Q4 2011 (Est.)
|Revenue||$475.2 million||$172.2 million||175.9%|
|Earnings Per Share||$0.03||($0.31)||Incalculable|
Source: Yahoo! Finance and S&P Capital IQ.
Analysts are expecting more of the same outrageous revenue growth that has made Groupon famous to this point. That could be partially due to waning competition. Facebook's threat to enter the deals marketplace never materialized while Google's
3 more things to watch
Of course, we're about more than just numbers here at The Motley Fool. As business-focused investors, we're also interested in strategy and company initiatives. Here are three things I'm particularly hoping to hear more about:
- A closer look at the stiff-arm. Cash flow is Groupon's greatest strength and most glaring weakness. Why? So much of it comes from generous terms that allow the company to hold off on paying merchants. Are these terms still in place? Have merchants challenged Groupon to accelerate payments?
- Getting away with Getaways? These days I find most everyday Groupons uninteresting or irrelevant. Vacations deals are a different story. I've yet to buy, but the prospect of cheap vacationing in a nice locale is enticing. Am I alone? What's the conversion rate on Getaways?
- Will Goods bring good news? Just as Getaways introduces travel experiences, a new subs-service Groupon calls "Goods" supplies discounts on products. What does the early data say about this program? Competitively, whom is it targeting?
Those are my questions. Now it's your turn to weigh in. What do you expect to hear from Groupon this afternoon? Let us know by leaving a comment below.
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Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He owned shares of Google at the time of publication. Check out Tim's web home, portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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