Just arrived in NYC. Always nice to return.
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.