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It seems they have done enough to monetize recently, their revenues ought to be moving up and up and up...however, if they follow through with the SERP switching (and continue to rotate for whatever reason they are doing it) I forsee their submittal revenue declining. Quickly.
How many pay only for PageRank and nothing else? The annual fee began, what, Dec. / Jan. about a year ago, many of those sites might not re-up...especially if Yahoo traffic starts to get less and less.
This imho, could have an impact, how big, dunno. And it's something that the article completely overlooked. :)
There are thousands of businesses, that don't utilize outside SEO, and wouldn't have a clue what "Page Rank" means. :)
Yahoo beat the analysts expectations in both earnings and revenues.
This is not only GREAT news for Yahoo, but the entire Tech sector. So many worthless IPO's killed investor confidence in the Internet, and Yahoo is one of the first "Major" tech players to post a quarterly profit, since early 2000.
What SERPS are provided is of "huge" interest to us here, but doesn't mean a thing to anyone on the outside.
Yahoo is concerned with Revenue generated per User, and Revenue generated per Employee. These are the two benchmarks they utilize, to measure their performance.
Don't get me wrong, I am a big supporter of Google (Not in the Godly way that many here revere them in), but in the fact that they provide my company higher profit margins, that offset the smaller profit margins that other revenue channels are currently generating. BUT, I wish people would get off the "bandwagon" that Yahoo will go under if they dump Google..
Yahoo is the king of portals, and they achieved this taking on AOL and MSN (Who both focused on providing ISP services). They have outlived/outperformed every other "Non ISP" portal: Excite, Infoseek, AV (dwindling traffic numbers, Lycos (Larger Non US than domestic).
Yahoo does "NOT" need Google. And Google "no longer" needs Yahoo. Yahoo will make a decision on who provides SERP's, based on multiple factors, and expense is going to be a major factor. As for revenue streams, Yahoo has Overture, and internal PPC models, so they don't need AdWords. The next month may be an interesting one. My hat's off to Yahoo, and a great turn-around, in difficult market conditions. :)
