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They've lost the battle for web supremacy. They should recognize their strengths and capitalize on them. I've already raised this in the previous Yahoo thread,

They've lost the battle for web supremacy. They should recognize their strengths and capitalize on them. I've already raised this in the previous Yahoo thread, but I don't understand where this perception is coming from. Yahoo is absolutely massive, and their sites now have more unique desktop users than any other web company is the US — Google and Facebook included. If anything, they have won the battle for web supremacy. They're not that popular in the tech bubble – but there are hundreds of millions of other people in the US who are clearly using Yahoo. Seriously, they've something like 800m monthly active users globally, which isn't that far off of Facebook. I do think that Yahoo should indeed cut out non-profitable parts of the company, but they I hardly think that's a minority opinion. But they're still consistently profitable as it is, and they have oodles of cash. They've languished somewhat over the years, and grown a bit fat and lazy. But that's nothing that some refocusing, trimming, restructuring and good management can't fix.

300bps 13y ago
downandout doesn't use Yahoo so it only makes sense that nobody uses Yahoo. I find this attitude everywhere with young technology people. The belief in a One True Brand.
dragonwriter 13y ago
> Yahoo is absolutely massive, and their sites now have more unique desktop users than any other web company is the US Yeah, but having more unique desktop users shows dominance in the modern online world in way similar to how having the most equine-propelled vehicle sales does in the modern world of personal transport. > Seriously, they've something like 800m monthly active users globally, which isn't that far off of Facebook. Facebook has over 1 billion active monthly on mobile, 1.3 billion total. So, yeah, I'd say that's pretty far off
- erehweb 13y ago
  Many people use desktop at work, and this will likely continue for a while. Desktop is also often preferred for more complex tasks. Though mobile use is growing, no evidence that desktop will go way of horse-and-buggy.
- matthewmacleod 13y ago
  Yeah, but having more unique desktop users shows dominance in the modern online world in way similar to how having the most equine-propelled vehicle sales does in the modern world of personal transport. No it's not. Lots of users are on mobile, no doubt, but Yahoo's presence is also there. Facebook has over 1 billion active monthly on mobile, 1.3 billion total. So, yeah, I'd say that's pretty far off That's not far off at all. At best, that puts Yahoo at like 0.6x the MAU of Facebook. That's huge.
Zigurd 13y ago
There is an explanation for why their market cap does not reflect the numbers you cite: In the current environment, value = mobile devices + ecosystem Yahoo is missing two things: 1) An alliance to provide a mobile ecosystem 2) All the parts needed for a mobile ecosystem Apple, Google, and Amazon are winning at this kind of value creation. Facebook is doing well enough, especially in developing markets. Microsoft owns both factors but can't make them add up. If I was running Yahoo, I'd be looking to more-quickly mature Aliyun in Asian markets and then expand out of that region, maybe to a developing market first, but eventually to the US and Europe. I would use the ecosystem requirements to drive emphasis on online properties.

300bps 13y ago

downandout doesn't use Yahoo so it only makes sense that nobody uses Yahoo. I find this attitude everywhere with young technology people. The belief in a One True Brand.

dragonwriter 13y ago

> Yahoo is absolutely massive, and their sites now have more unique desktop users than any other web company is the US Yeah, but having more unique desktop users shows dominance in the modern online world in way similar to how having the most equine-propelled vehicle sales does in the modern world of personal transport. > Seriously, they've something like 800m monthly active users globally, which isn't that far off of Facebook. Facebook has over 1 billion active monthly on mobile, 1.3 billion total. So, yeah, I'd say that's pretty far off

erehweb 13y ago
Many people use desktop at work, and this will likely continue for a while. Desktop is also often preferred for more complex tasks. Though mobile use is growing, no evidence that desktop will go way of horse-and-buggy.
matthewmacleod 13y ago
Yeah, but having more unique desktop users shows dominance in the modern online world in way similar to how having the most equine-propelled vehicle sales does in the modern world of personal transport. No it's not. Lots of users are on mobile, no doubt, but Yahoo's presence is also there. Facebook has over 1 billion active monthly on mobile, 1.3 billion total. So, yeah, I'd say that's pretty far off That's not far off at all. At best, that puts Yahoo at like 0.6x the MAU of Facebook. That's huge.

Zigurd 13y ago

There is an explanation for why their market cap does not reflect the numbers you cite: In the current environment, value = mobile devices + ecosystem Yahoo is missing two things: 1) An alliance to provide a mobile ecosystem 2) All the parts needed for a mobile ecosystem Apple, Google, and Amazon are winning at this kind of value creation. Facebook is doing well enough, especially in developing markets. Microsoft owns both factors but can't make them add up. If I was running Yahoo, I'd be looking to more-quickly mature Aliyun in Asian markets and then expand out of that region, maybe to a developing market first, but eventually to the US and Europe. I would use the ecosystem requirements to drive emphasis on online properties.