Investor Presentation
February 2017
Hisayuki Idekoba
CEO, Indeed Inc.
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Photo credit: ncellina
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Job seekers
Employer
websites
Job
Boards
Small and
Medium
businesses
Staffing
Agencies
4
Job Aggregation: “one search, all jobs”
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Job seekers trust
Indeed to find the
most relevant jobs for
them
Job seekers
User activity
Relevancy
Get hired
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More people find jobs on Indeed than anywhere else
50M
100M
150M
200M
0
2009 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
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# of unique visitors
4
5
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-Platform
Unique 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
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More people want to be found online
Indeed Resume
(1)
growth
20M
40M
60M
80M
0
2012 2013 2014 2015 2016
~80M
(1) Total number of searchable resumes on Indeed. Source: Indeed data, Dec 2016
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# of resumes
Source: Indeed data
People want to share their experiences with employers
13 million reviews written
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2M
4M
6M
14M
0
2011 2012
12M
10M
8M
2014 2015 2016
# of employer reviews
2013
13M
#1
job site worldwide
(1)
200 million
unique visitors per month
(2)
Ranked #1
in 11 countries
(3)
80 million
resumes
(4)
#1
external source of hires
(5)
~100 million+
app downloads
(4)
#1
job search application
(6)
13 million
employer 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, SimilarWeb
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Sponsored Jobs General search results
Pay for results
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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.
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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
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CPH: 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
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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
$0
Q3 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.
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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.
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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 reach
21 offices, 4,000+ employees
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Source: Indeed data, Dec 2016
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