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You are hereGoogle's gobbling Yahoo's search revenue share -- per Google/Yahoo earnings reports
Submitted by Scott Cleland on Tue, 2009-07-21 20:53
Yahoo lost 11% of its search revenue share to Google during the first six months of 2009 versus the last six months of 2008, per Yahoo's and Google's 2Q09 earnings reports.
It is relevant, interesting, and instructive to analyze what has happened since the DOJ's 11-05-09 action, and since the economic downturn, given that the DOJ concluded Google and Yahoo commanded 90% and 95% market shares at that time. This relative revenue share transfer analysis is straight-forward.
Antitrust is fact driven and revenues generally are the preferred DOJ market share measure of choice to determine market power. Google's and Yahoo's publicly reported earnings statements show that in just the last six months, Yahoo's search business has lost over 10% share to Google's increasingly dominant search platform.
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