Twitter Updates for 2009-04-02
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Microsoft Earnings Key Takeaways: Where’s the Search?

The biggest acquisition news yesterday wasn’t Microsoft-Yahoo but Arby’s-Wendy’s. In both cases, search marketers are asking, “Where’s the beef?”
Better yet, analysts on the Microsoft conference call should have asked, “Where’s the search?”
Microsoft search queries and page views are up year-over-year. By how much? No Wall St. analysts asked the question.
Microsoft reported $4.4 billion in net income for the quarter.
Microsoft’s online services business increased revenue 40 percent to $843 million, including $143 million from aQuantive, which added 96 new publishers this quarter to the Atlas Publisher Solutions, the ad management platform that competes with Google’s DoubleClick division.
Online advertising for Microsoft grew 39 percent. If aQuantive ad revenue ($47 million) is excluded, Microsoft was up 29 percent. Microsoft’s online audience is still growing. Live IDs increased to 18 percent to 448 million.
Microsoft remains focused on the online advertising market (doubling by 2010 to $80 billion).
Yahoo would accelerate growth but the core strategy won’t change: drive innovation and search, increase value to advertisers and publishers through innovation and scale and grow user engagement across MSN and Windows Live properties.
The weak U.S. dollar may be Microsoft’s best friend. While about half of Google’s revenue comes from the U.S., two-thirds of Microsoft’s revenue is derived from users abroad. In addition, about 15 percent of revenue is in high-growth emerging markets.
Microsoft’s strategy of reinvesting existing business, pursuing organic and acquisition growth opportunities makes the company a formidable competitor with or without Yahoo – except in search.
Yahoo Stepping Lightly Against Google, Microsoft
As one of the biggest brands on the Internet, Yahoo’s competitors envy the traffic Yahoo receives. On Wall Street, analysts only see gridlock. read more More: continued here yahoo stepping lightly against google microsoft
Twitter Updates for 2008-01-26
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Analyst: Hot Cakes, iPhones Don’t Sell Well When Cold
At any given point in time, it’s reasonable to expect that some new iPhones will be on stores’ shelves. Others may be getting driven to buyers’ houses, and still more may be just sitting there after the final transaction takes places. But 1.4 million seems too high a number to signal good things for Apple. [...]
Ghoulish Gawker Post: Heath Ledger Tom Cruise Translation
My colleague, ClickZ Executive Editor, AnnaMaria Virzi, tipped me off to a Gawker.com post online that’s only received a little more than a thousand views and very few comments this morning. Gawker.com is the Nick Denton Web site where bloggers are paid “per post” to blog about pop culture and media gossip. The ghoulish post [...]
SEMDirector Rebrands as Covario In Race for Interactive Advertising Platform
Search engine marketing technology firm SEMDirector today rebranded as Covario to reflect the depth and breadth of its performance management technologies. Covario’s platform enables global brands to manage not only search advertising but other interactive media, including display advertising. For the search industry, it’s a wakeup call that “SEM” as a specialized service faces increasing [...]
Update: 1,500 to 2,500 Yahoo Layoffs Confirmed in Writing?
Yahoo may have taken a Sanford C. Bernstein analyst recommendation to heart — or heartless — depending on whether you’re an activist investor or Yahoo employee. This weekend, Former Wall St. Analyst Henry Blodget reports Yahoo has a hit list of 1,500 to 2,500 employees targeted for layoffs by division heads, at the behest of [...]
Experienced InHouse SEM Getting the Big Bucks
SEMPO published an interesting report about average salaries for inhouse search marketers, with experienced SEMs getting mid-to-high $100,000 salaries, SEW reports. The SEMPO report said that mid-to-high $100K to the $200K salaries usually go to those with 5-7 years’ experience. The survey the report came from was a “cross-section of global entry-level, mid- and upper-level [...]
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