Introduction to NOAH Advisors - NOAH Conference
Introduction to NOAH Advisors - NOAH Conference
Introduction to NOAH Advisors - NOAH Conference
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Internet is a Complex Parallel Economy<br />
300 European public/private Internet companies valued at about €100 billion, of which over 150 worth over €100m<br />
Segment<br />
Market Size<br />
(€bn)<br />
Maturity<br />
Selected Leading European Companies<br />
Est. Aggregate<br />
Value (€bn)<br />
Consolidation Play<br />
E-Commerce 173 Advanced<br />
123 TV, Allopneus, art.com, Artnet, Artprice, ASOS, Black Circles.com, Bodaclick, Brack, Brandalley, Brille 24, CDiscount.com,<br />
CentralPoint.nl, ComputerUniverse.net, Cool Blue, CTS Eventim AG, Cyberport, Deal United, Delticom, Digitec, ditech.at,<br />
eBuyer, Elbee, e-shop.gr, Euronics, Glasses Direct, Glassesusa, Hawesko, HepsiBurada.com, Hofmann, Hut Group, iBOOD,<br />
Justeat, KupiVIP, Laithwaites, LDLC, Leguide.com, M and M, MediaShopping.it, microspot.ch, Mind Fac<strong>to</strong>ry AG,<br />
MisterGoodDeal.com, Mydeco, mylemon.at, MyTheresa, Notebook.de, Notebooksbilliger.de, NRHolding, Ocado, Ofertix,<br />
15.7 <br />
Offerum, paydro, PCP.ch, Pearl.de, Pho<strong>to</strong>ways, Pixmania, Privalia, Rue du Commerce, Seatwave, See Tickets International,<br />
Showroomprive, Smart & Co, Spreadshirt, Steg Computer, Studio Moderna, Teknosa, Tgo.it, The eTailers, Tipp24,<br />
TPOInformatica.com, Vente Privee, Viagogo, Wiggle, Wikimart, Wonderbox, Worlds<strong>to</strong>res, Worldticketshop, Yatego, Yoox,<br />
YouBuy.it, Zalando, Zooplus<br />
Online Classified 12 Advanced<br />
Au<strong>to</strong>.ru, Au<strong>to</strong>track, au<strong>to</strong>vit.ro, bakeca.it, car.gr, Casa.it, Easyroommate, Experteer, Funda, Idealista, Immobiliare.it, Jaap.nl,<br />
Jobs.ch, Kariyer.net, meinestadt.de, milanuncios.com, Mo<strong>to</strong>.it, quoka.de, Qype, ria.ua, Rightmove, Sahibinden, Schibsted,<br />
9.3 <br />
Scout24, standvirtual.com, Steps<strong>to</strong>ne, <strong>to</strong>taljobs, Trader Media Group, Yakaz, Zoopla<br />
Online Travel 58 Mature<br />
Availpro, BCD Holdings, bravofly, Cheapflights, easy voyage, eDomizil, eLeisure, Expotel, Fastbooking, Holidaycheck,<br />
Hoseasons, Hostelbookers, HRS, i:FAO, INTER CHALET, Interhome, Low Cost Travel Group, Oc<strong>to</strong>pusTravel.com, odigeo, Pierre &<br />
Vacances, Rumbo, Seat24, Skyscanner, spareroom.co.uk, TheTrainline.com, Travel Republic, TravelHorizon, Trivago,<br />
8.0 <br />
VoyagePrive, Webres<br />
Portals/Diversified 10 Mature Begreat, Interia, Onet, Rambler, RosBusinessConsulting, Seznam, Sof<strong>to</strong>nic, Unister, United Internet, Yandex 6.3 <br />
Lead Generation 6 Advanced<br />
Babylon, Check24, Companeo, Conduit, Confused.com, Courtier Meilleurtaux.com, Educaedu, Emagister, Interhyp,<br />
Moneyexpert, Moneysupermarket, MutuiOnline SpA, PagesJaunes, Perform Group, SEAT, Skyscanner, Trovit, Truvo, Twenga<br />
5.5 <br />
Betting 2 Advanced Betfair, Bwin 5.0 <br />
Online Gaming 6 Early<br />
1C Company, Alaplaya, Ankama, Astrum, Bigpoint, CCP hf, Crytek, eRepublik, Game Insight, GameDuell, Gameforge, Gamigo,<br />
Innogames, Jagex, King.com, MindCandy/Moshi, Miniclip, Playagames, Spil Games, Travian Games<br />
4.6 <br />
Info Services 2 Advanced Acturis, Boursorama, Bureau van Dijk, Call Credit, dunnhumby, Hometrack, Juris, Mendeley, Netvibes, vlex, Zylab 3.0 <br />
Online Advertising 23 Advanced<br />
Adconion, Adscale, Aedgency, Afilo, Antevenio, Astramedia, Criteo, Cube Group / Netsales, eCircle, Hi Media, lbi international,<br />
Maxymiser, Metrixlab, Mythings, Netaffiliation, Sponsorpay, TradeDoubler, Zanox<br />
2.9 <br />
Anti-Virus 2 Early AVAST, AVG, Avira, eset, Kaspersky, Panda Security, Sophos 2.7 <br />
Online Payment 2 Advanced Adyen, ChronoPay, Clear2Pay, icepay, Moneybookers, ogone, Rentabili Web, Retail Decisions, Wire Card 2.2 <br />
Financial Services 5 Early eToro, IG Group, Oanda, Saxo Bank, Wonga, Zulutrade 2.2 <br />
Marketplace 6 Early<br />
BullionVault, Fo<strong>to</strong>lia, Justgiving, Lieferheld, Livebooking Network, Res<strong>to</strong>politan.com, Teleroute, Timocom, Tradingpartners,<br />
TRANS European, Transporeon, Wtransnet<br />
1.7 <br />
Social Networks 1 Early Badoo, Nasza Klasa, Stardoll, StudiVZ, Sulake, Viadeo, vkontakte.ru, WAYN, Xing 1.7 <br />
E-commerce Infrastructure 3 Arsys, Bertelsman Services Group, D+S, docdata, Euroweb, Hermes, Kiala, YCD Multimedia 1.6 <br />
Paid Services/Content 3 Advanced Be2, ElitePartner, NTR Global, Parship, Spinvox, TeamViewer, Template Monster, United Maps, Wix 1.5 <br />
Content 3 Advanced Beaufort Media, Best Of Media, CCM Benchmark, Glam, Populis, VRWAY 1.3 <br />
SaaS 5 Advanced ePages Software, Huddle, IBX Group, Neteven, Rate Tiger, SOHO OS, Tagman, Veeam 1.0 <br />
Mobile Internet 1 Early 24-7 Entertainment, Acotel, Netsize, Vitaminic, Zed 0.5 <br />
Online Music
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