25 April, 2008
In an interesting week when Microsoft is pushing ahead with the Yahoo attempt, the Ray Ozzie thumbprint is felt in the cloud, the deal to purchase Fast Search & Transfer (disclosure below) has been announced to have been closed.
Now the deal has closed, Microsoft will be able to deliver on the strategy that Bill Gates outlined in his final keynote at the Sharepoint Conference 2008.
Disclosure: Some of AdViking is employed by FAST and Microsoft. More details on About.
23 April, 2008
On the back of Google’s positive Q1 announcement, we had some good news from Yahoo! when they announced a much better than expected Q1. Seeking Alpha has a good breakdown of both Google and Yahoo but interesting points are that Google’s International revenue (51%) was higher than US and that Yahoo! was bolstered (understatement for $401 million padding) by it’s stake in Alibaba.
Other news is that WSJ reports that the Google/Yahoo AdWords trial has gone well and could find Yahoo an additional $1 billion annually. Though taking this kind of thinking to it’s logical comparison of what Google has done for AOL and it must be tempting to consider, but once upon a time AOL had 30% of the share market and is now below 5%!
15 April, 2008
In the recent months there has been a decent trickle of news of important Googlers leaving the fold and the main discussion has been if there is or isn’t a brain drain?
Some of the moves have included:
And now, AdViking can confirm with the following news that it’s not just a Brain Drain at Google it’s actually a Tsunami!
Josef DeSimone, the Executive Chef of Google is leaving to become the same at Facebook!
For some further reading check:
- Wired has a great article that tried to keep up to date with what people from Google have gone on to do (build the next Google maybe?)
- And Danny Sullivan at SearchEngineLand has an immense analysis of senior management changes from 2000-2008
Eric Dela Cruz: My Life As a Google Chef
10 April, 2008
AdViking notes that Google has just backed down on it’s full ‘Trademark Protection’ policy in the UK. It had previously allowed brand owners to block anyone advertising on their keywords or using their brand names in their adverts. Google claims that because this change of policy only affects keywords and not advert copy, it will stop passing off… but that depends on how clever the ad copy is!
The reality of the situation is that Google are opening the marketplace back up on these terms and, lets face it, once the competition starts up, then the brand owners are only one position of many.
However, AdViking believes that the takeup of such trademark protection was snowballing as increasing brand owners were taking advantage of it. Reports in the news that AdWords revenues were stalling was affecting share price and, hey, who are Google not to listen to their poor, starved, shareholders?
We also welcome the opening up because Trademark Protection policy was actually being used for price fixing… or at least attempts at price fixing. A few months ago you’d have loads of adverts on ‘cheap peugeot’ on Google UK, now there is only one.
So, bring on May 5th, when the market hots up again! Should be interesting…
10 April, 2008
It’s heating up to end game as there’s plenty of moves on the potential purchase of Yahoo! by Microsoft.
To AdViking the way Yahoo is going about it is a reminder of Wargames and at this point Jerry Yang is making sure that no-one will win, especially his shareholders which they can’t be happy about.
The big three moves are:
- WSJ reports that Time Warner and Yahoo are close to making a deal for AOL (minus the access business) to join Yahoo
- Yahoo have announced they are going to run a two week trial to run AdSense ads
- New York Times reports that News Corp. may have flopped over to joining the Microsoft bid
AdViking thinks the last one as being the most interesting. If you have a combined Yahoo, News Corp and Microsoft then you have a truly viable alternative to Google in the digital ad space and this then creates opportunities through out the digital advertising ecosystem. e.g.: for technologies like OpenX; indy ad networks like adconion; or indy publisher networks like Federated Media.