Scripps’ Earnings Call - Why Shopzilla Will Wow Audiences

Shopzilla (and uSwitch & UpMyStreet) are the darlings of Scripps with incredible growth. Expect even more ooohs and aaahs from management and investors on October 17 before the bell rings.

Why? Simple. In 2005, most major shopping comparison engines dropped CPC rates for the lackluster summer months. In 2006, Shopzilla didn’t cut rates. So not only does Shopzilla benefit from continued growth in a hot ad and ecommerce market, but year over year minimum CPC rates were higher for the summer months (June 1 - August 14, to be exact).

Haven’t seen this in any Analyst notes yet…

Related:
Chutes and Ladders - ShopWiki, Scripps Interactive - September 22, 2006
Shopzilla’s Q2 2006 Revenue and Earnings - July 24, 2006

Disclaimer: I don’t own any shares of SSP (you’ve gotta love Y!’s new Finance Beta). The reason I know this information is because I actually use all of the shopping comparison engines and have for about 2 yrs.


no comments yet.


Close
Powered by ShareThis