-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, SegnvYh1BAdfzWX50G7g93bL6JROYetTVeGkVc00Rulxgz5tksqOYWfAJXOiL3MW Lv+YUuFJFD5RPLBamEBkkQ== /in/edgar/work/20000906/0001032210-00-001828/0001032210-00-001828.txt : 20000922 0001032210-00-001828.hdr.sgml : 20000922 ACCESSION NUMBER: 0001032210-00-001828 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20000906 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RENTRAK CORP CENTRAL INDEX KEY: 0000800458 STANDARD INDUSTRIAL CLASSIFICATION: [7822 ] IRS NUMBER: 930780536 STATE OF INCORPORATION: OR FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: SEC FILE NUMBER: 000-15159 FILM NUMBER: 717388 BUSINESS ADDRESS: STREET 1: ONE AIRPORT CTR STREET 2: 7700 N E AMBASSADOR PL CITY: PORTLAND STATE: OR ZIP: 97220 BUSINESS PHONE: 5032847581 MAIL ADDRESS: STREET 1: 7227 NE 55TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97218 FORMER COMPANY: FORMER CONFORMED NAME: NATIONAL VIDEO INC DATE OF NAME CHANGE: 19881004 DEFA14A 1 0001.txt DEFINITIVE ADDITIONAL MATERIALS UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant [X] Filed by a Party other than the Registrant [_] Check the appropriate box: [_] Preliminary Proxy Statement [_] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [_] Definitive Proxy Statement [X] Definitive Additional Materials [_] Soliciting Material Under Rule 14a-12 RENTRAK CORPORATION - -------------------------------------------------------------------------------- (Name of Registrant as Specified in Its Charter) - -------------------------------------------------------------------------------- (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required [_] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. (1) Title of each class of securities to which transaction applies: (2) Aggregate number of securities to which transaction applies: (3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined): (4) Proposed maximum aggregate value of transaction: (5) Total fee paid: [_] Fee paid previously with preliminary materials. [_] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registrant statement number, or the Form or Schedule and the date of its filing. (1) Amount Previously Paid: (2) Form, Schedule or Registration Statement No.: (3) Filing Party: (4) Date Filed: Notes: Set forth below is the text of the slides used by management during presentations in connection with Rentrak Corporation's solicitation of proxies for its annual meeting of shareholders. SLIDE 1 Rentrak(R) The people behind PPT.(SM) SLIDE 2 Agenda . Core Competencies . Business Models . Growth Strategies . Financials . Proxy Contest SLIDE 3 Core Competencies . Creative Technology Applications . Transaction Processing . Fulfillment . Entertainment Industry Relationships SLIDE 4 Business Models . Pay-Per-Transaction (PPT) . 3PF.COM . Blowout Video . Web-site Services SLIDE 5 Income Generated Per Cassette Rentrak Corporation Handling Fees/Transaction Fees [Circular diagram describes the economics of pay-per-transaction. The text is as follows: $4.00/Cassette Duplicated for Studio; $6.00/Leased to Rentrak; $8.30/Leased to Retailer; $2.50/Rented to Consumer; $1.25/Share Paid Per Transaction to Rentrak; $1.00/Share Returned to Studio Per Transaction.] Income Generated Per Cassette Traditional Distribution [Linear diagram describes the economics of traditional distribution. The text of the diagram is as follows: $4.00/Cassette Duplicated for Studio; $64.00/Sold To Distributor by Studio; $70.00/Sold to Retailer By Distributor; $2.50/Rented To Consumer.] SLIDE 6 PPT Network Video Retailer Video Retailer Video Retailer Register Register Register Rentrak Corporation Headquarters Computer Financial Payment Data to Analysis and Data VSDA and to Retailer to Studios Media Outlets Video Rental and Sales Data Captured Daily SLIDE 7 Retailer Participation Rentrak Home Entertainment (North America/Fiscal year-end 3/31) [Bar graph depicts the number of retailers participating in the PPT system as of March 31, 1989, 1991, 1993, 1995, 1997, 1998, 1999, and 2000, and includes an estimate as of March 31, 2001. 1989 250 1998 9,898 1991 1,805 1999 10,200 1993 2,737 2000 10,500 1995 3,614 2001 (est.) 11,700 1997 5,491] SLIDE 8 Rentrak's Top Participating Studios [Slide depicts the logos of Buena Vista Home Video, MGM Home Entertainment, Dreamworks, 20/th/ Century Fox Home Entertainment, Paramount, Touchstone Home Video, Hollywood Pictures Home Video, Orion Home Video, Studio S Home Entertainment, Fox Lorber Home Video, MCA Universal Home Video, Triboro Entertainment Group, Full Moon Entertainment, A- Pix Entertainment, Miramax Home Entertainment, and Vidmark Entertainment.] SLIDE 9 [Slide depicts a computer screen with a sample report generated by Fastrak, a Rentrak product. The report provides inventory, rental data, and revenues for several movie titles.] SLIDE 10 [3PF Logo] . Order Processing . Inventory Management . Fulfillment . "Essentials" Online Software SLIDE 11 [Slide depicts a computer screen with four tiled windows. The front window is a sample report generated by 3PF software describing the geographical distribution of a customer's product shipments. SLIDE 12 [Slide depicts a computer screen with a sample web page from Blowout Video, a subsidiary of Rentrak. The screen lists four cassettes with special pricing, four new DVD titles available for purchase, and four new VHS titles available for purchase.] SLIDE 13 [Slide depicts a computer screen with the home web page from Formovies.com, a web site hosted by Rentrak for the benefit of its video store customers.] SLIDE 14 [Slide depicts a computer screen with a sample web page from Formovies.com, showing search results for the term "Braveheart." The search results identify the movies titles and various available formats for each movie.] SLIDE 15 [Slide depicts a computer screen with a sample web page from Formovies.com, showing information regarding the movie "Braveheart." SLIDE 16 [Slide depicts a computer screen with a sample web page from Formovies.com, identifying video stores within a particular area that carry the movie "Braveheart."] SLIDE 17 Growth Strategies - PPT Market Potential . Add Studios . Expand Output Agreements . Increase Processing Business . Emphasize DVDs and Games . Add Retail Outlets SLIDE 18 Growth Strategies - 3PF Market Potential . Expand Distribution Capacity . Add New Clients . Market Systems Software SLIDE 19 Strategies - Blowout and Formovies . Sell Blowout . Sell Formovies . License Formovies Internet Technology SLIDE 20 Financials . Revenues . Margins . Earnings . Return on Investment . Stock Value SLIDE 21 Dissident Shareowner Allegations . Stock Performance . Retailer Loan Program . Executive Loan Program . 3PF Spin-off . Board of Directors SLIDE 22 Change of Control Costs . Rentrak Proxy Costs . Dissident Proxy Costs . Other Immediate Costs SLIDE 23 Change of Control Risks . Rentrak Japan IPO . Rentrak Japan Royalty . Studios . 3PF Clients SLIDE 24 Rentrak(R) The people behind PPT.(SM) -----END PRIVACY-ENHANCED MESSAGE-----