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According to Doug Anmuth of Barclays, Yahoo will start losing incremental EBITA from its partnership with Microsoft if its search share drops beneath 11% at any point in the next three years. Based upon its recent performance, I’d say the odds of this happening by the end of 2010 are pretty strong:
Apparently, Barclays also [...] In a discovery that will surprise no one, Yahoo is continuing to lose share in the search marketing arena to Google and Bing: It’s heading in the wrong direction — toward zero. Yahoo represented 18% of the U.S. search market in October, according to comScore — an all-time low. Meanwhile, Google reached an all-time high at [...]
According to Silicon Valley Insider, Yahoo wants to tap into the thriving community of independent developers by giving them selective access to Yahoo’s still-mighty user base: Yahoo (YHOO) wants to build a similar symbiotic relationship with its own set of developers and startups. [...]
Yahoo is set to spend north of $100 million on a new advertising campaign aimed at re-branding Yahoo in the public mind as the web’s ultimate source of content: AllThingsD’s Kara Swisher said it would be centered on presenting Yahoo as the “home on the web” for both advertisers and consumers. A source also [...] |
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