Management believes that Google is unlikely to be a challenger in local search, given 1) content of local listings is difficult to acquire and 2) monetization will be difficult without feet on the street. A similar experience has been seen in US where companies like Yelp have done well despite Googles' presence.
Just Dial believes that a single app capable of handling multiple services over time is superior to multiple apps. It claims that while competition is high across internet segments, the company is unlikely to undertake aggressive marketing techniques to either increase the number of app downloads or encourage usage. High competition has led to an increase in employee cost.
Retention rate has remained at 55-60%; the company remains comfortable with this level. Some 18-20% of the customers don't renew on account of the high mortality rate in the SME segment.
Daily traffic is 1.6m. Mobile remains the largest proportion (~40%), PC is at ~35% and 25% traffic is on voice. Top 10 cities contribute 70% of the traffic, and 10k apps are downloaded daily. It handles 4k reverse auction queries, 2k doctor appointments and 450 table bookings.
