June 2004 PresentationJune 2004 Presentation

AgendaAgenda

Current Recruitment Market

CareerBuilder’s Strategy and Results

Market Share Overview

-400

-300

-200

-100

0

100

200

300

400

Jan Mar May July Sept Nov Jan Mar May

Source: Bureau of Labor Statistics

Job Creation Has Returned!Job Creation Has Returned!

2003

2004

Where The Growth Is -- By Industry Where The Growth Is -- By Industry

Increase in jobs: – Professional and business services– Healthcare – Hospitality – Construction– Manufacturing

Recovering Internet Help-wanted Market Recovering Internet Help-wanted Market

$1,165

$1,013

$782

$1,016

$839

$881

$0

$200

$400

$600

$800

$1,000

$1,200

$1,400

2000 2001 2002 2003 (E) 2004 (E) 2005 (E)

Source: Morgan Stanley Research -- 2003

$ M

il lio

ns

$ B

illio

ns

2004 CareerBuilder Strategy2004 CareerBuilder Strategy

Significantly improve CareerBuilder’s job seeker market share

Outsell the competition building revenue market share through effective distribution

Job Seeker Strategy Job Seeker Strategy Distributed Search

Poised, qualified job seekers Application centric audience

Interested in confidentiality

CB Network Partnerships – Opening Over CB Network Partnerships – Opening Over 400 Doors400 Doors

130 Newspapers Verticals

– 40 Healthcare sites

– 12 Sales sites

– 12 Retail sites

– 5 Hospitality sites

– 11 Staffing/hr sites

27 Diversity partners 66 City/region specific sites 30 Broad appeal sites 23 Job Type specific sites 49 Misc. sites

Effective Print Creative and TV Ad Effective Print Creative and TV Ad CampaignCampaign

• in-kind advertising from owners

• national television advertising including the Super Bowl and Academy Awards • building brand awareness for job seekers and corporate recruiters

CareerBuilder -- The Traffic Leader CareerBuilder -- The Traffic Leader

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

20,000

Un

du

plic

ate

d U

niq

ue

Vis

ito

rs

Monster

CareerBuilder

Source: Media Metrix unduplicated traffic Monster includes: Monster.com, AOL Careers (thru Nov), MSN Careers (thru Dec), Jobs.com, FlipDog, and NewJobs.com CareerBuilder includes: CareerBuilder.com Network, AOL Careers (starting Dec), MSN Careers (starting Jan)

CareerBuilder Sales StrategyCareerBuilder Sales Strategy

Continue to grow market share with over 1,400 sales reps selling CareerBuilder services in the local markets.

Focus telemarketing efforts on selling our service to small and medium enterprises.

Pursue national deals with major accounts via CareerBuilder direct sales force.

Rapid CB Sales GrowthRapid CB Sales Growth

Fortune 1000 Companies

Small & Medium Sized Businesses

111 Outside Sales Reps

June 2003 June 2004

1,068 Inside Sales Reps(68 CB reps,

1,000 NP reps)

1,264 Inside Sales Reps(264 CB reps,

1,000 NP reps)

157 Outside Sales Reps

CB is still the undisputed leader in job CB is still the undisputed leader in job postingspostings

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000D

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CB

Monster

Source: Corzen Data

Over 1.1 mil jobs on CB in May

Newspapers Increase Sales of 30-day Online Newspapers Increase Sales of 30-day Online Ads Ads

0

10,000

20,000

30,000

40,000

50,000

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Oct ’023,140

May ‘0453,031

3,826

4,711

4,156

1,661

4,765

2,921

1,867

1,462

5,641

3,423

960

251

845781517

1,194

1,6921,462

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sCB Has Most Local Job ListingsCB Has Most Local Job Listings

CareerBuilder

Monster

Source: CareerBuilder.com Analysis, June 2004, jobs on site posted/updated in 7 day time period.

31,010 jobs

11,125 jobs

Analyst Survey shows CB with 65% Analyst Survey shows CB with 65% more Jobs from top 100 employersmore Jobs from top 100 employers

Source: Deutsche Bank Securities analysis, June 2004.

CB 2003-04 RevenueCB 2003-04 Revenue

$34$37

$43$45

$57

$0

$10

$20

$30

$40

$50

$60

(mill

ion

s)

Q1 '03 Q2 '03 Q3 '03 Q4 '03 Q1 '04

CB Revenue Growth Significantly Outpacing CB Revenue Growth Significantly Outpacing MonsterMonster

Year-Over-Year % Increase In Revenue

66%

18%

0%

20%

40%

60%

80%

100%

Q1'03 vs Q1'04

CB

MNST

CareerBuilder Direct Sales Force Increases CareerBuilder Direct Sales Force Increases Revenue Revenue

3.2%

12.2%

14.3% 14.0%

21.0%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

Q1 '03 Q2 '03 Q3 '03 Q4 '03 Q1 '04

Sequential Quarterly Revenue

CareerBuilder Gaining Market ShareCareerBuilder Gaining Market Share

Source: Deutsche Bank Securities analysis, June 2004.

2004 CareerBuilder Strategy2004 CareerBuilder Strategy

Significant increase in quality job seekers in 2004

Effective sales distribution and revenue growth

Market share increases for CB