Local.com aussichtsreich

Programmatic and REAL-TIME-BIDDING rapidly expanding and projected to become the digital media supply and demand equation.

"Programmatic advertising (automation of online ad-buying) is reshaping the digital media landscape." (Business Insider, Nov. 2014)

US advertiser will spend 10.06 billion on programmatic digital advertising in 2014, a 137.1% gain from 2013 (eMarketer)

Sources: Company Overview of Local Corp Q1-2015

Local Corp move to further monetize our audience through programmatic advertising and predictive retargeting across devices

“In 2014, we have been transforming the company to focus on our core initiatives of building and monetizing our Local audience with proprietary traffic quality tools and growing our mobile search market share in North and South America. Our over 200 million unique visitors annually across our O&O properties, including our flagship site, provide us with a significant pool of premium, first-party data with contextual search intent, which is a key differentiator in attracting advertisers as we move to further monetize our audience through programmatic advertising and predictive retargeting across devices.”
Source: Read the complete transcript of the Conference Call direct at Seeking Alpha
 

Adjusted EBITDA of Local Corp positive during seven year

FY-10
FY-11
FY-12
FY-13
FY-14* (Estimate)
FY-15* (Estimate

Adjusted EBITDA
$3,041
$13,775
$3,247
$777
$4,533
$4,000
     3,500§

Source: local.com
 

Local Corp have created a huge opportunity in two areas. One is in programmatic, the other is in mobile search.

We came up with a set of initiatives that we’ve been executing that allow us to leverage the traffic and data we collect about consumers and consumer intentions through our search business, and leverage that programmatically. We’re well on the way to building a programmatic platform. On the mobile side, we wanted to provide a solution for search for mobile phone users that was different than what the Google/Yahoo traditional browser vendors were doing.

Local Corp CEO Fred Thiel, Tuesday, May 05, 2015 (Street Fight)
 

New revenue-streams from Programmatic Marketing: Local Corporation Taps Rocket Fuel Digital Marketing Hub to Deliver Programmatic Audience Extension

Rocket Fuel’s Audience Accelerator Hub Enables Local to Further Monetize High-intent Visitors Across Devices

IRVINE, Calif. & REDWOOD CITY, Calif.--(BUSINESS WIRE)--Apr. 29, 2015-- Local Corporation (NASDAQ:LOCM), a leading local search and advertising technology company, and Rocket Fuel (NASDAQ:FUEL), a leading programmatic marketing platform provider that uses artificial intelligence (AI) at Big Data scale to optimize marketing ROI for global agencies and enterprise marketers, today announced that they have signed a deal for Local’s new programmatic media-buying initiatives.

As part of the agreement, Local Corporation will leverage Rocket Fuel’s Audience AcceleratorTM Ad Seller Hub with DMP and DSP capabilities to deliver programmatic audience extension and search retargeting on behalf of Local’s advertisers. It will also syndicate first-party data from its flagship site  

The consumer shift to mobile devices presents a tremendous opportunity for us. Today, consumers are using their mobile devices more than ever before to search for local products and services. In fact, our research says that over 76% of consumers access local retail store information from their smartphones. According to Forrester Research, the online to offline market opportunity is five times greater than everything sold online today. The market for web influenced sales to the retail store is almost $690 billion.

Why Local Search Matters
Consumers who conduct local searches for businesses and products on the Internet (“local searchers”) tend to convert into buying customers at a highe rate than other types of Internet users. As a result, advertisers often pay a significant premium to place their ads in front of local searchers on websites like our fllagship-site, our Network partner websites and other third party partner websites.

Quelle: Letztes S3-Filing auf local.com
 

All Retailers


A

AT&T Wireless

Apple Store

Ace Hardware

Ann Taylor

B

Babies R Us

Best Buy

Bed Bath And Beyond

Big 5 Sporting Goods

C

Carters

Costco

CVS

D

Dick's Sporting Goods

E

Express


F

Fry's Electronics

Foot Locker

G

GameStop

H

Harbor Freight Tools

Howard's TV & Appliance

Home Depot

I

IKEA

J

JC Penney


K

Kmart

Kohl's

L

Lowe's

M

Micro Center

Macy's

N

Nordstrom

O

Office Depot


P

Pottery Barn

Pottery Barn Kids

PCM

Petco

R

Restoration Hardware

Rite Aid

RadioShack

REI

S

Sur La Table

Staples

Saks Fifth Avenue

Sears

Sam's Club

Sony Store

T

Toys R Us

Target

W

Williams-Sonoma

Walmart

Walgreens

Quelle: krillion.com  

http://thefly.com/thestreet/realmoney/index.php/...from--at-Ladenburg  

... and support the continued growth and well-being of our rapidly expanding global mobile search footprint and proprietary global mobile ad Network.
 

http://ir.local.com/...c=181515&p=irol-newsArticle&ID=2042178  

Q1/15: 17 million

Q2/15: 19 million

Q3/15: 22 million

Q4/15: 26 million  

http://www.local.com/business/los-angeles-ca/  

Local Corporation Earnings Call (Q1 2015)
Scheduled to start Fri, May 15, 2015, 11:00 am Eastern

About Local Corporation (NasdaqCM:LOCM)

Local Corporation, a technology and advertising company, provides search results to consumers who search online for local businesses, products, and services in the United States. The company offers various local search advertising products and services comprising Local.com, a Website and app, which reaches approximately 20 million monthly unique visitors (MUVs); hosted network, a database of local business and product listings along with ad feeds, which consists of approximately 1,000 partner Websites and reaches approximately 5 million MUVs; syndication network, an ad feed solution; and display and pre-roll video networks that provide advertisers with additional reach and exposure for brands through distribution of customized display and pre-roll ads. It also provides pay-per-click, pay-per-call, and display ad units through its search results; and photographs, user ratings and reviews, video, coupons, hours of operations, and others to users of its Websites and network partner Websites, as well as third party partners. The company was formerly known as Local.com Corporation and changed its name to Local Corporation in September 2012. Local Corporation was founded in 1999 and is headquartered in Irvine, California.




 

Libudas Umsatzschätzungen sind mal wieder grandios in die Hose gegangen, statt 17 Mio in Q1 nur ca. 13 Mio. Die Umsatzerwartungen von Local für 2015 und Libudas Schätzungen für Umsatz und EBITDA dürften sich damit endgültig in Luft aufgelöst haben. Eigentlich hätte da frühzeitig eine Umsatzwarnung kommen müssen, aber die kam auch schon für Q4 2014 nicht. Die "we belive" Vorstandschaft bei Local ist in meinen Augen ein krimineller Haufen und jeder der die Katastrophenentwicklungen schönmalt ebenso. Ist aber nur meine subjektive Meinung.

Weiterhin bin ich aufgrund der Entwicklungen und der vorgelegten Zahlen der Meinung dass Local im höchsten Grade pleitegefähredet ist. Der Meinung bin ich schon länger und da stand der Kurs noch bei 2$. Aber hier hat es ja weiterhin nur rosa Rosen geregnet. User die aufgrund der, sagen wir es einmal so, "sehr optimistischen" Darstellung hier investiert haben, werden einen Hals haben, der sich gewaschen hat, aber das hatten wir hier ja schön öfters.

First Quarter Results: Mar. 31, 2015 compared to Dec. 31, 2014

First quarter 2015 total revenue was $13.1 million. Network revenue was $4.8 million, compared to $7.8 million in the fourth quarter of 2014, due to softer performance of the feed business as a result of increased traffic quality filtering and a related decrease in overall traffic. O&O revenue was $8.3 million, compared to $8.5 million in the fourth quarter of 2014, indicating this line of business has begun to stabilize as the company addressed the fourth quarter changes in traffic sources and editorial requests from ad partners. At this revenue level, gross margin was 12%, net loss was $4.6 million and Adjusted EBITDA* loss was $2.2 million.

http://finance.yahoo.com/news/...reports-first-quarter-110500604.html  

Anstatt eine Umsatzwarnung herauszugeben und die eigenen Umsatz- und Ergebniserwartungen für 2015 herunter zu nehmen, kommt so ein Herumgedruckse vom Vorstand.

“We believe our overall product offerings and technology assets are robust and valuable, but recognize the path to growth may be longer than we would like. In light of recent interest, we have engaged an investment banking advisor to explore strategic alternatives that have the potential to generate increased value for our shareholders.”

Jetzt in der katastrophalen Lage in der sich Local befindet, einen Berater an Bord zu holen, ist in meinen Augen der letzte verzweifelte Versuch irgendwie das Steuer noch herum zu reißen. Ich denke schon, dass dieser Zug lukrativ ist, aber nur für den Berater. Der Strohhalm den es für Local gibt, wird dünner und dünner. Ganz weg ist er noch nicht, aber im Moment schaut es eher so aus, als versuchte ein Nilpferd mit einem kleinen Strohhalm eine große Mauer zu überwinden. Ich will nicht ausschließen dass das möglich ist, aber ich habe starke Zweifel … und die wurden mit den Q1 Zahlen noch größer.

Grüße
JG

http://finance.yahoo.com/news/...reports-first-quarter-110500604.html  

heute geschmissen ? 400.000 Stück Umsatz in US,da könnten seine 130.000 Stück dabei gewesen sein,hm ? Er wird doch nicht hopfen und Malz verloren haben ..... ?  

schon geposteten Zahlen sind selbstverständlich nicht berauschend, aber eine Markkapitalisierung von 10,5 Millionen Dollar wie momentan ist absurd.  

Millionen hochgerechneten Jahresumsatz ergibt sich bei einer Marktkapitalisierung von 10,46 Millionen ein Kurs-Umsatz-Verhältnis von absurden 0,2.  

Wenn Local so weiter macht wie in Q1 sind sie meiner Meinung nach noch dieses Jahr pleite. Da sind die aktuellen gut 10 Mio Marketcap. noch viel zu viel.

Ein solches Desaster beim Umsatz und Ergebnis nur als "nicht berauschend" zu verniedlichen passt zu Libudas Verdrängungsstrategie die Alarmzeichen der letzten 12 Monate konsequent zu ignorieren.

Meine Meinung.

Den noch Investierten mein Beileid und viel Glück ... Ihr könnt es brauchen!

Grüße
JG  

Es ist in meinen Augen eine Verhohnung und Verarschung (sorry das muss jetzt mal so deutlich sein) von den Investierten die Libuda in diese "Qualitätsaktie" getrieben hat, wenn immer noch bei grottigsten Unternehmenskennzahlen das kaum aussagekräftige KUV als Durchhalteparole herhalten muss.

Libuda lass dir sagen dass viele Pleiteunternehmen kurz vor dem Exodus ein gigantisch niedriges KUV hatten.  

beschäftigen will, sollte die komplette Mitschrift des Conference Call durchlesen:

http://seekingalpha.com/article/...ts-earnings-call-transcript?page=1

Um mehr als die Seite 1 zu lesen, müsst Ihr Euch u.U. erst bei Seeking Alpha anmelden - das rentiert sich nicht nur wegen Local Corp.  

"As we move through our company's transformation, we remain confident in the long-term value of our products and technologies

However, it's taken longer than anticipated to rebuild traffic across our business. As a result, in the first quarter our overall financial results were negatively impacted by several challenges that we discussed on our fourth quarter conference call. Major challenges still remain and we are at an extremely sensitive point in our transformation. Nonetheless, we believe we have made significant operational progress."

Source: Read the complete transcript of the conference call direct at Seeking Alpha Less
 

haben kaum etwas verändert:



Big and well-known investors had not reduced the ownership
.

Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)

GOLDMAN CAPITAL MANAGEMENT INC 03/31/2015 2,967,476 (40,000) (1.33) 1,632
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 03/31/2015 970,618 10,077 1.05 534
VANGUARD GROUP INC 03/31/2015 641,303 200 .03 353
GEODE CAPITAL MANAGEMENT, LLC 03/31/2015 140,265 0 0.00 77
 

Wer dem Geschwalle des "we belive" Vorstandes auch noch ein Wort glaubt, dem ist nicht mehr zu helfen. Da habe ich auch keinerlei Mitleid!  

Should we assume the first quarter 1Q15 to be the weakest quarter for the year?

Amit Dayal - Wainwright
From a guidance point of view, I know you are withdrawing guidance, but just from a visibility perspective, should we assume the first quarter 1Q15 to be the weakest quarter for the year? Do we anticipate improvements in the next few quarters?

Ken Cragun - Chief Financial Officer, Secretary
I think that's a good assessment, Amit, that we have opportunities that we expect will provide growth from this level that we have experienced in the first quarter.

Source: Read the complete transcript of the conference call direct at Seeking Alpha
 

und die Liquidität zu gewinnen, muss man sich selbstverständlich auch alle Aussagen und die Zahlen aus dem gestrigen Quartalsbericht ansehen - und natürlich auch verstehen:

http://finance.yahoo.com/news/...reports-first-quarter-110500604.html