From MP3.com's Feb press release on key metrics Monthly Data December January 2000 2001 Est. Average Daily Unique Visitors 825,000 830,000 Est. Pageviews Per Month 167,000,000 168,000,000 Number of Listens 52,700,000 56,500,000
Most of these are free. But they have other subscribers, ie their artist community which they are charging fees beginning this year, plus new communities, such as in-store licences. While except for the artists, all of these are nascent, including premium, I note that it seems like every month there's a new subscriber community of some sort added. Then there is international... If you visit their site regularly, there are more non-dot com advertisers there, particularly luxury goods- Sepora, Ford, recently Tag Heurer. I wonder if they have done research on the listener base and determined that they are early adapters with higher incomes. Can they segment banner ads based on subscriber profile? Interesting concept.
All in all, the penetration of MP3 reminds me of AOL. it's a media company, not a dot com. And at these prices, MP3 is a steal IMO and I agree with MP3.com's cooperative attitude to the industry. It's model is very valuable for the future.
Sincerely, Ben |