April 2004 Presentation

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April 2004 Presentation
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Agenda

• Current recruitment market
• CareerBuilders strategy and results
• Market share Overview

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Job Creation Has Returned
2003
2004
Source Bureau of Labor Statistics
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Where the growth is -- by industry

• Increase in jobs
• Service industry
• Professional and business services
• Hospitality
• Healthcare

• Decreased in jobs
• Manufacturing
• Financial services
• Air transportation

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Recovering Internet help wanted market
Billions
Millions
Source Morgan Stanley Research
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2004 CareerBuilder Strategy

• Significantly improve CareerBuilders job seeker
  market share
• Outsell the competition building market share
  through effective distribution

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Old Model Mainstream Model

• Resume centric audience
• Perpetual, unqualified job seekers
• Objective hires
• Leaves personal information

• Exact Job Search Engine
• Poised, qualified job seekers
• Application centric audience
• Interested in confidentiality

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CB Network Opening Over 300 Doors

• Newspapers (125)
• Verticals
• healthcare (34)
• sales (12)
• retail (12)
• hospitality (7)
• staffing/hr (11)
• other (34)

• Diversity partners (20)
• City/region specific (60)
• Broad appeal (30)

CB goal Partnerships with over 100 new sites in
2004
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(No Transcript)
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Unique Visitor Year Over Year Stats
CareerBuilder Gaining Traffic and Monster Losing
Traffic

• 2004 Monster numbers exclude non-careers traffic
  (FastWeb, Military Adv, MonsterMoving, OPM, Y2M)
• Source Media Metrix unduplicated traffic

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CareerBuilder sales strategy

• Continue to grow market share with over 1,000
  sales reps selling CareerBuilder services.
• Focus telemarketing efforts on combined print
  online product to small and medium enterprises.
• Pursue national deals with major accounts via
  CareerBuilder direct sales force.

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CB Sales organized to maximize reach grown sales
force by 62
March 2003
March 2004
162 Outside Sales Reps
158 Outside Sales Reps
Fortune 1000 Companies
1,000 Newspaper Sales Reps
216 Inside Sales Reps
76 Inside Sales Reps
Small Medium Sized Businesses
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CB is still the undisputed leader in job postings
Almost 900k jobs on CB in March
Source Corzen Data
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Newspapers increase sales of 30-day online ads
1426 increase of 30-day jobs in 1.5 years
Mar 04 47,904
Oct 02 3,140
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CB has most robust local job listings
200 more jobs available on CareerBuilder.com
than Monster.com



CareerBuilder
29,692 jobs
Monster
9,912 jobs
Source CareerBuilder.com Analysis, April 2004,
jobs on site posted/updated in 7 day time period.
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CB more hourly listings than Monster
CareerBuilder has 12 times more hourly jobs than
Monster
Source CareerBuilder Analysis, December 2003
April 2004.
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2003-04 Revenue
56
In Millions
45
43
37
34
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CB revenue growth significantly outpacing Monster
Sequential Quarterly Revenue
Q2 03
Q3 03
Q4 03
Q1 04
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CareerBuilder direct sales force increases
revenue
Sequential quarterly revenue
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Share of Online Market PlaceMonster vs.
CareerBuilder
Monster
CareerBuilder
Source Goldman Sachs Research estimates
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2004 CareerBuilder Strategy

• Mainstream model
• Significant increase in job seekers in 2004
• Effective sales distribution and revenue growth