System1 Investor Relations Overview and Data Insights

System1 is a leading provider of consumer packaged goods (CPG) marketing and sales solutions, with a strong focus on data-driven decision making.

The company has a robust investor relations program in place, which provides regular updates on its financial performance and strategic initiatives.

System1's investor relations efforts are led by a dedicated team that works closely with analysts, investors, and other stakeholders to ensure timely and accurate disclosure of company information.

The company's investor relations website is a valuable resource for those looking to stay up-to-date on System1's latest news and financial data, with a wealth of information on its quarterly earnings releases, annual reports, and investor presentations.

System1 has reported impressive financial results in recent quarters, with a significant year-over-year revenue increase of 30% in Q2 2022, reaching $220 million.

The company's gross profit also saw a notable growth of 55% to $67 million in Q2 2022, while adjusted EBITDA rose by 20% to $41 million.

System1's confidence in its long-term prospects is evident, as it has updated its 2022 guidance, expecting pro forma revenue between $900 million and $930 million and adjusted EBITDA between $155 million and $165 million.

A new $25 million stock and warrant repurchase program has been initiated, reflecting the company's confidence in its future growth.

System1 will host a conference call and webcast on August 11, 2022, to discuss its Q2 2022 financial results with investors.

The company has reported a 48% year-over-year revenue growth to $219 million for Q1 2022, with pro forma revenue increasing 29% to $231 million.

System1 has reaffirmed its 2022 revenue guidance of $1 billion and Pro Forma Adjusted EBITDA of $174 million.

The company's focus on customer acquisition marketing through its Responsive Acquisition Marketing Platform (RAMP) has contributed to its growth, with a strong emphasis on privacy-centric solutions.

System1 has reported a 47% increase in full-year revenue to $833 million for 2021, with a 48% rise in Q4 revenue to $239 million.

The company's net income surged to $77 million in 2021, compared to just $3 million in the previous year, while Adjusted EBITDA more than doubled to $127 million.

System1 participates in various investor events and conferences to engage with investors and share their vision.

Michael Blend, CEO and Co-Founder, and Tridivesh Kidambi, CFO, are the representatives from System1 who participate in these events.

System1 will participate in the BofA Securities Global Technology Conference on June 7, 2022, at The Ritz-Carlton Hotel, San Francisco.

Michael Blend will join a panel discussion titled Adtech in a Post-IDFA World at 2:20pm PT, moderated by Nathaniel Schindler from BofA Securities.

System1's management will participate in a fireside chat moderated by Michael Graham, Director of U.S. Research and Managing Director of Canaccord Genuity, on Tuesday, November 16, 2021 at 1:00 PM ET.

The event will be webcast live on the Investor Relations section of System1’s corporate website, and a replay will be archived online for 90 days.

The Credit Suisse 25 Annual Technology Conference will feature a fireside chat with System1's management, moderated by Stephen Ju, Managing Director and Internet Analyst of Credit Suisse, on Wednesday, December 1, 2021 at 3:10 PM ET.

System1's management will also participate in the Cannae Holdings Portfolio Conference 2021, a fireside chat for investors and portfolio company representatives of Cannae Holdings, Inc., on Thursday, December 9, 2021 at 12:40 PM ET.

Investors can access live webcasts of these events on the Investor Relations section of System1’s corporate website at https://ir.system1.com/overview/default.aspx.

The contact information for investors is as follows: Ashley DeSimone at ICR, (646) 677-1827, and Brett Milotte at ICR, (332) 242-4344.

System1, Inc. has reported impressive financial results, with a 30% year-over-year revenue increase to $220 million in Q2 2022. This growth is a testament to the company's ability to adapt and thrive in a rapidly changing market.

The company's gross profit has also seen significant growth, rising by 55% to $67 million in Q2 2022. This increase in profitability is a key indicator of System1's success.

Despite a net loss of $34 million, System1's adjusted EBITDA rose by 20% to $41 million in Q2 2022. This suggests that the company is making strides in improving its operational efficiency.

System1 has reaffirmed its 2022 guidance, expecting pro forma revenue between $900 million and $930 million. This targets a significant increase from the company's previous financial performance.

The company has also announced a new $25 million stock and warrant repurchase program, reflecting its confidence in its long-term prospects. This move demonstrates System1's commitment to investing in its future growth.

In Q1 2022, System1 reported a 48% year-over-year revenue growth to $219 million. This growth was driven by a 29% increase in pro forma revenue to $231 million.

System1's full-year revenue for 2021 was $833 million, a 47% increase from the previous year. This significant growth was driven by a 48% rise in Q4 revenue to $239 million.

The company's net income surged to $77 million in 2021, compared to just $3 million in the previous year. This marked a significant turning point for System1, positioning the company as a leader in privacy-centric digital marketing.

System1 Investor Relations is committed to maintaining a transparent and open dialogue with its shareholders and the investment community.

The company's investor relations website is a valuable resource for those seeking information on its financial performance and strategic initiatives. It features quarterly earnings releases, annual reports, and other materials that provide a comprehensive overview of the company's progress.

System1's investor relations team is dedicated to responding promptly to investor inquiries, ensuring that all questions are addressed in a timely and professional manner.

System1, Inc. participated in the BofA Securities Global Technology Conference on June 7, 2022, at The Ritz-Carlton Hotel, San Francisco.

CEO Michael Blend joined a panel discussion titled Adtech in a Post-IDFA World at 2:20pm PT, which was moderated by Nathaniel Schindler from BofA Securities.

System1 specializes in omnichannel customer acquisition marketing through its Responsive Acquisition Marketing Platform (RAMP), focused on privacy-centric solutions for various consumer verticals.

The event offered a valuable opportunity for investors and industry professionals to learn more about System1's capabilities and vision for the future.

System1's participation in the conference demonstrates its commitment to engaging with the investment community and staying at the forefront of industry trends.

System1's management team will be participating in several investor events in the coming weeks.

Michael Blend, Chief Executive Officer & Co-Founder of System1, and Tridivesh Kidambi, Chief Financial Officer of System1, will be participating in a fireside chat moderated by Michael Graham of Canaccord Genuity on November 16, 2021.

A live webcast of the fireside chat will be available on the Investor Relations section of System1's corporate website.

Management will also participate in a fireside chat moderated by Stephen Ju of Credit Suisse on December 1, 2021.

A replay of the chat will be archived online for 90 days.

Additionally, System1's management will participate in a fireside chat for investors and portfolio company representatives of Cannae Holdings on December 9, 2021.

For more information about these events, interested parties should contact their respective sales representatives or visit System1's corporate website.

System1 has made a significant move in the e-commerce space by acquiring CouponFollow for up to $115 million in cash and stock.

This acquisition enhances System1's e-commerce capabilities and integrates CouponFollow's coupon code search engine into its platform.

CouponFollow has millions of subscribers and over 5,000 brand partners, positioning it to expand its market reach.

The acquisition aligns with System1's goal to leverage its RAMP platform to drive growth in the digital coupon space amidst increasing e-commerce spending.

System1 Inc is a company that has developed a proprietary end-to-end responsive acquisition marketing platform.

The company is headquartered in Marina Del Rey, California, and went public through an IPO on August 7, 2020.

Its platform, RAMP, is omni-channel and omni-vertical, and built for a privacy-centric world.

RAMP enables the building of various brands, the development and growth of a suite of privacy-focused products, and the delivery of high-intent customers to advertising partners.

RAMP consists of three components, including machine learning to identify and direct marketing campaigns to potential customers.

RAMP directs potential customers to its network of approximately 40 owned and operated websites focused on further qualifying customer purchase intent.

These websites include various search engines, such as info.com and Startpage.com, and digital media sites and utilities, such as HowStuffWorks, MapQuest, and WalletGenius.

RAMP also helps in delivering advertisements either provided by its advertisers or advertising networks or for its own subscription products.

System1 Group PLC operates as a marketing and brand consultancy company that provides online market research services.

The company's principal operating subsidiary is System1 Research Limited, which predicts, provides research results, and improves upon those results with consultancy.

System1 Group PLC offers automated data products for Comms, Brand, and Innovation (Idea) that predict outcomes.

These products are complemented by data-enabled, rapid-turnaround consultancy assignments that utilize the same data to provide guidance.

The company has focused on four consulting assignments for a small number of customers, indicating a targeted approach to its services.

System1 Group PLC's products are higher value-add consultancy offerings that are more standardized than its previous services.

System1's Corporate Finance Organization relies on analysis of peers' earnings to inform their own investor messaging, including earnings remarks.

The team at System1 uses AlphaSense to summarize key industry insights and events in real time, which has significantly improved their data analysis and insights.

As a public company, System1 needed a scalable process to proactively identify and market to investors potentially aligned with their specific opportunities and competitive advantages.

Before AlphaSense, the team operated in a very ad hoc and responsive manner, struggling to identify the full scope of information they should be processing and how best to summarize and disseminate that information in an efficient fashion.

AlphaSense has proven to be the tool that has unlocked their ability to quickly synthesize data to be easily digestible and actionable at a moment's notice.

System1's IR team needs to be informed about a broad swatch of themes and players across the online advertising industry, ranging from multi-trillion dollar market capitalization giants like Alphabet and Microsoft, to relatively smaller companies with market capitalizations closer to $1 billion.

The team at System1 leverages AlphaSense across their Corporate Finance and IR teams to support a variety of use cases, including investor lead generation.