Ltd. consolidated results.17
Nine month 2016 financial performance
$800M
$600M
$400M
$200M
$0
9M 2015
$484M
9M 2016
Revenue
+64%
$795M
Note: Differences in consolidation methodologies result in nominal differences between Indeed’s indicated revenue and the reported Overseas
Recruiting Operations revenue in the HR segment of Recruit Holdings Co., Ltd. consolidated results.18
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New York
Stamford
Toronto
São Paulo
Austin (2)
Seattle
San Mateo
San Francisco
Dublin
London Amsterdam
Dusseldorf
Paris
Hyderabad
Bangalore
Singapore
Sydney
Tokyo (2)
New Delhi
Global reach21 offices, 4,000+ employees
19Source: Indeed data, Dec 2016
20