Local.com aussichtsreich

http://www.fiercecmo.com/mobilemarketer/story/...ad-buying/2015-03-31  

Market-cap of The Rubicon Project is the 50-fold, but revenues only the 2.1-fold of the revenues of Local Corp - If Local Corp were valued after the revenues like The Rubicon Project, the market-cap must be 389 million

Business Outlook of The Rubicon Project with a market of 650 million last Friday
The Company's financial and operating expectations for the full year 2015 are as follows:
Revenue of 125 million in 2014 will increase 40% = $175 Million

Business Outlook of Local Corp with a market of 13million last Friday
Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015.
Revenue is expected to be in the range of $82 million to $86 million.
Adjusted EBITDA is expected to be in the range of $3 million to $4 Million

Quelle für die Zahlen: financeyahoo.com  

Market-cap of  Tube Mogul is the 36-fold, but revenues only the 1.75-fold of the revenues of Local Corp.- If Local Corp were valued after the revenues like Tube Mogul, the market-cap must be 267 million  

Compare the numbers of Maxpoint with 365 million market-cap with the numbers of Local Corp with 13 million market-cap

Maxpoint, which develops marketing software to drive local, in-store sales, reported $106.5 million for 2014, compared to $66.1 million in 2013 and $35.1 million in 2012.
But costs, too, are increasing, the new numbers show.
The cost of that revenue, including traffic acquisition, was $52.6 million in 2014, $31.6 million in 2013 and $19.5 million in 2012. Total operating expenses increased from $22.4 million in 2012 to $64.4 million at the end of 2014.
The company reported a total net loss of $13 million in 2014, compared to $6.8 million in 2012.

Business Outlook of Local Corp with a market of 13 million
Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015.
Revenue is expected to be in the range of $82 million to $86 million.
Adjusted EBITDA is expected to be in the range of $3 million to $4 Million.

Quelle für die Zahlen: financeyahoo.com

 

Local Corp is excellent positioned to control a global mobile ad marketplace

First point of enter had taken place: Carriers & Network

Next point of entry: Browsers

Quelle: local.com  

Tief Kopf um 0,33 und Nackenlinie 0,70€ ergibt 0,36€ nach oben aufgesetzt ergibt Ziel 1,06 €

 

 

Market-cap od Local Corp must be 302 Million, if Local Corp were valued after the revenues like The Rubicon Project

Business Outlook of The Rubicon Project with a market of 622.49 million today:
The Company's financial and operating expectations for the full year 2015 are as follows:
• Revenue of 125 million in 2014 will increase 40% = $175 Million

Business Outlook of Local Corp with a market of 15.39 million today:
Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015.
Revenue is expected to be in the range of $82 million to $86 million.
Adjusted EBITDA is expected to be in the range of $3 million to $4 Million

Quellen: financeyahoo.com
 

Redwood City, CA (February 26th, 2015) — PubMatic today reported that its GAAP net revenue increased by more than 90 percent year-over-year in 2014 over 2013 and that it ended the year with an annualized net revenue run-rate of more than $130 million. In addition, 2014 marks the second consecutive year of positive adjusted net income for PubMatic, which more than doubled its rate of profitability. The high pace of revenue and profit growth was fueled by PubMatic’s continued commitment to helping publishers protect, monetize and manage their most valuable asset – the relationship between consumers, content and services.
“Our customers recognize that we are the largest, independent software provider with a singular focus on the needs of publishers, as they build their sales strategy in today’s advertising marketplace,” said Rajeev Goel, Co-Founder and CEO of PubMatic. “Unlike technology companies-turned-publishers or exchanges, we never compete with the publishers we serve. Rather, we are focused on playing a critical role in maintaining a free and fair Internet by ensuring that premium, high quality content is never commoditized.”


http://www.pubmatic.com/press/2015/...eaches-Nearly-600-Employees.php  

A market-cap of Local Corp of 15.85 Million are by 84 Million revenues in 2015 = 0.19-tiimes-revenues.
Revenue of Local Corp is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 Million. Less

Compeititor The Rubicon Project has 3.59-times-revenues - the 18.9-fold of Local Corp.
Business Outlook of The Rubicon Project with a market of 628.59 million. The Company's financial and operating expectations for the full year 2015 are as follows:
Revenue of 125 million in 2014 will increase 40% = $175 Million.

Competitor Yelp has 6.93-times-revenues - the 36.5-fold of Local Corp.
For the full year of 2015, net Revenue of Yelp is expected to be in the range of $538 million to $543 Million. The market-cap of today of Yelp is 3.74 billion.

Quelle für die Zahlen: financeyahoo.com


 

https://siteanalytics.compete.com/local.com/#.VTo_-EvA_bQ

Gemäß Compete sind die monthly Unique Visitors im März weiter zurückgegangen auf nur noch 3,6 Millionen. Local corp muss schon sehr gute Revenues per visitor erreicht haben um ein gutes/passables 1. Quartal geschafft zu haben. Ich bin gespannt auf die Zahlen.  

Guidance für 2015 liegt aber auch 24 Tage nach Quartalsende noch nicht vor:



A preeliminary correction of the guidance for 2015 doesn't exist 24 days after the end of quarter = Revenue is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 Million = idiotic low 0.17-times-revenues
.

AView Section 16 Filings (3,4,5)
Filing Date Form Description Filing Group Downloads
04/10/15 S-3 Simplified registration form Registration Statements Download SEC Filing to Word Download SEC Filing to Excel Download SEC Filing to Adobe PDF XBRL SEC Filing Unavailable
...

And a market-cap of 14.46 million are by 84 million revenues in 2015 = 0.17-times-revenues.
 

Hier ist zu berücksichtigen, dass in früheren Zahlen sehr viel Fraud steckte, den man vermutlich auch vorher schon nicht bezahlt bekam.

 

Competitor The Rubicon Project has 3.59-times-revenues - the 18.9-fold of Local Corp
Business Outlook of The Rubicon Project with a market of 650 million last Friday
The Company's financial and operating expectations for the full year 2015 are as follows: Revenue of 125 million in 2014 will increase 40% = $175 million
The market-cap of The Rubicon Project of today is 628.59 milllion.

Competitor Yelp has 6.93-times-revenues - the 36.5-fold.
For the full year of 2015, net Revenue of Yelp is expected to be in the range of $538 million to $543 Million. The market-cap of today of Yelp is 3.74 billion
 

Denn bei den früheren Compete-Zahlen war Local Corp auf Augenhöhe mit Unternehmen wie Yelp, deren Marktkapitalsierungen um das 50-fache höher waren und die Umsätze um das 5-fache.

Dass diese Compete-Zahlen nicht unproblematisch waren, war damals also schon klar - pbwohl mir das auch erst so richtig bewusst wurde, als einmal mehr als 10% der Klicks aus Pakistan kamen.

Die abgesetzten Vorstände haben jetzt im Rückblick zu wenig dagegen unternommen - beim abgesetzten COO Sawtell gehen meine Vermutungen sogar noch weiter.  

kann man auf der Sete -3- der auf local.com klickbaren Vorstellung unter "Who we are" lesen: "A search and mobile ad Technology Company that reaches million of high intent consumers, and that provides leading monetization Solutions for publisher.

Und worauf ich eigentlich hinauswollte: Im Anschluss an diesen Text werden vier Unternpunkte genannt, von denen die folgenden ersten beiden folgende Zahlen enthalten:

- Audience: 200 million consumers annually

- Reach: 30 billion impressions annually

Ergänzt werden diese beiden quantitativen Punkte durch zwei weitere nicht-quantitative punkte:

- Intent: Mobile and local consumer search

- Technology: Audience tracking & traffic quality platform  

Your thoughts about the amount by the monetization of the 5 important Pay Per Call-Patents of Local Corp?

Methods and systems for enhanced directory assistance using wireless messaging protocols
Patent number: 8359049
Type: Grant
Filed: March 25, 2010
Issued: January 22, 2013
Assignee: Local Corporation

Enhanced directory assistance services in a telecommunications network
Patent number: 8306208
Type: Grant
Filed: August 7, 2009
Issued: November 6, 2012
Assignee: Local Corporation

Methods and systems for enhanced directory assistance using wireless messaging protocols
Patent number: 7715857
Type: Grant
Filed: March 23, 2006
Issued: May 11, 2010
Assignee: Local Corporation

Enhanced directory assistance services in a telecommunications network
Patent number: 7596218
Type: Grant
Filed: May 30, 2003
Issued: September 29, 2009
Assignee: Local.Corporation

Methods and system for enhanced directory assistance using wireless messaging protocols
Patent number: 7200413
Type: Grant
Filed: July 30, 2003
Issued: April 3, 2007
Assignee: Local Corporati

I am sure, the sale of the five patents and an additional agreemet that Local Corp can use this patents for free makes sense, because bigger companiies than Local Corp can monetize th patents a lot better.

Die Infos zu den Patenten erhält man, wenn bei Google "Patent 8359049" bzw. die anderen Nummern eingibt. Hier kann man dann direkt die Google-Patentsuche nutzen oder eine andere Seite nutzen, wobei ich patent-Buddy empfehlen würde.
 

http://blog.biakelsey.com/index.php/2014/10/29/...the-smartphone-age/  

und wie die 200 Million consumers annually erreicht werden sollen bei einem Quartal in dem es eben nur rund 14 Millionen waren ist mir ein Rätsel.  

dass die von ihm ermittelten Zahlen nur den Bereich Owned und Operated betreffen, in dem sich Local Corp aus den weniger lukrativen Bereichen verabschiedet. Diese Verabschiedung betrifft erstens den zugekauften Traffic, dessen Vermarktung nie besonders lukrativ war und dessen Rentabilität zudem sehr stark von den Winkelzügen von Google abhängt. Man wird sich aus der Vermarktung zugekauften Traffics nicht völlig verabschieden, aber nur noch das machen, was sich einzeln rechnet (bessere Kapaiztätsauslasung eingeschlossen) - frühere Rücksichten auf Cross Selling im gekappten SMB-Bereich sind nämlich nicht mehr erforderlich. Und zweitens betrifft der Rückzug den Operated-Bereich, wo man sich über Schrottseiten erheblichen Fraud eingehandelt hat.

Nicht enthalten ist in den von Compete ermittelten Zahlen die User-Zahl des Publisher Networks, wo Local Corp für Publisher, z.B. die Washington Post als bekanntestes Mitglied des Networks, Directories betreibt und sich die Erlöse mit den Publishern teilt - übrigens ein sehr viel lukrativeres Geschäft als Owned und Operated, wo nur der Organic Traffic über die Flagship-Seite local.com das "dicke" Geld bringt. Und fast alle Neuerungen, die nicht völlige neue Bereiche wie Programmtic Marketing oder nQuery schufen, zielen auf den Publisher-Bereich, wo man versucht den Geschäftsumfang über den reinen Directory-Betrieb hinaus auszuweiten. Abschließend muss aber auch ausgeführt werden, warum Compete diese Zahlen nicht Local Corp zuordnet: Die Zahlen werden beim Publisherr mitgezählt, also z.B. der Washington Post zugerechnet, obwohl sich die die Erlöse mit Local Corp teilt.

Und so ist es auch der Zählweise beim neu entstandenen Bereich nQuery: Dort werden die User bei den Carriers, Hotels usw,  für die Local Corp die gehosteten Lösungen betreibt, gezählt.

Überhaupt nicht in diese Kategorien einordnen lässt sich der zweite neue Bereich des Automatic Marketings und wohl auch Pay Per Call und andere Tätigkeiten, bei denen Lösungen über Marktplätze laufen.

 

http://blog.biakelsey.com/  

Adresse in #8446.


$139 Billion in Local Ads: The Word with BIA/Kelsey Chief Economist Mark Fratrik

Peter Krasilovsky, 23 Apr 2015

Local ad spending reached $137.9 billion in 2014, and will see a slight boost to $139.4 billion in 2015. We talked with BIA/Kelsey Chief Economist and SVP Mark Fratrik about the new research (interview below).

Every year, BIA/Kelsey issues a five-year forecast on local spending in the fall, and then updates it in the following spring based on full year reporting, current trends and anticipated events.

This year's update shows more spending than originally forecast in 2014, and modest increases in our 2015 given several factors, including a rapid rise in mobile spending.
 

Local Corporation Launches Mobile Display Ad Network

Targets Market Expected to Reach $16.3 Billion by 2016

IRVINE, Calif.--(BUSINESS WIRE)--Apr. 9, 2014-- Local Corporation (NASDAQ:LOCM), a leading local advertising and technology company, today announced the launch of its new mobile display ad network for advertisers and publishers.

The company’s new mobile display network provides advertisers with additional reach and exposure for their brands through the distribution of relevant display ads across Local’s extended network of mobile-enabled sites and apps.
“The launch of our mobile display ad network is a natural progression as we focus on becoming a mobile-first company, it also demonstrates one more way we are connecting advertisers with the increasing number of mobile-enabled consumers.

http://ir.local.com/...c=181515&p=irol-newsArticle&ID=1917056

Frage an phuettl: Was zählt bei distribution of relevant display ads across Local’s extended network of mobile-enabled sites and apps zum Erfassungsbereich von Compete?

Wichtigste Frage: Wird auch erfasst, was nicht mehr local.com heißt, aber wo local.com drin ist?

Zweiwichtigste Frage: Erfasst Compete auch App-Aufrufe?

Weitere wichtige Frage: Wie zählt Compete Zusammenführungen über Marktplätze?

 

völlig vorbeigegangen zu sein:


Local Corporation Launches Mobile Pay-Per-Call Lead Generation Network

Pay-Per-Call Ad Spending Projected to Reach $8.1 Billion by 2018

IRVINE, Calif.--(BUSINESS WIRE)--Dec. 5, 2013-- Local Corporation (NASDAQ: LOCM), a leading online local media company, today announced that it has launched a mobile pay-per-call lead generation network.

The new network connects online and on-the-go consumers searching for local businesses and services in specific categories with relevant advertisers who provide those services via pay-per-call ads. Based on the valuable pay-per-call ad model, the network provides advertisers with a new channel to generate quality consumer leads in local markets and convert them to customers via mobile.

The network Generales leads for top auto insurance, home security and home service providers. The company plans to expand the network to additional verticals, including education and consumer finance.

A recent forecast commissioned by Local Corporation and conducted by Borrell Associates, estimates that online pay-per-call ad spending will grow from $1.7 billion in 2013 to $8.1 billion by 2018. The forecast also estimates that use of pay-per-call advertising among U.S. businesses that market online is projected to more than double by 2018.

“Advertisers are continually looking for new ways to harness consumer demand for their products and services. The mobile pay-per-call lead generation ad model allows them to reach these consumers and convert them into customers,” said Michael Sawtell, Local Corporation president and COO.

Local Corporation has been issued five patents related to pay-per-call advertising solutions, including U.S. patent number 8,359,049, which is directed to various aspects of mobile, pay-per-call directory assistance and advertising systems and/or methods.

“With industry experts projecting that within five years, 80 percent of local searches will be done on a mobile device1, we believe the pay-per-call mobile lead generation ad model will be a crucial component to monetize these local consumers on mobile devices,” added Sawtell. “Our new mobile pay-per-call lead generation network leverages our valuable intellectual property to take advantage of this rapidly growing segment.”

Logischerweise wird bei dieser Vorgehensweise

The network Generales leads for top auto insurance, home security and home service providers. The company plans to expand the network to additional verticals, including education and consumer finance.

nicht local.com von Compete gezählt, sondern das Vertical mit seinem Namen statt wie früher local.com. Bei den Owned & Operated-Seiten, wird sich das überwiegend im Operated-Bereich niederschlagen, wo Local Corp nur noch mit den Vertical auftreten wird, was dann auch nicht mehr bei local.com gezählt wird, sondern unter dem Internet-Seiten-Namen des Verticals.

Logischerweise gehen dann auch mit dem Auftreten der Verticals die Zählungen von Compete für local.com massiv zurück und Local Corp berichet nachwievor von hohen Monthly-Uniique-Visitors-Zahlen, weil Local Corp auch die Klicks auf die Verticals mitzählt, die im Operated-Bereich die Regel sein dürften.




 

 

http://ir.local.com/...c=181515&p=irol-newsArticle&ID=1917056