cameron peron

A creative view behind the $680M acquisition by Yahoo in 2007.

Yahoo generates $465M in display advertising.  When comparing this to $2.5B in ad display revenue from Google properties it seems low.   Quite simply the two can’t be compared so easily, as Yahoo has a become a ‘company’ – buying and selling massive web properties (delicious) and  game changing ad display technologies (Right Media). 

Since Jerry resigned as Yahoo CEO, the dark cloud that circled over Yahoo’s stock value and brand doesn’t seem lift. In reality, Yang was a symptom of the underlying problems that lay in Yahoo’s top level management: lack of focus and poor execution.

2009 will be a land grab year for both smart businesses with money to spend and entrepreneurs with business models built on performance marketing.

Can’t say I’m shocked. In the best case scenario the fact the DOJ is reviewing the case may give an incentive for an adjustment in the market without intervention. Maybe Google will back down and Yahoo! consider new options for strategic partnerships with other media companies. Worse case, a poor decision will be handed over by officials who barely understand how the internet works let alone have the wisdom to see it’s direction in the next few years.