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Full disclosure: I'm short TSCM.
Feb 26 16:19 pm
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All Comments by Frank Li »TheStreet.com Q4 2007 Earnings Call Transcript [View article]
The good news from this call:
- RPM rose 31% to $25.59, ie. they're squeezing more money from the page views they're getting.
- Revenue per paying subscriber rose 1% year over year to $382.
The bad news:
- Subscription revenue was down 4% year over year.
- Paying subscribers fell 7% to 86,000.
- Page views were up only 9% year over year, ie. down 17% sequentially.
In other words, the fundamental drivers of the business -- the traffic to the site and the number of subscribers to the paid products -- were horrible.
That's why the stock got crushed.