Here is something interesting. Yahoo's share price has improved 15% since March 1, 2010 while Google's shares have improved 10%. Yahoo's outperformance can be attributed to a surprising improvement in search share in March and general positive commentary about the cyclical rebound in display advertising, where Yahoo has the strongest presence.
Google, on the other hand, saw its search share fall in March. In addition, the company is facing a bevy of challenges and headline risks including issues in China, U.S. and European regulators, clashes with Apple in mobile, and stronger competition from Microsoft in search and Facebook in brand advertising.
Wednesday, April 14, 2010
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