Digital content: overview and stratergic

 First mover in social network 2000, online news and e-commerce 2002  Main investor: IDG International Data Group..  Employees: 1000+ people in Hanoi, Ho Chi Minh city, and other

Digital Content: Overview & Strategic Viewport

Company Overview (Feb 2012)

 Established in 2006, grow up from year 2000

 First mover in social network (2000), online news

and e-commerce (2002)

 Main investor: IDG ( International Data Group)

 Employees: 1000+ people in Hanoi, Ho Chi Minh

city, and other offices in top 8 cities

 Products: 20+ leading products in media,

e-commerce and social network markets

Company Overview ( Feb 2012)

 Total traffics

 28 millions unique internet users over 33 millions Vietnamese internet population (84%)

 1.5 billion page views per month,

 1.6 billion ads impression per day

 5 millions unique mobile users

 Business model:

 Online Advertising ( #1 with over 75% market share)

 E-commerce ( #1 with domination in many areas)

 Mobile Content ( Top 5 in general and #1 in modern content like apps, social games…)

 Virtual Items - Games ( Moving in)

 Technology: Mastered essential internet technologies: cloud computing,

cloud storage, parallel processing, high-availability, natural language processing, P2P…

LINKHAY, TTVNOL, F319, SANNHAC, SOCNHI, SOHAPHIM

Social networks

Baamboo

#1

Video Serving

Kenh14

#1

Teenage Online Newspaper

CafeF

#1

Financial Online Newspaper

AutoPro, aFamily, Genk

#1

Vertical contents

Solo (NEW) Online Retailer

Mua chung

#1 Groupon Model

SohaPay (NEW) Payment Gateway

Monetization Platform

Media Products

Media

• Dantri.com –Vietnam’s leading general

online news, and #1 on mobile news

• Number 1 news sites in different important

niche markets: Finance, Teenage, Auto,

Hi-tech, Family

• 93 Million visits/month

• 20 Million unique visitors/month

• 70% of Vietnam news users

• 550 Million page views/month

• Growth rate: 10%/month

Kenh14.vn: #1

Teen Online Newspaper

CafeF.vn: #1 Financial news & reviews

AutoPro.vn: #1 Automotive news & reviews

DanTri.vn: #1 Gerneral online news

Page views/ month : 500 Mils

Page views/visit : 5.51 Avg Time on site : 08 mins 09’ Unique visitor/month: 16,7 Mils

DANTRI: The most popular Vietnamese online newspapers on

PC and #1 in mobile space

DANTRI.COM.VN – General News

* data is from November 2011

CAFEF: a channel provides not only updated and detailed information from financial markets: stocks, real estate, banking … but also comments and specialized analysis from experts Cafef bypassed 5 competitors and became #1

in finance website 9 month after lauch

CafeF.VN – Financial News

Page views/ month : 25,312,000

Unique visitors : 1.042.000

Avg.Time on site : 9 mins 30”

New visit per month : 16,13%

* All data is from March 2012

Page views/ month : 320 mil

Visitor/month : 9.6 mil

Avg.Time on site : 10 mins 30‘

KENH14 - Leading online newspaper for Vietnamese teenagers with three million page views per day, five times higher than competitor’s statistics, ranking 17 among top websites in Vietnam

KENH14.VN – Teenage News

* All data is from February 2012

Visits: 5.941.032 /month Pageview: 29.498.074/month Unique visitors: 2.112.102 Page/visit: 4.98

Time on site: 6‘12”

New visit: 30%

GENK – Leading hi-tech and mobile news and reviews

GENK.VN – Hi-tech News

* All data is from February 2012

AFAMILY: Leading family and woman website

AFAMILY.VN – Family News

Visits: 5.002.083 /month Pageview: 22.488.162 /month Unique visitors: 596.712

Page/visit: 4.5 Time on site: 6,5' New visit: 33%

* All data is from February 2012

AUTOPRO: The leading e-magazine for car & bike lovers and users in Vietnam

Visits: 1.100.000 /month Pageview: 4.400.000 /month Unique visitors: 600.000 Page/visit: 4

Time on site: 4' New visit: 45%

AUTOPRO.VN – Car & automobiles news

* All data is from February 2012

BAAMBOO offers vertical search engines including Mp3, Video, Film, Dictionary Baamboo is now #1

in Video searching and serving in Vietnam Strongly pours energy in search engine technology, cloud computing-storage, especially Vietnamese language processing, Baamboo help VC gains leading experience in mastering technologies and building large, scalable, cost effective systems

Page views/month : 60 Millions

BAAMBOO.COM VIDEO SEARCH & SERVING

* All data is from March 2011

SOHA Digital Contents

SOCNHI is number 1 and growing website of safe and interesting playground for children in Vietnam

#1 in providing children contents in Vietnam

SOCNHI.COM – Children portal

Page views/ month : 39,6 Mil

Avg.Time on site : 21 mins 09’

* All data is from January 2012

Page views / month : 80 Mil

Visit / month : 13.6 Mil Avg.Time on site : 18.23 mins

Soha Phim: Vietnam #1 on-demand Internet movies & tv show streaming

6000 movies in databases

SOHA PHIM: On-demand Movie

* All data is from October 2011

Page views/ month : 18 Mil

Avg.Time on site : 12 mins 26‘

Male/ Female (%) : 45/55%

SANNHAC.COM: The first and most popular network for people who love singing and music, Sannhac has

outstanding features like karaoke and music studio online…

SANNHAC.COM – Music social network

* All data is from Januaray 2012

Technical System Statics

• Over 90 TB in/out data daily: Static data streaming

Divide & Conquer Strategy

• Single product puts company in a dangerous

position Some reasons:

• Anything on net can disappear in 5 years

• Vietnam market is too small for an ambitious

company with single product (or even with a couple

of products)

• Uncertain political environment

• Build (more than one thing) for last

• But you cannot do everything at once  choose the best one you can conquer

Fast & Furious Implementation

• “Life is short, life is much shorter on the net” 

• If you find an opportunity today, 3 months after can be too late So:

Digital Content In A “Not Too Far Future”

• Content will be still the king, but what content?

true value

more, marketers love it

sure but how we can monetize it?

• We cannot predict future, so bullet-proof strategy should be: Open eyes and disrupt yourself

Thank you!