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Zillow, Inc. Message Board

  • surbiton99 surbiton99 Mar 20, 2013 7:58 PM Flag

    Why has Zillow stopped publishing monthly Unique User data?

    They didn't publish any details for October thru December and published a very disappointing 34.5 million users as the average for the quarter when the 8-K was published in February. One can only presume that the October / November / December numbers were embarrassingly low and the best approach was to confuse the situation by publishing an average for the quarter, including acquisitions that came on stream in the quarter, which concealed the bad performance even more.

    In the press release for the rescheduled investor day Zillow mentions a 'record 46 million users for January', without mentioning that Hotpads and Mortech are now included, and without giving the breakout so investors can compare on a like for like basis. So here we are in mid March and NO release of the February Unique User numbers - are they so bad that Zillow are embarrassed to release them? Seems to be the only logical conclusion. Let's hope that the Analysts ask for this information at next weeks investors conference to allay fears of poor performance,

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    • Zillow has only three quarter of the Monthly Unique Visitors of Local Corp, but the 48-fold market-cap – a joke

      Market-Cap of Local Corp = 36 million

      Market-Cap of Zillow = 1,720 million

      Local Corp development of Unique Visitors:

      11/2012: 18,745,842 Monthly Unique Visitors

      12/2012: 22,738,206 Monthly Unique Visitors

      01/2013: 26,410,927 Monthly Unique Visitors

      02/2013: 24,017,605 Monthly Unique Visitors

      Decrease of 9.06% (but February has only 28 days against 31 in January) against January and an increase of 38.64% year-over-year.

      Compare with the development of Zillow’s Monthly Unique Visitors:

      11/2012: 10,978,144 Monthly Unique Visitors

      12/2012: 11,366,564 Monthly Unique Visitors

      01/2013: 14,298,071 Monthly Unique Visitors

      02/2013: 13,415,496 Monthly Unique Visitors

      Decrease of 6.17% (but February has only 28 days against 31 in January) against January and an increase of 45.23% year-over-year.

      Source fot Montthly Unique Visitors = siteanalytics

    • Go to investor relations page and click on news and events page. Then scroll down. No conspiracy theories needed. All numbers posted there. Including Feb.

      • 2 Replies to szuszkin
      • Zillow has only three quarter of the Monthly Unique Visitors of Local Corp, but the 48-fold market-cap – a joke

        Market-Cap of Local Corp = 36 million

        Market-Cap of Zillow = 1,720 million

        Local Corp development of Unique Visitors:

        11/2012: 18,745,842 Monthly Unique Visitors

        12/2012: 22,738,206 Monthly Unique Visitors

        01/2013: 26,410,927 Monthly Unique Visitors

        02/2013: 24,017,605 Monthly Unique Visitors

        Decrease of 9.06% (but February has only 28 days against 31 in January) against January and an increase of 38.64% year-over-year.

        Compare with the development of Zillow’s Monthly Unique Visitors:

        11/2012: 10,978,144 Monthly Unique Visitors

        12/2012: 11,366,564 Monthly Unique Visitors

        01/2013: 14,298,071 Monthly Unique Visitors

        02/2013: 13,415,496 Monthly Unique Visitors

        Decrease of 6.17% (but February has only 28 days against 31 in January) against January and an increase of 45.23% year-over-year.

        Source fot Montthly Unique Visitors = siteanalytics

      • Thanks for the information. Makes you wonder why its buried a way down the page where you would not expect to find it, and also that they have stopped the monthly SEC filing of the unique user data that they did until Septmeber. Interesting how poor the February numbers were with a 2 million drop in users (5%) from January .

 
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