Investor Presentation February 2017 - Recruit Holdings · Investor Presentation February 2017. Hisayuki Idekoba CEO, Indeed Inc. 2. Photo credit: ncellina 3. Job seekers ... Technology

Investor PresentationFebruary 2017

Hisayuki IdekobaCEO, Indeed Inc.

2

Photo credit: ncellina3

Job seekers

Employer websites

JobBoards

Small and Medium

businesses

Staffing Agencies

4

Job Aggregation: “one search, all jobs”

5

Job seekers trust Indeed to find the most relevant jobs for them

Job seekers

User activity

Relevancy

Get hired

6

More people find jobs on Indeed than anywhere else

50M

100M

150M

200M

02009 2010 2011 2012 2013 2014 2015 2016

200M

Indeed monthly unique visitors (1)

15M

(1) Unique Visitors is the number of visitors per month excluding duplicate users in the counted period. Numbers listed represent peak calendar-month periods in each year. Source: Google Analytics 7

# of unique visitors

45

South Africa

Canada

Mexico

US

UK

Italy

Germany

France

Japan

#2

#1

#1

#1

#1

#1

India #2

Switzerland#1

Netherlands

Australia#2

For US, UK, CA, DE:Source: comScore Multi-PlatformUnique Visitors, November 2016

For all other countries:Source: comScore Unique Visitors,November 2016

Indeed is the leader in key markets around the world

8

Belgium#1

#1

#1

#1

#1

Technology is changing

how people find jobs

~100M+ downloads (1)

#1 mobile job search app

in 30+ countries (2)

(1) Indeed data, Jan 2017(2) Source: Business category, SimilarWeb, January 2017 9

More people want to be found onlineIndeed Resume(1) growth

20M

40M

60M

80M

02012 2013 2014 2015 2016

~80M

(1) Total number of searchable resumes on Indeed. Source: Indeed data, Dec 201610

# of resumes

Source: Indeed data

People want to share their experiences with employers13 million reviews written

11

2M

4M

6M

14M

02011 2012

12M

10M

8M

2014 2015 2016

# of employer reviews

2013

13M

#1job site worldwide (1)

200 millionunique visitors per month (2)

Ranked #1in 11 countries (3)

80 millionresumes (4)

#1external source of hires (5)

~100 million+app downloads (4)

#1job search application(6)

13 millionemployer reviews (4)

60 countries,

28 languages (4)

Indeed is the leading job site globally

(1) comScore, Unique Visitors, Sept 2016; (2) Google Analytics, Unique Visitors, Sept 2016; (3) comScore, Unique Visitors, Nov 2016

(4) Indeed data Jan 2017; (5) Silkroad; (6) Business category, SimilarWeb12

Sponsored Jobs General search results

Pay for results

13

Revenue growth

$400M

$500M

$600M

$700M

$0

FY2011 FY2012 FY2013 FY2014 FY2015

$683M

$300M

$200M

$100M

$434M

$156M

$253M

$87M

Revenue CAGR: +67%

Revenue

Note: Differences in consolidation methodologies result in nominal differences between Indeed’s indicated revenue and the reported Overseas

Recruiting Operations revenue in the HR segment of Recruit Holdings Co., Ltd. consolidated results.14

5 software engineer

positions filled in first

3 months using

sponsored jobs on Indeed

$245 CPH

on Indeed compared to

$2,000 on traditional

job boards

74% lower CPH

Lowest cost-per-hire

than the company

average

938% increase

in click-through rates to

jobs after sponsoring

Why employers love Indeed

15CPH: cost per hire

External

Online Hires(1) 58%

42%all others

Success is measured in hires

Competitors: CareerBuilder, Unspecified Job Board, Craigslist, LinkedIn, Monster, Glassdoor, SimplyHired, Seek. (1) Source: SilkRoad 2016 16

Q3 2016 highlights

• Revenue +62% year over year

• New client acquisition and increased Non US revenue

• Growth in sales headcount

Third quarter 2016 financial performance

$300M

$200M

$100M

$50M

$0Q3 2015 Q3 2016

$150M

$250M

$298M

$183M

+62%

Revenue

Note: Differences in consolidation methodologies result in nominal differences between Indeed’s indicated revenue and the reported Overseas

Recruiting Operations revenue in the HR segment of Recruit Holdings Co., Ltd. consolidated results.17

Nine month 2016 financial performance

$800M

$600M

$400M

$200M

$0

9M 2015

$484M

9M 2016

Revenue

+64%

$795M

Note: Differences in consolidation methodologies result in nominal differences between Indeed’s indicated revenue and the reported Overseas

Recruiting Operations revenue in the HR segment of Recruit Holdings Co., Ltd. consolidated results.18

45

New York

Stamford

Toronto

São Paulo

Austin (2)

Seattle

San Mateo

San Francisco

Dublin

London Amsterdam

Dusseldorf

Paris

Hyderabad

Bangalore

Singapore

Sydney

Tokyo (2)

New Delhi

Global reach21 offices, 4,000+ employees

19Source: Indeed data, Dec 2016

20