Google v Yahoo - Now the Real Battle Beginsposted by MR WAVETHEORY at 1/23/2007 04:19:00 PM
That brings me to my point which is this: How much of Yahoo's upside this quarter was actually due to taking more revenue share from Yahoo partners vs taking in more ad dollars in total. Is the pie growing or is their revenue sharing growing? One? The other? Or both?
My hunch is that Yahoo is taking more rev share - just my take. Same thing with Google. They're taking more rev share. After all, the metrics aren't that rosy. Revenue per page dipped 3%.
That is why I am so glad that Yahoo is launching Panama because it will create more competition between Yahoo and Google which is good for publishers.
Oh, and by the way, Sue Decker is probably in line for the top job. She's the second person who got to talk in the earnings press release. That's a hot spot to be in. If Panama succeeds, she's it. If it doesn't, she's probably out. No pressure baby.