Yahoo slide stalls, and more search speculation
ADOTAS — Prices on the graphical ads Yahoo sells with the guarantee they’ll appear in particular spots, such as its homepage, has stopped sliding
Outgoing chief financial officer Blake Jorgensen said at an investor conference in San Francisco that the inventory has been hit harder by the downturn than Yahoo’s class two inventory, which are cheaper ads that aren’t guaranteed to run on certain properties.
“We have seen our own class one stabilize through the fourth quarter,” Jorgensen said, according to the WSJ.
In addition, CEO Carol Bartz said that while a search deal might still be viable, it won’t be a complete separation. She said the company’s search and display business are “linked in the minds of the top 200 advertisers.” Yahoo can sell more advertising because of the interwined concept, she said. She also said that any deal would give Yahoo access to the raw search data to enable it to optimize all its other ad offerings.
If that is true, who would be the best fit for a Yahoo deal? What would Microsoft or AOL bring that would add value to Yahoo’s search?
UPDATE: Apparently, not everyone agrees that search and display are linked. Silicon Alley even goes so far as saying it’s negotiating ploy. Ouch!
– Express your opinion, comment below.
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