i n v e s t o r p r e s e n t a t i o n j u l y 2 0 1 4
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I N V E S T O R P R E S E N T A T I O N / / J u l y 2 0 1 4 - PowerPoint PPT Presentation

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I N V E S T O R P R E S E N T A T I O N / / J u l y 2 0 1 4 LEGAL DISCLAIMER This overview is furnished solely for the purpose of providing you information about Rightside Group, Ltd. (the Company). The overview is only intended for the

  1. I N V E S T O R P R E S E N T A T I O N / / J u l y 2 0 1 4

  2. LEGAL DISCLAIMER This overview is furnished solely for the purpose of providing you information about Rightside Group, Ltd. (the “Company”). The overview is only intended for the use of the person to whom it is given and it is not to be reproduced or redistributed. Under no circumstance shall the overview constitute or form part of an offer to sell or a solicitation of an offer to buy, nor shall there be any sale of, securities of the Company in any jurisdiction in which such offer, solicitation or sale would be unlawful. You should not construe the contents of the overview as investment, tax, legal, accounting, regulatory, financial or other advice. The overview does not purport to be all inclusive and does not take into account your investment objectives or taxation, legal, accounting, regulatory or financial situation or particular needs. You are solely responsible for forming your own opinions and conclusions as to such matters and for making your own independent assessment of the information contained in this overview Certain statements in the overview are forward- looking statements, based on the Company’s current expectations, assumptions and estimate s and that involve risks and uncertainties. Any statements other than statements of historical facts contained herein, including statements regarding our future results of operations and financial position; historical results that may suggest ongoing trends for our business; the timing of the spin-off; any expectation of greater revenue, operating efficiencies or strategic benefits from the spin-off; market opportunities with respect to any general Top Level Domains (gTLDs); any growth or change of the domain name or domain name services markets or our ability to capitalize on such growth or change; the demand for premium and value-added domain services; the unit economics and demand for gTLDs; the viability of our technology; our relationships with industry partners; our business strategy and our objectives for future operations (including, without limitation, statements to the effect that the Company “believes,” “may,” “will,” “estimates,” “continues,” “anticipates,” “intends” or “expects,” and similar expressions) are intended to be identified as forward-looking statements. Actual results could differ materially and adversely from those projected or anticipated in the forward-looking statements as a result of a number of risks and uncertainties pertaining to our business including those set forth in our Form 10 filed with the U.S. Securities and Exchange Commission on July 14, 2014. The statements in the overview speak only as of the date hereof and the Company undertakes no obligation to update them after the date hereof. Market and competitive position data in this overview has generally been obtained from industry publications and surveys or studies conducted by third-party sources. There are limitations with respect to the availability, accuracy, completeness and comparability of such data. We have not independently verified such data and can provide no assurance of its accuracy or completeness. Certain statements in this overview regarding the market and competitive position data are based on our internal analyses, which involve certain assumptions and estimates. These internal analyses have not been verified by any independent sources and there can be no assurance that the assumptions or estimates are accurate. None of the Company, their respective affiliates or any of their respective employees, directors, officers, contractors, advisors, members, successors, representatives or agents makes any representation or warranty as to the accuracy or completeness of this overview, and shall have no liability for any statements (expressed or implied) contained in, or for any omissions from, this overview or any other written or oral communications transmitted to you in the course of your evaluation of this overview. The Company has filed a Form 10 with the SEC in connection with its proposed spin-off from Demand Media. You may access the Form 10 and other documents we file with the SEC for free by visiting EDGAR on the SEC website at www.sec.gov. The information contained in this presentation is qualified in its entirety by reference to such documents. 2

  3. INTRODUCTION TARYN NAIDU CEO TRACY KNOX CFO 3

  4. OVERVIEW OF RIGHTSIDE SPIN-OFF o Rightside Group, Ltd . (“Rightside” or the “Company”) currently conducts its business operations as a wholly owned subsidiary of Demand Media o Demand Media has announced the planned spin-off of Rightside as a separate public company o The spin-off is currently expected to be completed on August 1, 2014 o The stock is expected to be in the when-issued market on or shortly prior to the record date for the distribution o After the spin-off, Rightside will operate as an independent, publicly traded company 4

  5. SPIN-OFF RATIONALE o Capitalize on unique positioning as the only major pure play domain name services company with registrar and registry businesses, each at scale o Provide a clearer story for investors looking to invest in internet subscription services o Allow for management to focus exclusively on domain name services goals and objectives, which requires a tailored strategy given the different growth cycle of the gTLD opportunity o Facilitate acquisitions / business development deals using dedicated resources and capital allocation – in line with business / financial needs 5

  6. RIGHTSIDE OVERVIEW

  7. UNIQUE END-TO-END, VERTICALLY INTEGRATED REGISTRAR-REGISTRY PLATFORM OPERATING AT SCALE 3rd-Party Registry O&O Registry  REGISTRY + (SUPPLY) END-TO-END DOMAIN SERVICES  O&O Retail Registrar O&O Wholesale Registrar 3rd-Party Registrar REGISTRAR (DISTRIBUTION) Through Resellers Consumers » » COMPLEMENTARY In-House Brokerage Team Website Builder Tools  PRODUCTS & » » Auction Services Email Hosting PREMIUM DOMAIN » » Third-Party Distribution Channels Website Security Services SERVICES 7

  8. RIGHTSIDE BUSINESS OVERVIEW Rightside’s comprehensive domain name services platform touches the entire life cycle of a domain name o Leading provider of domain name services >20 THOUSAND // active resellers ⟫ Largest wholesale Internet domain name registrar >250 THOUSAND // customers ⟫ Second largest registrar overall >16 MILLION // domain names under management o Major player in the historic expansion of general Top Level Domains (gTLDs) with 30 gTLDs in the current portfolio and >2.5 MILLION // retail domain names registered an interest in 67 additional gTLD applications o Unique end-to-end, vertically integrated registrar-registry platform operating at scale LARGE CUSTOMER BASE Number of Domains Under Management (Millions) o Recurring revenue financial model o Opportunity for strong margin expansion as Registry 15.2 14.8 13.6 12.3 business continues to scale 10.6 o Experienced management team with long history in the domain name industry 2010 2011 2012 2013 Q1 2014 8

  9. LARGE PORTFOLIO OF OWNED AND OPERATED (O&O) gTLDs Professional Small Business Vertical Pay Per Click Biz. Horizontal Horizontal Consumer .Degree .Attorney .Mortgage .Lawyer .Engineer .Haus .Rehab .RIP .Dentist .Gives .Kaufen .Market .Airforce .Army .Navy .Software .Vet EXPECTED Over 40 ACTIVE 61 6 APPLICATIONS O&O In partnership TO BE Standalone gTLDs with Donuts RESOLVED 9

  10. THE NEW gTLD PROGRAM PRESENTS NEW OPPORTUNITIES FOR REGISTRY OPERATORS Legacy gTLDs (e.g., .COM) New gTLDs (e.g., .NINJA)  Owned Distribution   Third Party Distribution  Ability to Variably Price Domains (Premium Priced)  Contractual Pricing Flexibility  gTLD Portfolio Diversification 10

  11. STRONG EARLY ADOPTION VALIDATING THE NEW gTLD OPPORTUNITY EARLY GA PERFORMANCE TRENDS ARE STRONG .NINJA NEW gTLD PROGRAM STATS SUNRISE » » » 255 gTLDs launched into Sunrise and / or GA Over 1.5 million registrations since first GA launch Launch Date: 2/19/2014 » » Over 150 registrars selling new gTLDs Estimated revenue of over $60 million to date » Domains Reg.: 68 (Thousands) 1,600 LANDRUSH / EAP 1,400 » Launch Date: 4/30/2014 1,200 » Domains Reg.: 198 1,000 800 600 GENERAL AVAILABILITY (GA) » 400 Launch Date: 5/28/2014 » 200 Days in GA (1) : 44 » 0 Domains Reg. To Date: 11,856 2/7 2/21 3/7 3/21 4/4 4/18 5/2 5/16 5/30 6/13 6/27 7/11 Registrations to Date Weekly Registrations Source: nTLDstats.com (1) As of 7/11/14. 11

  12. RIGHTSIDE IS UNIQUELY POSITIONED TO CAPITALIZE ON THE NEW gTLD PROGRAM Potential to be the only major domain name services company with both registrar and registry businesses each at scale REGISTRAR REGISTRY 12

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