Thursday, November 29, 2012

AMZN,EBAY: More from comScore: The firm believes 46% of...

4:14 PM More from comScore: The firm believes 46% of Amazon's (AMZN) Sep. unique U.S. visitors relied on mobile devices, and that 17% were mobile-only. For eBay (EBAY), which is predicting $10B in 2012 mobile transactions, those numbers were 42% and 18%. AOL came in at 39% and 12%, and Yelp (YELP) at 48% and 30% - the latter number backs up the notion of Yelp as a mobile play. Pandora (P +7.4%) came in at an eye-opening 81% and 62%, with total U.S. visitors at 59.9M; some think those numbers contributed to today's rally. (Read the comments on this)

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GOOG,YHOO: For the first time, comScore is counting PC...

3:58 PM For the first time, comScore is counting PC and mobile users in its rankings of U.S. visitors to Web properties. According to the firm's numbers, about 51% of Google's (GOOG) U.S. visitors access it via mobile devices, and about 12% are mobile-only. For Yahoo (YHOO), those numbers are 50% and 13%, and for Facebook (FB), it's 51% and 16%. Microsoft (MSFT) has a lot of catching up to do: its numbers are only 24% and 1%. The mobile shift has been seen as a dual-edged sword for Facebook and Google, though each has made a lot of progress (I, II) in improving monetization. (Read the comments on this)

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