Local.com aussichtsreich

haben sie aufgezeigt, wie man dieses Problem anzugehen gedenkt:

Organic Traffic and Direct Revenues produce no cost of revenues - Big Progress on the Way to 50/50 in 2013

= 50% Organic Traffic

= 50% Organic Revenue

Development of Organic Traffic/Monthly Unique Visitors (MUVs):

2010: 88 million = 31% of total traffic

2011: 117 million = 33% of total traffic

2012: 155 million = 37% of total traffic

Goal: 50% of total traffic

Development of Organic Revenues

2010: 17 million = 20% of total revenues

2011: 22 million = 28% of total revenues

2012: 29 million = 30% of total revenues

Goal: 50% of total revenues

And this is an important step to build a more defensible and sustanainable business to growing organic traffic and organic revenues.

We have taken decisive cost-cutting measures to return the company to cash flow positive, and expect steady revenue growth and margin improvement throughout 2013. While there are periodic challenges when working in a competitive, dynamic and high growth sector, these challenges often create new opportunities for future growth. We are confident that we are well positioned to capitalize on those opportunities with a powerful platform and an experienced team.”  

Better than TripAdvisor: The Local Activity Guides on the Flagship-Site of Local Corp

We pride ourselves in being the most extensive resource for activities and things to do. Below is a list of all the activities we offer. Choose one of the activities to read more information and book your fun.

Acrobatics
Adult Shows
Air Combat
Airboat Tours
Airplan Tours
Airport Louge
Aqua Cycles
Aquariums
Art Tours
ATV Rentals
Backpacking
Bike Rental
Bike Tours
Biplane Flights
Bird Watching
Board Charters
Boat Rentals
Brewery Tours
Brunch Cruises
Bunges Jumping
Camel Rides
Camping
Canal Cruises
Canyoneering
Castle Tours
Cave Tours
Clubs
Coffee Cruises
Comedy Shows
Cooking Classic
Cultural Tours
Dance Lessons
Dinner Cruises
Dinner Shows
Dirt Bikes
Dolphin Tours
Duck Tours
Dune Buggies
Elephant Rides
Exotic Car Rising
Fashion Tours
Ferry Services
Fishing
Flight Simulator
Flying Lessons
Food Tasting Tours
Ghost Tours
Glider Flights
Gondola Rides
GPS Car Tours
Heli Hiking
Helicopter Tours
Heritage & History Tours
Hiking
Horse Racing
Horseback Riding
Hot Air Baloon Flights
Ice Climbing
Indoor Skydiving
Jet Boat rides
Jet Skis
Kayaking
Kiteboarding
Lift Tickets
Literary Tour
Luxury Car Rentals
Manatee Swim Tours
Motorcycle Rentals
Multi Attraction Pass
Museums
Music Tours
Musicals & Theater
Nature Cruises
Nature Tours
Aff Road ATV Tours
Off Road Hummer Tours
Off Road Jeep Tours
und veile weitere mehr  

http://activities.local.com/local.php?ST=US&RE=  

"See More" gehen.  

Video-Seite, die ebenfalls dazu beiträgt, dass man auf gutem Weg ist den zugekauften Traffic auf 50% herunterfahren zu können:

http://video.local.com/  

with 26,410,977 Monthly Unique Visitors alone on the flagship-site. There exist no company from rank 1 - 100 with a market-cap of lower than 100 million without Local Corp with the idiotic low manipulated market-cap of 38 million.  

http://siteanalytics.compete.com/local.com/  

und einem Kurs-Umsatz-Verhältnis von 0,4 sowie einem Wachstum in den letzten sieben Jahrn von 31% pro Jahr ist extremst unterbewertet, umso mehr als das Momentum auch noch optimal ist:

•Multi-year traffic growth

•Organic traffic is low cost/high margin – at record levels

•Mobile traffic at record levels – still figuring out monetization, but we think we have key IP  

hier schon mehrfach angegebenen Präsentation (mit Quellenangaben) und der hier schon mehrfach mit Quelle angegebene letzte Quartalsbericht.  

denn ich hatte ein private Rückfrage, wie ich zu den Zahlen gekommen sei, z.B. zu der O,4 beim Umsatzmultiple. Eigentlich gehen diese aus mehreren Quellen hervor, die auch hier schon mehrfach gepostet wurden. Aber es kostet schon einige Zeit, das zu recherchieren - daher das Ganze noch einmal ausführlich mit einer der möglichen Quellen:

"We have ended this year strongly and although it's early days, we are tracking to our 2013 revenue forecast of about $94 million, which is growth of 12% over our fourth quarter exit run rate. We are also tracking to deliver adjusted net income in the first quarter and to return the company to positive cash flow in the second quarter."

http://seekingalpha.com/article/...nings-call-transcript?source=yahoo

Und nun habe ich die 38 Millionen Marktkapitalisierung, die wir momentan in etwa haben durch die 94 Millionen geteilt, was ziemlich genau 0,4 ergibt. Das ist ein im Vergleich zu den Competitors absurd niedriger Wert, selbst wenn man berücksichtigt, dass Local Corp relative hohe costs of revenues hat - also Vorleistungen durch den Zukauf von Traffic. Der war in den letzten Quartalen zu hoch geworden - und an dessen Abbau arbeitet Local Corp gerade, auch wenn das zeitweilig einmal Umsatz kostet wie z.B. 2013. Aber selbst wenn man dieses Manko berücksichtigt, stimmen einfach die Relationen nicht.  

Auch zur Begründung des KGV's von 7 könnte man jetzt mehrere Quellen heranziehen, die auch in diesem Thread schon mit Quellenangaben standen. Das Orginal ist dabei sicher der Guidance im letzten Quartalsbericht, denn da wurden diese Informationen zu ersten Mal geliefert.

Fiscal 2013 Financial Guidance:
Revenue - The company expects 2013 revenue of between $93 million and $95 million, which at the mid-point, is an increase of 12 percent, over the fourth quarter 2012 exit run rate.
Adjusted Net Income – Adjusted Net Income for 2013 is expected to be at least $5 million, which would result in approximately $1 million in debt-free cash flow. The company defines debt-free cash flow as cash provided by operating activities, less capital expenditures.

http://finance.yahoo.com/news/...eports-fourth-quarter-211500047.html  

Monthly Unique Visitors in January 2013 - Four Companies in Compare (Source: siteanalytics.compete)

Local Corp = 26,410,927 Monthly Unique Visitors

Yelp = 22,293,301 Monthly Unique Visitors

Angies List = 3,454,644 Monthly Unique Visitors

Zillow = 14,289,071 Monthly Unique Visitors

Quelle: siehe 4807, wo die Quelle für die Zahlen von Local Corp zu finden sind. Für Yelp müsst ihr in dieser Adresse "local" durch "yelp" ersetzen und entsprechend auch bei den anderen beiden Werten statt "local" jeweils "angieslist" bzw. "zillow" einsetzen.  

kommen jetzt noch die Monthly Unique Visitors dazu, die Local Corp über sein Netzwerk von White-Label-Dicectories generiet, die aber nicht der Flagshipseite Local.com von Local Corp zugerechnet werden, sondern den lokalen Seiten, die das Directory von Local Corp beziehen:

"Pretty much every hyperlocal publisher out there is on the lookout for new ways to generate revenue. In addition to employing in-house sales teams and using ad networks to fill unsold inventory, publications can increase revenue by integrating business directories into their existing sites. Directories give publishers a way to target local advertisers with a low-cost, self-serve alternative to traditional banners and display ads. Just as importantly, they provide instant value to readers interested in learning more about the merchants in their hometowns."  

aus dieser Quelle:

http://corporate.local.com/press/newsitems/512

Dort sind neben dem Directory von Local Corp noch fünf Konkurrenten angeführt, die man mit dem Angebot von Local Corp vergleichen kann, das aber zumindest bei diesem ersten Vergleich meines Erachtens die anderen Angebote klar aussticht:

2. Local Corporation: Use a white-label platform to connect with local merchants. Local Corporation offers a white-label business-directory platform that publishers can use to generate revenue, increase site traffic, and connect with local merchants in their area. Publisher integration can take place in as brief a time as one day. Publishers have the option of offering enhanced listings to clients for an additional fee, allowing advertisers to create profile pages with coupons, videos, photos, and links to their social media sites. Local Corporation charges its publishing partners based on an RPM model, with no licensing fees and no upfront costs.  

http://www.freeborders.com/...e-next-step-in-the-evolution-of-retail/  

als jedes andere Unternehmen:

Optimize for mobile.  On average, websites are seeing a 10% higher bounce rate from users who access their website via mobile compared to desktop users. The obvious question is what do businesses need to do to close this gap? The first place to start is by optimizing for mobile users. By optimizing the websites, online-only retailers have seen engagement go up by up to 85% compared to their site without mobile optimization  

http://app.local.com/mobileapp/


What does our app do?

It is a fun, free way to discover the best places, events and savings in your neighborhood. You can:
Search by keyword and category
Rate & Review
Get Details
Map it
Share it


No time to type? Say it.

Our convenient, interactive voice search lets you find what you need by keyword location or category - all without having to type.
Say it and we get results for you fast


Our app gets to know you.

We serve up intuitive suggestions for your time of day, weather and location.
How about indoor activities for the kids when it’s raining? Or the nearest movie theater for a night out?  

Local Corporation's Spreebird Awarded “Best Shopping Mobile App” by the Web Marketing Association
Popular deals site app recognized as Best in Industry
IRVINE, Calif.--(BUSINESS WIRE)--Mar. 29, 2012-- Local Corporation (NASDAQ: LOCM), a leading online local media company, today announced that Spreebird Deals has been named “Best Shopping Mobile Application” in the Web Marketing Association's 2012 Internet Advertising Competition (IAC) Awards.
The annual IAC Awards are produced by the Web Marketing Association to honor excellence in online advertising, recognize the individuals and organizations responsible, and showcase the best in award-winning Internet advertising. Judges recognized Spreebird on criteria including creativity, innovation, impact, design, copywriting, use of the medium and memorability.
“This is a tremendous honor and reflects the creative spirit and commitment of our talented Spreebird team,” said Malcolm Lewis, SVP and general manager, Spreebird Deals. “Consumers are accessing deals from their mobile devices more than ever before. The Spreebird mobile app makes it considerably easier for consumers to access Spreebird deals anytime, anyplace while allowing them to give back to their local communities.”
According to eMarketer, nearly 20 million U.S. adults redeemed a mobile coupon or deal in 2011 and they expect that by 2013 that number will nearly double.


http://ir.local.com/...irol-newsArticle&ID=1678038&highlight=  

die folgenden Zahlen:

Local Corporation Reaches Record Organic and Mobile Quarterly Search Traffic: Local Corporation , a leading online local media company, today announced record organic and mobile search traffic for the fourth quarter 2012.
Mobile traffic continued to grow, representing 25 million MUVs during the fourth quarter 2012, up 220 percent from 8 million MUVs during the year ago period.
"Organic and mobile traffic growth both continue to be key performance indicators for our business and these records represent large milestones for us,” said Carlos Caponera, Local Corporation, senior director, consumer properties. "We are making significant progress in growing our ecosystem by driving increased traffic from both organic and mobile sources.”
All site traffic and usage statistics are from third-party service providers engaged by the company. Quarterly MUV traffic is equal to the aggregate of each month's MUV traffic numbers in that quarter.  

http://ir.local.com/...irol-newsArticle&ID=1776460&highlight=  

unterschiedlichen Ebenen von Mobile begünstigt:

First: Mobile Apps and mobile-enabled available for consumer sites
• Flagship-Site
• Spreebird
Second: Launch by Local solution offers a mobile-optimized website for SMBs

Die beiden Consumer-Seiten Local.com (Flagship-Seite) und Spreebird haben wir schon angesprochen. Und dann kommt noch eine zweite Ebene dazu: For Mobile müssen die SMB's aufrüsten und da steht Local Corp mit Launch by Local-Lösung Gewehr bei Fuß.  

bewegt sich hier nichts - daran hat sich nach meinen Beobachtungen wenig geändert:

WKN: A1J4TPISIN: US53954W1045Symbol: LOCMTyp: AktieAufnehmen in Watchlist | Depot | Börsenspiel
Letzte KurseHandelsplatz (?)  Letzter   Veränderung Vortag letzte Stk. Tag-Stk.  Kursspanne Zeit
Tradegate  1,296  €   0,00%  1,296 €  0 0  -   19.02.13  
Nasdaq  1,72  $   +2,38%  1,68 $  1.000 69.793 1,68 -  1,76  21:59:25  
Frankfurt  1,259  €   -1,56%  1,279 €  0 0 1,259 -  1,259  08:20:05  
München  1,266  €   0,00%  1,266 €  0 0 1,266 -  1,266  08:04:29  
Stuttgart  1,261  €  G -1,56%  1,281 €  0 0 1,261 -  1,261  08:00:24  
Berlin  1,26  €   -1,56%  1,28 €  0 0 1,26 -  1,26  08:08:33  

Local Corp perfet:

Add value with mobile. Transferring your entire website to a mobile device is a good first step but not enough.  You can reach more consumers by creating a mobile website that adds value and offers something different than a desktop version. By using phone features such as location services and one-click calling, mobile sites can actually enhance a user’s experience when compared to regular desktop versions. Also important is the integration of social media in your mobile site. Studies show that Facebook and Twitter users spend more time accessing their sites through mobile devices than desktop computers, making social media sharing features important to any mobile website  

könnt Ihr selbst einmal kontrollieren:

Year-over-Year-Growth Added:

Local Corp = 26,410,927 Monthly Unique Visitors, year-over-year-growth = 40.89%

Yelp = 22,293,301 Monthly Unique Visitors, year-over-year-growth = 14.35%

Angies List = 3,454,644 Monthly Unique Visitors, year-over-year-growth = 73.03%

Zillow = 14,289,071 Monthly Unique Visitors, year-over-year-growth = 48,91%

Tripadvisor = 17,486,397 Monthly Unique Visitors, year-over-year-growth = 1.10%  

First: Mobile Apps and mobile-enabled available for consumer sites
• Flagship-Site
• Spreebird
Second: Launch by Local solution offers a mobile-optimized website for SMBs

Local Corporation Reaches Record Organic and Mobile Quarterly Search Traffic: Local Corporation , a leading online local media company, today announced record organic and mobile search traffic for the fourth quarter 2012.
Mobile traffic continued to grow, representing 25 million MUVs during the fourth quarter 2012, up 220 percent from 8 million MUVs during the year ago period.
"Organic and mobile traffic growth both continue to be key performance indicators for our business and these records represent large milestones for us,” said Carlos Caponera, Local Corporation, senior director, consumer properties. "We are making significant progress in growing our ecosystem by driving increased traffic from both organic and mobile sources.”
All site traffic and usage statistics are from third-party service providers engaged by the company. Quarterly MUV traffic is equal to the aggregate of each month's MUV traffic numbers in that quarter.

Excellent App from the Flagship-site
What does our app do?

It is a fun, free way to discover the best places, events and savings in your neighborhood. You can:
Search by keyword and category
Rate & Review
Get Details
Map it
Share it
No time to type? Say it.

Our convenient, interactive voice search lets you find what you need by keyword location or category - all without having to type.

Say it and we get results for you fast.
Our app gets to know you.

We serve up intuitive suggestions for your time of day, weather and location.
How about indoor activities for the kids when it’s raining? Or the nearest movie theater for a night out?
Let us suggest something for you today

Local Corporation's Spreebird Awarded “Best Shopping Mobile App” by the Web Marketing Association
Popular deals site app recognized as Best in Industry

IRVINE, Calif.--(BUSINESS WIRE)--Mar. 29, 2012-- Local Corporation (NASDAQ: LOCM), a leading online local media company, today announced that Spreebird Deals has been named “Best Shopping Mobile Application” in the Web Marketing Association's 2012 Internet Advertising Competition (IAC) Awards.
The annual IAC Awards are produced by the Web Marketing Association to honor excellence in online advertising, recognize the individuals and organizations responsible, and showcase the best in award-winning Internet advertising. Judges recognized Spreebird on criteria including creativity, innovation, impact, design, copywriting, use of the medium and memorability.
“This is a tremendous honor and reflects the creative spirit and commitment of our talented Spreebird team,” said Malcolm Lewis, SVP and general manager, Spreebird Deals. “Consumers are accessing deals from their mobile devices more than ever before. The Spreebird mobile app makes it considerably easier for consumers to access Spreebird deals anytime, anyplace while allowing them to give back to their local communities.”
According to eMarketer, nearly 20 million U.S. adults redeemed a mobile coupon or deal in 2011 and they expect that by 2013 that number will nearly double.