HOW AMPD RESEARCH MEASURES DIGITAL CONSUMPTION PASSIVE DATA ON MOBILE DEVICES AND COMPUTERS CURRENT & FUTURE MARKET COVERAGE TECHNOLOGY PARTNER: Source: AMPD Research 2 SOUTHEAST ASIA – SHARE OF MOBILE SCREENTIME 2nd QUARTER, 2020 INDONESIA PHILIPPINES SINGAPORE THAILAND Game Streaming 1% VOD VOD Other VOD Other VOD Streaming Other Streaming Activity Streaming Activity Streaming Other 18% Activity 16% 19% 19% 21% 23% Activity 26% 32% Avg. Avg. Avg. Avg. 5H:13 mins Games 5H:56 mins Games 5H:16 mins 13% 5H:16 mins Per Day Games 16% Social Per Day 18% Per Day Per Day Games Media 15% Social 26% Social Social Communications Media Media Communications Communications Media 16% 22% 32% Communications 19% 9% 21% 18% Source: AMPD Research 3 STREAMING VIDEO IS STARTING TO SCALE IN SE ASIA TOTAL VIDEO STREAMING MINS BY QUARTER (SE ASIA*) Q4 2019 Q1 2020 Q2 2020 422B 30% q-o-q 550B 19% q-o-q 657B COMPARISON OF STREAMING MINUTES BY KEY PLATFORMS ON MOBILE (Q1 v/s Q2 2020) 59% 13% 600 45 40 500 35 .) .) bil 400 bil 30 Q1 2020 25 42% 300 20 Q2 2020 200 15 19% -8% 30% Streaming minutes ( Streaming minutes ( 10 147% 68% 100 5 0 0 YouTube Netflix Viu Vidio iQiyi iflix Line TV WeTV Note: *Includes Indonesia, Philippines, Singapore and Thailand markets. Data based on actual streaming minutes Base: AMPD Passive Software Panel, Smartphone Users aged 15+ Source: AMPD Research 4 SOUTHEAST ASIA: VOD CROSS-CONSUMPTION MAJOR VOD PLATFORMS: CROSS-CONSUMPTION: JUNE, 2020 INDONESIA PHILIPPINES SINGAPORE THAILAND 18% 8% 10% 24% 17% 7% 8% 17% VIU 10% NETFLIX 5% NETFLIX 3% LINE TV 10% 22% 32% 42% 30% 16% 16% 27% 26% NETFLIX 14% VIU 9% VIU 10% WETV 22% 26% 32% 38% 21% 25% 11% 29% 20% VIDIO 13% iWANT 10% meWATCH 11% NETFLIX 10% Source: AMPD Research 5 SOUTHEAST ASIA: VOD CROSS-CONSUMPTION MAJOR VOD PLATFORMS: SOCIAL MEDIA CROSS-CONSUMPTION: JUNE, 2020 INDONESIA PHILIPPINES SINGAPORE THAILAND 82% 97% 91% 100% 65% 67% 83% 73% 41% 47% 39% 68% VIU 30% NETFLIX 37% NETFLIX 37% LINETV 43% 99% 100% 98% 95% 69% 70% 87% 70% 58% 35% 28% 66% NETFLIX 38% VIU 29% VIU 28% WETV 60% 88% 97% 97% 94% 79% 69% 84% 79% 28% 43% 33% 59% NETFLIX VIDIO 24% iWANT 42% meWATCH 26% 57% Source: AMPD Research 6 INDONESIA – SHAPE OF THE STREAMING DAY JUNE 2020: TOP PERFORMING AD CAMPAIGNS Indonesia: Dual Peak 4,000,000 10:00am to 4:00pm 8:00pm to 10:30pm 3,500,000 3,000,000 2,500,000 AVOD Top Performing Campaigns Reach Avg. Freq 2,000,000 Shopee: No. 1 Belanja Online 32,495,164 12.0 HAGO - Bermain Dengan Teman Baru 26,601,676 15.7 Rise of Kingdoms: Lost Crusade 22,146,599 20.3 1,500,000 Tokopedia 20,323,983 3.6 Olymp Trade - Aplikasi Perdagangan Online 18,483,480 12.0 Average Audience (‘000) Kredivo - Cicilan Tanpa Kartu dan Pinjaman Tunai 17,066,577 12.2 TikTok 15,207,706 8.5 1,000,000 Mobile Legends: Bang Bang 14,508,337 6.4 Sprite 14,288,881 1.1 Lazada EVOS 14,165,288 1.7 500,000 Snack Video 13,560,975 10.3 Grab 13,497,011 8.7 GoPay Indonesia 12,868,480 2.7 Sensodyne ID 11,111,955 1.9 0 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:30 10:00 10:30 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 18:30 19:00 19:30 20:00 20:30 21:00 21:30 22:00 22:30 23:00 23:30 ID Weekday ID Weekend 7 PHILIPPINES – SHAPE OF THE STREAMING DAY JUNE 2020: TOP PERFORMING AD CAMPAIGNS 1,800,000 Late Peak 8:30pm to 10:0pm 1,600,000 Early Peak 12:00pm to 3:30pm 1,400,000 1,200,000 1,000,000 AVOD Top Performing Campaigns Reach Avg. Freq Lazada 6.6 Sale 10,458,075 4.2 800,000 Shopee: 6.6 Super Flash Sale 8,963,516 8.8 Mobile Legends: Bang Bang 8,481,099 8.1 Shopee No.1 Online Platform 8,357,492 15.6 Head & Shoulders Philippines 6,439,142 3 Average Audience (‘000) 600,000 Lazada - Online Shopping & Deals 5,954,256 12.7 ABBOTT NUTRITION PH 5,762,269 2.3 400,000 ZALORA - Fashion Shopping 5,650,960 6.9 State of Survival: Survive the Zombie Apocalypse 5,517,142 7.7 ING Philippines - Digital Bank 5,471,562 7.5 Safeguard Philippines 4,483,860 4.4 200,000 WeTV - Dramas, Films & More 4,425,206 5 Nestlé Cream 4,239,129 2.1 ShopBack - The Smarter Way | Shopping & Cashback 4,091,969 3.4 0 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:30 10:00 10:30 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 18:30 19:00 19:30 20:00 20:30 21:00 21:30 22:00 22:30 23:00 23:30 PH Weekday PH Weekend 8 SINGAPORE – SHAPE OF THE STREAMING DAY JUNE 2020: TOP PERFORMING AD CAMPAIGNS Late Peak 7:00pm to Midnight 180,000 Early Peak 160,000 1:00pm to 5:00pm 140,000 120,000 100,000 AVOD Top Performing Campaigns Reach Avg. Freq Rise of Kingdoms: Lost Crusade 1,177,587 15.6 80,000 Shopee: #1 Online Platform 1,069,338 25.7 ONE PUNCH MAN: The Strongest (Authorized) 1,004,683 7.8 Dragon Raja - SEA 975,531 6.4 Lords Mobile: Kingdom Wars 848,863 6.1 Average Audience (‘000) 60,000 foodpanda - Local Food & Grocery Delivery 812,533 11.6 Word Villas - Fun puzzle game 800,312 9.4 40,000 Elevate - Brain Training Games 787,751 3.3 笑傲江湖新马版（Swordsman） 782,476 6.8 Mobile Legends: Bang Bang 758,504 11.9 Get your Vit C 755,939 1.8 20,000 Storytel: Audiobooks and E-books 727,733 5.7 ZALORA - Fashion Shopping 715,691 9.4 Fallout Shelter Online 662,715 4 0 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:30 10:00 10:30 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 18:30 19:00 19:30 20:00 20:30 21:00 21:30 22:00 22:30 23:00 23:30 SG Weekday SG Weekend 9 THAILAND – SHAPE OF THE STREAMING DAY JUNE 2020: TOP PERFORMING AD CAMPAIGNS Late Peak 2,000,000 9:00pm to 11:00pm Early Peak 1,800,000 12:00pm to 4:00pm 1,600,000 1,400,000 1,200,000 AVOD Top Performing Campaigns Reach Avg. Freq 1,000,000 foodpanda - สัง อาหาร 10,243,495 8.7 YouTube Premium 9,832,165 10.1 800,000 Shopee Brands Festival 9,527,613 8.6 Dragon Raja - SEA 9,384,986 4.8 ดูได้เลย 8,943,432 14.9 Average Audience (‘000) 600,000 Shopee 7.7 Mid Year Sale 8,821,135 8.2 Idol Party 8,730,663 6.8 Grab - สังอาหาร ส่งของ เรียกรถ 8,409,263 8.2 400,000 Shopee: ที 7 ออนไลน์ช้อปปิ=ง 7,593,467 7.5 WeTV - Dramas, Films & More 7,476,976 5.8 Lazada - แอปช้อปปิ=งสําหรับทุกคน 7,459,704 13.3 200,000 Light of Thel: Glory of Cepheus 6,835,254 15.4 Netflix 6,819,810 8.0 LINE MAN - สังอาหาร, แท็กซี, เมสเซนเจอร์, พัสดุ 6,642,306 6.9 0 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:30 10:00 10:30 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 18:30 19:00 19:30 20:00 20:30 21:00 21:30 22:00 22:30 23:00 23:30 TH Weekday TH Weekend 10 A FIRST LOOK AT THE AUSTRALIAN STREAMING ECOSYSTEM NAVIGATION AUSTRALIA – SHAPE OF THE STREAMING DAY JUNE 2020: TOP PERFORMING AD CAMPAIGNS Extended Peak 350,000 5:00pm to 10:30pm • Unlike Asian Markets, Australia streaming builds to a single peak • In contrast to Asian markets weekend viewing consistently exceeds weekday 300,000 250,000 200,000 AVOD Top Performing Campaigns Reach Avg. Freq Switch to Chromebook - A smart way to laptop 891,000 2.4 Audible - Audiobooks and Original Podcasts 640,000 8.3 150,000 Plus500: CFD Online Trading on Forex and Stocks 596,000 2.4 Wish - Shopping Made Fun 568,000 9.5 TikTok - Make Your Day 552,000 11.1 Average Audience (‘000) iPhone 11 — Just the right amount of everything 541,000 3.3 100,000 Twist AU 2 518,000 1.2 Learn anywhere 515,000 3.3 UltraBrush AU 485,000 1.3 Helping school learners be anywhere learners 463,000 1.6 50,000 Too Busy to Invest in Stocks? Meet eToro™ 450,000 2.9 Helping wonderers be wanderers 418,000 2.0 Stay Apart, Stay Together 397,000 1.4 How Compelling Is Your Writing? 393,000 1.9 0 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:30 10:00 10:30 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 18:30 19:00 19:30 20:00 20:30 21:00 21:30 22:00 22:30 23:00 23:30 AU Weekday AU Weekend Source: AMPD Research & Roy Morgan 12 AUSTRALIA – COMPARING PREMIUM ENTERTAINMENT SVOD 1H 2020 – MOBILE DEVICES & COMPUTERS 3.50 3.00 3.23 Bil.