Wednesday, August 03, 2005

WebSideStory discusses site search and PPC ad bid management (WSSI 2Q05 conf call quotes)

WebSideStory (ticker: WSSI) CEO Jeff Lunsford devoted part of his prepared remarks on WSSI's Q2 conference call to describing the competitive landscape for site search and pay-per-click ad bid management. These topics - particularly bid management - are important not only for WSSI but for the major search companies as well. Excerpts from Mr Lunsford's comments:

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Posted by David Jackson on August 3, 2005 at 12:02 AM in Conf call quotes, Sub-sector: Search, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

Friday, July 29, 2005

WebSideStory meets consensus, guides in-line (WSSI 2Q05 earnings results)

Website analytics firm WebSideStory (ticker: WSSI) reported Q2 2005 earnings results that met both revenue and EPS estimates. Key stats:

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Posted by David Jackson on July 29, 2005 at 01:47 PM in Earnings results, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

Wednesday, March 30, 2005

WebSideStory bounced around by Google acquisition

WebSideStory's stock (ticker: WSSI) has bounced around over the last couple of days in reaction to Google's (ticker: GOOG) acquisition of web analytics firm Urchin Software. Does the Google purchase validate WSSI's business or dramatically increase competition?

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Posted by David Jackson on March 30, 2005 at 10:57 AM in Sub-sector: Advertising, Sub-sector: Services, ticker: GOOG, ticker: WSSI | Permalink | Comments (4) | TrackBack (0)

Monday, March 21, 2005

A VC endorses JUPM, but is he right?

Paul Allen, managing partner of VC firm Infobase Ventures, published a strong endorsement of products from Jupitermedia (ticker: JUPM), WebSideStory (ticker: WSSI), ValueClick (ticker: VCLK) and Linkshare (part-owned by Internet Capital Group, ticker: ICGE). But his assumptions are rejected by another entrepreneur, and require careful thought:

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Posted by David Jackson on March 21, 2005 at 07:10 AM in Sector Themes/Outlook, ticker: ICGE, ticker: JUPM, ticker: KEYN, ticker: WSSI | Permalink | Comments (4) | TrackBack (1)

Thursday, February 24, 2005

WebSideStory (WSSI) on keyword bid management (quotes from the Atomz acquisition conf call)

Here's what WebSideStory (ticker: WSSI) CEO Jeff Lunsford said about keyword bid management on his February 9th conference call discussing the acquisition of Atomz:

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Posted by David Jackson on February 24, 2005 at 07:18 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

WebSideStory (WSSI) reports in-line with positive pre-announcement (4Q04 earnings)

Website analytics firm WebSideStory (ticker: WSSI) reported fourth quarter results in-line with consensus, and provided guidance in-line with consensus. WSSI already positively announced upside to its Q4 numbers in early January, and the results it announced today were slightly above that guidance. So here are the details, and refer to coverage of the pre-announcement for comments:

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Posted by David Jackson on February 24, 2005 at 06:35 PM in Earnings results, Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

Thursday, February 10, 2005

WebSideStory's Atomz acquisition: troubled history?

WebSideStory announced the acquisition of Atomz, a provider of site search and content management, on Feb 8th. Rafat at PaidContent suggests why Atomz sold out:

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Posted by David Jackson on February 10, 2005 at 09:48 AM in Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

Monday, January 31, 2005

Digital River discusses web analytics and online marketing

Digital River provides e-commerce platforms and marketing for software companies. After its strong Q4 earnings report, the company's conference call focused on revenue growth, international expansion, financial leverage and the threat to its anti-virus customers from Microsoft's entry into the security software market.

Digital River is moving deeper into providing Web analytics and online marketing for its customers. Of all the topics it discussed, DRIV's comments about analytics and online marketing had the most relevance to the entire Internet sector. Here they are:

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Posted by David Jackson on January 31, 2005 at 07:10 AM in Sector Themes/Outlook, Sub-sector: Advertising, Sub-sector: Search, Sub-sector: Services, ticker: DRIV, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)

Wednesday, January 12, 2005

WebSideStory pre-announces positively

WebSideStory, which provides hosted Web analytics, announced that it expects Q4 revenue of $6.4 million to $6.5 million, versus previous guidance of $6.2 to $6.3 million. So its growth in subscription revenues will now be 47% year over year and 14% sequentially. The company also raised guidance for 2005.

Quick thought:

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Posted by David Jackson on January 12, 2005 at 08:25 PM in Sub-sector: Services, ticker: WSSI | Permalink | Comments (0) | TrackBack (0)