Yahoo is like HP. They once had pretty great engineering and relevance, but they are a zombie company now. If I were a Yahoo shareholder, I'd be pretty pissed about this deal.
Is Tumblr the new Geocities?
21–27 of 27 posts
Re: Is Tumblr the new Geocities?
#22Earlier quoted context omitted.
With the new Marissa Mayer CEO?
Mayer is cobbling together a new set of Yahoo properties via acquisition, but that won't change the perception of Yahoo with younger demographics. Yahoo's problem is that they have no gorilla products. They have no big, dominant product/s, that generates billions in revenue, and is still growing at double digits. There's no core to what Yahoo is, so they're on a perpetual treadmill of buying other sites / services to…
Yahoo doesn't necessarily have to bolt onto Tumblr onto a dying core, one option would be to milk yahoo.com (and leverage whatever synergies exist) to invest in Tumblr as a new and seperate replacement core.
Maybe not likely, and maybe not enough "there there" to build an appropriate sized business around.
Re: Is Tumblr the new Geocities?
#23Geocities? From the first time I saw someone recommend pasting some javascript in the Description box, I knew Tumblr was the new Myspace.
And here I was thinking New Myspace was the New Myspace :D.
Re: Is Tumblr the new Geocities?
#24No Boo.com reference? [1]
The OP has a lot of knowledge about the dot-com bust, and is a smart dude. It's unsurprising he sees it through this lens, though I don't quite see it the same way. Marissa Mayer has a better sense for product (from my POV) than Jerry Yang / whoever was running Yahoo in 1999.
That said, it's still interesting to hear how the dot-com survivors view the current crop of net companies.
Re: Is Tumblr the new Geocities?
#25Earlier quoted context omitted.
Mayer is cobbling together a new set of Yahoo properties via acquisition, but that won't change the perception of Yahoo with younger demographics. Yahoo's problem is that they have no gorilla products. They have no big, dominant product/s, that generates billions in revenue, and is still growing at double digits. There's no core to what Yahoo is, so they're on a perpetual treadmill of buying other sites / services to…
Yahoo doesn't necessarily have to bolt onto Tumblr onto a dying core, one option would be to milk yahoo.com (and leverage whatever synergies exist) to invest in Tumblr as a new and seperate replacement core. Maybe not likely, and maybe not enough "there there" to build an appropriate sized business around.
I really hope they don't try to bolt it onto their existing site. Like you said, I think they'd be wise to grow it separately.
Re: Is Tumblr the new Geocities?
#26Earlier quoted context omitted.
With the new Marissa Mayer CEO?
Mayer is cobbling together a new set of Yahoo properties via acquisition, but that won't change the perception of Yahoo with younger demographics. Yahoo's problem is that they have no gorilla products. They have no big, dominant product/s, that generates billions in revenue, and is still growing at double digits. There's no core to what Yahoo is, so they're on a perpetual treadmill of buying other sites / services to…
We share the same reasoning. What Yahoo lacks is a core. It was never given the chance to develop one, because all management teams have focused on buying products. And it's a pity, because Yahoo has the resources to battle Gooe in search and advertising. I don't fear Google, Bing, ddg or blekko in search. I fear Yahoo and Amazon. Both have. Real chance to take down Google, but are too busy making money(amazon) or wasting it (yahoo).