Yahoo Search Share Rises Again...And Google Falls!
Last month we reported a potentially important change in search-market share trends: After years of steady decline, Yahoo's domestic share numbers (YHOO) had increased for five months in a row. Well, the good news continued in January, with Yahoo's share jumping a half-point to 21%, per Comscore.
Google's share, meanwhile, dropped a half-point, to 63%. You don't see that every day.
Yahoo's newfound tenacity in search is excellent news for the company's hammered stockholders. If Yahoo can maintain command of 20%+ of the search market, it will pleasantly surprise the many market observers who had written it off. Its value to Microsoft will also rise. And search might even become a revenue growth engine again.
JP Morgan's Imran Khan has the details (our commentary in blue):
: