Slides
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26 September 2025 Delivering on today, whilst building for tomorrow: A look into new products that drive the platform effect Investor webinar
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7 Introduction
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3 We are a global specialist media group reaching a diversified intent-led audience of over 475m, powered by tech and data. Our content is platform-agnostic and reaches audiences in multiple ways: websites, magazines, events, social platforms, apps. We monetise our audiences through: Advertising eCommerce affiliates (products & price comparison) Magazines (Newstrade & subscriptions) HY 2025 REVENUE Future Market leading brands
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4 Meet the team Kevin Li Ying CEO Kevin joined Future in 2004 and was appointed CEO in March 2025. He was previously EVP B2C and before that, Kevin was Group Chief Technology & Product Officer and Chief Technology Officer for the Group Rob George Senior Vice President Product & eCommerce Rob joined Future in January 2023 as SVP of eCommerce and has since broadened his remit to include Product. Prior to Future, Rob held senior positions at Sainsbury’s and Argos. Rob is a member of the Executive Leadership Team (ELT) Hillary Kerr Senior Vice President Women and Luxury Hillary joined Future in June 2022 through the acquisition of WhoWhatWear, a brand she co-founded. She joined as chief content officer for WhoWhatWear and since has extended her remit to include all women’s and luxury brands such as Marie Claire, Wallpaper* and Country Life. Hillary is a member of the Executive Leadership Team (ELT) Sharjeel Suleman CFO Sharjeel joined Future in September 2024 as CFO. Prior to Future, Sharjeel held various senior finance roles at ITV and was most recently CFO at ITV Studios Dave Clutterbuck Managing Director Knowledge & Sports Dave re-joined Future in 2019 and has worked in media across a range of sectors for almost 30 years including stints in Hong Kong and Sydney, Australia. His role has been extended to cover a wide portfolio of brands including FourFourTwo, Golf Monthly, Live Science and Space.com
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Winning in a changing landscape 19
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6 Powered By our DNA Monetisation Audience Portfolio Objectives Enablers Our strategy is simple and timeless Brands & content Tech & data Growth mindset Innovation Agility & rigorous execution
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7 *GEO: Generative Engine Optimisation; AIO: AI Optimisation Open AI Claude Continue to be the best at SEO, optimising through AI by adding GEO/AIO* as areas of expertise to drive new audience at scale Our landscape is changing From this… To this… Perplexity Gemini Google Discover Open AI SEO Claude SEO What’s changing? 1 Abundance of content sources 2 Speed of change 3 Lack of trust/ fake news/ biased reviews
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8 Content Expert advice But audience requirements are timeless What does not change, is the need for: Engagement Building communities Trust People trust people 1 2 3 Delivering what our audiences need in a platform-agnostic way
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9 Enhancing the platform effect through scale and new products The right to play, the right to win 1 2 3 4 Trusted, expert, quality content Powerful global brands Efficient tech stack & large first-party data Future DNA (growth mindset, innovation, agility & execution) Direct audience engagement Track record Scalability driving strong financial characteristics of high margin and strong cash Key success factors
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10 What we are doing Creating our Future Using our assets (brands, tech) to launch an initial set of new products Share our reach and tech expertise with content creators in exchange of new audience and revenue Leveraging our brand authority and trust coupled with ecom tech expertise to drive revenue growth Scale audience engagement resulting in recurring revenue and build data from unknown users to known users Building for tomorrow
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11 More users PLATFORM EFFECT Current Future revenue streams Current Future revenue streams More often More engaged More valuable More efficient The PLATFORM EFFECT is about value creation where 1+1= 3 or 4. The Platform Effect is all about driving audiences and using our tech stack to monetise it effectively, through new products, creating scale and operating leverage. Scaling our own ecosystem Delivering on today whilst building for tomorrow
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12 Partnering with Content creators
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13 The problem to solve Audience behaviour is changing: ● Attention moving to creators ● Only top 1% of creators succeed How we’ll win ● Showcase vetted creators ● Strong brands, trusted voices ● Scale via our tech stack More Users Access younger, social audiences More Engaged Broaden & deepen content coverage More Efficient Scale content as 100% variable cost What this delivers
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14 More Users Access younger, Social audiences More Engaged Broaden & deepen content coverage More Efficient Scale content as 100% variable cost New demographics, Google Zero Fashion, interior design, gaming etc. Platform effect, Revenue share
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15 Future of eCommerce
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16 The problem to solve Online shopping is broken: ● High overwhelm, low trust ● AI disruption of search How we’ll win ● Curated, expert advice ● Engaging shopping experience ● Wherever shoppers are More Users Commerce for our whole audience More Engaged Trust & experience drive engagement More Valuable Grow intent, lifetime value & loyalty What this delivers
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17 More Users Commerce for our whole audience More Engaged Trust & experience drive engagement More Valuable Grow intent, lifetime value & loyalty Social, email, video, direct Human curation, high trust, intuitive Wishlist, alerts, rewards
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18 Memberships
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19 The problem to solve ● Google’s audience, not ours ● Generic user experience ● First-party data is critical How we’ll win ● Compelling free membership ● Engaging features & rewards ● Data-driven personalisation More Users Scale, direct, known audience More Engaged Drive habitual, repeat visits More Valuable Power monetisation with first-party data What this delivers
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20 More Users Scale, direct, known audience More Engaged Drive habitual, repeat visits More Valuable Power monetisation with first-party data Brand aligned, CRM activated Tailored, sticky features Better data, higher yield
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9 Summary
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22 Each initiative complements each other, adding scale, data and operating leverage Scaling our own ecosystem More valuable More users, more often More efficient More engaged More valuable THE PLATFORM EFFECT Today’s revenue streams
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23 Strategic initiatives Delivering growth with asset light model AI Audience Memberships in Go.Compare Build brands Memberships in B2C Future+ Sessions per user Personalisation B2B Smartbrief 2.0 Partnerships with content creators Collab Page views per session Digital subscriptions B2B unified data platform Data platform (B2C & Go.Compare) eCommerce Signal Revenue per session AI optimisation Operating model Cost savingsKPI Goal Platform agnostic More users, more often More engaged More valuable More efficient
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24 Our platform effect is about value creation where 1+1= 3 or 4 Our right to win 1 Scale & reach 2 Asset light & Strong balance sheet 3 Tech stack & expertise Delivering on today whilst building for tomorrow More valuable More users, more often More efficient More engaged More valuable THE PLATFORM EFFECT Today’s revenue streams Scaling our own ecosystem Tech Data Brands
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9 Q&A
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9 Thank you for attending