Red Herring and Business Week have 2 articles with some interesting opinions concerning Yahoo, in the past week.
For Business Week (October 2, 2006, Yahoo's strategy: growth by acquisition, by Holahan), the real future of Yahoo resides in its new and future acquisitions. The company has focused on social media with Flickr (photo sharing), Del.icio.us (social bookmarking), Upcoming (social event calendar) and now Jumpcut (short moving editing). Some suggest that Yahoo should concentrate on developing technology know-how and become more a technology firm than a media firm, relying on necessary talent, audience and technology. Each of the acquisitons mentioned earlier would profit from increased trafic and online advertising.
An important upcoming event would be the launch of the new advertising platform of Yahoo (Project Panama, based on Overture's technology) which should be quite similar to the platform of Google, relying on "blind auction" for keywords tied to ads.
Red Herring reports (YaWho? Identity Crisis, September 25, 2006) that Yahoo has a greater net margin than Google 36% vs 25%. Yahoo has 87% of its sales from online advertising (50% of that from pay-per-click) and Google 99% of its sales are presently pay-per-click. The head of Yahoo news and Yahoo finance, Scott Moore told that Yahoo has no more intention to become a video content producer. They still want to be an aggregator of social content and a super broker, a trust name for both buyers and sellers. They have to improve the synergies between their acquisitions, their mix of video, photos, text, and tools and technology.
One of the greatest strength of Yahoo is their number of monthly visitors: 500 million. It has to nurture loyalty among its users, and bring more value for its audience and advertisers. One way to reach this goal is to offer greater options to personalised the content of its websites, combined with original content, bought at the lowest cost possible due to its position of the most popular content aggregator in the world.
Louis Rhéaume
Infocom Intelligence
www.infocomintelligence.com
No comments:
Post a Comment