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 Send to email | Comscore Trashed After Google...Unfairly! in General |  By Silicon
el 18-Apr-2008 |
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 A month ago, at the suggestion of a reader, we proposed a Google-earnings pair trade for people with balls: LONG Google, SHORT Comscore. This morning, traders who played that ticket are winning big. In the wake of Google's solid Q1, GOOG is flying, SCOR is getting smashed, and all the world is peeing on the web rating firm's credibility.
And that's all fine and good, but before you waste too much energy trashing Comscore, at least acknowledge that the firm's data got a lot right. Contrary to popular perception (and Google's quiet crowing on the call last night), Comscore's US paid-click reports were directionally accurate. Moreover, if the reports hadn't spooked analysts into cutting their estimates, Google would have missed consensus.
As was discussed ad infinitum in Q1, here and elsewhere, Comscore reported that Google paid clicks in the US in Q1 grew only 2% a year. According to Comscore, this was a major slowdown from Q4, in which Google reported US paid click growth of 25%.
Last night, Google reported global paid click of 20%, which was a sharp deceleration from 30% in Q1.
So how does this square with Comscore's US data showing a 2% rise? The majority of Google's click growth in the quarter likely came in the international business. Paid clicks in the US business likely grew only in the high single digits (less than half of the 20% reported growth). So, after accounting for the international contribution, Comscore's US reports were likely actually relatively close to being accurate.
Most importantly! Comscore alerted analysts to a surprising deceleration in the US, one that was borne out in the Q1 results. If analysts had dismissed the Comscore data out of hand and refused to cut their estimates, they'd be nursing some major wounds this morning.
See Also: Pair Trade for People With Balls: Long GOOG, Short SCOR
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| Comscore Time Again: Google Query Growth Solid, Yahoo Crappy |  The first half of the monthly Comscore ritual is complete, and the results shouldn't trigger any alarms. This evening, Comscore released its April query share report. JP Morgan analyst Imran Khan reports that there were no major surprises:
Google gained share: 61.6% of US queries, up from 59.8% in March--the first time Google's US share has exceeded 60%. Google's q [..] Read complete article | | Published 20-May-2008 by Silicon in General
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| ComScore Delays Release of Google Paid-Click Report | | Did Google's paid ad clicks crater again last month -- or recover? We'll have to wait until tomorrow to find out.
Stats giant comScore was supposed to release its February "paid clicks" report today after the market closed, but we now hear it will be delayed until tomorrow. Why? We've called comScore for comment, but at this point have no real info.
One source hears that comScore [..] Read complete article | | Published 25-Mar-2008 by Silicon in General
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