Yahoo! Analyst Day: Why it pays off to read analyst presentations
Deviant Abstraction points to a very interesting 188-slide presentation of Yahoo’s strategy. As Nicolas Toper seems to be right about blogosphere silence, I’ll try and make some noise. A lot of people underestimate the value of investor presentations to gain insight into corporate strategy and this one is particularly tedious and long (they usually run at 20-30 slides)
There’s a lot to be perused there, but the most interesting idea is this strategy, summed up in a list:
- Use Yahoo’s huge user reach (500M+ users) to build up a critical mass
- Use that critical mass to launch/strengthen a social network-type application e.g.
- Yahoo! Answers (social search)
- Flickr (integration into Olympics and general news coverage)
- Now almost 30% of Y! web search page views
- Take advantage of “social search” to strengthen traditional search (happened in Taiwan where Yahoo! won market share from Google)
- Monetize (the average revenue per user went from 35 cents per month in 2001 to 79 cents in 2004)
- Rinse and repeat.
Read/WriteWeb is the other blog with interesting analysis of other parts of presentation
Add comment May 23rd, 2006
