Shopping.com Earnings – No Show

by Brian Smith, on January 18th, 2006


Just arrived in NYC. Always nice to return.

As expected, eBay is not breaking out Shopping.com numbers in its earnings release (although I haven’t yet listened to the call, so I don’t know if there’s more to learn).

I believe that if Shopping.com was a huge success story and outperforming expectations that we’d see the numbers. As is, with Shopzilla kickin’ ass for Scripps and PriceGrabber producing incredible margins, I think eBay might be embarrassed to release any Shopping.com financials.

The official company line will most likely be that Shopping.com is just a small operating unit, and that eBay does not break out numbers for all its businesses…but eBay did break out the numbers for Skype ($24.8m since the acquisition or a run rate of about $116m) and Shopping.com has stronger revenue than that.

I’ll listen to the call and contact Shopping.com. Hopefully I’ll be able to share a bit more information.

Tags: Comparison Engines


Jonathan said

Hi Scott,

I listened in on the eBay conference call this evening and did not hear them break out any numbers or forecast estimates for Shopping.com. What was interesting at the end of the call was that eBay has NO plans to integrate both eBay or eBay Express into Shopping.com for at least another two years.

January 19th, 2006 at 12:51 am |

vic_lemmefind said

Wondering if any major earnings numbers are coming out this year.

We were also trying to find some year-on-year data about percentage breakup of e-commerce spending, like:

* Total Spend
* % (of total) via direct (web site) sales
* % via affiliate sales
* % via comparison / shopping engines
etc.

Any links to such information will be highly appreciated.

January 6th, 2007 at 8:02 am |