A number of readers instantly exploded: Whaddya imply collapsing site visitors!!!
As proof, they despatched hyperlinks to charts just like the one under that present that Yahoo’s worldwide site visitors is mainly flat, not collapsing. We’re not arguing with that. (And as shareholders and workers of Yahoo, we’re relieved to see it*).
However the site visitors collapse we had been referring to is the one within the US, which is by far Yahoo’s most vital market. A surprising 75% of Yahoo’s income comes from the U.S. And on a revenue-per-unique foundation, US guests are much more precious than worldwide visitors–especially rising market worldwide guests, which is the place the worldwide progress could also be coming from. (See this chart.).
Up to now 7 months, in line with Comscore numbers published by the WSJ this morning, Yahoo’s month-to-month uniques have dropped from 125 million to 110 million. For a web site that has been rising for the previous 15 years, that is a collapse**:
Yahoo’s US site visitors collapse is a serious drawback, one the corporate must focus monumental effort and brainpower on reversing.
We don’t think an ad campaign is going to do it. We might moderately see the corporate spend the $80 million on innovation and/or content material.
* I am a bunch of Yahoo TechTicker, a market-and-economic video present on Yahoo Finance (3 million viewers!). I’ve owned the inventory since 1998.
** One reader argues that that is simply seasonality. We doubt it, however we do not but have sufficient Comscore knowledge to show it (we have requested for it and can replace after we get it).
Here is a Comscore chart that reveals an extended view, although. Based mostly on this chart, which reveals US uniques, site visitors rose by way of final summer season after which declined precipitously. On a yr over yr foundation, although, it is up, which helps the “seasonality” argument: