THE FUTURE OF ENTERTAINMENT FOR THE NEXT 1 BILLION PEOPLE

2005

2013

May, 1997

IBM DEEP BLUE. IPHONE 4S.

=

2013

2015 - MANILA

2015 - MANILA

Copyright © 2017 iflix. All rights reserved. – Confidential 10

2016 2030

327 338

48 109

234

North America Middle East &

North Africa

Sub-Saharan Africa

Middle class population (m)

1.0x

2.3x

1.7x

197

ASEAN

661

3.4x

313217

Central & South America

1.4x

680669

Europe

1.0x

Source: Financial Times, OECD, Delta Partners analysis. Note: emerging markets comprises Sub-Saharan Africa, Middle East & North Africa, Central & South America and ASEAN. It excludes South Asia and China, which are not targeted by iflix

599

Emerging markets

1,317

3.4x

137

Emerging market middle class is experiencing enormous growth

Estimate

Copyright © 2017 iflix. All rights reserved. – Confidential

IN 2025, 230 FORTUNE 500 COMPANIES WILL BE BASED IN EMERGING MARKETS.FROM 5% T0 46% IN OUR WORKING LIFETIMES

Copyright © 2017 iflix. All rights reserved. – Confidential

OF THE 7000 NEW COMPANIES WITH $1BN IN REVENUE – 70% ARE IN EMERGING MARKETS

Copyright © 2017 iflix. All rights reserved. – Confidential 13

Our vision

iflix is leading the internet entertainment revolution in emerging markets globally.

Redefining television for the

next 1 billion people

Copyright © 2017 iflix. All rights reserved. – Confidential 14

Over 32,000 hours of awesome content.

Over 1,700 TV series and 4,000 moviesWatch on every device (and TV).

Personalisation & Recommendations

Channels Reimagined

Download and Watch Offline.

All for the price of a single pirated DVD.

WHAT IS IFLIX?

THAT’S IFLIX.

Source: Tableau using Minutes as a FILTER and looking at TOPTV & Movies (assets viewed only meaning we may have more assets if you include those that did not get viewed. For reference, the number of TV shows and movies were as below before Sep which is our better month in terms of avail).

Copyright © 2017 iflix. All rights reserved. – Confidential 20

vs

A new phase of the internet

WORLD CLASS

COMPANIES

GREAT LOCAL

EXECUTION

Copyright © 2017 iflix. All rights reserved. – Confidential 21

WORLD CLASS TECHNOLOGY, EXECUTED LOCALLY.

EVERYWHERE.

A new phase of the internet

Copyright © 2017 iflix. All rights reserved. – Confidential 22

iflix is uniquely positioned at the intersection of all these trends

SHIFTfrom traditional

TV

to SVoD

CONTENTas means for

Telco to

differentiate

GROWTHin middle class

population

BOOMof mobile internet

and smartphone

x~1.3bn ~20% $2.5/mthx = ~$8bn

Data subscribers in iflix’s

targeted emerging

markets in 2021

Conservative VoD

adoption rate

Total addressable

market per year

Source: GSMA Wireless Intelligence for mobile broadband in emerging markets; adoption rate and ARPU per iflix estimate

Emerging markets SVOD is an ~$8bn opportunity for iflix

Copyright © 2017 iflix. All rights reserved. – Confidential 23

The world’s first emerging markets media platform

Asia Middle East and North Africa Sub-Saharan Africa

Copyright © 2017 iflix. All rights reserved. – Confidential 24

Fully staffed office

Functional excellence centre (e.g. content, tech development)

Early-stage office

700 people

24 countries

3 major language hubs

4 engineering centres

Copyright © 2017 iflix. All rights reserved. – Confidential 25

Indonesia

POPULATION

262M

INTERNET USERS

132M(51%)

MOBILE PENETRATION

372M(1.42 device per person)

Source: CAMIA, WeAreSocial

51% since Jan 2016 14% since Jan 2016

PERCENTAGE OF POPULATION WATCHING VIDEOS ONLINE

50%45M 52M

Copyright © 2017 iflix. All rights reserved. – Confidential

7.46.5

7.5 7.5 7.98.8 9.1 9.4 8.7 8.8 9.4

12.0

15.916.115.9

18.9

21.7

25.1

28.329.9

31.4

J F M A M J J A S O N D J F M A M J J A S

26

Monthly active users1

(m)

Daily average minutes (DAM)(m)

Note: 1 Represents number of accounts which have been active at any point in each month

Source: iflix

Record DAM reached on Sept, 24 2017

~38.3m minutes / ~74 years of content / day

61M accounts. Streaming 74 years of content a day.

2016

0.7 0.8 0.9 1.0 1.21.3

1.5 1.6 1.71.9

2.2

2.7

3.1 3.23.4

3.8

4.4

5.0

5.65.7

6.1

J F M A M J J A S O N D J F M A M J J A S

2017 2016 2017

Copyright © 2017 iflix. All rights reserved. – Confidential 27

Shift away

from traditional TV

Content production explosion Time spent watching traditional TV (U.S.)

0

200

400

600

800

1980

1985

1990

1995

2000

2005

2010

2015

Movies

TV

Increased content consumption across multiple devices & channels is resulting

in a shift from linear to piracy and SVOD

Copyright © 2017 iflix. All rights reserved. – Confidential 28

50% of total TV consumption is already mobile

2010 2011 2012 2013 2014 2015 2016 2017

0%

100%

75%

50%

25%

0

35

25

15

5

30

20

10

Smartphones,

tablet & laptop

TV screen & desktop

Tablet

Smartphone

Laptop

Other screen

Desktop screen

TV screen

Total weekly hours

AWARD WINNING SHOWS

POPULAR TV SHOWS

KIDS

TOP KOREAN DRAMAS

Copyright © 2017 iflix. All rights reserved. – Confidential 33

ANIME

Copyright © 2017 iflix. All rights reserved. – Confidential 34

CHANNELS

Copyright © 2017 iflix. All rights reserved. – Confidential 35

Copyright © 2017 iflix. All rights reserved. – Confidential 36

Copyright © 2017 iflix. All rights reserved. – Confidential 37

Copyright © 2017 iflix. All rights reserved. – Confidential 38

Copyright © 2017 iflix. All rights reserved. – Confidential 39

WORLD CLASS TECHNOLOGY, EXECUTED LOCALLY.

EVERYWHERE.

A new phase of the internet

Copyright © 2017 iflix. All rights reserved. – Confidential 40

Copyright © 2017 iflix. All rights reserved. – Confidential 41

Copyright © 2017 iflix. All rights reserved. – Confidential 42

Copyright © 2017 iflix. All rights reserved. – Confidential

TRENDING INDONESIAN CONTENT43

Copyright © 2017 iflix. All rights reserved. – Confidential

TRENDING INDONESIAN CONTENT44