Top Internet Stocks » revenue

Yahoo Headed Up While AOL Is Still Struggling

admin — Wed, 03 Mar 2010 22:50:01 +0000

Yahoo (YHOO: 13.62 0.00%) has been giving signals that they are experiencing a strong first quarter, but AOL (AOL: 23.05 0.00%) appears is tracking below their initial revenue guidance.

Yahoo
CEO Carol Bartz recently appeared on CNBC and emphasized that Yahoo is “marching forward” and that she will prove it. In addition, EVP Hilary Schneider indicated at the Goldman Sachs technology conference that due to quicker-than-expected regulatory approval on the Microsoft (MSFT: 24.29 0.00%) deal, Yahoo now will receive some “unexpected benefits” in the first quarter. These “unexpected” reimbursements when taken along with Carol Bartz’s comments seem to point to strong first quarter results.

AOL
Meanwhile, AOL seems to be struggling in it’s first full quarter as a public company. On their fourth quarter earnings call, AOL provided Q1 guidance for flat year/year domestic advertising revenue. However, in their recent 10-K filing AOL now anticipates a decline in their first quarter domestic ad revenues.

Here is the specific text from the company’s 10-K filing:

…based on current information, we believe domestic display advertising revenues will decline in the first quarter of 2010 as compared to the first quarter of 2009 as a result of our advertising sales organization restructuring which resulted in the reassignment of a majority of our advertising accounts, significantly lower monetization of AOL Properties through our Third Party Network and an approximate $5 million reduction (which represents an approximate 40% year-over-year decline) in advertising revenue related to legacy agreements on certain AOL Properties.

Since the beginning of 2010, AOL shares have been outperforming Yahoo with AOL gaining 5.3% while Yahoo stock slid 7.2%. However, we would expect those performances to reverse over the next few weeks.

Our Coverage Universe: Internet Services Stocks

admin — Fri, 25 Sep 2009 02:27:32 +0000

With the launch of TopInternetStocks.com we will be writing about dozens of internet stocks across five major categories. One of key categories of internet stocks is internet services stocks. These are companies that primarily generate their revenue through subscription customers. The nine stocks that we will initially be covering within our internet services segment are:

Dice Holdings (DHX: 7.30 0.00%)
Dice operates a portfolio of niche online job boards.
2008 Revenue: $155 million

LoopNet (LOOP: 11.10 0.00%)
LoopNet operates an online marketplace for commercial real estate.
2008 Revenue: $86 million

InfoSpace (INSP: 7.17 0.00%)
InfoSpace offers search service through its website such as Dogpile.com, WebCrawler.com and MetaCrawler.com
2008 Revenue: $157 million

United Online (UNTD: 5.44 0.00%)
United Online operates in three distinct segments: floral products through their FTD segment, a subscription social network in Classmates.com, and dial-up internet services through Net Zero and Juno.
2008 Revenue: $669 million

zipRealty (ZIPR: 2.64 0.00%)
zipRealty is an online real estate brokerage focusing on the residential market.
FY 2009 Revenue: $107 million

Monster Worldwide (MWW: 12.33 0.00%)
Monster Worldwide is a global online recruitment service that also operates an online advertising network.
2008 Revenue: $1.35 billion

Netflix (NFLX: 138.48 0.00%)
Netflix provides subscription customers with access to online movie rentals.
2008 Revenue: $1.36 billion

Stamps.com (STMP: 12.41 0.00%)
Stamps.com provides online postage solutions to individuals and small businesses.
2008 Revenue: $95 million

eHealth (EHTH: 11.12 0.00%)
eHealth is an online insurance agency providing health insurance quotes.
2008 Revenue: $112 million

Our Coverage Universe: Ecommerce Stocks

admin — Wed, 23 Sep 2009 02:25:31 +0000

With the launch of TopInternetStocks.com we will be writing about dozens of internet stocks across five major categories. One of key categories of internet stocks are ecommerce stocks. These are companies that primarily generate their revenue through ecommerce transactions. The nine stocks that we will initially be covering within our ecommerce segment are:

Blue Nile (NILE: 43.06 0.00%)
Blue Nile is an online jewelry retailer specializing in diamond engagement rings.
2008 Revenue: $295 million

Bidz (BIDZ: 1.59 0.00%)
Bidz operates an online auction site that specializes in jewelry.
2008 Revenue: $207 million

Shutterfly (SFLY: 24.08 0.00%)
Shutterfly specializes in photography & related items.
2008 Revenue: $213 million

Overstock (OSTK: 14.91 0.00%)
Overstock.com is an online discount retailer that focuses on brand name merchandise.
2008 Revenue: $834 million

1-800 Flowers (FLWS: 1.59 0.00%)
1-800-Flowers.com operates as a gift retailer specializing in flowers.
FY 2009 Revenue: $714 million

Drugstore.com (DSCM: 1.57 0.00%)
Drugstore.com is an online retailer specializing in health and other household products.
2008 Revenue: $367 million

US Auto Parts (PRTS: 9.04 0.00%)
US Auto Parts operates a network of online retail websites specializing in aftermarket auto parts.
2008 Revenue: $153 million

Orbitz (OWW: 5.80 0.00%)
Orbitz operates a portfolio of online travel retail websites.
2008 Revenue: $870 million

Vista Print (VPRT: 33.83 0.00%)
Vista Print is an online retailer of marketing and small business print products.
FY 2009 Revenue: $516 million

You may have noticed some prominent exclusions within our ecommerce category with ecommerce giants Amazon.com (AMZN: 138.79 0.00%) and eBay (EBAY: 24.13 0.00%) not being mentioned at all. However, internet stocks with market caps of $5 billion or greater are included in our large cap internet stock category as we believe that the stock market evaluates those companies slightly differently.