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Keeping Score: Big Portal Q1 Ad Growth May 3, 2006

Posted by David Card in Media.
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On the road still, so didn’t listen to the Time Warner earnings call. I’ll try to do that and post industry highlights soon. If you’re keeping score:

Worldwide Internet Advertising Q1 Growth Year to Year (ex-TAC)
Google – 93%
Yahoo – 34%
AOL – 26%
MSN – 7%

The Journal’s spreading rumors of a Microsoft-Yahoo tie-up. But it says there are two camps. The pro deal group is Hank Vigil, who failed to pull off an AOL deal previously. (As I predicted. The failure, that is.)

Yahoo uses tons of Microsoft technology already, and used to sell search ads for it. But Microsoft has been spending a boatload on search and building a new ad platform, and the audience overlap would be huge.

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