– Breadth, ease, not original content, is Yahoo aim: Media Group head Lloyd Braun faced analysts still trying to get a handle on Yahoo’s content strategy, particularly the switch from what people expected when he joined the company. Braun: “We want to take the user on a journey. We have to make sure that the user never reaches a dead end. … We are going to spend more time framing choices for the users.”
— Semel outlines Yahoo plans for catching Google: In 1Q06, Yahoo made 29 cents per daily page view, up from 25 cents the year before and twice 2003. It’s not enough — Citigroup estimates Google brings in 29 percent more per search. Yahoo Chairman Terry Semel told analysts Wednesday making more money from users is a primary goal: “We see many opportunities ahead and need better monetisation.”
— Yahoo: Our ads are better: Yahoo says the new ad system slated for 3Q06 launch will provide more data about the quality of advertisers’ listing, enhanced usability, geo-targeting and automate analytics. Gartner analyst Allen Weiner saw strategic positioning in Yahoo’s presentations: “Yahoo is saying, ‘We’ll move the playing field back to where our strength is: core search.'”
— Yahoo sees no boost from ad system before ’07: CFO Sue Decker said it would be “premature to put numbers around” estimates for the new ad system, that 2007 would most likely be when they start to see results. … Morgan Stanley analyst Mary Meeker said the mood of Yahoo executives appeared upbeat, despite the lack of news at the meeting. “Their outlook appears positive for the short-term and the long-term.”
— China’s Alibaba targets search market, eyes IPO:Alibab’s top execs joined Yahoo for a session on international strategy. CEO Jack Ma: “Like GE, Microsoft or IBM, we want to make Alibaba a company that can last long and influence people. … Like GE, Microsoft or IBM, we want to make Alibaba a company that can last long and influence people.”
— Here’s the presentation deck, a whopping 188 pages. (via Susan Mernit). Slides 172-175 provide details about paid content, revenues per user and the monetization push mentioned above; 172 shows the details for paid content revenues.
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