 Good morning, everyone. So it's a real pleasure to be here today. It's my first time in India And I can feel since yesterday how vibrant Mumbai is and based on what I've heard yesterday I'm sure today will be the same. There's exciting times coming for out-of-home in India So definitely looking forward to crack the 4% glass selling together. So Maybe before I start I'd like to thank I mean the team of exchange for media for the invitation and Before I invite you to join me To travel the world with actually sharing how your counterparts out of home and digital out-of-home players Have been getting back to gross after COVID and also preparing themselves to tap into fit your growth Just allow me to introduce you who we are very briefly So I need to get the okay here we go So we did we actually the leading and audience measurement solution dedicated for digital out-of-home and retail media So we've been around since seven years. We actually started the space out of France So we're French company and today we've been serving hundreds of clients around the world With our six sales office in New York in London in Barcelona in Europe And also serving a pack through Singapore Taiwan and Sydney in Australia So as you can see here, we have actually a wide range of clients in out-of-home space from leading shopping mall In US Australia like Westfield, you know a preferred brand in Australia or You will recognize, you know a hots in UK. I'm sure or Middle East Are also our client but we've also operating in what we call food retail and you'll know more about that space later on Like 7-eleven in Taiwan where we are powering 7,000 screens for more than 12 years or You know CVS or Kroger I mean the top grocers in US and last but not least we also present in outdoor so no matter we talk about clear channel bus shelters in Singapore or Electromedia number one transportation network in Brazil But also actually the iconic big billboard in Piccadilly Circus powered by Ocean Outdoor for years without technology So next to our blue chip client. We actually are by far the most integrated solution Upstream and downstream up screen with Intel Samsung also check and run actually Embedded into those screens and players but also down screen with actually at tech platform like half stack V-Star or percent where we have built native integration So today in India if you guys interested we just plug and play because we are doing that already somewhere else so that's who we are and By looking at this variety of Network Type of network actually it has enabled us throughout the years to understand the challenge and the priorities of each type of networks and based on that we build specific playbooks To actually help them to transition successfully from slot based buying selling and to audience impression selling and I would not lie to everybody to say that you just do that in a click is not true It's a journey. So it has to be progressive and what matters to Kennedy Over the 17 years where we work to grow this market and drive adoption In various countries is to be able to help the network to Deliver value for growth at each step of the journey no matter where you are Okay, and that's very important because we talk about these are the home We talk about war whatever but you guys have all a reality and a legacy to deal with so we cannot ignore that if We want together to drive the adoption and bring value In the run in the long run. So so that's really matters to us to insist that it is a journey and it is progressive I'm going to finish with The solution so basically how the solution works. Hope the video works. Yeah, so we use video sensors and AI to enable to collect in real-time impressions and Qualify audiences like age genders and engagement So that's how you know the solution work with cars with body and face detection capabilities So it's me now take you through that journey Like I said my first starting to share How do we see the growth coming in the space worldwide? We see two major growth drivers right now the first one I mean you saw the introduction the great video from lemma It's what we call programmatic digital out of home P. Do so P. Do is today the driving force Of digital out of home and this is an example of US market You can see here that actually it's already it's going to be 660 million US dollar So about one-fourth of the digital out of home revenue in US this year But it's not going to stop here because it's going to continue to grow by more than 30 to 35 percent year-on-year to actually Reach more than one billion US dollar within less than two years So what's happening in US is actually happening everywhere else. Just let me share with you for example UK It grow it will grow 60 percent this year P. Do and reach 120 million I mean US dollar this year counting for more than 10 percent of the digital out of home revenue this year in Australia if you go further actually eight brands out of 10 has already tried Automatically in out of home and half of them are saying they're going to continue to do so regularly in Japan closer to us Lifeboard that you guys may know. It's the leading P. Do platform there. They grow 600% last year so just few figures to tell you that the adoption is actually global So P. Do is growing fast is driving the growth in our industry now. It could grow even faster. How? Thanks to better data and better targeting capabilities those words you saw them I mean just before in lemma's video as well. So real time Organs data more precise more accurate more. I mean better targeting capabilities to Reassure and convince advertisers that digital out of home and out of home is a place to invest into and it delivers return on investment The second key driver and that's the one that's for us We really have this wall effect when we look at the figures. It's retail media So I don't know to what extent retail media is getting into India But I think it's worth to share with you guys that it's really the talk of the town today I was in New York in January. I was in Europe in February for trade shows and it's on everybody's lips So what is retail media? This is an example of online retail medias man in US Where you can see that the figures and the scale of the figures are really not the same 45 45 million today million today 20 percent already this year and it's gonna grow to above 100 This is only retail media online now what why do I show you online data when we are talking today about physical world because Actually, what's coming in the in-store retail media in the physical world where we all work hard Is actually even more exciting because you see here that the top grocery stores the Walmart Target Walgreens CVS they have actually more traffic in store than online and they realize that it's a huge untapped opportunities for them So if they want to go and fight and battle against Amazon who own 90% of the retail media online They have actually a unique place in store. They are stores where Amazon is much weaker than they are It's their sweet spot. So now there's millions and millions of dollars getting into the in-store Retail media space in US and we see that in Europe as well. It's the same in Australia Okay, in Taiwan, we are powering 711. They've been doing that 7,000 screen for years So that is very interesting venue for us and What does it mean in terms of the way we monetize the screen in those physical in-store retail media space? It means that they will require more quality data. Why because Retail media was born online and as we all know online today no matter the challenges They have honestly have the best data set ever Simply because they can close the attribution loop Because all the data online our first party serves data first party I mean audience data so they can demonstrate to advertisers that when you Spend money what you see as an ad online Actually, how does it translate into what you buy and that makes them today? You know in every market where we are grabbing more than half to 60% of the total media spent so Definitely those brands are willing to spend in the physical space in store They excited right because this is even getting closer to the shoppers and no matter what we say 70% of The purchasing decision is happening in the physical world despite how e-commerce is growing today So of course, they're going to spend dollars there, but they want the same type of quality data Because they're used to that they've been spending billions in online So they're gonna spend also billions in store if you can give them the same data set So of course in store you have Sales data first party says that I want you to tell us so that's that's that's done now What else do you have? Not much big question because you also need to prove that Ad exposure Engagement has been done and that it contribute to sales So basically what's going what we see going on is that the retailers will choose audience solution For their in-store retail media that will enable them to gather first-party data That will enable them to prove ad exposure in order to enable attribution to get closer as possible To the online Matrix so that they can speak the same language to advertisers and try to win over omnichannel campaigns So that's what we see going on, you know in North America in some region in a park and in Europe as well So like I said, these two gross driver Pidoo retail media Are what drive the industry in what we see across the board now to capture the full potential of that? They will demand higher quality data So I've been talking about quality data. So how do we think we can define a high fidelity data in our space? for components It is a first-party data It's a party is a data that you guys own and it's unique to your venue And you are not dependent anymore of whatever third party data That probably with some regulations will be heavily impacted like we see in u.s In France because of the privacy laws and the device ID Regulation choice. I mean took by Apple or the big handset manufacturers. They are getting less and less mobile data So those who build the majority of their their model based on mobile data today are challenged because they are getting less of that So then how can you deliver accurate data if your sample just shrinked? So that is a key point own and build a new ratio first party data the second Elements of the first party data for us is has to be closer to what I call the ground truth So there's no proxy. There's no extrapolation That would be accepted unless it's accurate and proven accurate That's when I count impression or I say I have delivered impression. I actually can prove you that there was people watching that campaign in front of that screen and Because budget are getting scarce you can imagine how advertisers. I mean are it's not in India that we see you know budget getting scarce is all over the place So ground truth getting close to that. It's key real time It's a guarantee somehow somewhere of ground truth as well because you can witness as an advertiser into a dashboard You can access like that one and you can see your impression growing up So, you know people are in front of that screens and and gauging with your campaign So real time is not only reassuring to advertisers in terms of freshness of the data, but it's also I would say opening a Large opponent in terms of creativity in terms of how you can build more effective campaigns real time How you can do the same like online be able to deliver the right content to the right audience at the right moment So that is what online can bring to you guys The last is the choice you make because we are in the physical world. It's complicated Okay, it's not like you change a website and you doubt the physical world you have a screen You don't move the screen all around like you want you don't change the cable You have Wi-Fi connection all those things issue So it had the solution you you invest in we think it has to be safe for today and tomorrow So safe for today means that even you don't get yet into Programmatic digital out of home you can still use those quality data to monetize at best your network Tomorrow if you want to tap into programmatic do they are actually the best data you have available to connect the pipe with Omnichannel advertising and media budget. It's also tomorrow set a proof because privacy is coming So I don't know how much privacy is in India In one day's I cannot grasp it, but we French company I can tell you GDPR Okay privacy app was born in France and it was officialized in 2018 But quivity we were already demanded to speak to the authority starting from 2010 So we French so so I think being able to invest in a solution that Met you save and protect you from being you know challenged by any privacy regulation Which gonna change later on it's also, you know something you have to take into account and Last is future proof because the day we can tap into Omnichannel budget Which are mainly guided by TV standout or online state that you need to have sophisticated data point so that is as frictionless for you as possible and We will not require new investment or erasing whatever you build to restart whether that justify the gaps So that's how we see first party data now. I'm gonna spend some times to share examples about you know how our client Around the world have been leveraging quality data to Drive incremental revenues because at the end it's all about Generating more revenues. Okay. It has to make sense when you invest. It has to make sense that you get back So just to share with you different type of usage that we see the first major usage we see is How to create new monetization models based on high-fidelity data? So there are different examples like guaranteed impression If your data is real-time and it's close to the ground truth You have the capability to guarantee the impression like our client right in March 2020 I remember when COVID strikes in New York all the wastefield shopping centers shut down Then they have to reassure advertisers that traffic is back in New York So they decided to launch guaranteed impression in July 2020 three months after COVID strikes And they were so surprised that they win over back budget and today their media revenue is back to 2019 Level a bit higher and it starts to grow So advertisers feel reassured to come back and because of that even now COVID is somehow behind all of us They decided to keep this business model So they are not selling on slots basis anymore. They keep selling on Guaranteed impression because they think it's a unique differentiator Versus order, I mean out of home digital home network in US The second example closer to us is in Singapore where clear channel is actually selling on audience Buy is selling on audience impression and advertisers are buying on that base So I'm gonna spend some time here to share with you. I mean this Asia first initiative So they use actually so they are in Bush shelters in Singapore and they use our Footfall and vehicle counting to collect real-time impressions Then we calculate for them what we call impression multipliers because Our media is not a one-to-one. It's a one-to-many. So actually one audience are seeing more content than just one So it's really pity to underestimate the impression you can deliver So we provide them impression multipliers Compliant with IAB stand out and they just deliver it seamlessly to high-stack Broad sign and Vista every day. It's automatically pushed in real time whenever an advertiser on agency is buying inventories of clear channel Bush shelters So everything just flow In real time Now there are cases where quimities data is not the only that are stuck used Okay, so me transparent. There's legacy systems and things like that So the way some are clients are doing in Europe for instance like in Italy The major translation network They use our data as a backbone and they add layers of all the data Why because what they're trying to do is to speak the language of TV Advertisers to speak the language of online advertisers so that they can win over part of that Budget so they use our data plus add Mobile data or all the type of sensors data to be able to speak that language GRPs, you know online matrix so that they can also tap into that that omni channel project The second main application we see of high fidelity data is actually campaign effectiveness So what do we we call? Campaign add effectiveness. This is a study by Nielsen and Catalina in US where actually the key elements For advertising effectiveness are creative the quality of the creative 47 percent rich and brand coming second and third Now if you look at all those elements, you realize a two-third of those elements Okay, are actually things you can improve thanks to high-fidelity data Why because the creative if you know at the very details that this campaign Resonate with a specific target audience You can work on the creativity of your campaign moving forwards as a marketer if you Can in real time trying to personalize and show a more relevant content To the audience in front of that screen at that moment. You can basically engage better Okay, and have a more effective campaign result out of that So I'm going to share with you example of how you do real-time Optimization and engagement with a short video here. I hope it works As owner operators of both Westfield and it's out of home media network We're in a unique position when it comes to digital planning and buying within the Westfield Living Center environment PVD is the leading audience and campaign intelligence platform for digital In Australia, we have been powering the Westfield smart screen network for the past five years When we were first approached to do this We were very excited that this was the first time that this type of technology was going to be tested in Australia In partnering with quiviti and optis for this effectiveness study We now have tangible evidence that we are capable of engaging with specific audiences in the most effective way Our solution is able to detect whether the audience approaching a screen is male female younger mature family We designed the scenario to maximize the window of opportunity to trigger in real time The relevant add to the right audience. The campaign has exceeded our expectations With real-time optimization driving a measurable increase in views engagement and efficiency Working in partnership with brand space We were able to really dig into how each of those demographics responded to the targeted content That's really valuable insight that helps us fine-tune our strategy moving forward So the lady you see here on the screen Angela She's asked actually the marketing director of optis, which is a number two telco company in Australia She is the budget owner of all the media budget TV print Out of home, etc. And actually after this campaign She decided to sign a yearly advertising contract with Westfield to advertise every day On Westfield network just because she can after every single campaign see whether or not she managed to increase like she said Engagement views and efficiency. So Westfield signed a multi-million Australian dollars contract with Optis after that campaign So that's I would say a concrete example of how you generate generate make your impressions Worth more than what you used to do So you could also do experiential okay at-scale campaign in a very easy way So that's an example of post the scope in US running a GMC interactive campaign driving 50% more traffic to the store during that or if you're a marketer and you are Westfield you want to give access to You know in US to Chanel Optis in Australia a marketing team can access the data to see how each campaign how each Creative inside the campaign resonate or not with different audience groups so that it feeds their thinking about I mean marketing strategy and how to improve their campaign moving forwards So I'm down here and before I finish so just would like to give you three key takeaways that invite you to Bring back for food for thoughts. Okay, the first one is What we see is Pidu and in store retail media are the two major gross driver in our space globally and They will enable Networks to tap into incremental Omnichannel budget, but that will require Higher fidelity data that what I mean some of us are giving today The second key takeaways is What I just described now I'm in here is not something that will happen in 10 years It's happening. They are network best-in-class network in different markets Which are leading the way and they've been using that to trade and transact every day And and and basically they've been using that to create new monetization models to generate more revenue And also to prove and provide to their client advertisers More effective campaign more engaging campaigns, and that's how they anchor those accounts And last but not least I mean this is an opportunity You know for all the network to get into that journey of transitioning from a purely slot based to a more audience You know based selling models and maximize further the media revenue and not doing that It's a bit like going against the wind so sooner later. It's a kind of opportunity loss So welcome everybody on board to that. It's a journey. It's progressive doesn't mean that have to switch 100% that it doesn't mean that it has to be mountains of millions of dollars of investment right away It's not how it happens in other places So, thank you very much. Merci à tous