Three takeaways from CentralNic’s annual note

Firm provides data regarding domain arbitrage, domains under management, and how much it earns from Google.
CentralNic (AIM: CNIC) published its annual note (pdf) with audited results today. The major numbers are all in line with unaudited numbers the firm revealed last month.
There are a few additional data points in the annual note that I think are interesting.
First, CentralNic stated domain arbitrage within its domain monetization business was up 35% last year. This is in line with overall growth in the monetization business. The monetization business serves 5,000 clients and managed 23 million domains and traffic sources last year. I suspect this includes domains that were monetized following expiration.
Second, it reveals that at the end of the year, CentralNic had regarding 28.8 million domains under management.
Third, Google accounted for over 40% of the firm’s revenue last year. This is mostly due to being the primary monetization ad partner ($95.8 million), but the firm also accounted for $4.8 million to its indirect channel (reseller) and $0.8 million to its direct channel. The note does not name Google but states that one firm accounted for these numbers.






