This story tells at least a part of what went into the numbers.
But gains going in were notable for the following:
- Ad networks pushing 15 percent more ads Google's way.
- Click fraud declines.
- Gains in sponsored clicks
- Increased search volume
- More used search engine (50 perent of searches, Nielsen//NetRatings says).
The analyst that cited gains in ad networks noted it would be revenue gained at the expense of rival Yahoo.
“This quarter, ad networks are pushing 15 percent more ads to Google at the expense of Yahoo and others,” Global Equities Research analyst Trip Chowdhry wrote in a research note Thursday.
I heard commentators on Sirius (Bloomberg or CNBC) saying that Yahoo was essentially talking old game. That Google had it so in the bag and was so dialed into what it was doing and had no negative worries. Where as Yahoo CEO Terry Semel was citing advertising slowdowns from autos and classifieds.
This was the quarter that Google really blasted ahead. It doesn't seem Yahoo has got much chance now to be in the same game.
Analysts have said that Google is going to hit these $500 price targets and that acquisitions could become a catalyst. And now I've seen a price target of $600.
It spent stock for YouTube, so expect more acquisitions.
If Yahoo doesn't get Facebook at any price they're clowns.
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