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THE MOST COMPLETE GUIDE TO ONLINE VIDEO

PRIVILEGED & CONFIDENTIAL – DO NOT DISTRIBUTE

FEBRUARY 2012

THE MERGER

• OVGuide (“OVG”) acquired Live Matrix (“LM”) in a merger
transaction
• Sanjay Reddy, co-founder and CEO of Live Matrix, was named
CEO of OVGuide, Inc., and joined David Bohnett and Peter Lee
from Baroda Ventures, along with OVGuide founder Dale
Bock, on the Board of Directors of OVGuide

2

OVGUIDE & LIVE MATRIX
#1 independent site for on #1 independent site for
COMPANY
demand video guidance scheduled online content

• Consumer Site • Syndication focus
FOCUS
• On Demand Video Data • Scheduled Event Data

+ Large User Base + Leader in key new space
+ Solid core operating team STRENGTHS + Experienced CEO
+ Good financial platform + Patents

The most complete data set of upcoming, live and on demand online
video – no one else has a data offering that is as deep or complete

3

THE NEW COMPANY

THE comprehensive source for video
discovery and guidance through the entire
life of any online video – when it’s
upcoming, live and on demand

4

ONLINE VIDEO ECOSYSTEM

Online video content
Near ubiquitous internet increasing geometrically Increasing # of video
connectivity - network, web only, UGC distribution portals

• Consumers are unaware of sources and availability of content
• Publishers can’t reach audiences fragmented by time and platform; over-reliant on search
engines for discovery of their content
• Advertisers can’t properly leverage the Web to reach audiences with contextually relevant
messages in a timely manner

Online Discovery & Guidance has become increasingly important and valuable and OVGuide
is in the best position to deliver the solution users, publishers and advertisers need
5

STRATEGIC FOCUS ON THE SPACE
• “There will be one million TV stations in the U.S.”
-- John Chambers, CEO of Cisco. Also sees consumers moving to more video because the Internet-connected
mobile devices enable easier video production and consumption (Oct 5, 2011)
• “Today, we'll also start gradually rolling out our live streaming beta platform …The goal is to
provide thousands of partners with the capability to live stream from their channels in the
months ahead.” Subsequently, YouTube invested $100 million with several video content
publishers to enable them to launch scheduled channels to bolster YouTube Live
-- YouTube official blog post (Apr 8, 2011)
• “One of the challenges in our industry is awareness of events …people don’t always know
about an event until after it happens.”
-- Nathan Hubbard, CEO of Ticketmaster (Sep 15, 2011)
• Launch of TV Everywhere “suggests additional revenue [$12B annually] rather than economic
cannibalization”
-- Laura Martin, Needham & Co. (Jan 20, 2012)

RECENT ACQUISITIONS

6

ONLINE VIDEO CONSUMPTION
• Online video growth continues to expand
− Average person in US watches 5+ hours of online video monthly (Nielsen)
− 182M US users watched online video content in December 2011 for an average of 23.2 hours per
viewer. The total US Internet audience viewed 43.5B videos (comScore)
• Soaring popularity of live video streaming
− 1.4 billion minutes of live video watched in July 2010 in US – up 648% (comScore)
− Ustream has 65M monthly unique visitors and has more video uploaded/min than YouTube
(Ustream statistics)
− “In the near term (two to five years), it is reasonable to expect that throughput requirements for
some single video events will reach roughly 50 to 100 Tbps (the equivalent of distributing a TV
quality stream to a large prime time audience). This is an order of magnitude larger than the
biggest online events today.” (Akamai, Harvard, UMass paper August 2011)

10M live video streams 100M+ viewers for Real Madrid vs Osasuna 800M+ monthly video streams
for U2 concert on YouTube match live online in China alone on Hulu
(Oct 2009) (Nov 2011) (Dec 2011)

COMPANY PROFILE
• Company is based in Los Angeles, CA
• OVGuide.com
– Founded in 2006 by Dale Bock
– ~12.4 M monthly unique visitors
– ~7M mobile page views
– 3,600+ video sources
– #1 Google and Bing result for the search “online video”
– 100% organic traffic
– Named by Time Magazine as a Top 10 Best Website of the year when it first launched
• Live Matrix
– Founded in 2009 by Sanjay Reddy and Nova Spivack
– Winner of the Most Promising Media Concept award presented by NBC’s Peacock Equity Fund at TC
Disrupt May 2010 when company first launched
– What TV Guide is to TV, Live Matrix is to the Web: the leader in providing guidance for scheduled
online content
– 4M+ events tracked across 400+ brands/channels; ~300K events tracked weekly
– 6 patents; trademarked “What’s When on the Web”

Note: Traffic statistics above based on Google Analytics for the month of November 2011.

8

INDUSTRY BUZZ
• OVGuide is “a cross between Google and Yahoo - a hybrid of a search
engine tuned to find videos online and a directory of video sites organized
by genre…” Los Angeles Times
• “Livematrix.com is your portal to anything that’s worth watching through
your browser…”; the widget adds “… real value to your website at no cost
and very little effort from you…” BBC

PRINCIPALS
• Baroda Ventures: Los Angeles based venture capital firm founded by philanthropist and technology entrepreneur David
C. Bohnett, the founder of GeoCities which went public in 1998 (Ticker: GCTY) and was subsequently bought by Yahoo for
$3.6 billion in 1999. Investments include Fab.com, Steelhouse, GraphEffect, and PocketChange. Past investments include
MediaVast (acquired by Getty Images), Stamps.com (Ticker: STMP), United Online (Ticker: UNTD) and LowerMyBills.com
(acquired by Experian).

• Sanjay Reddy: co-founder and CEO of Live Matrix. Prior to that Sanjay headed up all business development, M&A and
strategy for Gemstar-TV Guide (Ticker: GMST) and ran the public auction that resulted in Gemstar’s sale to Macrovision
(Ticker: MVSN) in 2008 for $2.8 billion. Previously, Sanjay was a VP in the M&A group at Salomon Smith Barney on Wall
Street, served as VP, Corporate Development for Covad Communications (Ticker: COVD) in Silicon Valley, and a principal in
startups in the animation and music industries. Sanjay is a digital media expert who has advised a range of new media
companies including My Damn Channel, Pixsy, TVersity and BuddyTV. He has also served as a member of the Academy of
Television Arts & Sciences National Primetime Emmy Awards Committee and on its Interactive Media Peer Group's executive
committee.

• Dale Bock: Founder of OVGuide. Prior to founding OVGuide, Dale was the founder and CEO of online travel agency, Las
Vegas Direct and was also a part of the Xdrive start up team as a senior programmer before it was acquired by AOL. Dale is a
veteran software industry expert with more than 25 years of experience at Oracle, UCLA Center for Digital Innovation, ISX
(acquired by Lockheed martin) and Valley Oak Semiconductor where he worked on semiconductor chip development for
NASA’s Space Infrared Telescope Facility. Dale was a Ph.D. in Computer Engineering from Syracuse University.

• Nova Spivack: Nova Spivack, co-founder of Live Matrix and currently CEO of Bottlenose, is a serial entrepreneur and a
leading pioneer in Semantic Web technology. Nova was most recently the founder and CEO of Radar Networks, the makers
of Twine.com (a semantic search engine acquired by Evri, Inc. in 2010). Previous ventures have included one of the first Web
companies, EarthWeb (Ticker: EWBX) which went public in 1998, which Nova co-founded in 1994 and SRI’s technology
venture incubator nVention.

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OTHER INVESTORS AND ADVISORS
– Chris Kelly: Former Chief Privacy Officer of Facebook
– Allen Morgan: Venture partner at Mayfield Ventures; Director at Idealab
– Irish Innovation Center: Board includes Macrovision founder John Ryan & John Hartnett (Handspring/Palm)
– Len Kleinrock: Distinguished Prof. of CS at UCLA; a "Father of the Internet;” seed investor in AOL
– Paige Craig: LA based angel investor; CEO, BetterWorks
– Steve Kay: Former General Counsel, Gemstar-TV Guide; partner, Hogan Lovells
– Stuart Goldstein: Head of technology investment banking at Moelis & Co.
– Lori Taylor: CEO, REV Media Marketing
– Rich Battista: Ex-CEO, Gemstar-TV Guide; former President, Fox Cable Network
– Edgar Fereira: Former CTO, TV Guide Online and TV Guide Data Solutions
– Rich Cusick: Former GM, Swirl by Daily Candy; former head of TV Guide Digital (included TV Guide Online
and TV Guide Mobile)

APPENDIX

PRIVILEGED & CONFIDENTIAL – DO NOT DISTRIBUTE 12

LIVE WEB STATS
– YouTube invested $100 million with several video content publishers to enable them to
launch scheduled channels to bolster YouTube Live

– Ustream has 65+mm monthly unique visitors and has more video streamed/min than
YouTube has uploaded/min

– U2 concert on YouTube in Oct 2009 drew 10mm live streams

– More than 600 live-blogging "events" take place on CoverItLive every day, attracting
unique readerships that can run as high as 14 million per event. Reports have claimed
CoverItLive events attract 82 million visitors per month

– World Cup: ESPN3 had 7.4 million unique visitors, generating 942 million minutes of
viewing or more than two hours per unique; fans streamed over 10 million total hours of
live video on UnivisionFutbol.com

– 1.4 billion minutes of live video watched in July 2010 in US – up 648% according to
comScore

– Twitter is at 100mm+ monthly active users worldwide with 230mm+ tweets daily,
including scheduled chat events daily

Contact: Sanjay Reddy
CEO, OVGuide
sanjay@ovguideinc.com

THANK YOU
PRIVILEGED & CONFIDENTIAL – DO NOT DISTRIBUTE 14

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OVGuide, Feb 2012

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