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Financial Results

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Where Will Facebook Go to Sustain Mobile Growth?

  • April 25, 2014
  • Mike Boland
  • Facebook, Financial Results, Mobile, Social

There's been lots of action on the Facebook front over the past few weeks. Most recent of course is the company's quarterly earnings. The big story there is the continued march of mobile, now up to 59 percent of its…

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GrubHub IPOs: Thoughts About GrubHub and the 'Food' Segment

  • April 4, 2014
  • Peter Krasilovsky
  • Coupons/Deals, E-Commerce, Financial Results, Mobile, Verticals

All eyes are on "local" this morning on Wall Street, with GrubHub's IPO off to a great start. The company has placed 7.4 million shares priced at $26, or $192.4 million. The shares closed at $34. We've been watching GrubHub's…

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GrubHub IPOs: Thoughts About GrubHub and the ‘Food’ Segment

  • April 4, 2014
  • Peter Krasilovsky
  • Coupons/Deals, E-Commerce, Financial Results, Mobile, Verticals

All eyes are on "local" this morning on Wall Street, with GrubHub's IPO off to a great start. The company has placed 7.4 million shares priced at $26, or $192.4 million. The shares closed at $34. We've been watching GrubHub's…

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Dex Media Focused on Digital Growth

  • March 13, 2014
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

Dex Media plans to spend 2014 moving past the integration phase that occupied much of last year, and into an execution phase focused on dialing in the right digital product set for small-business advertisers. The result should be an improving…

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Twitter’s Q4 2013 Earnings Call: Big Plans for User Engagement, No Plans for SMB Advertisers

  • February 6, 2014
  • Rebecca Weingartner
  • BIA/Kelsey SMB, Financial Results, Online/Interactive, SMBs, Social

"A core value for Twitter as a company is to reach every person on the planet. In 2014 we want to build a Twitter that is accessible to everyone," says Dick Costolo, CEO of Twitter in yesterday's Q4 earnings call.…

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Twitter's Q4 2013 Earnings Call: Big Plans for User Engagement, No Plans for SMB Advertisers

  • February 6, 2014
  • Rebecca Weingartner
  • BIA/Kelsey SMB, Financial Results, Online/Interactive, SMBs, Social

"A core value for Twitter as a company is to reach every person on the planet. In 2014 we want to build a Twitter that is accessible to everyone," says Dick Costolo, CEO of Twitter in yesterday's Q4 earnings call.…

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Mobile Up, Desktop Down: Facebook Focuses on Mobile in a Big Way

  • November 8, 2013
  • Meshach Cisero
  • Facebook, Financial Results, Mobile, Online/Interactive

Online Property Penetration BIA/Kelsey data shows small-businesses are fully embracing Facebook as a media channel. Facebook executives made it clear on the company's recent earnings call that they see SMBs ultimately driving big revenues for the social media giant. BIA/Kelsey's…

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More Exec Changes at ReachLocal Amidst Advertiser Growth

  • November 5, 2013
  • Peter Krasilovsky
  • Ad Sales, Financial Results

We're watching ReachLocal  closely, and note some changes at the company. Reach has been pushing the envelope as it transitions from a company that is largely dependent on reselling search and display to one that has a deeper relationship with…

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Leadership Shuffle Ahead at Hibu

  • October 17, 2013
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

Hibu will go through a leadership shake up early next year, an aftermath of the recent takeover of the company by lenders. Today we learned that Hibu Chairman Bob Wigley will leave the board, to be replace by Alfred Mockett,…

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Dex, SuperMedia to Use Prepackaged Bankruptcy Route

  • March 18, 2013
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

Dex One and SuperMedia have each entered Chapter 11 bankruptcy as part of a pre-packaged deal as the two companies moved toward merging by mid 2013. The prepackaged route was necessary because the companies were not able to convince all…

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Hibu Fires Two ‘Disloyal’ Senior Execs

Hibu Fires Two ‘Disloyal’ Senior Execs

  • March 13, 2013
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

The London Evening Standard is reporting that an attempt to engineer a buyout of Hibu's U.S. operation (Yellowbook) is behind the recent dismissal of two senior Hibu U.S. executives. In an internal memo last week, Hibu CEO Mike Pocock announced…

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Eniro, Yellow Media Kick off YP Earnings Season

  • February 7, 2013
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

Two global directory companies at different stages of transformation reported their 2012 earnings this week. Eniro and Yellow Media both reported deep print declines, as well as progress in repairing balance sheets burdened by debt. Mobile development was a high…

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Italy’s Seat PG Says Unable to Pay Debts

  • February 5, 2013
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

Seat Pagine Gialle, Italy's leading directory publisher, has announced it is insolvent and unable to meet its debt obligations. Specifically, the company was not able to meet its 2013 debt obligations totaling 200 million euros. Seat will now seek protections…

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DexOne: It’s All About Bundles

  • October 25, 2012
  • Charles Laughlin
  • Financial Results, Online/Interactive, Yellow Pages

On today's Q3 earnings call, DexOne CEO Alfred Mockett made it clear that bundles are central to Dex's hopes of arresting its revenue declines. The company grew its digital bookings by 26 percent in Q3 and expects to end 2012…

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The Morning After…What We Really Learned from Facebook’s Earnings Call

  • July 27, 2012
  • Jed Williams
  • Display Advertising, Facebook, Financial Results, Mobile, Online/Interactive, Social

Facebook investor and press events have become spectacles unto themselves, where distilling signal from noise is a tricky task. But that's what we'll flesh out here in the aftermath of the company's first earnings call post-IPO...a call that featured an…

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Sounding Off on Facebook’s IPO: The BIA/Kelsey Webinar

  • May 4, 2012
  • Peter Krasilovsky
  • Facebook, Financial Results, Funding, Mobile, Social

via CNN If anybody wonders whether the considerable “legs” of Facebook justify a valuation now set for $83 billion, have a listen to a terrific BIA/Kelsey webinar on Facebook’s IPO, featuring Trada CEO Niel Robertson Wildfire CEO Victoria Ransom and…

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BIA/Kelsey Webinar: ‘Facebook’s IPO — The Valuation of the Decade?’

  • April 30, 2012
  • Jed Williams
  • Facebook, Financial Results, Forecasts, Online/Interactive, Social

Among the myriad questions swirling around Facebook's imminent IPO (other than "when will it actually happen?"), the two most pressing are: 1) Can the social network actually support an assumed $100 billion valuation? and 2) How? BIA/Kelsey sought to answer…

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Filing: LivingSocial Lost $558 Million in 2011

  • February 1, 2012
  • Peter Krasilovsky
  • Coupons/Deals, Financial Results

LivingSocial, in a battle with Groupon and other deal providers to gain (and keep) market share, lost an eye popping $558 million beyond its $245 million in net earnings, according to a regulatory filing by Amazon.com, which owns 31 percent…

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Truvo Sells Ireland Operation, Cleans Out Executive Ranks

  • December 28, 2011
  • Charles Laughlin
  • Financial Results, Mergers & Acquisitions, Yellow Pages

The European directory and local search operator Truvo has taken major steps toward consolidating around its flagship Belgian operation. On Dec. 22, Truvo "divested" its operation in Ireland, selling it to Contact Holdings, which operates Yellow Pages companies in the…

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Reading Yelp’s S-1: Rapid Growth Amid Challenges

  • November 21, 2011
  • Peter Krasilovsky
  • Financial Results, Funding, Google, SMBs, Social

Yelp’s S-1, which was issued last week as a run-up to a $100 million IPO, reveals a lot of new data about the reviews leader. The big question about Yelp has been whether it can grow against increased pressure from…

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