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Main Consumer Goods & Retail TV & Entertainment Spotlight on Television 2.0 Leaders: Yahoo Inc.
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Spotlight on Television 2.0 Leaders: Yahoo Inc.

DateMar, 2006
Pages34
Price / format€376 / Electronic
€752 / Enterprisewide

€373 

Report Information | Custom-Tailored Research | Product Trade Lead


Abstract:
 This innovative report documents how Yahoo! has shifted its orientation from tech-focused Silicon Valley player to media-centric services provider.

Despite a recent retreat from its ambitious agenda to develop original video content for the web, Yahoo! has forged, and is forging, a number of innovative Television 2.0 efforts, which do include the creation of original TV-like programming for the Internet along with ground-breaking distribution of video content produced by others.

The latest example of Yahoo!’s TV 2.0 initiatives came yesterday, when the company announced a pact with CBS to develop microsites featuring video replays and not-available-on-TV footage of that network’s vaunted news magazine, “60 Minutes.”

The proliferation of video content across Yahoo!’s web sites will, according to our analysis, most directly enhance the company’s advertising revenues. Using some fairly modest growth assumptions, our hypothetical analysis indicates that the stepped-up video efforts by Yahoo! could boost the company’s revenues by $954 million to $1.7 billion on an annual basis, and that’s just in the short-term.









Table of contents:
 Introduction and Executive Summary

I. Brief History of Yahoo!

II. Yahoo!’s Business Model
A. Search
B. Marketplace
C. Information and Entertainment
D. Communications and Connected Life
II. Operating and Financial Performance

III. Competition

IV. Yahoo!’s Television 2.0 Efforts
A. Yahoo! Media Group
B. Original Programming
C. Programming Produced by Others
D. Yahoo! Video Search
E. Yahoo! Podcasting
F. Yahoo!Go
G. Broadband Provider Alliances

V. Yahoo!’s Growth Prospects Via Continued Television 2.0 Efforts

About the Author

Index of Tables
Table 1 – Selected Yahoo! Acquisitions
Table 2 – Yahoo! International Subsidiaries
Table 3 – Reach of Yahoo! Broadband Distribution Partners (in mil.)
Table 4 – Quarterly Growth in Yahoo! Revenue/Active User, Q1 03 to Q4 05
Table 5 – Yahoo! Growth in Average Number of Active Users, Q1 03 to Q4 05
Table 6 – Yahoo! 2006 Revenue Projections Assuming Quarterly Growth of 4% in Unique Users and 14% in Average Revenue Per User
Table 7 – Yahoo! 2006 Revenue Projections Assuming Quarterly Growth of 5% in Unique Users and 15% in Average Revenue Per User
Table 8 – Yahoo! 2006 Revenue Projections Assuming Quarterly Growth of 6% in Unique Users and 15% in Average Revenue Per User

Index of Figures
Figure 1 – Yahoo! Unique and Registered Users, Q103 to Q4 05
Figure 2 – Yahoo! Premium Users Q1 03 to Q4 05
Figure 3 – Yahoo! Daily Average Page Views, Q1 03 to Q4 05
Figure 4 – Yahoo! Average Revenue Per User Per Month, Q1 03 to Q4 05
Figure 5 – Yahoo! Total Revenues Q1 03 to Q4 05
Figure 6 – Yahoo! Net Income from Operations, Q1 03 to Q4 05
Figure 7 – Yahoo! Revenues by Type, Q1 03 to Q4 05
Figure 8 – Yahoo! Domestic versus International Revenue Mix, Q1 03 to Q4 05
Figure 9 – Yahoo! Worldwide Headcount, Q1 03 to Q4 05









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