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Yahoo's Earnings Message to Google: We're Bigger than You
By Ben Charny

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Blog Post: Yahoo executives reminded everyone listening to a conference call April 18 that the Sunnyvale, Calif.-based firm is a behemoth powerful enough to dwarf even Google.

What do Yahoo's first quarter financial results of April 18 mean to Google?

For one, there's sobering reality. Yahoo executives reminded everyone listening to a conference call April 18 that the Sunnyvale, Calif.-based firm is a behemoth powerful enough to dwarf even Google.

Yahoo's audience is 500 million a month. One of every two Internet users visits a Yahoo-branded site at least once a month, and Yahoo boasts 3.8 billion page views a day. Google may have sewn up the Internet search market, but it doesn't post these kinds of numbers.

The Yahoo execs also suggested, in a roundabout way, that Yahoo has apparently grabbed a lot more Internet search customers in the United States, an area Google's particularly strong in. Yahoo Chief Financial Officer Susan Decker told listeners how U.S.-based Yahoo Internet search queries grew by 15 to 20 percent year-over-year. All that growth has to come from somewhere.

Meanwhile, Yahoo is showing strong growth overseas, another area of contention with Google. In fact, Yahoo is running away with the Internet search market in Japan and Taiwan, Chief Executive Officer Terry Semel said during the call.

The two firms also apparently share the same major future initiatives, according to an outline Yahoo presented on the call.

Read the rest of Ben Charny's post on his blog, GoogleWatch.


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