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Joe Stanganelli
Joe Stanganelli
2/23/2016 2:16:26 PM
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Re: Contrasting experiences in US and Europe
Tumblr may not have been worth $1B by itself, but it may have been worth it to Mayer to keep it away from Google or another suitor -- one that would have the resources and know-how to properly wield Tumblr as a weapon to sieze yet more market share from Yahoo.

In any case, during that period Mayer was beating the "mobile" drum, and the acquistions reflected that -- particularly that of Summly.

Too bad they don't seem to have done much with them -- mobile-wise or otherwise.

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Joe Stanganelli
Joe Stanganelli
2/23/2016 12:26:52 PM
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Re: Contrasting experiences in US and Europe
To be fair, I'm not ready to call Yahoo's current circumstances a "demise."  The company still is one of the biggest in the valley -- even if its revenues have been flattish and its TAC has steadily risen.  It's not a failure yet.  It's just been in the slow, steady process of failing -- absent something phoenix-like.

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Joe Stanganelli
Joe Stanganelli
2/23/2016 12:22:37 PM
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Re: Contrasting experiences in US and Europe
@mp: Hey, let's not forget that Instagram netted a cool 10 figures off of Facebook based on little more than user numbers!

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vnewman
vnewman
2/22/2016 3:15:50 PM
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Re: Fast Failure?
@dlr5288 - I would tend to agree with you.  I think we will see another telco go down the same road with some success - perhaps after some retooling.  I just don't think Cox knew how to capitalize on what they had in front of them.

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dlr5288
dlr5288
2/22/2016 2:44:16 PM
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Platinum
Re: Fast Failure?
I also think that Cox cut the cord too quick. I think they were realizing that it was going to be a failure and didn't want to pour any more money into it. I think the thing that really killed this service was the competitors. I know that Comcast has a similar feature.

New ideas and sometimes new technologies put people off because they don't like chnage or are happy with what service they are already paying for. It would have been interesting to see if it actually would have been a failure. Personally, I think they may have given up a little too quickly.

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mpouraryan
mpouraryan
2/21/2016 3:28:32 PM
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Platinum
Re: Contrasting experiences in US and Europe
@Joe et. al:  Yahoo's demise is tragic--no question.  But I still would underscore the foundation that it does have that someone can take advantage of.    There are also openings for sure--for instance some of the media properties.    I will go out on a limp and suggest SoftBank may "scoop up" some of the properties as it is trying to do what it can to keep Sprint alive.    What is interesting is that Marissa Meyer has been excluded from the strategic alternatives being pursued.   

 

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Joe Stanganelli
Joe Stanganelli
2/21/2016 11:45:53 AM
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Re: Contrasting experiences in US and Europe
@mhh: I'm not as doubtful as you are about Yahoo's abilitiy to develop partnerships because of conflicts of interest.  That kind of incest happens in the valley all the time.  Heck, "partner" companies sue each other all the time.

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Joe Stanganelli
Joe Stanganelli
2/21/2016 11:44:00 AM
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Re: Contrasting experiences in US and Europe
I'm of the impression that the only people that still use Quora are the ones who were super-excited about it to begin with and continue to cling to it -- much as with G+.

Plus, you don't have to be signed up to Yahoo to see Yahoo Answers.  There's a lot of appeal there.  Quora doesn't really have much of a monetization model and never did.  Yahoo at least understands that views can lead to impressions which can lead to clickthroughs which can lead to conversions.

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Joe Stanganelli
Joe Stanganelli
2/21/2016 11:41:46 AM
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Re: Contrasting experiences in US and Europe
To be fair, that kid and his search solution were pretty darn impressive.  Too bad they're gone now -- lost in he black hole that is Yahoo.

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mhhf1ve
mhhf1ve
2/21/2016 1:18:26 AM
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Platinum
Re: Telco and Yahoo are in similar boats.
@mpouraryan Yahoo is indeed up for sale now, so it may very well be a telco that will pick it up. I'm not sure any other companies with deep pockets have any interest in Yahoo's "core business" but maybe there's a private equity group that thinks it can sell off the parts more effectively. Or a patent troll? 

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