What lies beneath the internet ad slowdown

The stories linking online media owners with drops in revenues from ad spend are now numerous. MS, and Yahoo have all declared revenue falls from ads and, in the UK, NMA reports that the major media owners are doing discounted deals on premium display spots. They all point to an issue that has been looming [...]

Is your business model ad-funded? Think again

Inspired by this great post from Valleywag on how Time Magazine’s [arbitrary] list of Top 50 web sites make money, it’s time to explain how we see the problem with publisher models on the web. The list tells us that 36 of the 50 of them are ad-funded and that 18 of those rely on [...]

After MicroHoo – who will buy Ask?

It occurs that, as Duncan Riley of Techcrunch US muses, there will potentially be a gap for a number three in the search/display ad network/2.0 tech space, should the deal between MS and Yahoo go through. That brings up the question of who can step up to fill the void and it seems clear that [...]

Microsoft’s bid for Yahoo

Incredible. Not that it has happened but that it happened so fast. As most industry bods have commented in recent days, months and years (in Michael ‘Techcrunch’ Arrington’s case), the sale of Yahoo to Microsoft seemed possible. However, none of us thought it would happen so quickly and it’s still such a gargantuan deal that [...]

What to think about Yahoo!’s results – full year 2007

Results here http://files.shareholder.com/downloads/YHOO/229397472x0x163792/d27edf0c-7cd0-476c-9929-2eac03454c6f/163792.pdf and conference call here http://advision.webevents.yahoo.com/yahoo/earnings/2007/Q4/ The longs and the shorts of it are: Yahoo is investing heavily in building its display ad platforms on its own sites, through its newly-acquired networks, and through partnerships with key affiliates (like AT&T and BT, for example). It believes online display is still ripe for double-digit [...]

What to think about Yahoo!’s results

Results here http://files.shareholder.com/downloads/YHOO/229397472x0x163792/d27edf0c-7cd0-476c-9929-2eac03454c6f/163792.pdf and conference call here http://advision.webevents.yahoo.com/yahoo/earnings/2007/Q4/ The longs and the shorts of it from what I can gather are: Yahoo is investing heavily in building its display ad platforms on its own sites, through its newly-acquired networks, and through partnerships with key affiliates (like AT&T and BT, for example). It believes online display [...]

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