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the speech track

TK InMobi Workshop

slides 9, 18, 19, 20, 21, 22, and 23

9

Than Intro

Hi everyone! It is great to be here with you all today. Quick background on me - I have spent about 18 years bouncing around almost every corner of AdTech, media, and marketing

Over in adtech, I was at Google, launching ad servers and working on AdX for video with YouTube and broadcasters across EMEA - like the BBC, RTE, and RTL - plus streaming platforms in APAC like Rakuten Viki

And AppNexus / Microsoft who were the GTM adtech partner for Netflix Advertising at launch

I also spent some time on the sell-side. Ran global programmatic and audience media business for Hearst across EMEA and APAC

And more recently, I have been helping multi-brand retailers and marketplaces like carwow, and FARFETCH set up their commerce media businesses

And either through them or directly - working with some of the major TV spenders across luxury fashion and automotive on their media strategies

So today, I hope to share a bit of what I have seen from both sides of the fence, and how all these worlds are colliding right now in CTV

18

Buy-side Factors Pushing CTV Growth

So, let us start with a foundational question: what is actually driving buyers to move so fast into CTV right now?

It really comes down to two forces working together - macro market pressures and micro shifts inside client media plans

On the macro front, every CMO is feeling the heat - volatile economic conditions, changing consumer habits, and AI. Everyone is under intense pressure to do more with less and prove real ROI

On a micro level, this is completely changing how TV is viewed. TV was historically a purely upper-funnel playground. You bought a spot for broad awareness, not for immediate conversions. But today, macro pressures combined with tech advancements - like shoppable TV, live programmatic, and better measurement - have blurred the line between brand and performance. You have probably heard people throw around the term "brandformance". It is a bit of a silly word, but the reality is real: media plans now have to deliver on both fronts, and brands are looking at CTV to make TV perform

19

3 Key Trends in CTV

So the question becomes: how is our industry actually answering this demand?

There are many tactical plays, but today we have picked three major CTV trends that are changing how we target, activate, and measure audiences across screens

20

Trend 1 - Contextual Intelligence

First up: Contextual Intelligence

Normally, contextual targeting just means showing a food ad during a cooking show. That is table stakes now

Today we can go much deeper with hardware-level tech like ACR - Automatic Content Recognition. This is hardware built into Smart TVs that relies on visual or acoustic fingerprinting to instantly recognise exactly what is on the screen

Some big players are pushing even further:

  • You have networks like Fox using AI to scan live broadcasts in real-time to analyse the mood and vibe of a scene so brands can place ads during emotional high points
  • Disney and Netflix are doing dynamic creative matching based on scene context, and Amazon is tying it to the purchase loop. Effectively DCO for CTV

But here is the thing: these Smart TV networks are essentially guessing user mood based on on-screen video. Meanwhile, you guys do not need to guess. You already capture real-time intent, interest, and shopping signals directly on the mobile screen through your owned and operated properties like GLCE and the exchange

21

Trend 2 - Closed Loop Measurement

Measurement in CTV is still one of the trickiest puzzles in our industry

A lot of players are still relying on residential IP addresses, which change constantly, rotate, and only tell you about a household, not who is actually inside. On top of that, with Server-Side Ad Insertion - SSAI - ad beacons fire from a server instead of the device, which opens up real risks for invalid traffic

That is why key industry players are rallying around solutions like Unified ID 2.0. The Trade Desk pushed UID2 hard, and major TV manufacturers like LG Ads and Samsung Ads have jumped on board to connect logged-in user data directly to programmatic buying

But going back to Performance TV, brands do not just want clean ad or tech metrics - they want to know if an ad actually sold a pair of sneakers or a box of cereal, whether that was online or in a physical store

That is why retail media networks are stepping in

Players like Walmart Connect and Kroger are tying up with Disney+ and Roku, and Amazon is doing similar deals with Netflix and Roku, matching actual sales and loyalty data directly with TV ad views

handling the client objection

Question: We are already buying Disney+ and using their Walmart purchase data

Answer: That is great for measuring sales on Walmart. But Disney + Walmart only shows you one retail ecosystem. What about off-site discovery? What about driving traffic to your own D2C site or app? IMBI and GLCE connect the dots across the broader mobile app ecosystem, giving you cross-publisher reach, not just a single retailer's closed loop

22

Trend 3 - Ambient Screen Placement & GLCE

Let us talk about the home screen, which has become the new "homepage takeover" for the living room. It is the first thing every viewer sees, and OEMs like Samsung, Roku, and LG Ads are moving fast to own this space

Why are buyers so bought in? Because it is a full-funnel solution. You get the massive awareness of a billboard with the targeting data and interactive elements of a digital ad

Look at the numbers from LG Ads: Home screen placements yield 3.9x higher brand awareness and a massive 15x lift in purchase intent when paired with interactive calls-to-action

Smart TV OEMs love them because they capture attention before a user buries themselves in an app or content experience. GLCE, I understand, through Ambient Screens offers similar or the same high-impact, interactive format on CTV. So huge opportunity for you guys

23

IMBI can capitalise on all 3 trends

To tie this all together: CTV is moving fast, but it is running into the exact same structural issues mobile solved years ago - fragmentation, attention shifts, and measurement gaps

When you talk to your clients, the key message is that IMBI and GLCE are uniquely positioned to bridge all three of these trends:

  • Targeting: you have high-intent shopper, contextual, and ambient signals across devices
  • Activation: you can deliver a unified, sequential CTV-to-mobile solution with an always-on screen presence
  • Measurement: you can deliver true closed-loop digital attribution from the initial screen exposure to the final mobile conversion

slide structure / agenda

5

Welcome

6

Veronica Intro

7

UoD Intro

8

Brenden Intro

9

TK Intro

10

Housekeeping Items

Slides 11-17: Veronica

11

Goals for Today

12

CTV Market Size: Question

13

CTV Market Size: Answer - $38B

14

CTV, Commerce Media, Mobile Market Size - $38B, $70B, $90B

15

CTV Opportunity for IMBI

16

Question to Audience: "What are the 2 key points you make on IMBI’s CTV Offering with clients?"

17

Roadmap

Key CTV Trends: TK

Navigating the Traditional CTV Overview: Brenden

Apply it to your Business: Veronica led - Discussion

Slides 18-23: TK - Key CTV Trends

18

Buy-side Factors Pushing CTV Growth

19

3 Key Trends in CTV

20

Trend 1 - Contextual Intelligence

21

Trend 2 - Closed Loop Measurement

22

Trend 3 - Ambient Screen Placement & GLCE

23

IMBI can capitalise on all 3 trends

24

Veronica - transitioning to Brenden

Slides 25-33: Brenden

25

General CTV Offering Evaluation Criteria

26

Veronica chimes in: "Inventory + Where to Buy = Complicated Ecosystem"

27

4 Key Places to Buy CTV (Omnichannel DSPs, Device OEMs, Publishers, SSPs)

28

Veronica chimes in: "Which partner types do you hear most about from clients?"

29

Omnichannel DSPs: TTD, Yahoo, Amazon, Google DV 360, IMBI

30

Device OEMs: Vizio, Samsung, HiSense, Roku

31

Publishers: Netflix, Tubi, Disney+, (GLCE?)

32

SSPs: Magnite, Pubmatic, Teads, Gumgum, IMBI?

33

Summary: Unique device graph + unique interest signals & data + unique inventory = winning combo

Slides 34-38: Veronica

34

Roadmap recap

35

Veronica to IMBI team / audience: Practice - Exercise: "You are meeting with a Strategy Director at an Agency HoldCo that has Gap and Macy’s as clients. Neither are advertising with IMBI currently, but you have done a bit of research and they spend a lot on mobile, social, and CTV. Describe how IMBI could uniquely drive their business forward in 4 sentences or less. Develop one question that will help you tailor your answers (and you cannot ask who else they are working with - It is your first meeting!)"

36

Approaching Buyer Conversations

Top 5 questions to understand your client's CTV approach:

"How is your brand measuring CTV success?"

"Which teams work on CTV? How does that approach vary?"

"What gaps are you finding in CTV?"

"Do you prioritise certain ways of buying CTV? Why?"

"What is your biggest concern in CTV?"

4 Things to keep in mind in every conversation:

Buyers are juggling multiple partners - clarity beats hype

Every buyer has unique challenges, one size does not fit all

Silence often means confusion, not disinterest

Buyers value problem-solvers, not pitch decks

37

Q&A

38

Thank you