They're talking about all of Yahoo and Google's sites, not just search. I was on Flickr last night and was impressed with it's revamped UI. I felt good that I was able to intuitively do what I wanted to do, without having to hunt and click around like I used to.
Mayer noted that Yahoo page views were rising after more than a year of declines, citing recently refreshed versions of Yahoo mail, weather, sports, news and Tumblr, both on desktop and mobile.
The revamped Yahoo mail app for tablets, for instance, brought a 120% increase in daily active Yahoo mail users, according to the company.