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Disclaimer 2 This Presentation Contains Confidential Information Regarding Meredith Corporation ("meredith" Or The "company"). This Presentation Constitutes "business Information" Under The Confidentiality Agreement The Recipient Signed And Delivered To The Company And Its Use And Retention Are Subj

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Title: Disclaimer 2 This presentation contains confidential information regarding Meredith Corporation ("Meredith" or the "Company"). This presentation constitutes "Business Information" under the Confidentiality Agreement the recipient signed and delivered to the Company and its use and retention are subj
Date: 6/7/2016
Industry: Printing and Publishing     Sector: Services

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1 A Powerful Diversified Media & Marketing Company Stephens 2016 Spring Investment Conference June 7, 2016


 

Disclaimer 2 This presentation contains confidential information regarding Meredith Corporation (“Meredith” or the “Company”). This presentation constitutes “Business Information” under the Confidentiality Agreement the recipient signed and delivered to the Company and its use and retention are subject to the terms of such agreement. This presentation does not purport to contain all of the information that may be required to evaluate a potential transaction with the Company and any recipient hereof should conduct its own independent evaluation and due diligence investigation of the Company and the potential transaction. Nor shall this presentation be construed to indicate that there has been no change in the affairs of the Company since the date hereof or such other date as of which information is presented. Each recipient agrees that it will not copy, reproduce, disclose or distribute to others this presentation or the information contained herein, in whole or in part, at any time, without the prior written consent of the Company, except as expressly permitted in the Confidentiality Agreement. The recipient further agrees that it will cause its directors, officers, employees and representatives to use this presentation only for the purpose of evaluating its interest in a potential transaction with the Company and for no other purpose. Neither the Company nor any of its affiliates, employees or representatives makes any representation or warranty, express or implied, as to the accuracy or completeness of any of the information contained in this presentation or any other information (whether communicated in written or oral form) transmitted or made available to the recipient, and each of such persons expressly disclaims any and all liability relating to or resulting from the use of this presentation. The recipient is not entitled to rely on the accuracy or completeness of this presentation and is entitled to rely solely on only those particular representations and warranties, if any, which may be made by the Company in a definitive written agreement, when, as and if executed, and subject to such limitations and restrictions as may be specified therein. This presentation and management’s commentary relating thereto may contain certain forward-looking statements that are subject to risks and uncertainties. These statements are based on management’s current knowledge and estimates of factors affecting the Company and its operations. Statements in this presentation that are forward-looking include, but are not limited to, the Company’s estimates of future revenues, profits and earnings per share. Actual results may differ materially from those currently anticipated. Factors that could adversely affect future results include, but are not limited to, downturns in national and/or local economies; a softening of the domestic advertising market; world, national or local events that could disrupt broadcast television; increased consolidation among major advertisers or other events depressing the level of advertising spending; the unexpected loss or insolvency of one or more major clients or vendors; the integration of acquired businesses; changes in consumer reading, purchasing and/or television viewing patterns; increases in paper, postage, printing, syndicated programming or other costs; changes in television network affiliation agreements; technological developments affecting products or methods of distribution; changes in government regulations affecting the Company’s industries; increases in interest rates; and the consequences of acquisitions and/or dispositions. The Company undertakes no obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise.


 

Today’s Agenda 3 v Meredith Overview v National Media Growth Strategies v Local Media Growth Strategies v Total Shareholder Return


 

Meredith’s Strong Investment Thesis 4 v Portfolio of highly rated television stations in large and fast-growing markets v Trusted national brands with an unrivaled female reach v Profitable and growing digital business v World’s 2nd largest brand licensor with very high margins Experienced management team with a proven record of operational excellence and shareholder value creation over time Strong and consistent cash flow generation, driven by: Commitment to delivering Top Third Total Shareholder Return: 1. 2. 3. v Dividend payer for 69 years; increases for 23 consecutive years v Share buyback program v Accretive strategic acquisitions


 

Meredith at a Glance 5 National Media Revenue: $1.1B EBITDA: $160M Local Media Revenue: $545M EBITDA: $200M WORKING YOU WS M V -TV W SM V-DT NASHV IL L E $ in millions Based on fiscal 2016 consensus estimates EBITDA before special items


 

6 v Retransmission agreements renegotiated at favorable rates v Strong start to political advertising cycle v Improved print advertising performance v Rapid growth in digital, mobile, video and social platforms v Grew dividend for 23rd straight year A Strong Start to Calendar 2016


 

Today’s Agenda 7 v Meredith Overview v National Media Growth Strategies v Local Media Growth Strategies v Total Shareholder Return


 

National Media Group Footprint 8 Reaches Over 100 Million Unduplicated American Women Monthly 80 Million Unique Visitors | Nearly 75% of Millennial Women INGREDIENTS FOR Something Special YOUNG WOMEN YOUNG FAMILIES ESTABLISHED FAMILIES WOMEN OF WORTH NEW NESTERS


 

Our Brands Speak to Her About What Matters Most 9 Seasons and styles change, but women’s priorities remain the same HER HOME HER FAMILY HERSELF


 

Meredith Millennial Strategy 10 Increase Millennial women connecting and engaging with Meredith brands by: v Infusing Millennial appealing personalities and talent with a social following across Meredith brand platforms v Creating annual corporate and brand goals for Millennial growth v Crafting a video strategy to increase distribution, serve up the “right” content on all platforms and monetize


 

Executing National Media Group Strategies 11 v Drive audience growth and engagement across platforms v Grow share of advertising revenues v Increase circulation profit contribution v Accelerate growth of profitable digital business v Expand Meredith Xcelerated Marketing v Grow high margin brand licensing business


 

12 50 75 100 125 150 175 200 2009 2010 2011 2012 2013 2014 2015 A ud ienc e ( in m il li on s ) Print Online + Mobile 40% of audience 60% of audience Growing Audience Engagement Across Platforms Digital is adding to Meredith’s total audience, and is not cannibalizing print



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