Telco Transformation - Verizon Betting Big on Yahoo's Assets

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Comments Verizon Betting Big on Yahoo's Assets Threaded \| Newest First \| Oldest First [close this box] mhhf1ve 7/26/2016 8:54:57 PM User Rank Platinum advertising and data... It's not clear if Verizon has the technical chops to become a real competitor to Google and Facebook in the advertising market, but they're going to try. I really wonder if it doesn't make sense for Microsoft to start partnering with Verizon more -- to save Bing and make the advertising market for MSFT a bit more relevant for MSFT.... Reply Post Message Messages List Start a Board Login 50% 50% mpouraryan 7/26/2016 9:56:33 PM User Rank Platinum Re: advertising and data... They have the AOL advertising technology to build on--it will be interesting how they will leverage the web assets--no question. Reply Post Message Messages List Start a Board Login 50% 50% Michelle 7/27/2016 3:06:07 PM User Rank Platinum Re: advertising and data... @mhhf1ve I guess it could happen with Verizon at the head of Yahoo. Will Yahoo and Bing still be rivals?? The future is murky. Reply Post Message Messages List Start a Board Login 50% 50% mhhf1ve 7/27/2016 4:41:02 PM User Rank Platinum Re: advertising and data... > "Will Yahoo and Bing still be rivals?? The future is murky." How are Yahoo and MSFT rivals? Yahoo's search engine is based on Bing, no? Yahoo isn't really a rival to anyone anymore... and I suspect there will be a lot of job cuts because Yahoo's "core business" has been spread out over a lot of random projects over the years. Yahoo should have sold itself to MSFT when it had the chance... Not that MSFT could have done anything to save Yahoo. Nokia's phone business at MSFT didn't exactly take off. I wonder what will happen to Flickr and Tumblr.... Reply Post Message Messages List Start a Board Login 50% 50% Michelle 7/29/2016 5:44:14 PM User Rank Platinum Re: advertising and data... Pardon me while I return from another era...good points all around. Yahoo and MSFT Bing are buds, not rivals. Yahoo's decision to give up on search and outsource to Bing kinda slipped my mind. I think it's prediction time - Flickr will stay on as an asset to VZ Tumblr will languish until it's phased out in favor of something else entirely Reply Post Message Messages List Start a Board Login 100% 0% mhhf1ve 7/29/2016 9:34:40 PM User Rank Platinum Re: advertising and data... > I think it's prediction time - Flickr will stay on as an asset to VZ Tumblr will languish until it's phased out in favor of something else entirely Hmm. Those sound like pretty good predictions to me... but I could also see Flickr diminishing as its engineers jump ship to other companies, and VZ could spin it off to avoid having to maintain it. Tumblr... has been "independently" run, so I wonder what VZ will do with it if (ahem, when) it changes that style. AOL doesn't have a great history of letting content platforms run independently.... I'll predict that Tumblr might revolt a bit more than TechCrunch, and since AOL already has plenty of its own publishing platform tech, it doesn't need Tumblr. So.. Tumblr might be spun off, too. And maybe Tumblr and Twitter can combine to save each other as they circle the drain? Reply Post Message Messages List Start a Board Login 50% 50% Joe Stanganelli 7/30/2016 7:06:56 AM User Rank Author Re: advertising and data... Tumblr was always a great platform that was always horribly mismanaged and never had a decent business model. I wouldn't be surprised to see it go the way of Blogger, which is a shame on the one hand...but on the other hand, Tumblr IS a mess. Reply Post Message Messages List Start a Board Login 50% 50% Michelle 7/30/2016 4:44:53 PM User Rank Platinum Re: advertising and data... @Ariella I agree with you about Tumblr being a mess business-wise. It's a shame it was managed so poorly. I really like the user interface and some of the features. Reply Post Message Messages List Start a Board Login 50% 50% Joe Stanganelli 7/31/2016 9:01:49 PM User Rank Author Re: advertising and data... @Michelle: The best part about Tumblr, to me, feature/platform-wise, is that you can make your Tumblr page just about anything you want. It can be a photo stream, a traditional blog, a video or audio stream/blog, a variety, etc. Of course, that ultra-flexibility could have been part of it's downfall. People used to be able to customize their MySpace pages in almost infinite ways -- and that wound up being the most despised aspect of MySpace, and led to its downfall. Reply Post Message Messages List Start a Board Login 100% 0% mhhf1ve 8/4/2016 5:56:54 PM User Rank Platinum Re: advertising and data... Joe -- there definitely seems to be some benefit in restricting the things users can do on a social media site. Twitter is also having problems focusing because no one is really sure what Twitter "is for" -- is it for public protests, is it for real-time chatting, is it for customer service channels, shameless self-promotion? Twitter is doing "too much" and doesn't seem to appeal to a particular (or profitable) audience. Reply Post Message Messages List Start a Board Login 50% 50% JohnBarnes 8/5/2016 8:08:35 AM User Rank Platinum Re: advertising and data... mhhf1ve, And yet on the flip side, being used for a large array of never-envisioned things was part of the explosive growth of YouTube and Facebook. (This thread is getting so many flip sides it's up to being at least a dodecahedron, and reminding me of Harry Truman's plea for a "one-handed economist"). Reply Post Message Messages List Start a Board Login 50% 50% batye 8/4/2016 10:22:31 AM User Rank Platinum Re: advertising and data... @Michelle it sad, I could not agree more as I did like the interface... for me it was good... but you never know - what they thinking???, to mess up badly - good thing... Reply Post Message Messages List Start a Board Login 50% 50% Adi 7/27/2016 4:21:33 AM User Rank Author I see the logic of this move, but... It makes sense to me that VZ would like to expand into a new sector, specially when they have already invested in it -- and given the fears of being dumb-piped. I also recognize the potential synergies from VZ's network assets, esp. the mobile network. But this is not their core business. I did some research into mobile advertiisng and the opportunity for operators 5-6 years ago, and they just didn't seem to get it. I have to wonder if buying a couple of struggling companies can really change that. It is kind of ironic though, that AOL and Yahoo were the internet portals of choice for most of the US 15 years ago, and that "pole position" was decimated by operators offering high-speed access. Perhaps VZ is betting that history will repeat itself, and the integration of network assets with media and advertising platforms will do the same to FB and Google. Reply Post Message Messages List Start a Board Login 50% 50% Mike Robuck 7/27/2016 11:23:35 AM User Rank Author Re: I see the logic of this move, but... On the conference call, McAdam talked about the synergies that AOL, Yahoo and Verizon will have. Sometimes "synergies" means job cuts, but regardless I still think there's a lot to do when integrating a company based in NYC (AOL) with one in Silicon Valley (Yahoo.) As for the ad revenue, he said Verizon would be happy to get some of that market, but played down competing with Facebook and Google. Reply Post Message Messages List Start a Board Login 50% 50% Ariella 7/27/2016 1:23:12 PM User Rank Author Re: I see the logic of this move, but... Actually, what Yahoo must regret most was letting go of the possibility of acquiring Google back in 2002. See http://www.wired.com/2007/02/yahoo-3/ Reply Post Message Messages List Start a Board Login 100% 0% Michelle 7/27/2016 3:02:06 PM User Rank Platinum Re: I see the logic of this move, but... I had forgotten about that! I'm sure plenty are regretting the decline of sale from back then... it didn't turn out as expected. Reply Post Message Messages List Start a Board Login 50% 50% vnewman 7/27/2016 6:18:02 PM User Rank Platinum Re: I see the logic of this move, but... Google bet on the Search coming out on top and by golly they were right. Yahoo on the other hand put their eggs in the communications and communities basket and lost big time. Sometimes you gamble and lose. Reply Post Message Messages List Start a Board Login 50% 50% Ariella 7/27/2016 7:12:44 PM User Rank Author Re: I see the logic of this move, but... @vnewman Yes, no one says, "Let me Yahoo that" in spite of the commercials that tried to push the verb. I still remember hearing "I Yahooed, and I found it," but only in the commercials and not in real life. Reply Post Message Messages List Start a Board Login 50% 50% vnewman 7/27/2016 7:54:47 PM User Rank Platinum Re: I see the logic of this move, but... @Ariella - funny how it just sounds WRONG! Reply Post Message Messages List Start a Board Login 50% 50% vnewman 7/27/2016 9:06:49 PM User Rank Platinum Re: I see the logic of this move, but... Interestingly enough the deal does NOT include Yahoo's stakes in Alibaba and Yahoo Japan. That's the most savvy thing Yahoo has done in a long time! Reply Post Message Messages List Start a Board Login 50% 50% DHagar 7/28/2016 7:18:17 PM User Rank Platinum Re: I see the logic of this move, but... @vnewman, that is a great point! Absolutely, they may be holding onto the crown jewels. Verizon's plans sound good if they can open up new markets. If not, I think they have limits on what Yahoo will bring to the table. Reply Post Message Messages List Start a Board Login 50% 50% Michelle 7/29/2016 5:47:02 PM User Rank Platinum Re: I see the logic of this move, but... Yahoo-ing never really caught on. I only remember the cowboy fella screaming Yahooooooo! in commercials. It was a different time way back then. Reply Post Message Messages List Start a Board Login 50% 50% Ariella 7/29/2016 5:52:37 PM User Rank Author Re: I see the logic of this move, but... @Michelle Glad I'm not the only one who remembers the commercials! Reply Post Message Messages List Start a Board Login 50% 50% Michelle 7/29/2016 5:55:25 PM User Rank Platinum Re: I see the logic of this move, but... I thought they were cheesy and not very effective back then. I suppose I was wrong considering how clearly I remember them now. Reply Post Message Messages List Start a Board Login 50% 50% Ariella 7/29/2016 5:57:40 PM User Rank Author Re: I see the logic of this move, but... @Michelle cheesy can be memorable, but that alone was not enough to make Yahoo take off the way it had hoped. Reply Post Message Messages List Start a Board Login 100% 0% Michelle 7/30/2016 4:42:36 PM User Rank Platinum Re: I see the logic of this move, but... @Ariella clearly ;) I never bought anything from Yahoo. I hardly even used it so I saw few ads. Were you ever a fan? Reply Post Message Messages List Start a Board Login 50% 50% Joe Stanganelli 7/31/2016 9:03:40 PM User Rank Author Re: I see the logic of this move, but... @Michelle: How many of us HAVE bought something because of an online ad? And of those of us, how many have done so more than once? Reply Post Message Messages List Start a Board Login 50% 50% Michelle 8/13/2016 11:41:29 PM User Rank Platinum Re: I see the logic of this move, but... @Joe I'm gonna go with 'probably none'. I understand the need to remind consumers about a brand, but we're seeing a silly number of ads in too many places these days. Reply Post Message Messages List Start a Board Login 50% 50% batye 8/14/2016 11:27:55 PM User Rank Platinum Re: I see the logic of this move, but... @Michelle this days ads everywhere where need it or not... few days ago I see ad even in male washroom in our small town shopping mall... do not know what to say... but it getting from bad to worst... Reply Post Message Messages List Start a Board Login 50% 50% Michelle 7/27/2016 3:04:19 PM User Rank Platinum Re: I see the logic of this move, but... Translating call rhetoric into reality is really helpful. I wouldn't have though of layoffs as the meaning but it makes a lot of sense. I suspect there will be plenty of layoffs for Yahoo folks. They must get off that sinking ship to save it. Reply Post Message Messages List Start a Board Login 50% 50% clrmoney 7/27/2016 10:59:27 AM User Rank Platinum Yahoo Assets Yahoo has a lot to offer and they want to buy it out what purpose would that be for them just because they have the money. I'm not sure about that. Reply Post Message Messages List Start a Board Login 50% 50% Joe Stanganelli 7/30/2016 7:04:43 AM User Rank Author YHOO ads The ad strategy could work. It was just a few years ago (any maybe this is still the case?) that Yahoo was 2nd (albeit a very DISTANT) second in terms of online ad impressions. 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