Yahoo’s tanking search revenue (down 19%) ruined what would have been an otherwise strong earnings report last night.
Carol Bartz blamed sliding search revenue on Microsoft’s adCenter not delivering high enough revenue per search — her implication is that the ads aren’t as relevant as they were under Yahoo’s system, so users aren’t clicking on them as much.
Danny Sullivan, one of the smartest journalists watching the search business, took a long look at Bartz’s claim and Yahoo’s search business, and he thinks Bartz is too quick the place the blame at Microsoft’s feet.
He found that Yahoo’s search business was declining before the Microsoft deal. It has continued that decline at a steady rate — even if you subtract out the 12% that Yahoo pays Microsoft now that Bing is powering its search results.
Sullivan offers an alternate reason why revenue per search has continued to drop after the Microsoft deal: Bing offers better organic results than Yahoo did, so users are clicking on the actual search results and not relying as much on the ads.
Whatever the reason for the drop in Yahoo’s search, Sullivan calls it a “disaster,” and warns, “The search revenues need to reverse themselves, and quickly, for Yahoo to be convincing that the deal it hawked is really paying off. Otherwise, when 2012 rolls around, and those headwinds have finally slacked off, Yahoo might find it has slowed down to earning Blekko money.”
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Groupon’s U.S. sales collapsed in February according to data gathered by a TechCrunch source.
The source ran a program that collected data off Groupon’s site to tabulate sales. The data might not be dollar for dollar accurate, but it could easily be accurate from a direction perspective.
Do you ever wish for an easier way to show your uninitiated friends what you mean when you say Android is growing? Well, here’s the video for you: a Google-produced map of the world that throbs with Android activations over time, highlighted by some truly eye-opening flourishes in the immediate aftermath of marquee handset launches. The Google guys have even given us handy countdown timers — “Droid launch in 3, 2, 1…” — and broken things down by continent for easier viewing. Only thing missing is a soundtrack, so just have your Tron: Legacy OST loaded up and ready before jumping past the break.
[Thanks, Leo Z.]
Visualized: Android activations mapped geographically, chronologically, breathtakingly (video) originally appeared on Engadget on Thu, 24 Feb 2011 04:09:00 EDT. Please see our terms for use of feeds.
AT&T, T-Mobile, and Verizon announce Isis national mobile commerce network originally appeared on Engadget on Tue, 16 Nov 2010 10:23:00 EDT. Please see our terms for use of feeds.
Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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