tag:blogger.com,1999:blog-3631208048635077665.post1392597833040273915..comments2023-10-29T02:48:26.152-07:00Comments on Finance 2.0: Key Quotes from Cogint's Q4 2016 Earnings Call COGTEzra Marbachhttp://www.blogger.com/profile/12325192250926727991noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3631208048635077665.post-941528288483596252017-03-10T13:55:49.869-08:002017-03-10T13:55:49.869-08:00With all of the positive news are there any though...With all of the positive news are there any thoughts as to why the current valuations are so low?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3631208048635077665.post-53547354359667195462017-03-10T12:28:07.030-08:002017-03-10T12:28:07.030-08:00Cogint's 130 million consumer profiles made me...Cogint's 130 million consumer profiles made me think of Snapchat's 150 million users. So where's the similarity besides the numbers? Cogint has the personalized information that tells advertisers how much of a car they can afford, are they renting or owning, etc., and how to reach those users any time. <br /><br />Also, I just can't help but think that Cogint's input could be used by advertisers to qualify ads they put on Smapchat, Twitter, google, any app, yes even Facebook. Beats me if that is a current or future service provided by Cogint. But this type of personalization of ads is the future - that's one of my takeaways from the CC. It just makes so much more financial sense to advertise an Audi to a Facebook user where the probabilities are much higher that they can afford it, in addition to them recently admiring their friend's Audi or the Audis at an auto show. <br /><br />Also, FWIW, there's typo in the SeekingAlpha transcript. The text should state for the cost of revenue decreased 3.6 million for the "fourth quarter" not the third quarter.<br /><br />"Cost of revenues were 36.1 million, compared to 8.5 million for the fourth quarter 2015. Our cost of revenue decreased 3.6 million for the third quarter, a result of greater optimization of our consumer traffic through data rich media buying and thus reducing publisher spend."<br /><br />From 3Q16 earnings report, the cost of revenues is 39.658M. then<br />39.658M (3Q) - 36.1M (4Q) = 3.558M;<br /><br />So, the 4Q cost of revenues is 3.6M less than 3Q cost of revenues.Anonymoushttps://www.blogger.com/profile/04410092681502600044noreply@blogger.com