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REPORT

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Yahoo in Mobile, Analysis and Market Insight to 2012

Yahoo in Mobile, Analysis and Market Insight to 2012

  • Publication date: 13/11/2007
  • Number of Pages: 94
  1. Report Details
  2. Table of Contents
  3. Companies Listed

Report Details

Yahoo, the number two Internet search engine, currently leads in mobile web destinations due to an aggressive play to capitalize on the still emerging mobile search and advertising space. Although the market has yet to take a defined shape, visiongain maintains Yahoo’s moves are not too early. Google, Microsoft, AOL, and other players are all jockeying to be first to pocket profits from the most lucrative market to arise since Internet search and shopping. Advertisers will spend $1.8 billion on mobile media in 2007, which visiongain predicts will rise to $17.5 billion by 2012. In this report, visiongain explores Yahoo’s strategy in mobile in the medium-term future, and discusses the significant opportunities and threats that the company poses to current industry players.

How will Yahoo affect your operations? Should you be working with the company to leverage its expertise in mobile search and advertising, or would you be better off working with one of its competitors instead?

Is Yahoo likely to launch a VoIP phone leveraging current partner eBay's Skype or an enhanced version of its own Yahoo! Voice? 3 very recently became the first operator to offer a mass market device which is tailor-made for free calling over the internet from a mobile. Now, all of Skype's 246 million registered users can be reached for free with the 3 Skypephone. Will Yahoo produce a similar device, or will it enter this deal in a very big way considering Yahoo already has partnered with 3 to provide Yahoo! Go for Mobile 2.0 to 3 Group customers in the UK, Italy, Ireland, Sweden, and Denmark, with other 3 Group markets expected to follow by year end? This report addresses bleeding edge issues Yahoo and the industry face, providing insightful analysis on deals, market plays, and future mergers yet to be explored in other studies.

This report answers key questions, such as:

• What are Yahoo’s strategic visions and future plans in mobile?
• How will Yahoo’s model perform in the mobile landscape?
• What are Yahoo’s current activities in this space?
• What strategies and opportunities are open to Yahoo in mobile?
• Will Yahoo launch a VoIP or cellular phone?
• Will Google’s text ads be overshadowed by Yahoo’s mobile display ads?


Why you should buy this report:

• Operators: Yahoo is a potential threat to your business, not only in terms of mobile search and advertising, but in terms of teaming with your competitors as Yahoo has already done with Vodafone, 3, Telefonica, iPhone and others. You need to see where the company is headed next, and where it stands now, in order to determine the impact on your company and whether to ally with Yahoo or move to beat it at its own game.
• Handset Manufacturers: Mobile advertising poses huge potential for all players in the space, including device manufacturers. But the path to profits will not be an easy one. Carriers, who now already control user feature access with an iron fist, will aggressively protect all on-phone advertising space. Search engines, such as Yahoo, will control the rest. Learn how you can wrest more control by adapting pre-load deals with search engines and exploring new business models within the converged space.
• Advertisers: Mobile advertising space will remain at a premium. The current pay-per-click models will continue to add clicks to the process driving up advertising costs and driving away consumers. Learn how to free yourself from pay-for-click overcharges and move to a more advantageous advertising model in terms of both consumer exposures and costs.
• Mobile Content Providers: Knowledge is power. Find out exactly what Yahoo has up its sleeve in terms of mobile content and which of your competitors have already signed with Yahoo.

Despite tremendous innovations, Yahoo has shown only modest gains after a recent change in management, but it is far from producing Google-sized profits. Although the stock market welcomed the good news, shareholders are not likely to be content for very long. Rumors abound that the company might be divided part and parcel and sold as the profits of the parts would greatly exceed the selling price for the whole company. Is this likely?

Visiongain predicts that Yahoo! will be sold – but to whom? Find out in this unique report. Why will they be sold and what will the purchaser aim to do?

Of the more than 230 million mobile subscribers in the U.S, an estimated 180 million have Web-enabled phones. However, only 21% in the U.S. use their mobile phones to access the Internet whereas 32% of Europeans in France, Germany, Italy, Spain and the UK do so. Among European users, the mobile landscape mirrors the online version; Google, Yahoo and MSN are most often employed by mobile users. Although Vodafone, O2 and T-Mobile mobile Web sites are gaining popularity as destination spots for mobile Web surfers in Europe. However, the biggest gains in mobile search still lie over the horizon in the untapped markets of India where cell phones outnumber PCs 79:1. Specifically, India counts 201.29 million cell phones and rising, compared to 2.56 million PC broadband connections in use as of August 2007.

With focuses on China, India, U.S, Europe, Latin America and Asia, this report delivers innovative and striking strategy analysis on Yahoo! – You cannot afford to ignore this report.
 

Table of Contents


1. Executive Summary
Table 1.1.  Yahoo Revenues 2006-2007

2. Introduction
2.1.  Yahoo - A Brief History
Image 2.1:   Yahoo Homepage
Image 2.2:  Yahoo Corporate Building
2.2. Yahoo - The Wild Card in Internet Plays
Chart 2.1:  Customer Satisfaction Scores - Yahoo vs. Google
Table 2.1:  Yahoo Repositioning to Web 2.0
2.3. Yahoo The Sleeper
Table 2.2:  Yahoo's Hidden Wins
2.4.  Yahoo Goes Mobile
2.4.1. Mobile Advertising Becomes Key
2.4.2. Yahoo's VoIP Ambitions
2.4.3.  Handsets Become Key Focus Too
Table 2.3:  Recent Yahoo Handset Manufacturer Deals
Table 2.4:  Recent Yahoo Carrier Deals
Chart 2.2:  Mobile Web Destination Rankings, Q2 2007
2.4.4. Yahoo Mail for Mobile
2.4.4.1.  Yahoo Mail Speeds Convergence
2.4.4.2. Yahoo Mail Features and Functionality
2.4.4.3.  Yahoo Mail Co-Branded and Wireless Versions
2.4.5.  Yahoo's Mobile Service Offerings
2.4.5.1.  Yahoo's Ventures Into the Americas
2.4.5.2.  Yahoo's Ventures Into Asia
2.4.5.2.1.  The Free Speech Roadblock
2.4.5.3.  Yahoo's Ventures Into Europe
2.6.  Focus of this report


3. Yahoo Current Model and Services
3.1.  Yahoo At a Glance
Chart 3.1:  Yahoo New Mobile users added per month forecast 2007-2013
3.1.1.  Yahoo Struggles
3.2.  Yahoo's Business Model
Table 3.1:  Yahoo Marketing Services Revenues for Q3 2007
3.3.  Current Business Strategy
3.3.1.  The Push for Global Mobile Advertising
3.4.  Core Business - Internet Search
3.4.1. The Promise of Panama
3.4.2.  Yahoo's Search Marketing Commercial API  Programme
3.5.  Other Business Areas
3.5.1.  Yahoo Content Partnerships
3.5.2.  Yahoo Commerce Services
Chart 3.2:  Click-thrus to retail sites
3.5.3.  Yahoo! Photos
Chart 3.3:  Worldwide Members of Mobile Social Communities forecast 2007-2012
3.5.3.1.  Flickr Requires Member ID
3.5.3.2.  Flickr Features
3.5.3.3.  Flickr in Mobile
3.5.2.  Yahoo! News
3.5.3.  Yahoo! Email
3.5.4.  Open Content Alliance
Figure 3.1:   Yahoo SWOT Analysis
3.6.  Financial Analysis
Chart 3.4:  US Unique Visitors to Site
Chart 3.5:  Yahoo Revenue 2005-2007


4. Yahoo Goes Mobile
4.1.  Why Yahoo Went Mobile
4.1.1.  Mobile Industry takes shape
4.1.2.  Combo Threat Emerges
4.2.  Carrier/Operator Deals
4.3.  Handset Manufacturer Deals
4.4.  Yahoo Mobile Summary


5. Yahoo's Mobile Services
Chart 5.1:  Yahoo Mobile Services User Forecast 2007-2012
5.1.  Yahoo oneSearch
5.2.  Yahoo Mobile Advertising Services
5.2.1.  Mobile Advertising Network
5.2.2.  Mobile Content Engine
5.2.3.  Mobile Media Directory
5.2.4.  Mobile Site Submit
5.2.5.  Operator Advertising Solutions
5.3.  Yahoo Go
5.4.  Yahoo Mobile Web
5.5.  Operator Search

6. The Competitive Environment
6.1.  Yahoo's Main Rivals
6.1.1.  Google In Mobile
6.1.1.1.  Google In Wireless
6.1.1.2.  Google vs. Yahoo
6.1.1.3.  Google and eBay draw up battle lines
Chart 6.1:  2007 Internet Search Market Share
6.1.1.4.  eBay and Yahoo get closer
6.1.2.  Microsoft
6.1.2.1.  Microsoft in Mobile
6.1.2.2.  Microsoft in Mobile Content
6.1.2.3.  Microsoft Mobile Carrier Deals
6.1.2.4.  Microsoft Handset Manufacturer Deals
Image 6.1:  Microsoft Mobile Devices
6.1.3.  Ask.com
6.1.4. AOL Time Warner
6.2.  Yahoo's Niche Rivals


7. Yahoo Future Strategies for Mobile and Wireless
7.1.  Yahoo Search Marker Share Forecast
Chart 7.1:  Yahoo Mobile Market Share 2007
Chart 7.2:  Yahoo Mobile Market Share Forecast 2012
7.2.   Yahoo's Future Play
7.2.1.  Converging Elements
7.2.2.  Redefining Search
7.2.3.  From Search to Social


8. Recommendations
8.1.  For Yahoo
8.2.  For Carriers
8.3.  For Advertisers
8.4.  For Handset Manufacturers

Companies Listed

3 Group
AdSense
Advertising.com
AdWords
Agence France-Presse (AFP)
AlltheWeb
AltaVista
AOL
Apple
aQuantive
Ask.com
Associated Press (AP)
AT&T
Baidu.com
BlackBerry
BT Openworld
Christian Science Monitor
CNN.com
Cracker Barrel
Dash Navigation
del.icio.us
DoubleClick
eBay
Efficient Frontier
Flickr
FOX Sports
go2
Google
Globe Telecom
HTC
Hutchison Telecom
Idea Cellular
InfoSpace
Inktomi
ISP Earthlink
JumpTap
Kodak
LG Telecom
Ludicorp
Macy
MapQuest
Maxis Communications
McAfee
MEdia Net
Medio Systems
Microsoft (MSN)
MobiTV
Motorola
MySpace
MySQL
Naver.com (NHN)
Nokia
NPR
O2
Omniture
Opera
Orange
Overture
Palm
Photobucket
PT Telekomunikasi Selular (Telkomsel)
Reuters
Right Media Exchange
Rogers Wireless
Samsung
ScreenTonic
SearchIgnite
Shutterfly
SK Telecom
Skype
Snapfish
Sony Ericsson
Sprint-Nextel
Symantec
Tacoda
Taiwan Mobile
Telefonica Moviles
The Search Agency
Third Screen Media
Time Warner
T-Mobile
USA Today
ValueClick
Verizon
Virgin Mobile
Vodafone
webjay
Yahoo
Yellow Pages Corp.
YouTube