• http://www.rimmkaufman.com/ Mark Ballard

    My interpretation of the filing, which you can find here: http://www.sec.gov/Archives/edgar/data/1011006/000119312513438172/d587930d10q.htm#tx587930_7 is that Microsoft powered search revenue that amounted to 31% of Yahoo’s total revenue in Q3. Overall, 39% of Yahoo’s total revenue was from search, and the difference may be any markets that haven’t transitioned.

  • http://www.rimmkaufman.com/ George Michie

    Danny, I think you have a typo that Mark B alludes to. “that nearly one-third of its search revenue — 31% — comes from its deal with Microsoft” 31% of it’s TOTAL revenue, the vast majority of its search revenue.

  • Brad Brewer

    Danny, do you have any information or thoughts around Yahoo acquiring Bing from Microsoft? I can’t see a Yahoo/Google deal getting approved.

  • http://www.teare.com Keith Teare

    Yahoo looks more and more like AOL (except replace AOLs dial-up revenue with Yahoo’s search revenue). Both seem to be former giants, now dependent on external factors to fund current smaller operations. Neither seem relevant to the future. At least AOL is attempting re-invention via content. As Mobile replaces desktop traffic, and search declines proportionately, one wonders whether Yahoo has any real shot at reinventing itself on anything like its current scale.