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  • Expedia Flies After Q2, Pushed By Ad-Driven Tailwinds

    Analysts’ high expectations for Expedia’s Q2 2014 earnings were justified when the travel-booking company reported YoY revenue growth of 24% to $1.49 billion. Though driven predominately by strong hotel room night and air ticket growth, Q2 advertising and media revenue played a notable role in causing the revenue hike, growing 54% YoY to $123 million. […]

  • Pandora’s Mobile Revenue Hits All-Time High, Listener Growth Not So Much

    Mobile ad revenue was up significantly for Pandora during Q2 2014, jumping 59% from last quarter to $167.5 million, a 51% year-over-year increase. Total revenue for the Internet radio streaming company came in at $218.9 million, 76% of which was made up by mobile ad revenue. While it represented a 38% year-over-year growth for the […]

  • TripAdvisor Misses Q2 2014 Estimates — But At Least Ad Revenue’s Up

    TripAdvisor painted a muddled picture during its Q2 2014 earnings call. The travel booking site’s overall profits came in far below estimates. But ad revenue was a bright spot for TripAdvisor, which saw an increase in both click-based and display ad revenue this quarter. Click-based ad revenue increased year over year to $235 million, up […]

  • Facebook Reports Q2, Mobile Grows To 62% Of Ad Revenue

    Facebook reported second-quarter earnings on Thursday amid generally high expectations for the company’s advertising business, especially as it pertains to mobile and video. Investors were not disappointed. Facebook posted Q2 advertising revenue of $2.68 billion, a 67% increase from Q2 2013. Of that, mobile advertising is becoming increasingly important – it constituted 62% of Facebook’s total advertising […]

  • Millennial Media Has Strong Q4 But Warns Of ‘Turbulence’ Ahead

    In its Q4 earnings call Wednesday, mobile ad network Millennial Media revealed it had netted $109.5 million in the fourth quarter, up from $75.9 million in Q4 2012 (a 44% increase). Total revenue for 2013 increased 41.6% from $241.3 million in 2012 to $341.8 million last year. Despite a strong end to the year, however, […]

  • Twitter Q4 Ad Revenue Balloons to $220M, But User Engagement Flags

    Twitter’s first quarter as a public company was hot and cold. Ad performance was the hot part. Q4 2013 ad revenue on the Twitter platform grew 121% to $220 million, of which mobile advertising accounted for more than 75%. The MoPub mobile ad exchange, acquired during the quarter, delivered $8 million in revenue. Audience trends […]

  • Salesforce.com Says It Will Be A $5 Billion Company In 2015

    As throngs of conference-goers flocked to downtown San Francisco for this week’s Dreamforce show, enterprise platform company Salesforce.com posted its Q3 earnings, citing 36% growth year-over-year to $1.08 billion in revenue. Of that total, $81 million was attributed to the Salesforce.com ExactTarget Marketing Cloud, according to Salesforce.com CFO Graham Smith, a figure that was “stronger” […]

  • Criteo Q3: Mobile Momentum, Geographic Expansion

    In its first earnings disclosure since going public, French retargeter Criteo cited vertical expansion beyond its heritage of retail and travel retargeting client base. CEO Jean-Baptiste “JB” Rudelle noted “major” US client wins in the financial and auto verticals helped the company post revenue growth of 57.8%, increasing from 72.1 million euros in the third […]

  • Google Reports Q2 2013 Results: Enhanced Campaigns Gets Scrutiny

    After the stock market closed today, Google reported its results for the second quarter ending June 30, 2013. The revenue numbers: “Google Revenues (advertising and other) – Google revenues were $13.11 billion, or 93% of consolidated revenues, in the second quarter of 2013, representing a 20% increase over second quarter 2012 revenues of $10.96 billion.” […]

  • Google Reports Q1 2013 Earnings - Makes Billions

    And the results are in! According to its Q1 2013 results, the GOOG made about $3.5 billion in profits, depending on your accounting principles. Get the release here. From the release: “Google Revenues (advertising and other) – Google revenues were $12.95 billion, or 93% of consolidated revenues, in the first quarter of 2013, representing a 22% […]

  • Yahoo Reports Q1 2013 Earnings - Display Revs Decrease 11% YOY

    Yahoo has reported it’s Q1 2013 results. Get the release here.  And, the earnings call slides (PDF). Display “Highlights” from the release: GAAP display revenue was $455 million for the first quarter of 2013, an 11 percent decrease compared to $511 million for the first quarter of 2012. Display revenue ex-TAC was $402 million for […]

  • Google's Bad Day: Accidental Early Earnings Release Shows Falling CPCs

    For the past few years, Google’s quarterly earnings have tended to be a day of celebration for the search giant. But its Q3 report, which was released a few hours before the company intended, contained some slight signs of weakness as profits and revenues missed analysts’ bullish forecasts. Read the earnings release. The misfired earnings […]

  • As AOL Struggles To Boost Display, Armstrong Promises New Commitment To Data

    In Q2, as it has for the past year, AOL’s third party network revenue rose by double digits, while U.S. display dollars remained flat. Read the earnings release. During the earnings call with investors, who once again saw their low expectations exceeded by AOL’s performance, CEO Tim Armstrong batted back questions about the advertising challenge […]

  • Yahoo Q2: New CEO Mayer Greeted With Small Revenue Gains And Continued Challenges

    Yahoo followed yesterday’s big news that Google product veteran Marissa Mayer was its new CEO with a Q2 earnings report consisting of small, barely-better-than-flat revenue and profit gains.  Read the release. Display revenue  was $473 million (excluding traffic acquisition costs), representing a 1 percent increase over Q2 2011. To put that number in context, in […]

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