NBCI - 500 Beiträge pro Seite

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23.10.2000
Der Analyst Lowell Singer von Robertson Stephens hält die Aktien von NBC Internet (WKN 931120) auf lange Sicht für attraktiv. NBC wolle die Abteilung AllBusiness.com mit Bigvine zusammenlegen. Nach der Vereinbarung werde NBC 49% des neuen Unternehmens halten und USD 15 – 20 Mio. in das Projekt stecken.

Anscheinend sei das Management auf dem richtigen Weg, die Strategien zu verfeinern und sich auf die Geschäfte mit dem Verbraucher zu konzentrieren. In diesem Rahmen sei auch die Internet-Site neu gestalten und die Seiten von Xoom.com, Snap.com und NBCi.com zusammengelegt worden.

Quelle: Aktiencheck


Tuesday, October 24, 2000

NBCi signs DoubleClick DART Agreement;
Deal Expected to Help Maximize NBCi Advertising Opportunities

DoubleClick Inc., the leading global Internet advertising solutions company, today announced that NBC Internet Inc., has signed a long-term, exclusive DART for Publishers agreement, helping to advance DoubleClick`s top market share position in the ad management solutions market.

NBCi will use the DART service to better target, manage and track advertising impressions each month across its Web properties, helping to maximize ad revenue opportunities.

Including NBCi, DoubleClick`s growing customer base includes approximately half of the sites on the Media Metrix Top 50 List.

"NBCi offers its advertising and marketing partners a wide variety of media and direct marketing solutions," said John Rodkin, VP of Core Products, NBCi. "Our move to DoubleClick`s DART for Publishers platform will enhance our cost savings and ability to target, manage and deliver our advertising with greater sophistication and accuracy."

DART for Publishers is an outsourced advertising management service, used by more than 1,000 customers, including most of the leading ISPs, Web publishers and networks worldwide. The service provides NBCi, which currently ranks among the largest Web properties according to Media Metrix, with the ability to analyze advertising campaigns across its entire portal, target campaigns based on specific advertiser requests and reliably generate campaign performance reports. DoubleClick supports this highly scalable solution with global, around the clock support, including 22 data centers distributed worldwide.

"NBCi has drawn a large following on the Internet by aggregating highly popular, content rich sites and services geared to different audiences, interests and needs," said David Rosenblatt, Senior Vice President for DoubleClick TechSolutions. "DoubleClick`s DART provides the scalability, forecasting and targeting that will enable NBCi to reliably deliver advertisers both highly segmented audiences and mass reach; ultimately maximizing their revenues."

About DoubleClick TechSolutions

DoubleClick TechSolutions provides comprehensive service and software solutions for interactive marketing management, including DART for Advertisers, DART for Publishers, and AdServer. These solutions are finely tuned to the unique and rapidly evolving needs of each interactive marketing segment--advertisers, agencies, Web publishers and merchants.

About DoubleClick Inc.

DoubleClick Inc. (www.doubleclick.net) is the leading global provider of ad delivery technology with the largest Network of top Web sites worldwide. The company provides nearly 5,000 Web advertisers and over 3,200 publishers with ad sales, technology, data, email, wireless and promotions solutions to meet online marketing needs. DoubleClick products help advertisers and publishers build customer relationships through brand awareness and customer retention. DoubleClick Inc. has global headquarters in New York City and maintains over 40 offices around the world.

About NBC Internet, Inc. (NBCi)

NBC Internet, Inc. (NBCi) is a leading Internet company that helps consumers access Internet resources, leveraging user data to broker information, commercial, and entertainment transactions between consumers and marketing partners. NBCi`s flagship consumer Internet portal, NBCi.com, provides Internet search and directory, information, community, personal file storage, e-commerce, and entertainment services for both narrowband and broadband users. NBCi`s business-to-small business portal, AllBusiness.com, offers information, products, and services to help small businesses start and grow.

NBCi was launched in November 1999 through the combination of NBC and CNET`s Snap.com, Xoom.com, NBC.com, NBC Interactive Neighborhood, VideoSeeker, and a 10 percent equity stake in CNBC.com. NBC Internet publicly trades under the ticker NBCI on The Nasdaq Stock Market(R). NBC, a subsidiary of General Electric Company (NYSE: GE, news, msgs), holds a 39.3 percent ownership stake in NBCi. NBCi is headquartered in San Francisco and has offices in New York City, Los Angeles, and Chicago.

(c)2000 DoubleClick Inc. All rights reserved. DOUBLECLICK (R), ADSERVER(TM), DART(TM), and the DoubleClick logo are trademarks or service marks of DoubleClick Inc. Other company and product names may be trademarks of the companies with which they are associated.

This press release contains statements that are forward-looking. These statements are based on NBCi`s expectations of its future results as of the date of this press release. Actual results may differ materially from those projected because of a number of risks and uncertainties, including those listed from time to time in NBC Internet Inc.`s SEC reports, including but not limited to XOOM.com, Inc.`s Annual Report on Form 10-K for the year ended December 31, 1998; XOOM.com`s Quarterly Reports on Form 10-Q for the periods ended March 31, 1999, June 30, 1999 and September 30, 1999; the Registration Statements on Form S-4 and Form S-1 filed by NBC Internet, Inc., as amended. Important factors that could cause the results to differ materially from those in any such forward-looking statements include: NBCi`s limited operating history; unpredictability of its quarter-to-quarter results; its unproven business model and dependence on members; risks associated with its international operations; its reliance on a network infrastructure; its dependence on vendors and suppliers; management of its growth and expansion; risks associated with brand development; its reliance on advertising revenue; intense competition with other Web communities and businesses; the risks of infringement of intellectual property rights; risks associated with acquisitions; and reliance on strategic relationships.

Quelle: Business Wire

Bitte in diesem Thread keine daytrading Chancen diskutieren - Danke konradi

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24.10.2000 Finance Online :

Doubleclick steigen 10% nach NBCi-Deal

Der Werbevermarkter Doubleclick kann heute im späten Handel über 10% auf 14,5 Dollar zulegen, nachdem man einen Auftrag für die Lizenzierung der DART-Software an NBCi bekannt gab. Die Internettochter des Senders NBC wird demnach innerhalb eines Langzeit-Auftrages diese Software nutzen um die Bannereinblendungen auf den eigenen Seiten zu steuern.
Analysten gehen davon aus, daß der Deal ein jährliches Volumen von bis zu 8 Mio. Dollar besitzt. Pro Quartal entspricht das einem Zusatzumsatz von ein bis zwei Mio. Dollar. Im vergangenen Quartal setzte Doubleclick 135 Mio. Dollar um.

Wie weiter bekannt wurde, konnte Doubleclick bei diesem Auftrag die CMGI-Tochter Engage ausstechen, die sich ebenfalls darum beworben habe.

-jo-

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NBCI erst zum Jahreswechsel 2001/2002 profitabel, Verluste mit 88 cents per share geringer als erwartet (Vorjahr 87 cents)
Q3 Ergebnisse :


SAN FRANCISCO, Thursday, October 26, 2000 04:07 PM (PRNewswire)
NBC Internet, Inc. Reports Third Quarter 2000 Financial Results


Company Resets Financial Projections; Expects to Become Profitable Sooner Than Previous Estimates

NBC Internet Inc. today announced its financial results for the third quarter ended September 30, 2000. NBC Internet (NBCi) reported revenue totaling $31.3 million for the third quarter of 2000, an increase of approximately 58 percent over pro forma* revenue of $19.8 million for the third quarter of 1999.

NBCi incurred a pro forma net loss of $54.8 million, or $0.88 per share, for the third quarter of 2000. This compares to a pro forma net loss of $17.1 million, or $0.87 per share, for the third quarter of 1999. Pro forma net loss excludes the effects of acquisition-related amortization of goodwill and other intangible assets, amortization of deferred compensation, and other non-recurring charges.

The recently announced transaction involving NBCi`s AllBusiness.com combined with the affects of other financial measures NBCi has undergone, such as scaling back international operations and reducing employee headcount, is expected to impact NBCi`s earnings per share projections. As a result, the company anticipates becoming profitable before non-cash charges and NBC promotion in the fourth quarter of 2001 or the first quarter of 2002, approximately two quarters ahead of previous expectations. Based on expected cash uses, the company anticipates that its cash and investment balances will approximate $200 million, and its NBC promotion will be approximately $175 million at that time.

NBCi is resetting estimated earnings for the fourth quarter ending December 31, 2000 to a range of $0.75 to $0.85 loss per share on a pro forma basis. The current First Call consensus estimate is a loss per share of $1.11. For the fiscal year ending December 31, 2001, NBCi estimates earnings to come within a range of $2.05 to $2.25 loss per share on a pro forma basis, compared to the current First Call consensus estimate of $3.01 loss per share.

NBCi is also resetting its revenue estimates for the fourth quarter of 2000 and the fiscal year 2001. For the fourth quarter of 2000, the company anticipates revenue to be consistent with its third quarter 2000 revenue. For the fiscal year 2001, it expects revenue to approximate $150 million.

NBCi`s new revenue projections are a result of the company`s refined focus on what it believes is its greatest opportunity -- the U.S. consumer Internet market. As a result, NBCi will no longer recognize revenue generated from AllBusiness.com, which NBCi recently agreed to contribute to the formation of a new company focused on the business-to-small-business market. The AllBusiness transaction, combined with our decision to exit other non-profitable, non-core businesses, such as expanding international operations, coupled with the current challenges within the advertising market, requires NBCi to reset its revenue projections.

"In June, when we announced our refined strategy, we said loudly and clearly that we are focusing on the domestic, consumer Internet market," said Will Lansing, NBCi`s CEO. "With this narrowed focus, we`ve been able to significantly streamline our business, and we are expecting to advance profitability by approximately two quarters. This, combined with our more than $600 million in cash and NBC promotional credits, puts us in better shape to grow the company moving forward."

On a basis consistent with GAAP, revenue earned by Snap.com and the NBC Multimedia Division prior to the NBCi merger in November of 1999 is excluded from total revenue reported by NBCi. NBCi`s revenue of $31.3 million for the third quarter of 2000 represents an increase of approximately 250 percent over GAAP revenue of $9.0 million for the third quarter of 1999.

GAAP net loss, which includes the effects of acquisition-related amortization of goodwill and other intangible assets, amortization of deferred compensation, and other non-recurring charges for the third quarter of 2000, was $157.8 million, or $2.52 per share. This compares to a net loss of $8.6 million, or $0.44 per share, reported in the third quarter of 1999.

NBCi will host a conference call on Thursday, October 26 at 4:30 p.m. EDT to discuss its third quarter 2000 financial results. The conference call will be open to the public, accessible live on the Internet at http://www2.vcall.com/NASApp/VCall/EventPage?Accept=C&ID=475… . A replay of the call will also be available from 8:00 p.m. EDT on October 26 until end of day, November 2, 2000. The dial-in number for the replay is 800-475-6701, and the pass code is 543546.


About NBC Internet, Inc.

NBC Internet, Inc. (NBCi) is a leading Internet company that helps consumers access Internet resources, leveraging user data to broker information, commercial, and entertainment transactions between consumers and marketing partners. NBCi`s flagship consumer Internet portal, NBCi.com, provides Internet search and directory, information, community, personal file storage, e-commerce, and entertainment services for both narrowband and broadband users.

NBCi was launched in November 1999 through the combination of NBC and CNET`s Snap.com, Xoom.com, NBC.com, NBC Interactive Neighborhood, VideoSeeker, and a 10 percent equity stake in CNBC.com. NBC Internet publicly trades under the ticker NBCI on The Nasdaq Stock Market(R). NBC, a subsidiary of General Electric Company (NYSE: GE, news, msgs), holds a 39.2 percent ownership stake in NBCi. NBCi is headquartered in San Francisco and has offices in New York City, Los Angeles, and Chicago. *Pro forma revenues represent the combination of XOOM.com, Snap.com, and the NBC Multimedia Division (which consists of NBC.com, NBC Interactive Neighborhood, and VideoSeeker), as if they had been combined at the beginning of the periods presented. Pro forma revenues, which are not presented on a basis consistent with generally accepted accounting principles (GAAP), exclude certain non-recurring revenues earned from equity instruments by the NBC Multimedia Division, as well as revenues earned by companies acquired prior to their acquisition dates. Pro forma revenues have been provided for illustrative purposes only.

This press release contains statements that are forward-looking. These statements are based on NBCi`s expectations of its future results as of the date of this press release. Actual results may differ materially from those projected because of a number of risks and uncertainties, including those listed from time to time in NBC Internet Inc.`s SEC reports, including but not limited to XOOM.com, Inc.`s Annual Report on Form 10-K for the year ended December 31, 1998; XOOM.com`s Quarterly Reports on Form 10-Q for the periods ended March 31, 1999, June 30, 1999 and September 30, 1999; the Registration Statements on Form S-4 and Form S-1 filed by NBC Internet, Inc., as amended. Important factors that could cause the results to differ materially from those in any such forward-looking statements include: NBCi`s limited operating history; unpredictability of its quarter-to-quarter results; its unproven business model and dependence on members; risks associated with its international operations; its reliance on a network infrastructure; its dependence on vendors and suppliers; management of its growth and expansion; risks associated with brand development; its reliance on advertising revenue; intense competition with other Web communities and businesses; the risks of infringement of intellectual property rights; risks associated with acquisitions; and reliance on strategic relationships.

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- gefällt aber offenbar :

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Forrester: Shake-out bei den Portalen in Europa


Vom zunehmenden Traffic im World Wide Web werden in Europa nur einige wenige Top-Portale profitieren. Wie die jüngste Studie des Marktforschungsunternehmens Forrester Research BV zeigt, werden aber selbst diese Gewinner ihren Einfluss verlieren, weil sich auch spezialisierte Webangebote, die Anbieter von Marketingdienstleistungen und neue Plattformen um dasselbe Budget streiten werden.

"In Europa wird eine Mischung aus "US-Invasoren" wie AOL und Yahoo und Portale mit einer Vergangenheit in der Telekommunikation wie Terra die Gesundschrumpfung des Marktes überleben", ist Forrester-Analystin Hellen Omwando überzeugt. "Die nach dem Grad der Nutzung folgenden zehn Portale wie World Online und Alta Vista werden um die weiteren Führungspositionen kämpfen. Sie werden aber unter ihren nur wenig differenzierten Angeboten leiden und darunter, dass ihnen die Vorteile der First-Mover fehlen."

Europäische Märkte wie Deutschland und Frankreich bewegen sich auf ein Szenario wie in Großbritannien zu. Dort vereinen die drei führenden Portale 14 Prozent des gesamten Internetverkehrs auf sich - die nächsten zehn Portale bringen es gemeinsam gerade auf ein Drittel dieses Wertes - und 39 Prozent aller Umsätze aus Online-Werbung.

Gewinner in Europa wie AOL profitierten davon, dass sie als ISP quasi automatisch Verkehr produzieren. Yahoo sichere sich allein durch den allgemein bekannten Namen und ein Netzwerk aus Partnerschaften den Erfolg. Auf paneuropäischem Niveau würden lediglich drei dominante nationale Portale triumphieren und das auch nur mit Hilfe finanzstarker Geldgeber aus der Telekommunikationsbranche. Terra dominiert bereits im südlichen Europa und wird die Übernahme von Lycos dazu nutzen, sich auch Abnehmer im nördlichen Teil Europas zu sichern. Das französische Portal Wanadoo wiederum wird durch geschicktes Cross-Promoting und die Inhalte seiner paneuropäischen Schwesterportale wie Voilà Fahrt aufnehmen. T-Online als größter Internet Service Provider Europas hat ausreichende Finanzmittel, um neue Märkte durch entsprechende Akquisitionen zu erobern.

"Für Dotcom-Unternehmen gibt es immer weniger Risikokapital. Investoren werden die Gürtel bald noch enger schnallen und kein Geld mehr für Portale aus der zweiten Reihe locker machen", meint Omwando. "Brick and Mortar-Unternehmen, die ihre Werbung ins Internet verlegen, werden ebenfalls erstklassige Portale vorziehen, weil diese die meisten Besucher garantieren. Für Portale in der zweiten Reihe heißt das, dass sie entweder die Branchenführer für eine Übernahme begeistern, ihr eigenes Geschäftsmodell in Richtung Internetzugangdienst überdenken, den Schulterschluss mit ebenbürtigen Anbietern suchen oder den Markt ganz aufgeben müssen."

Die Portale, die den Gesundschrumpfungsprozess bis zum Jahr 2002 überlebt haben, werden sich über ihren momentanen Sieg nicht lange freuen können. Ihre bis dahin unangefochtene Dominanz bei den Online-Marketingausgaben wird bald in Gefahr sein. Obwohl Portale ihre Schlüsselfunktion/rolle im Marketingmix behalten werden, locken drei weitere Alternativen: Websites für Spezialisten, Marketing Service Provider und Portale, die auf neue Vertriebsarten setzen. In dem Maße, in dem die europäischen Unternehmen ihre Marketingbemühungen diversifizieren, werden sie ihre Budgets auf Spezialseiten verteilen. Diese bieten genau eingrenzbare Zielgruppen, wiederholte Kontakte und wirtschaftliche Anknüpfungspunkte. Weil Marketingstrategen eine ganz bestimmte Gruppe von Konsumenten ansprechen und deren Interesse über verschiedene Webangebote auf paneuropäischem Niveau aufrecht erhalten wollen, werden sie die ihnen zur Verfügung stehenden Werbeetats immer stärker an Werbegemeinschaften, E-Mail-Servicebüros und angeschlossene Netzwerke verteilen.

"Im Jahr 2005 werden nach einer Prognose von Forrester mehr Konsumenten ihre Zeit mit Mobiltelefonen und interaktivem digitalem Fernsehen (iDTV) verbringen als mit dem PC, der derzeit den Portalen das Geschäft bringt", ist Omwando überzeugt. "Die Betreiber von Plattformen sind bereits dabei, sich als iDTV-Portale zu positionieren. Sie haben ihre Dienstleistungen gut gegen Mitbewerber abgeschirmt, indem sie den Zugang zu sämtlichen Inhalten über ihre Set-Top-Boxen steuern. Sie werden ihren Vorteil als First-Mover dafür nutzen, um stets - egal, wo sie sind - Kontakte mit den jeweils besten Content-Anbietern zu knüpfen. So zwingen sie Mitbewerbern unaufhaltsam eine schlechtere Ausgangsposition auf. Diese Taktik funktioniert selbst dann, wenn abgeschottete Bereiche für mehr Wettbewerb geöffnet werden.

Für die Studie "Europe`s Portal Squeeze" interviewte Forrester 40 Führungskräfte aus dem Bereich Marketing europäischer Unternehmen, deren Arbeitgeber mit zumindest einem Portal kooperieren. Befragt wurden Manager von 19 Einzelhandelsunternehmen, fünf Finanzinstituten, acht Markenartikelunternehmen sowie acht Content-, Community- und/oder Auktionssites.

Quelle : de.internet.com 01.11.2000

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gerade + 16 % an Nasdaq