PreciselyTrakingMulti-Screen Media

David ChemerowCOO/CFO

June 2012

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Safe Harbor Statement

To expand our leadership role as the leading provider of consumer entertainment behavior information databases across all digital media distribution platforms including Box Office, Home Video, Television, Mobile & Broadband using Rentrak’s proprietary intelligence and technology.

…We are the census-based currencies

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Our Mission

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The Largest Multi-Screen Coverage

REQUIRES:

• Advertising to become more targeted

• Better measurement as traditional samples become less relevant

• Convergence of mass marketing and direct marketing disciplines

• Merging of customer segmentation and consumer databases

• Databases are the solution

All play to Rentrak’s strengths…We are the Census-Based Currency

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Media Fragmentation

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• The only company measuring box office gross revenues worldwide. . .census-based

• In 26 territories with offices in 10 countries

• Focused now on growth opportunities:• Add new global territories, including China

• Measure admissions in the US

• Develop consumer sentiment product for real-time consumer feedback

• How many attend. . .How much they spend. . What they think

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Box Office

• Rentrak is the only company measuring VOD

• Measuring 102 million+ TVs daily. . .Census-Based

• Growth from expansion of client base and volume-based pricing

• New initiatives:

• Advertiser/Ad Agency Transparency

• Providing advanced advertising and measurement of On Demand content Everywhere

• International

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On Demand Everywhere

• Rentrak is only company to integrate satellite, Telco TV and cable viewing information projected to the viewing population:• 20 million TVs• All 210 TV local markets & nationally

• Census-based currency receiving 90% of the return path TVs

• Focus on syndicated, recurring research

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TV Essentials

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13,000974

Advanced Demographics, Consumers Rating & Census-based Research

Age/Sex Ratings &Sample-based Research

Stability: All Households

Note: Based on Rentrak sample of 7.7MM HH vs. Nielsen 20K HH

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RATINGS BOUNCE

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Power of Census-Like Measurement

Source: CNBC presentation at the Collaborative Alliance, October 5, 2011

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INDUSTRY SPECIFIC ADVERTISING TARGETS:

Automotive • Movie • Political • CPG • RetailFinancial • Insurance • Telecom • Travel • Restaurant

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TV Currency Landscape

• Quantity of Data: Requires the ability to process and aggregate an enormous amount of data with sound business rules

• Need the Research Knowledge of how to Project to the TV Universe

• Technological Ability: Ability to capture, clean, process, deliver data and analyze multiple analytics with sound business rules

• Privacy: Experience with the highest level of respect for the privacy of the American consumer

• Data Standardization: Data from operators is complex and has thousands of standards today

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Competitive Barriers

• All 2,000 stations in country benefit from improved stability and targeting capabilities

• Stations within 150 diary markets (#60–210) receive daily ratings, rather than current 4 days/yr by sample currency

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Local Stations

Local Market Clients180 stations; 40 station groups; 85 markets

412 more stations owned by these groups have not yet signed with Rentrak

1 Station

6 Stations

2 Stations

2 Stations

4 Stations

Ft. Myers Broadcasting1 Station

13 Stations

4 Stations

2 Stations

Holston Valley Broadcasting

7 Stations

2 Stations

3 Stations

Jackson Broadcasting

1 Station

Koplar Communications1 Station

1 Station

2 Stations

3 Stations

5 Stations

13 Stations

3 Stations

2 Stations

5 StationsMorris Network

Neuhoff Family1 Station

6 Stations

3 Stations

Peak Media of PA2 Stations

6 Stations

Prime Cities Broadcasting2 Stations

24 Stations

12 Stations

1 Station

29 Stations

Sun Broadcasting1 Station

2 Stations

3 Stations

1 Station

WPSD, LLC2 Stations

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Stations Signed and Stations Available in Current Groups

• 180 local station clients (up from 0 at 12/31/09)

• Progress accelerating: Signed over 100 stations in last 9 months

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Substantial Progress Signing Local Stations

• Current groups own 30% of the 2,000 available stations – own 412 stations not yet signed by us

• Signed 4.5 new groups per quarter over last year

• Sold more stations into 50% of all groups sold over 1 year ago

• 84% of stations we’ve sold are in top 50 groups

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Progress Signing Local Station Groups

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National Media Agency Clients8 of the Top 15 National Ad Agencies

National Television Clients

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45 networks; 27 network groups

• 45 current network clients

• 25% in top 100 networks

• Of 500 TV networks, 400 are too small for Nielsen ratings (Highly Targeted Networks)

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Networks

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Rentrak Potential RevenueFrom TV Stations/Networks

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Potential

Local Stations 2,000

TV Networks 500

Total 2,500

Assume Sell 80% in 5 years 2,000

Average, Annual Contract Value $ 150,000

Annual Revenue $ 300M

MAKE MORE CONSERVATIVE ASSUMPTION:

Reduce Revenue by 50% $ 150M

Gross Margin $ 75M

Less: Selling, Servicing Costs (10% of Revenue) $ 15M

Pre-Tax $ 60M

After Tax $ 40M

Free Cash Flow/Share ~ $ 4.00

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• PPT was the start of Rentrak – providing revenue sharing services to video retailers and studio clients since 1988

• Strong cash flow generator: Over $5M annually – funding growth of the AMI Division

• Moving towards more information products:

• Direct Revenue Share – 10+% of Home Entertainment revenues

• High margin, growth product

Home Entertainment Division

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Financial Profile• $28 million in cash & short term investments

• No debt

• Our Home Entertainment products typically supply $5 million annually in free cash flow

• Fully funded business plan with only maintenance capital expenditures required

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F’12

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12% with some year-to-year variability

20%

Double for the next 3 years

–8 to –12% with expected volatility for quality of titles; -15% in F’13

75%

27%

50% with variation for fixed cost deals

Updated Financial Metrics

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• Extrapolate advice over 5 years; show what Rentrak can look like

• NOT our forecast … but reasonable projection

Extrapolation of Metrics

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$ 21

11

9

$ 41

50

$ 91

$ 24

13

18

55

42

$ 97

34%

7%

$ 26

16

37

79

38

$ 117

43%

20%

$ 30

19

74

122

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$ 157

55%

34%

$ 33

23

129

185

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$ 216

51%

38%

$ 37

28

225

290

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$ 318

57%

47%

12%

20%

100% / 75%

-15%/-10%

43%

22%

• Expect TV to double for next 3+ years; then perhaps 75%

• Expect Home Entertainment to decline 15% in F’13, then -10%

* These sample extrapolations are not projections, are based on assumptions and are subject to various risks, uncertainties and changes in circumstances. Rentrak’s actual results may vary materially from these extrapolations, particularly in later periods.

Modeled Revenues*

19%

-6%

• CEO and COO/CFO• Took major reduction in cash comp to a small base to receive

option/RSU packages

• . . .Livek currently owns about 123,000 shares, he spent $750,000 of his own capital purchasing 48,000 shares

• . . .Chemerow currently owns about 55,000 shares, he spent $215,000 of his own capital purchasing 13,000 shares

• Next 4 senior officers took 10-50% salary reductions for equity or enhanced bonus plans

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Compensation Philosophy:Align Interests with Shareholders

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• Rentrak has a strong core business with high barriers to entry

• Advertisers want to plan and buy TV better using their Advanced Demographics

• TV Stations and TV Networks want a census-based currency in a world where we use a basket of currencies

• ONLY Rentrak has the years of experience and systems to capitalize on this large market

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Summary

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