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Articles in the Financial Results Category

Facebook, Financial Results, Mobile, Social »

[25 Apr 2014 | 2 Comments | ]

There’s been lots of action on the Facebook front over the past few weeks. Most recent of course is the company’s quarterly earnings. The big story there is the continued march of mobile, now up to 59 percent of its ad revenues (see our recent mobile forecast).
Where things get more interesting is Facebook’s plans to …

Coupons/Deals, E-Commerce, Financial Results, Mobile, Verticals »

[4 Apr 2014 | 3 Comments | ]

All eyes are on “local” this morning on Wall Street, with GrubHub‘s IPO off to a great start. The company has placed 7.4 million shares priced at $26, or $192.4 million. The shares closed at $34.
We’ve been watching GrubHub’s IPO with real interest. The Chicago-based online take out ordering company — which merged last August …

Financial Results, Online/Interactive, Yellow Pages »

[13 Mar 2014 | 2 Comments | ]

Dex Media plans to spend 2014 moving past the integration phase that occupied much of last year, and into an execution phase focused on dialing in the right digital product set for small-business advertisers. The result should be an improving trend on digital revenue, and possibly a more stable picture on the print side.
That’s what …

BIA/Kelsey SMB, Financial Results, Online/Interactive, SMBs, Social »

[6 Feb 2014 | No Comment | ]

“A core value for Twitter as a company is to reach every person on the planet. In 2014 we want to build a Twitter that is accessible to everyone,” says Dick Costolo, CEO of Twitter in yesterday’s Q4 earnings call. Twitter reports having has 241 million monthly active users worldwide, up 30% from last year, …

Facebook, Financial Results, Mobile, Online/Interactive »

[8 Nov 2013 | 3 Comments | ]

Online Property Penetration
BIA/Kelsey data shows small-businesses are fully embracing Facebook as a media channel. Facebook executives made it clear on the company’s recent earnings call that they see SMBs ultimately driving big revenues for the social media giant.
BIA/Kelsey’s LCM Wave 17 data shows that 54.5% of SMBs are utilizing Facebook page for online marketing. Another …

Ad Sales, Financial Results »

[5 Nov 2013 | No Comment | ]

We’re watching ReachLocal  closely, and note some changes at the company. Reach has been pushing the envelope as it transitions from a company that is largely dependent on reselling search and display to one that has a deeper relationship with SMBs via a wide range of platform services – and a direct relationship with consumers …

Financial Results, Online/Interactive, Yellow Pages »

[17 Oct 2013 | No Comment | ]

Hibu will go through a leadership shake up early next year, an aftermath of the recent takeover of the company by lenders.
Today we learned that Hibu Chairman Bob Wigley will leave the board, to be replace by Alfred Mockett, who recently left as CEO of Dex One following that company’s merger with Super Media. Hibu …

Financial Results, Online/Interactive, Yellow Pages »

[18 Mar 2013 | One Comment | ]

Dex One and SuperMedia have each entered Chapter 11 bankruptcy as part of a pre-packaged deal as the two companies moved toward merging by mid 2013. The prepackaged route was necessary because the companies were not able to convince all of the senior debt holders to go along with the credit amendments necessary for the …

Financial Results, Online/Interactive, Yellow Pages »

[13 Mar 2013 | 20 Comments | ]

The London Evening Standard is reporting that an attempt to engineer a buyout of Hibu’s U.S. operation (Yellowbook) is behind the recent dismissal of two senior Hibu U.S. executives.
In an internal memo last week, Hibu CEO Mike Pocock announced the termination of Yellowbook President Jim McCusker and Chief Publishing Officer Mark Cairns, citing conduct “that …

Financial Results, Online/Interactive, Yellow Pages »

[7 Feb 2013 | No Comment | ]

Two global directory companies at different stages of transformation reported their 2012 earnings this week. Eniro and Yellow Media both reported deep print declines, as well as progress in repairing balance sheets burdened by debt. Mobile development was a high point for both companies with strong customer and usage growth. Both companies similarly experienced their …

Financial Results, Online/Interactive, Yellow Pages »

[5 Feb 2013 | No Comment | ]

Seat Pagine Gialle, Italy’s leading directory publisher, has announced it is insolvent and unable to meet its debt obligations. Specifically, the company was not able to meet its 2013 debt obligations totaling 200 million euros.
Seat will now seek protections from Italian courts while it tries to restructure its debt. The company went through a debt …

Financial Results, Online/Interactive, Yellow Pages »

[25 Oct 2012 | 2 Comments | ]

On today’s Q3 earnings call, DexOne CEO Alfred Mockett made it clear that bundles are central to Dex’s hopes of arresting its revenue declines.
The company grew its digital bookings by 26 percent in Q3 and expects to end 2012 with a 30 percent increased in online bookings, a feat that Mockett attributes to bundles.
The company …

Display Advertising, Facebook, Financial Results, Mobile, Online/Interactive, Social »

[27 Jul 2012 | 5 Comments | ]

Facebook investor and press events have become spectacles unto themselves, where distilling signal from noise is a tricky task. But that’s what we’ll flesh out here in the aftermath of the company’s first earnings call post-IPO…a call that featured an appearance from Mark Zuckerberg, nothing overly substantive from Facebook execs and persistent questions about the …

Facebook, Financial Results, Funding, Mobile, Social »

[4 May 2012 | No Comment | ]

via CNN
If anybody wonders whether the considerable “legs” of Facebook justify a valuation now set for $83 billion, have a listen to a terrific BIA/Kelsey webinar on Facebook’s IPO, featuring Trada CEO Niel Robertson Wildfire CEO Victoria Ransom and Plink Cofounder Peter Vogel (and BIA/Kelsey analysts Jed Williams, Matt Booth and Jeanne Dattilo).
People have to …

Facebook, Financial Results, Forecasts, Online/Interactive, Social »

[30 Apr 2012 | No Comment | ]

Among the myriad questions swirling around Facebook’s imminent IPO (other than “when will it actually happen?”), the two most pressing are: 1) Can the social network actually support an assumed $100 billion valuation? and 2) How?
BIA/Kelsey sought to answer both by pairing financial modeling and strategic analysis. We recently published a comprehensive report exploring the …

Coupons/Deals, Financial Results »

[1 Feb 2012 | No Comment | ]

LivingSocial, in a battle with Groupon and other deal providers to gain (and keep) market share, lost an eye popping $558 million beyond its $245 million in net earnings, according to a regulatory filing by Amazon.com, which owns 31 percent of the company. The filing was written about in today’s Washington Post.
The Post article notes …

Financial Results, Mergers & Acquisitions, Yellow Pages »

[28 Dec 2011 | No Comment | ]

The European directory and local search operator Truvo has taken major steps toward consolidating around its flagship Belgian operation. On Dec. 22, Truvo “divested” its operation in Ireland, selling it to Contact Holdings, which operates Yellow Pages companies in the Baltic States. Terms of the transaction were not disclosed.
Truvo has also dramatically curtailed its senior …

Financial Results, Funding, Google, SMBs, Social »

[21 Nov 2011 | No Comment | ]

Yelp’s S-1, which was issued last week as a run-up to a $100 million IPO, reveals a lot of new data about the reviews leader. The big question about Yelp has been whether it can grow against increased pressure from Google, and also begin to take market share away from traditional media players such as …

Financial Results, Yellow Pages »

[7 Nov 2011 | No Comment | ]

Last week several of the leading listed directory companies saw sizable spikes in their stock prices following their Q3 earnings announcements, though the surge seems to have died off today.
For example, Dex One announced its earnings on Nov. 3. On the call, CEO Alfred Mockett revealed that Dex will not achieve its previously stated goal of …

Coupons/Deals, Financial Results »

[2 Nov 2011 | No Comment | ]

Image Source: Mashable
Groupon’s greatly reduced IPO is apparently set to take place on Friday, Nov. 4, in an environment much less friendly than originally envisioned last spring.
The bloom has come off for a number of reasons. Groupon has almost no barriers to entry and has had to contend with dozens and dozens of copy cats …