Yahoo Inc. is a global Internet giant that encompasses a wide-array of web sites, portals, applications and partnerships. From its origins as a graduate student hobby, Yahoo has grown into a content and services leader that generates $5+ billion a year in revenue and counts almost 400 million unique users around the world.
IP Media Monitor and Emerging Media Dynamics are therefore proud to announce the release of our latest Spotlight on Television 2.0 Leaders report. The spotlight this month is on Yahoo! Inc. which is trying to bridge the gap between Silicon Valley and Hollywood and is laying the groundwork for a variety of web-based video innovations.
As the report documents (download the table of contents), Yahoo! has shifted its orientation from tech-focused Silicon Valley player to media-centric services provider.
Despite a recent retreat from its ambitious agenda to develop original video content for the web, Yahoo! has forged, and is forging, a number of innovative Television 2.0 efforts, which do include the creation of original TV-like programming for the Internet along with ground-breaking distribution of video content produced by others.
The latest example of Yahoo!'s TV 2.0 initiatives came yesterday, when the company announced a pact with CBS to develop microsites featuring video replays and not-available-on-TV footage of that network's vaunted news magazine, "60 Minutes."
The proliferation of video content across Yahoo!'s web sites will, according to our analysis, most directly enhance the company's advertising revenues. Using some fairly modest growth assumptions, our hypothetical analysis indicates that the stepped-up video efforts by Yahoo! could boost the company's revenues by $954 million to $1.7 billion on an annual basis, and that's just in the short-term.
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- Introduction and Executive Summary
- I. Brief History of Yahoo!
- II. Yahoo!’s Business Model
- A. Search
- B. Marketplace
- C. Information and Entertainment
- D. Communications and Connected Life
- II. Operating and Financial Performance
- III. Competition
- IV. Yahoo!’s Television 2.0 Efforts
- A. Yahoo! Media Group
- B. Original Programming
- C. Programming Produced by Others
- D. Yahoo! Video Search
- E. Yahoo! Podcasting
- F. Yahoo!Go
- G. Broadband Provider Alliances
- V. Yahoo!’s Growth Prospects Via Continued Television 2.0
- Efforts
- About the Author
- About Emerging Media Dynamics
- Index of Tables
- Table 1 - Selected Yahoo! Acquisitions
- Table 2 - Yahoo! International Subsidiaries
- Table 3 - Reach of Yahoo! Broadband Distribution Partners (in mil.)
- Table 4 - Quarterly Growth in Yahoo! Revenue/Active User, Q1 03 to Q4 05
- Table 5 - Yahoo! Growth in Average Number of Active Users, Q1 03 to Q4 05
- Table 6 - Yahoo! 2006 Revenue Projections Assuming Quarterly Growth of 4% in Unique Users and 14% in Average Revenue Per User
- Table 7 - Yahoo! 2006 Revenue Projections Assuming Quarterly Growth of 5% in Unique Users and 15% in Average Revenue Per User
- Table 8 - Yahoo! 2006 Revenue Projections Assuming Quarterly Growth of 6% in Unique Users and 15% in Average Revenue Per User
- Index of Figures
- Figure 1 - Yahoo! Unique and Registered Users, Q103 to Q4 05
- Figure 2 - Yahoo! Premium Users Q1 03 to Q4 05
- Figure 3 - Yahoo! Daily Average Page Views, Q1 03 to Q4 05
- Figure 4 - Yahoo! Average Revenue Per User Per Month, Q1 03 to Q4 05
- Figure 5 - Yahoo! Total Revenues Q1 03 to Q4 05
- Figure 6 - Yahoo! Net Income from Operations, Q1 03 to Q4 05
- Figure 7 - Yahoo! Revenues by Type, Q1 03 to Q4 05
- Figure 8 - Yahoo! Domestic versus International Revenue Mix, Q1 03 to Q4 05
- Figure 9 - Yahoo! Worldwide Headcount, Q1 03 to Q4 05
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