yahoo revenue tidbit

[rcjordan]

Remember Yahoo's sharp rise in quarter revenues?

....Turns out, a key source of that spike was Yahoo's entry in the paid search business. Earlier this year, it partnered with Overture in a revenue-sharing agreement in which Overture's ads run at the top of Yahoo's search results. Take out the contribution from Overture and Yahoo's other advertising revenue was flat to down.

NetTrends: Back to Basics for Internet Advertising [reuters.com]

[jeremy goodrich]

That is interesting...after I read that article, I noticed that the outlook on Yahoo was changing in general back to 'neutral' as a stock purchase...perhaps the investment banking community realized the same, and adjusted their attitude accordingly?

If Overture *is* that big a chunk of their revenue, it makes you wonder why they don't work those into the directory, too...it would give their editing staff something to do :) (given I expect a slow down in submissions through their express program.)

[rcjordan]

>perhaps the investment banking community realized the same, and adjusted their attitude accordingly?

Heh! My thought is that Y! has adjusted their own attitude accordingly.