Mary Meeker Strikes Again
A year or so ago I clipped and emailed a part of the Q&A section from Microsoft's quarterly earnings conference call. The reason? A bizarre and rambling 319-word question from Morgan Stanley analyst Mary Meeker. (My clip got sent around widely, eventually showing up, unattributed, in Bethany McLean's column in Fortune, so when I started this site I posted it here as the very first entry.)
Well, Mary's at it again. Last night in Yahoo's conference call she pulled out another stumper, this time a 133-word multi-part query that caused Yahoo CEO Terry Semel to stand back and scratch his head. Here it is:
Mary Meeker - Morgan Stanley - Analyst
A couple questions, for Terry and Dan. Terry you talked about the new front page and My Yahoo. Can you give us any data, though it's early to tell, what the increase in video, the change in the layout and the easier to use RSSs are doing for usage of the site? Are you seeing any usage list in those particular targeted areas? And to Safas' question, how comfortable if you are seeing a list, does that make you feel about an increase in available advertising inventory related to that stuff? And then a last question, is you clearly are ramping up your video on the site in the movie area, in the music area, in the TV area. When do we start to see more in the news and sports area? Thanks.
Terry Semel - Yahoo, Inc. - Chairman, CEO
Well, Mary, I am trying to remember all the questions.
Mary Meeker - Morgan Stanley - Analyst
I'm sorry.