Seeking Alpha
  • Michael Eisenberg
    Does anyone have thoughts on revenue & profit impact of traffic drop at ask.com on $IACI revenue and profit http://bit.ly/V3Y7N2
    11/27/12
    Reply (8)
    • David Jackson: What's the cause of the traffic drop for Ask.com?
      11/27/12
    • TripaxCap: Per this source, traffic dipped in Q3 '11 and was flattish late that year, and iac search rev growth was strong thru that time so ...
      11/29/12
    • Michael Eisenberg: yes. But drop was less dramatic and recovered strongly in October. In 2012 drop was stronger in October
      11/29/12
    • David Jackson: How much of $IACI's revenue does Ask.com account for?
      11/29/12
    • Michael Eisenberg: Search is 50% of revenue and is equal to more than 100% of operating profit. Hard to tell how to allocate the "corporate loss"
      11/29/12
    • David Jackson: Mabye "corporate loss" is G&A shared across all business units?
      11/29/12
    • TripaxCap: Big difference between OIBA and Operating Income is stock based comp which company does not allocate to its segments
      11/29/12
    • TripaxCap: company runs multiple search brands and uses multiple mktg channels - not at all clear how this report maps to the comp's segment revenue
      11/29/12