Ann: Change of Director's Interest Notice - Joe Demase, page-84

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Truth101

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03/08/22

00:23

Post #: 62887863
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Originally posted by MistaDobalina: ↑

Wow that's some pretty wilful misrepresentation right there Truth101.

Industry attach rates for hosting to domains is about 10%. That's a pretty standard global number.

The GoDaddy numbers you show are revenue contributions not attach rates. So yes attach rates of ~10% translate to revenue contribution depending on pricing models of 30-40%.

Next the 'competition' they are talking about isn't domain and hosting companies. It's disruption from site/store builders Wix/Square/Shopify etc, or productivity providers using direct retail distribution models Google and Microsoft. So that competition applies equally to WCG as it does to GoDaddy. In fact it's worse for WCG because their local AU domain market share is going backwards which compounds their woes.

Domain market share contracting
Lower than industry standard attach rates
Increased competition from disruptors
No access to capital to grow via acquisition

They might limp along showing investors some upside through unsustainable cost management for another reporting cycle or two but you can't cut your way to growth. So unless they get some access to capital to grow in either business line they're dead in the water.

Expand

stop lying
you do not know the facts

See industry norm attachment rates of 35% for hosting and 25% for email

This is all upside for Webcentral

10%...lol....go away

Last edited by Truth101: 03/08/22

WCG Price at posting: 23.0¢ Sentiment: Buy Disclosure: Held
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