« The Tech IPO Resurgence Continues | Main | Me on CNBC »
Latest Stories
- Bubbles are Good For You Because ... They Are
- Quote of the Day: Commodities Markets
- San Diego Homes Bottoming?
- The Myth of the Angel Investor
- Pete Peterson on Subprime, Bailouts, etc.
October 17, 2006
Yahoo, YouTube, and the Ad Inventory Glut
Some cautionary comments from Yahoo on tonight's conference call with respect to the impact of social networks, YouTube, et al. The result, of course, is going to be oodles of new inventory, which the industry is demonstrably uneasy about. Here is one answer on the subject from tonight's YHOO call:I will talk about the inventory glut, and it is definitely been a huge change you can see from the page views of a lot of the social media sites that exist today. That is going to change the market dynamics. What we hope is it is going to bring in whole new categories of advertisers that have been focused mostly on the search side to be able to bring them to the other side of the kinds of advertising that are capable.Words like "huge change", "hope", and so on in the context of Yahoo searching for "whole new categories of advertisers" are not the sort of things that make skittish shareholders sanguine.
Sphere It
| 
Digg it
| 
Bookmark it
| 
Stumble it
and Google is releasing their Landing Page Optimization tool(s). that is _money_. i mean, some things Google just does so wrong. it's like, they hired somebody's drunk uncle or something to run some of their products, but other stuff they get oh so right. i don't know about the implementation details of the optimizer, but I love the concept. it's huge.
this move could crush others competing in the space - shops that specialize in ad/layout placement/optimization, or could pump up their potential acquisition values - for someone like Yahoo, etc.