Project Sam November 2012

Private & Confidential

Global Reach Multi-Screen Strategy

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30 different languages

Key Metrics Dailymotion.com reinvents the way to watch videos

The Homepage

Editorial: Daily curation of videos selected by the content teams

Social: integration of a social experience

Behavioral: recommendation based on past watched videos and subscription

A unique website all over the world: the product is the same, only content curation differs

Dailymotion is available in 34 localized versions and 30 different languages

Dailymotion contents are available on all screens

Dailymotion: The Pioneer in Online Video Streaming

Webapp

12,6 million IPTV subscribers in

France can access to Dailymotion on TV

Dailymotion app to

be pre-installed in 15

terminals

20 million unique visitors monthly on Dailymotion webapp

IPTV TV Game console

UNIQUE USERS

/ MONTH

CREATED IN

EMPLOYEES ANNUAL

T/OVER VIDEO VIEWS / MONTH

VIDEOS

UNIQUE VIEWERS /

MONTH

146

WEBSITE GLOBALLY

25M

2005

1.7Bn >€30M

Top 35

49%

193 M

90 M

“Dailymotion is really trying to distinguish itself from other video sites” Techcrunch, August 29th 2012

Note 1: Source ComScore. Note 2: Source Alexa. Note 3: Source Idate

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Fast Growing Online Video Platform With Strong International Footprint

The World’s #2 Online Video Platform Growing Well Ahead of Market

Double digit audience growth

Audience growth in H1 2012 vs. H1 2011

Double digit revenue growth

YoY revenue growth in H1 2012

ComScore Top Video Online Video Platforms – June 2012(1)

Dailymotion and YouTube are the only platforms to have a real international footprint(2)

• Outside of Top 100 overall world online properties

Note: audience ranking excluding local players (eg. Youku and Tudou), in million

10%

40% 65%

80% 85% Non domestic audience

Domestic audience

Share of domestic audience

+41.0%

+27.5%

Dailymotion Market

Video site

Monthly Unique Visitors

Video platform ranking

Overall ranking

Google Sites (incl. YouTube) 1,133 1 1 DAILYMOTION.COM 100 2 34 Vimeo 41 3 * NETFLIX.COM 34 4 * Metacafe 24 5 * Hulu 19 6 * VEOH.COM 10 7 *

+28.0% +30.0%

+39.0%

+4.8% +2.7% +6.2%

Unique browsers Visits Videos views

Dailymotion Market

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2008 2012E

Strong revenue growth track record since 2008

x3 >30

(1)

(3)

3

Broad Programming Strategy

A Selective Approach to Offer Premium Content and A Strong Relationship With Semi-Professional Content Creators

Selected premium content partners(1)

Dailymotion wants to control the supply chain in order to reduce the video content costs

Initiatives to encourage the creation of exclusive web originals (Dailymotion creative fund, launch of Dailymotion Studio)

Partner Video Views Are Booming (2)

From UGC to a Full Diversification of Video Formats

Official Content Motion Makers UGC

Catch up Live Web originals

Short Film Long Form

Aggregation Distribution Content Creator Monetization

1 2 3 4

Note 1: Partner encompasses “Official” editors and Motion Makers Note 2: Data for France only

19% 28% 32%

41% 49%

2008 2009 2010 2011 2012

Partner UGC

Share of partner(1) video views vs UGC

Amsterdam

London

Paris

Frankfort

New York

Current presence Metro ring International ring

Istanbul

Advanced Technology Platform

+500 servers

1.6 petabytes of storage

Traffic / bandwidth: 150 Gbps

– Internal CDN (80 Gbps)

– Edgecast CDN (70 Gbps)

Hosting Center in Paris

Local delivery video solution in NYC and Sunnyvale (California)

+190 Gbps content delivered at peak

2 hours of video uploaded every minutes in average

+70 000 video views per minutes

Redwood City

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Dailymotion has Developed a End-to-End Video Delivery Platform

Dailymotion has built its own CDN in order to control its quality of service

Robust and Adaptable Platform

Leverage Technology to Offer Best-in-Class B2B Solutions

Technology based on open source technologies

Pioneered the offering of High Definition

Early adopter of the IAB’s VAST standard

Embraced Facebook Open Graph right at launch

Deployed best-in-class copyright and fingerprinting solutions

Constantly innovates with the development of in-house technologies (eg. adaptive streaming)

Proven development and monitoring process

Storage and streaming solutions for professionals

Already 700 Dailymotion Cloud customers (distribution by Orange Business services)

Launch a fully customized end-to-end video solution

Dailymotion Cloud

Enabling TVOD and SVOD offerings on all devices)

Roll out from Q4 2012

Dailymotion and Orange have implemented a large range of initiatives generating additional revenues with a significant impact on the bottom line

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Multiple Areas of Cooperation Between Dailymotion and Orange

Mobile

Dailymotion app pre-installed by Orange in 15 mobile devices (Samsung, Sony, Alcatel, LG…)

Audience

Integration of Dailymotion players on Orange web portals (70m UV worldwide)

TV

Access to Orange IPTV customers

Advertising

Orange exclusive adsales representatives in France (mobile only), the UK, Spain, Poland and Latam

Content

Access to exclusive content (live concerts, sport)

Dailymotion Cloud

Distribution of Dailymotion Cloud by Orange Business Services

Dailymotion Services

Development of a fully customized end to end video solution for Orange in some geographies

Japan

Support of Orange Lab Tokyo to accelerate Dailymotion development in Japan

Leverage existing assets to conquer new markets

Strengthen positioning on Dailymotion through 6 differentiation levers

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Dailymotion Strategic Priorities Going Forward

• Further develop core business

• Move fast in premium VOD

• Go beyond the web

Provide the best video solution on mobile, tablet & connected devices (TV, OTT, STB)

Reinvent the VOD customer journey by leveraging our installed brand and audience, our technology platform and our experience in content acquisition

Reach 200 million unique viewers on Dailymotion.com, and an additional 100 million through distribution partners

Be a top 20 worldwide website

Become a leading global OTT player

Generate 100M€ revenues on our core advertising business complemented by ancillary activities (B2B and Open VoD) with a target EBITDA margin of more than 20%

Boost our audience, especially in North America and Asia

Take a share of the Premium market in selected markets

Diversification of sources of revenues

Revenue split in 2012 vs 2016

Product Content

IT

Distribution

Internationalization B2B

1

2

3

2012 2016

Premium (OpenVoD only)

Beyond the web

Core business

Dailymotion ambitions for 2016

History and Management

Cédric Tournay, CEO

Fabrice Cantou, CFO

Damien du Chéné, VP Strategy & Marketing

Martin Rogard, MD France & Premium

CEO of Dailymotion since 2009

Prior: co-Founder and CEO of Doctissimo (sold to Lagardère)

CFO of Dailymotion since 2007

Prior: Senior Finance Consultant at Accenture; Head of Finance Controlling at Orange Dominicana

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Managing Director of Dailymotion France since 2008 and head of

Premium division

Prior: Head of the multimedia unit of the French Ministry of Culture and Communication; Creative Director at Vibes

Strategy & Marketing Director at Dailymotion since 2011

Prior: Marketing Director at Orange Group

Dailymotion Management Team Key Development Milestones

2005

2006

2007

2008

2009

2010

2011

2012

Launch of Dailymotion.com

Cedric Tournay is recruited as the new CEO

Launch of the Official content program

Internationalization of Dailymotion (sales team hired in the US)

Dailymotion begins monetizing offsite inventory

Focus on international development Dailymotion becomes profitable

Focus on copyright issues

Instream monetization boom Orange acquires 49% of Dailymotion

Key Investment Highlights

The disruptive transition of viewership and advertising dollars from traditional to digital video is creating significant opportunities for market leaders like Dailymotion

– Online video has become mainstream all over the world with a c. 80% market penetration

– Audience is shifting from PC to multiple screens (smartphones, tablets, connected TV, gaming console)

– Global online video advertising market is expected to grow at a c. 30% CAGR until 2015(1)

Dailymotion is a leading online video operator with one of the largest worldwide audiences and reach, and is still growing fast

– 90 million unique visitors on Dailymotion’s website, reaching an audience of 182 million with external players (eg. Yahoo!, Orange)

– Dailymotion has passed an audience tipping point and represents the only credible alternative to YouTube

Best-in-class, scalable and flexible technical platform allowing versions to be easily rolled out in new languages, combined with the ability to deliver industry leading video advertising solutions through proprietary technology

A large and diversified content catalogue: integrated and broad global programming strategy connecting consumers with premium content from thousands of partners as well as semi-professional and user-generated contents

Rapidly scaling revenues and a relatively small structure, mainly consisting of fixed costs, are paving the way for a profitable business model

– Profitability reached in H1 2012 with a 41% YoY revenue growth

Opportunity to leverage existing technology and audience to roll out new revenue streams

– Accelerate the development of B2B revenues

– Launch relevant premium services for the Dailymotion’s community (eg. TVOD and SVOD)

Highly skilled management team with deep industry and platform development expertise, supported by Orange as a strong strategic shareholder

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2

3

4

5

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Note 1: Source Idate

Contacts and Disclaimer

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The Raine Group, LLC

Joe Ravitch Partner +1-212-603-5508 jravitch@raine.com

Ben Sternberg Executive Director +1-650-388-4208 bsternberg@raine.com

Messier Maris & Associés

Jean-Marie Messier Partner +33 1 53 05 91 50 jmm@messiermaris.com

Laurent Azout Executive Director +33 1 53 05 97 32 la@messiermaris.com

Disclaimer

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treated as strictly confidential and not be distributed, communicated, disseminated or otherwise made available to any other person than the intended

recipient. Neither Messier Maris & Associés and Raine, nor Dailymotion and Orange or any of their respective affiliates, officers, directors, employees or

external counsels and advisors accept any responsibility for, or make any representations or warranties, express or implied, as to the accuracy or

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circumstances be based solely on this Teaser.