Local.com aussichtsreich

ist das Volumen nach dem Rücksetzer aber um ein Vielfaches höher.  

Habe gerade festgestellt dass die simple Suche nach der exakten Phrase "Filter this search by" verblüffend treffsicher nahezu nur Octane-Sites auswirft, und zwar etwas über 500 (mich wundert, dass diese Phrase nicht viel häufiger im Web vorkommt!?).

http://www.google.com/...swaEh_z9BQ&start=0&sa=N&filter=0

Die Mindestzahl er installierten Octane-Directory-Sites liegt also mindestens über 500. Wie hoch darüber weiß ich noch nicht, aber es ist ja schonmal etwas wert zu wissen, dass es mehr als die 23 auf Octance-Homepage aufgeführten Beispiele sind. Aber Octane besteht ja nicht nur aus diesen Sites, sondern der Clou is ja das Ad-Netzwerk dahinter. Die Erklärungen könnten aber gerne etwas detaillierter sein:
http://www.octane360.com/media-sales-partners  

http://seekingalpha.com/article/...0-results-earnings-call-transcript
"The second strategy is to grow organic traffics through the addition of new local website, such as torranceeyedoctor.com. We currently own over 20,000 local websites and expect to growth that in future periods. Each of these sites is coupled with unique content from our OCTANE expert’s content marketplace. And search to extend our online footprint into location and category specific information. Each site offer, represents inventories for our new exact match products, which we expect, will be sold by our channel partners."

Der "unique content" auf diesen Seiten ist IMO auch deshalb wichtig, um nicht von Google und Bing rausgefiltert oder herabgestuft zu werden. Da der Content über Octane Experts von Dritten erstellt wird, hat Local.com mit seinen paar Menneken damit kaum Aufwand (s.u.).

http://onlinehelp.microsoft.com/de-de/bing/ff808447.aspx
"So begegnen wir Internetspam
Bei einigen in unserem Index erfassten Webseiten stellt sich heraus, dass sie wenig oder keinen Nutzen für Benutzer darstellen und Eigenschaften enthalten, die die Funktionsweise von Such- und Werbesystemen künstlich beeinflussen, um die Einstufung der Webseitenrelevanz im Vergleich zu Webseiten mit relevanteren Informationen zu verändern. Einige dieser Seiten enthalten nur Werbung bzw. Links zu anderen Werbewebsites, und es werden keine sichtbaren Inhalte angezeigt, die sich auf den Suchbegriff beziehen. Damit das Suchergebnis verbessert wird und relevantere Inhalte angezeigt werden, behalten wir uns vor, solche Webseiten vollständig aus dem Index zu entfernen oder unsere Algorithmen so anzupassen, dass nützlichere und relevantere Webseiten in Suchergebnissen zuerst angezeigt werden."


http://seekingalpha.com/article/...arnings-call-transcript?part=qanda
"Heath Clarke
So, the core product is called Exact Match, and it is basically a combination of SEO, or search engine optimization, and Web hosting. It is a combination of those two, and it is a five site package, where a small business will get 5 websites that help them get ranked in Google, Yahoo/Bing.
And we felt that – on a package basis, we saw that was $1800 down, and $500 per month. And so – it is a very high margin product for us because the OCTANE automates virtually all of the production. There is some manual process, but that is handled through the OCTANE experts’ marketplace, and that is where custom content is written for the advertiser, for each one of the sites.
But ultimately – it is a very differentiated product in the market place. Ultimately we want to reach large numbers of small business advertisers through channel sales. So, we would look to provide this product on a private label basis to regional media publishers, such as our existing network partners, Yellow Page publishers, in particular. And so, when we talk about the development of our channel sales strategy, what we mean by that is building wholesales relationships, which is to say partnering with a Yellow Page publisher, providing us wholesale pricing, where we provision this product on a private-label basis to them, and then they resell that into their customer base, whether it is part of an existing bundle, and as a standalone or however they really want to do it.
And they get to price it however they want. So as we think about how we recognize revenue off of that, in a wholesale scenario, we simply recognize our portion of that what we are going to be wholesaling that to them for. Obviously that represents very high margin for us."

Außerdem meine ich hier einen Hinweis herauszulesen, dass der "Articles"-Content auf der Flagship-Site auch über Octane Experts beschafft wird:
http://blog.kelseygroup.com/index.php/2010/11/03/...kes-aim-at-women/
"The destination site accounts for half of Local.com’s revenues. It is strategic to the company for a number of reasons. The new version is intended to bring in more advertising based on its “abundant fresh content to enrich your life” commissioned via Octane Expert, a division within Octane 360, Local.com’s recently acquired SMB services company."  

The Dealmap (reiner Deal-Aggregator) ist IMO Deal Overkill:
Alleine in LA 525 "Top Deals", 18 Daily Deals, 255 Restaurant Deals etc.
Die Seite wirkt auf mich aber auch etwas unangenehm überfrachtet. Aber die Traffic-Entwicklung spricht für sich:
http://www.thedealmap.com/infographic/  

Overview

We are an internet search advertising company that enables businesses and consumers to find each other and connect, locally. We operate online businesses that collectively reach over 20 million monthly unique visitors across over 100,000 websites, and we serve over 45,000 small business customers with a variety of web hosting and local online advertising products.

Our Owned & Operated business unit manages our flagship property, Local.com, and a proprietary network of over 20,000 local websites, which reaches over 15 million monthly unique visitors. Our Network business unit operates (i) a leading private label local syndication network of over 1,000 U.S. regional media websites, (ii) 80,000 third-party local websites, and (iii) our own organic feed of local businesses plus third-party advertising feeds, both of which are focused primarily on local consumers to a distribution network of hundreds of websites. Our Sales & Ad Services business unit provides over 45,000 direct monthly subscribers with web hosting or web listing products. We use patented and proprietary search technologies and systems, to provide consumers with relevant search results for local businesses, products and services. By providing our users and those of our network partners with robust, current, local information about businesses and other offerings in their local area, we have created an audience of users that our direct advertisers and advertising partners desire to reach. Sales of advertising on Local.com and our local syndication network accounted for 80% of our total revenues in 2010.

We launched Local.com in August of 2005, our local syndication network in July 2007, and we expanded our sales and advertiser services offerings to include a larger number of direct service subscribers throughout 2009 and 2010. In the third quarter of 2010 we also acquired all of the assets of Simply Static, LLC (doing business as Octane360), a Delaware limited liability company. The Octane360 assets acquired included a technology platform, which can be used to offer targeting and registration of geo-category based local website domains; small business and geo-category website creation, hosting and management; an ad exchange to manage the selection and deployment of ad inventory across all Octane360-controlled domains and websites; and a content marketplace
to allow for the management of geo-category content written for advertising customers or our directly owned portfolio properties. We have been regularly developing and deploying new features and functionality to each of these channels designed to enhance the experience of our users and increase the value of our audience to our advertisers. With a strategic focus on three key drivers for our business - traffic, technology and advertisers - we believe we can continue to grow through our own efforts and the acquisition of complementary businesses and technologies intended to accelerate our growth.

In January 2011, we announced the formation of our Social Buying business unit following our acquisition of the iTwango deal-of-the-day technology platform.  

Why Google should buy this share and not Groupon

Technologie Portfolio Of Local.com - Highest Exellence in Local Search - Overview

Unit 1: Proprietary Organic Search Results

• 7 patents issued, 10 pending in local/mobile/Octane

• Lucene core

• Multiple databases with millions of SMB listings to validate business information

• We crawl the web and use our proprietary Keyword DNA™ + web indexing algorithms to generate all our search results


Unit 2: Local Ad Exchange & Feed Management

• Ingest real-time ad and data feeds from multiple partners

• Syndikate those feeds to over 100,000 sites

• Provisions O&O and Network ad inventory for internal sales force, private label, agency and channel partners


Unit 3 (NEW): Geo-Category Website Creation & Hosting

• Highly scalable geo-cat domain acquisition and website hosting

• Domain acquisition factors include user search habits, ad coverage, domain availability and url optimization

• SEO optimized site structure

• Automated website hosting & management features


Unit 4 (NEW): Custom Content Development

• Marketplace for the procurement, creation and management of custom local content

• Plagiarism filters

• SEO Optimization

• Transaction management


Unit 5 (NEW): Social/Group Buying

• A fully featured group-buying distribution
platform

• Private Label version for our regional media publisher network

• API, RSS, widget Syndication


Unit 6 (NEW): Display/Rich Media

• Rich media ad management and
serving platform

• Automated creation production, management and serving of ads

• Rovion ‘in-person’ video unit

• Green screen studios + network  

http://www.tucsoninsurance.net/

Zufall oder bereits ein Synergieeffekt?  

von Local.com:

http://siteanalytics.compete.com/...lzoo.com+opentable.com+local.com/

Seht Euch einmal die Börsenbewertungen dieser drei Unternehmen an.  

Und vergleicht nun einmal die Unique-Visitors-Zahlen aus dem obigen Posting mit den Marktkapitalisierungen:

Market-cap of Open Table = 2.61 billion (= 2,610 million)

OpenTable, Inc.(NasdaqGS: OPEN )
After Hours: 111.29 0.00 (0.00%) 4:26PM EDT

Last Trade: 111.29
Trade Time: Apr 29
Change: 2.57 (2.36%)
Prev Close: 108.72
Open: 109.99
Bid: N/A
Ask: 113.01 x 500
1y Target Est: 104.88
Day's Range: 108.07 - 111.54
52wk Range: 36.88 - 118.66
Volume: 644,925
Avg Vol (3m): 1,251,280
Market Cap: 2.61B
P/E (ttm): 190.89
EPS (ttm): 0.58
Div & Yield: N/A


Market-cap of Travelzoo = 1.35 billion (= 1,350 million)

Travelzoo Inc(NasdaqGS: TZOO )
After Hours: 82.10 0.23 (0.28%) 5:05PM EDT

Last Trade: 81.87
Trade Time: Apr 29
Change: 2.26 (2.69%)
Prev Close: 84.13
Open: 83.82
Bid: 81.87 x 100
Ask: 88.64 x 100
1y Target Est: 109.20
Day's Range: 81.20 - 86.77
52wk Range: 11.60 - 103.80
Volume: 1,033,510
Avg Vol (3m): 829,686
Market Cap: 1.35B
P/E (ttm): 102.34
EPS (ttm): 0.80
Div & Yield: N/A


Market-cap of Local.com = only 103 million     4 second(s) ago     Local.com Corporation(NasdaqCM: LOCM )
After Hours: 4.89 0.03 (0.62%) 5:02PM EDT

Last Trade: 4.86
Trade Time: Apr 29
Change: 0.01 (0.21%)
Prev Close: 4.85
Open: 4.81
Bid: 4.70 x 200
Ask: 5.07 x 100
1y Target Est: 8.05
Day's Range: 4.60 - 5.10
52wk Range: 3.22 - 8.80
Volume: 1,824,304
Avg Vol (3m): 773,451
Market Cap: 103.14M
P/E (ttm): 19.44
EPS (ttm): 0.25
Div & Yield: N/A  

merkwürdig: der Clip ist wieder verschwunden  

http://www.spreebird.com/

Ich vermute einmal, dass der offizielle Start nächste Woche mit der schon ganz ordentlichen letzten Beta-Version über die Bühne geht.  

Dass irgendetwas mit der Bewertung untereinander nicht stimmig ist, ist Euch sicher schon aufgefallen. Wenn Ihr keine Zeit hat nachzusehen, hier noch einmal die Marktkapitalisierung, die Unique Vistors und die Umsätze in 2010 in einer Zusammenstellung:


Market-cap of Open Table = 2.61 billion (= 2,610 million)     OpenTable, Inc.(NasdaqGS: OPEN )

Open Table had 1,736,246 unique visitors  in March 2011.

Revenues of Open Table in 2010 was 98.991 million    


Market-cap of Travelzoo = 1.35 billion (= 1,350 million)      Travelzoo Inc(NasdaqGS: TZOO )

Travelzoo had 3,799,786 unique visitors in March 2011.

Revenues of Travelzoo in 2010 was 112.784 million  


Market-cap of Local.com = only 103 million      Local.com Corporation(NasdaqCM: LOCM )

Local.com had 16,515,113 unique visitors in march 2011

Revenues of Local.com in 2010 was 84.137 million  

bei gleicher Bewertung der Umsätze von Local.com wie bei Open Table.

Market-cap of Local.com must be 2.22 billion by same valuation like Open Table, when you make a mulitiplication of the market-cap of Open Table of 2.61 billion with the revenues of Local.com of 84.137 million and divide this result through the revenues of Open Table of 98.881 million.  

http://www.spreebird.com/deals/philadelphia-pa

Zum Einsehen der Offers müsst Ihr Euro email eingeben.  

sieht es dort bei den wieder "auf Sendung" gegangenen Spreebird besonders gut aus.  

Acquisition eines  location-based product search Portals:
http://ir.local.com/...irol-newsArticle&ID=1557632&highlight=

http://www.krillion.com/

Launch Spreebird(TM) Daily Deals:
http://ir.local.com/...irol-newsArticle&ID=1557634&highlight=  

oder ist das ausschließlich durch die Ereigniss im letzten Posting von lapetus bedingt? Denn die Aktie geht ja vorbörslich ab wie "Schmitt's Katz".

Local.com Corporation(NasdaqCM: LOCM )
After Hours: 5.50 N/A (N/A) 7:18AM EDT

Last Trade: 4.86
Trade Time: Apr 29
Change: 0.00 (0.00%)
Prev Close: 4.86
Open: N/A
Bid: 5.32 x 2000
Ask: 5.55 x 500
1y Target Est: 8.05
Day's Range: N/A - N/A
52wk Range: 3.22 - 8.80
Volume: 4,630
Avg Vol (3m): 773,451
Market Cap: 103.14M
P/E (ttm): 19.44
EPS (ttm): 0.25
Div & Yield: N/A (N/A)
People viewing LOCM also viewed:
QPSA REDF SIFY TZOO MOBI KUTV  

da gefunden hat:

Local.com(R) Acquires Location-Based Shopping Data Company
Krillion(TM) supplies local shopping information on over 70,000 consumer products from over 50,000 retailers, including in-store availability, comparison pricing, discounts and images

IRVINE, Calif., May 02, 2011 (BUSINESS WIRE) --

Local.com Corporation (NASDAQ: LOCM), a leading online local media company, today announced the acquisition of Krillion, Inc. (www.krillion.com), a leading provider of location-based product search that connects online shoppers with products available in stores locally, with current discount, pricing and product information.


Krillion aggregates and matches consumer product information from multiple retailer websites and data feeds to create an up-to-the-minute structured index of over 70,000 products across consumer categories including appliances, baby gear, consumer electronics, computers, tools, video games and home & garden. The data index includes over 1,200 brands from over 50,000 retail locations across the U.S. and incorporates product images, current pricing, manufacturer or retailer discounts and real-time in-stock information.

According to Forrester Research nearly half of retail sales are "web-influenced," and these web-influenced retail sales are expected to reach $1.2 trillion by the end of 2012.

Krillion provides:


The Krillion Localization Engine(TM), a powerful, patent-pending dynamic local product search platform which connects customers with in-stock products at local retailers
StockCheck(TM), a real-time tool that enables web-savvy shoppers to quickly find, compare and buy products located physically nearby
A dynamic product pricing and discounts alert engine
The ability for consumers to take advantage of in-store pickup and other convenience services offered by multichannel retailers
Local product information that is available as a data service that powers the websites and applications of manufacturers, publishers, mobile providers and rich media advertising for marketers

"Local product search is a natural fit for our business model and our key 'soccer mom' demographic," said Raj Mohan, Local.com senior vice president and general manager, owned & operated. "Krillion provides us with highly valuable local shopping content that we intend to deploy across our business in order to differentiate our various products to our end users, customers and business partners."

The company plans to utilize Krillion's product, pricing and discounts data in the following ways:


O&O: On the Local.com site as well as the company's future retail verticals
Network: Syndication of shopping data to the Network business unit, which includes over 1,400 regional media publishers' websites
Rovion: Distribution of geo-targeted, hyper-local interactive shopping data via rich media ads that can be distributed across third-party networks such as Yahoo!, AOL & DoubleClick
OCTANE360: Distribution of data across new, geo-targeted shopping sites powered by the platform, which currently hosts over 100,000 geo-category websites
Spreebird: Integration of real-time discounts from retailers nationwide onto the Spreebird site and via emails to Spreebird subscribers
Mobile: Via mobile shopping apps for iPhone(R), Android(TM) and Blackberry(R) smartphones and tablets

Krillion will be integrated with the company's Owned & Operated business unit. Sherry Thomas-Zon, Krillion's CEO, will become Local.com's vice president, local shopping.

"The Krillion team is excited to join the Local.com family. We have built the leading platform to bring real-time shopping data from retailers to online consumers shopping for products and services locally," said Thomas-Zon. "Our business is an excellent fit with the media platform Local.com has built. We look forward to integrating Krillion across the Local.com ecosystem."

Under the terms of the agreement, Local.com acquired all of the outstanding capital stock of Krillion for $3.5 million in cash. Founded in 2006 and based in Mountain View, Calif., Krillion will become a wholly-owned subsidiary of Local.com with offices in Mountain View. Morgan Joseph served as advisors to the company on the transaction.

About Local.com(R)

Local.com Corporation (NASDAQ: LOCM) owns and operates a leading local search site and network in the United States. The company uses patented and proprietary technologies to provide over 20 million consumers each month with relevant search results for local businesses, products and services on Local.com and over 1,000 partner sites. Local.com powers over 100,000 local websites, and tens of thousands of small businesses use Local.com products and services to reach consumers using a variety of subscription, performance and display advertising and website products. To advertise, or for more information visit: http://www.local.com/.  

Rahmen. Local.com setzt damit seine Strategie fort, den Erlös pro Unique Visitor zu steigern und seinen Drittkunden als Lieferant von Local-Search-Kunden mehr zu bieten.

http://techcrunch.com/2011/05/02/...r-3-5m-debuts-daily-deal-service/  

http://www.nasdaq.com/aspxcontent/...px?selected=LOCM&mkttype=pre

Ich denke, die Strategie von Local.com wird immer klarer. Den sehr beachtlichen Traffic von 20 Mio. Usern hat man mit der bisherigten Strategie "Local Search" erreicht. Und obwohl das weit mehr ist als manche "Billion-Company" (Milliarde $) an Usern vorzuweisen hat (wie man an Libudas zahlreichen Vergleichen sehen kann), ist die Marge bisher sehr bescheiden.
Genau das will man nun ändern und mehrere Hebel ansetzen, die diesen Traffic durch neue Angebote an die User und neue Möglichkeiten für die Geschäftskunden besser monetarisieren.

"We plan to leverage Local.com's many assets to achieve our goal of establishing Spreebird as a top daily deal site."

Und wieder hat man eine interessante patentgeschützte Plattform für einen unteren einstelligen Millionenbetrag gekauft, die perfekt zu dem obigen Ziel passt:
http://investing.businessweek.com/research/stocks/...ivcapId=27633555

Aus dem Bloomberg-Link:
"Krillion Inc. Announces New Krillion 360 Product Locator(TM), 06/26/2009
Krillion Inc. has added product availability at online retailers to its category-leading product locator platform. Through a partnership with Shopping.com, the new Krillion 360 Product Locator(TM) enables manufacturers and web publishers to connect ready-to-buy shoppers with the products they are looking for-at all the local and online retailers that carry them. Until now, online shoppers deciding where to buy a particular product have had to visit different websites, or different pages on a website, in order to locate that product in their neighborhood or through an online-only retailer. In the case of manufacturer websites, which are often the preferred consumer destination for product research and comparison, directing shoppers visiting a website to exactly where they can buy a specific product is an ongoing challenge-especially using a standard, static dealer locator. Online retailers that carry the product may be listed on one page, but often without current pricing information. Meanwhile, listings of national chain stores and local dealers are often found on a different page, minus pricing or availability information."
Diese Firma ist noch klein, aber sonst hätte man sie wohl kaum für diese Summe bekommen:
http://siteanalytics.compete.com/krillion.com/

Aber auch hier gilt: den Traffic hat Local.com, diese Plattform liefert Funktionalität. Beides muss man also nicht addieren, sondern multiplizieren.
http://www.krillion.com/...Z-Samsung-Televisions-Los_Angeles-CA-90003  

dürfte einer Rally dieses Jahr nicht mehr viel entgegen stehen. Bald Groupon-IPO!  

"companies in the Internet Software & Services industry as measured by the price to sales per share ratio. Often companies with the lowest ratio present the greatest value to investors."

http://www.zacks.com/research/get_news.php?id=122l4456  

http://www.centredaily.com/2011/05/02/2683329/...spreebird-daily.html

Es ist die von mir vermutete Metasuchmaschine, denn es bot sich eigentlich an, so etwas zu etablieren und den vielen Drittseiten, die man "powert (siehe auch powererd by Local.com) anzubieten.  

2008 steil nach oben und 2010 gab es dann auch ein positives Nert Income, ohne dass der Aktienkurs diese Entwicklung bisher widerspiegelt.
http://www.ariva.de/forum/...ussichtsreich-392956?page=42#jumppos1054

Ich habe mal das Aussehen der Flagship-Site in der Vergangenheit recherchiert. Interessanterweise hat sich dies seit Beginn der "guten Jahre" in 2008 geändert von einem schlichten, google-ähnlichen Ansatz hin zu mehr Funktionalität, Tabs, Listen und Bewertungen.  

Ab 2006 versuchte man international zu expandieren:
http://www.prnewswire.co.uk/cgi/news/release?id=167362

Es gab eine UK-Version der Local.com-Site:
http://replay.web.archive.org/20070510023858/http://uk.local.com/

Die Internationalisierung wurde aber 2008 bzw. 2009 erstmal beendet.
http://ir.local.com/...50L3YxLzAwMDA5NTAxMzQtMDktMDA2OTE5L3htbA%3d%3d
"Prior to January 1, 2007, the Company’s consolidated financial statements included the accounts of Local.com Corporation, its wholly-owned subsidiaries, Interchange Europe Holding Corporation, Interchange Internet Search GmbH, Inspire Infrastructure 2i AB, and Inspire Infrastructure (UK) Limited, along with its majority owned subsidiary Inspire Infrastructure Espana SL. From January 1, 2007 to June 30, 2007, the Company’s financial statements include only the accounts of Local.com Corporation as all of the Company’s subsidiaries had been dissolved."

http://ir.local.com/...50L3YxLzAwMDA5NTAxMjMtMTAtMDI1MTc1L3htbA%3d%3d
"The increases in owned and operated revenue were partially offset by a decline in our local international revenue for the year ended December 31, 2009, which decreased $654,000 compared to the same period in 2008. International revenue decreased as we shut down our UK site in April 2009."

Viele Internet-Unternehmen aus der Zeit sind längst verschwunden. Local.com ist offenbar zäh und kann seine Strategie auch mal ändern, ohne pleite zu gehen. Das Risikobewusstsein des Managements ist offenbar in Ordnung.
Die neue Strategie, sich auf dem eigenen amerikanischen Markt breiter aufzustellen und die Margen zu vebessern, gefällt mir besser als mit schwachen Margen international zu expandieren (obwohl ich local.com gerne auch in Deutschland hätte).
Vielleicht gibt´s ja irgendwann auch einen neuen Anlauf der Internationalisierung.

Ich denke, momentan läuft es strategisch super und die Voraussetzungen, dass das klappen kann sind ziemlich gut.