Thursday, September 24, 2009

craigslist fundamentals: why the AIM group's estimate of revenue is a poor indicator

The overall revenue masks the fact that craigslist has been adding to the jobs-pay-list and started charging in the very lucrative adult/erotic category. A more meaningful presentation of Zollman's numbers would compare revenue from *the same markets*.

By the time you throw out all revenue from adult/erotic as well as the revenue from jobs in places where craigslist didn't charge last year, craigslist's fundamentals wouldn't look anywhere as good.

They are very likely loosing ground (currently have less paid jobs listings and real estate in the markets where they charged last year when compared with the number of such listings in those same markets this year)


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