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 NetZero (NZRO) (Page 1)
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| Author | Topic: NetZero (NZRO) |
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Earnings Administrator |
posted 02-08-2001 10:31 AM
 
Company Name (Ticker): reported, expected, same q last year NetZero (NZRO): -$0.29, -$0.26, -$0.27 |
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Earnings Administrator |
posted 08-09-2000 06:31 PM
Company Name (Ticker): reported, expected, same q last year Netzero (NZRO): -$0.25, -$0.29, n/a |
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greenjeans |
posted 07-10-2000 05:03 PM
Saw this on the InvestorGuide homepage. Thought it might be of interest. I remmeber hearing about a free DSL provider in california...anyone know how that is doing? Story: WorldSpy’s woes raise the inevitable question for the industry: even as they put pressure on the subscription revenues of high-end Internet service providers, like America Online, can any of these free ISPs survive long term? (source: MSNBC) http://www.msnbc.com/news/429257.asp |
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InvestorGuide Daily Administrator |
posted 06-01-2000 06:30 PM
In brief: - Juno Online filed suit in a Delaware federal court seeking unspecified damages and an injunction against NetZero and Qualcomm for infringement of an advertising streaming patent held by Juno. |
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Earnings Administrator |
posted 04-28-2000 10:09 AM
Company Name (Ticker): reported, expected, same q last year NetZero (NZRO): -$0.27, -$0.29, -$0.50 |
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newsman |
posted 04-24-2000 10:15 AM
Qualcomm said today it has invested $144 million in NetZero for a 10 percent stake in the advertising-supported, free Internet access provider. The wireless communications company now owns about 11.5 million shares of NetZero that were bought at about $12.50 a share. "Through this investment, Qualcomm's core wireless and Internet competencies can be combined with the innovative technologies, business models and revenue streams that NetZero has developed to drive wireless Internet adoption," Paul Jacobs, executive vice president of Qualcomm, said in a statement. NetZero will also distribute Qualcomm's Eudora e-mail management software as the preferred email program for its users. The two companies will share the revenue generated by advertising in copies of Eudora distributed by NetZero. Terms of the ad revenue sharing agreement were not disclosed. |
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wassup? |
posted 04-17-2000 11:17 AM
here's a nice due diligence article on NetZero from Marketwatch. They have the second most subscribers of all ISPs in the country, behind AOL, which is pretty impressive. still, there are plenty of concerns. |
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wassup? |
posted 03-31-2000 12:46 PM
Gotta side with terrific on this one. I am using freei right now and I can't remember the last time I clicked on an online advertisement. The people using these services obviously dislike spending money...enough to deal with the shruken windows, flashing ads, etc--so are they going to make impulse buys online? The only hope is that directed advertising is so much more effective than the other stuff...but I don't even look at the ads. In other free net news, I saw an article about a Southern California company that is going to offer free DSL access. Surprisingly, it sounded like their revenue stream wasn't going to be advertising-based. the hope was that the users would want EVEN FASTER access and would pay a premium for it. Anyone else find that absurd? |
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terrific |
posted 03-31-2000 12:33 PM
> Here's a good quote about the free ISP model from Matthew Ragas I'd recommend taking that quote with a grain of salt. Matthew Ragas writes his commentary for a site that's owned by Alta Vista, and Alta Vista offers a free internet access service. I don't know enough about this guy to question his editorial integrity, but it does seem quite a coincidence. However, I can attack his argument without attacking him... the belief that "free ISPs are potentially more lucrative" is wrong, wrong, wrong. People who are willing to endure a barrage of highly intrusive ads instead of paying $20/month for internet access are the worst demographic in the world, and potential advertisers that trying to get these people to buy their stuff is going to be a herculean effort. If you don't believe me, check back in a year and watch what has happened to them. Feel free to invest in free ISPs if you want, but I have better places to put my money. |
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happyguy |
posted 03-30-2000 10:05 AM
Here's a good quote about the free ISP model from Matthew Ragas, "In many ways, the free ISP game plan is very similar to the traditional TV network model, which is primarily an advertising-supported medium. However, free ISPs are potentially more lucrative, since they will eventually be able to institute one-to-one marketing programs. In essence, free ISPs are gambling that by obtaining detailed demographic information on each subscriber, that they can use the resulting targeted advertising income to cover bandwidth costs and still turn a profit in the end. Granted, this is easier said than done. However, if you believe that bandwidth costs will continue to plummet and that advertisers will continue to shift their marketing dollars to the Web, free ISPs don't become such a ludicrous proposition after all." The most important part is the last sentence I think. I believe both of those things will happen. |
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bobcobb |
posted 02-21-2000 01:41 PM
trendy, that's why I used $10 instead of $2 as a starting point... The margins might not be as big of a problem as you think. re-read my previous post about why their cost structure is lower... and if you assume that their customer acquisition costs are lower too you might have a viable business model. Granted I don't know how much their service differs from other ISP as far as reliability. If that gap is too big they'll probably have a lot of customer turnover which isn't too good. |
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trendy |
posted 02-15-2000 10:55 AM
> A report I read said that their customer acquisition costs are $2 per customer I find that very hard to believe (not that the report said this, but that it's true) > I'd be interested to see how much the growth has tapered since going public. |
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blue lion |
posted 02-11-2000 04:37 PM
addendum - I am assuming that most of their subscriber base came rather immediately with all of the press surrounding the new idea of free service. I'd be interested to see how much the growth has tapered since going public. |
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blue lion |
posted 02-11-2000 04:35 PM
This is rather topsy turvy, but perhaps NetZero isn't paying enough per customer? Maybe if they spent a little more on technology, infrastructure, a network, acquisitions, marketing, etc. they would be able to grow just a tad faster. I'm not saying that if you spend it they defnitely will come. But if you don't spend it, they definitely won't...especially since their business plan is NOT viral whatsoever. |
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bobcobb |
posted 02-11-2000 12:00 PM
I know that a lot of people are bearish on this company, but there are a few reasons why it might work. One is customer acquisition costs. A report I read said that their customer acquisition costs are $2 per customer while earthlink mindspring shells out $150-200 per customer. Even if those numbers are wrong and its $10 for Netzero and $100 for earthlink mindspring... that's still a difference of $90. It would take a nearly a year to make up that difference at a $9.95 per month rate... Netzero's operating costs are lower because they don't have to worry nearly as much about customer service (and not at all about billing) They have won some major clients such as GM a $100 million ad deal over 4 years. They have nearly 3 million subscribers in less than a year offering it for free. That's pretty darn good, and puts them right up there near Earhtlink Mindspring. What do people think about this company? The stock is trading below thirty, and at a market cap of around $3 billion. Earthlink/mindspring's market cap is around $2 billion. Netzero drops a 10 or 20% it might be a buy... |
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