Industry outlook A perfect storm continued Our market $231bn 23.2% Data analytics market - $231bn in 2021, Virtual events market size was $114bn in 2021 forecast to reach $550bn in 2028 (13.2% and is predicted to grow to $505bn in 2028 1 2 CAGR) (CAGR 23.7%) 35% 16.9% 11.2m AR/VR headsets shipped in 2021 with Global marketing technology software market 92% YOY growth. Annual shipments will reach size of $56.5bn with an 8-year projected CAGR 50m in 2026 with 35% CAGR3 of 16.9%4 $6.8trn $1trn Digital transformation: 65% of the world’s GDP The market opportunity for bringing the set to be digitalized by 2022 and direct digital Metaverse to life may be worth over $1 trillion transformation (DX) investments to total $6.8 in annual revenue6 trillion between 2020 and 20235 $113.4bn 62% World’s 25 biggest agency companies had Digital advertising spend takes a 62% share 7 8 combined revenues of $113.4bn in 2020 in 2021, worth $432bn and growing at 29% 27.6% Global ecommerce sales rose 16.8% to 9 $4.92trn in 2021 Sources: 1. Big Data Analytics Report, Fortune Business Insights, 5. IDC FutureScape: Worldwide IT Industry 2021 Predictions Dec 2021 6. The Metaverse, Grayscale Research, Nov 2021 2. GrandView Research, Virtual Events Market Size 2021, 7. AdAge, Mar 2021 8 Jul 2021 8. MoffettNathanson Advertising Spend Model, Mar 2022 3. IDC AR/VR Headset Tracker, Mar 2022 9. eMarketer Global eCommerce Update, Jan 21 4. GrandView Research, Digital Marketing Software Market Size 2021, 8 Jul 2021 42 S4Capital Annual Report and Accounts 2021