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Yelp, Inc. Message Board

  • gettlngtoobig gettlngtoobig Jan 12, 2014 7:38 PM Flag

    When web companies is using 80% revenue on SALES to bring more sales

    then business model is broken. Check Google, Facebook salesforce relative to revenue or even relative to total cost.
    FB does not call business 5-10 times and ask them to AD. If Yelp was working business would have gobe after Yelp and not other way arround.

    Sales cost is keep going up. So revenue going up is meaningless here.

    Some compare Yelp to AMZN, but they do not understand. AMZN revenue is not growing becuase of SALES cost, amzn is keep selling more and more items with 0 to small margins to keep the customer in, and eventually AMZN will increase the prices little by little to increase the margin while keeping customer in. I am not saying AMZN at $400 is cheap, but business model is very different.

    If Nasdaq goes down 10-15%, YELP will be down 50-60%. Goldman sachs mentioned yesterday, that Nasdaq is 42% overvalued currently.

 
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