Verizon Explores Lower Price or Even Exit from Yahoo Deal • Hacker News Board

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#21

Post by iaw » Thu, Dec 15, 2016, 5:05 PM UTC

anton_tarasenko wrote: post #6

Yahoo controls 8% of search traffic and costs $4bn. Google controls 64% of search traffic and costs $558bn. That's a 17-fold difference in the price for 1% of the traffic. Even more if you take US search traffic only (to exclude Yahoo Japan). Verizon can get rid of the costly parts of Yahoo (mostly its media business) and have its own small Google to make cash. That was $1.8bn per year in 2015, while Yahoo's overall…

Yahoo lost $650 million last quarter, why do you think anyone would take the deal in the first place?

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#22

Post by komali2 » Thu, Dec 15, 2016, 5:05 PM UTC

pjc50 wrote: post #13

davidgerard wrote: post #7

Earlier quoted context omitted.

Import to Wordpress. They've been chronically unable to monetise Tumblr. Assume they could Geocities you at any moment.

You can't forcibly migrate other people to wordpress, and its their blogs which have the value. Tumblr is an important community even if it does have a few weirdnesses and inconsistent policy enforcement.

How is it an important community? I thought it was a blogging platform? Can't users just migrate to wordpress?

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#23

Post by pjc50 » Thu, Dec 15, 2016, 5:08 PM UTC

komali2 wrote: post #22

pjc50 wrote: post #13

Earlier quoted context omitted.

You can't forcibly migrate other people to wordpress, and its their blogs which have the value. Tumblr is an important community even if it does have a few weirdnesses and inconsistent policy enforcement.

How is it an important community? I thought it was a blogging platform? Can't users just migrate to wordpress?

Blogs don't stand on their own, part of the popularity of it is the easy re-blogging and propagation of popular posts, both for memes, discussions, and occasionally fictional collaboration. It's like Livejournal in that regard.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#24

Post by tyleraldrich » Thu, Dec 15, 2016, 5:09 PM UTC

serg_chernata wrote: post #8

Is this related to the most recent hack? IE, are they valuing Yahoo as less now that there's more bad press?

Uh, yes. Look at the first sentence of the article:

"Verizon Communications Inc. is exploring a price cut or possible exit from its $4.83 billion pending acquisition of Yahoo! Inc., after the company reported a second major e-mail hack affecting as many as 1 billion users"

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#25

Post by vntok » Thu, Dec 15, 2016, 5:10 PM UTC

pjc50 wrote: post #13

davidgerard wrote: post #7

Earlier quoted context omitted.

Import to Wordpress. They've been chronically unable to monetise Tumblr. Assume they could Geocities you at any moment.

You can't forcibly migrate other people to wordpress, and its their blogs which have the value. Tumblr is an important community even if it does have a few weirdnesses and inconsistent policy enforcement.

Why not migrate them to WordPress.com (the platform) then?

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#26

Post by cmdrfred » Thu, Dec 15, 2016, 5:12 PM UTC

I'm willing to bet you own Yahoo stock or have some connection to the company.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#27

Post by spullara » Thu, Dec 15, 2016, 5:13 PM UTC

dexwiz wrote: post #17

rlanday wrote: post #12

Earlier quoted context omitted.

Uhh yes and where do you think they show the ads?

Oh search sure, but I thought they would get more views on things like DoubleClick ads embedded in other pages.

Revenue per search is at least an order of magnitude higher (maybe 2) than revenue per ad view.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#28

Post by idunno246 » Thu, Dec 15, 2016, 5:13 PM UTC

dexwiz wrote: post #17

rlanday wrote: post #12

Earlier quoted context omitted.

Uhh yes and where do you think they show the ads?

Oh search sure, but I thought they would get more views on things like DoubleClick ads embedded in other pages.

A search ad is worth way more. Someone browsing the news isn't necessarily looking to spend money. A person searching for a book title(or any item or category) is probably looking to buy it. That data, intent data, is the key to their success in ads, because the person seeing the ad is way more likely to convert

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#29

Post by vlunkr » Thu, Dec 15, 2016, 5:14 PM UTC

anton_tarasenko wrote: post #6

Yahoo controls 8% of search traffic and costs $4bn. Google controls 64% of search traffic and costs $558bn. That's a 17-fold difference in the price for 1% of the traffic. Even more if you take US search traffic only (to exclude Yahoo Japan). Verizon can get rid of the costly parts of Yahoo (mostly its media business) and have its own small Google to make cash. That was $1.8bn per year in 2015, while Yahoo's overall…

They may be afraid they can't maintain that 8%, especially with all the negative press.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#30

Post by dragonwriter » Thu, Dec 15, 2016, 5:14 PM UTC

oddevan wrote: post #3

OK, what's it going to take to keep tumblr running? That's literally all I care about here. Everything else in Yahoo can be gotten or done elsewhere, but tumblr's a social network, so there's value in preserving those connections.

> OK, what's it going to take to keep tumblr running?

If the Verizon deal falls through, I'd say "someone with the skill and resources to keep Tumblr running buying Tumblr, either together with other parts of Yahoo! or separately."