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Local Corporation Message Board

  • fankenguru fankenguru Nov 26, 2013 2:46 AM Flag

    Network Rev (GAAP, in million) – Traffic Aquisitions Cost (TAC) = Network Reveneus ex TAC

    Network Rev (GAAP, in million) – Traffic Aquisitions Cost (TAC) = Network Reveneus ex TAC

    Q2/12 $4.1 – 2.0 = 2.1
    Q3/12 $5.0 – 2.1 = 2.9
    Q4/12 $7.6 – 3.7 = 3.9
    Q1/13 $8.3 – 4.2 = 4.1
    Q2/13 $11.6 – 6.8 = 4.8
    Q3/13 $14.5 – 7.7 = 6.8

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    • Complete revenues will grow from the reported 23.5 million in Q3/2013 to 27.0 million in Q4/2013. After my estimate will this growth come with 2.0 million from the network-unit and with 1.5 million from the Owned & Operate-Unit.

    • The percentages of the Network Revenues ex Tac from the Network revenues = 6,8 million from 14.5 million revenues = 46,9%.

      The percentages of the Qwned & Operated Revenues ex Tac from the Owned & Operated revenues = 0.5 million (7.3 million - 6.8 millon) from 9 million (23.5 - 14.5 million) = 5.6%.

      Because there exist a big divergence between the percentages, the increasee of the network-revenues to now 61% in Q3/2013 was very important, but wasn't anitcipated in the share-price.

    • The percentages of the Network Revenues ex Tac from the Network revenues are a lot higher than the percentages of the Qwned & Operated Revenues ex Tac from the Owned & Operated revenues.

      • 6 Replies to fankenguru
      • If you divide 46.9% through 5.6% = 8.375-fold

      • CEO Heath on the last Conference Call: "Network is growing very rapidly and we will take a bit of breather during the fourth quarter to deploy new network traffic management tools in order to resume growth in this business in 2014. Once again, shopping data represents the whole new dimension to our Network business for 2014. More content usually means more traffic and more revenue and we are rolling that content out on next year."

        Source: Read the complete transcript of the last conference call direct on Seeking Alpha.

      • But things are changing in our space due to the explosion of smartphone usage in the U.S. Industry experts project that within a few years, 80% of local searches will be done on a mobile device. That means our company has to become a mobile business. Fortunately that transition is well underway.

      • The More "Profitable" Network Publishing & Advertising Business

        "As we mentioned above Local Corp. has established strong relationships with regional publishing companies across the county, such as the Boston Herald, the Washington Post, the Pittsburgh Post-Gazette, and many others.

        The company arranges to link its proprietary search engine into these publishers online web pages in order to respond to customers who surf the site in search of local information, events, activities and shopping. These searches are almost always of a local nature and the people are favorably disposed to act on the information they receive. As such the local advertisers are much more willing to pay more for "click thrus" from these prospects."

      • Take a look at the next postings and you will see, that Local Corp had reduced his biggest problem: The increase of cost of revenues.

      • You can control it with this numbers:

        Income Statement of Local Corp:

        View Quarterly Data All numbers in thousands
        Period Ending Sep 30, 2013 Jun 30, 2013 Mar 31, 2013 Dec 31, 2012
        Total Revenue 23,471 22,365 21,755 22,374
        Cost of Revenue 16,207 16,415 15,631 16,025
        Gross Profit 7,264 5,950 6,124 6,349

 
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