Assertion Partly supported
Lanzone: 86% of US internet users visit Yahoo each month
“86% of US internet users hit Yahoo every month.”
Opinion
Lanzone: AI answers expand search rather than replace traditional search one-for-one
“Number one, because I do believe it's growing the category. I don't think it's a one for one replacement for every type of search that's happening. I think that what we used to call smart answers, what Google calls one box is already bringing that directly int…”
Assertion Not checkable as stated
Lanzone: Yahoo Is One of Apollo's Fastest Returning Deals Ever
“One of the benefits for us has been that's one of the fastest returning deals they ever had.”
Disclosure
Lanzone: Yahoo owns 25% of Taboola after shifting native ad supply
“And then to, we did this deal where we took 25% of Taboola, and we shifted all of our native advertising supply to them.”
Disclosure
Lanzone: Yahoo cut 20% of staff during ad tech restructuring
“So with that came the reduction of 20% of our workforce who are associated with those products.”
Insight
Lanzone: Accept Edge Inefficiencies to Let Product Units Move Faster
“And I'll accept Inefficiencies at the edges in order to let them own the relationship with their customer and be able to develop quickly and with the expertise developed, you know, for that.”
Opinion
Lanzone: Undoing Google's Search Dominance Is No Longer Realistic For Yahoo
“The move to Google in June of 2000, you know, was its own thing that time was spent trying to undo, but at this point is not a realistic job. Like we can still participate in search and make good money from search, but like Google is Google at this point.”
Assertion Not publicly verifiable
Lanzone: Yahoo logs 36.5B minutes per month in the US
“We're 36.5 billion minutes per month just in the US.”
Assertion Contradicted
Lanzone: Yahoo ranks #1 in beauty and fashion without dedicated product
“Like in, if you look at the rankings, we're number one in beauty and fashion, even though we don't really have, I mean, a really dedicated product to that.”
Insight
Lanzone: Tech Turnarounds Succeed by Focusing Strictly on Existing Users
“If you have a large user base, That's product has seen better days where the you know, the team could probably be improved, where the brand had seen better days. If you just focus on crushing it for your users, for the users you already have. That that actuall…”
Assertion Not checkable as stated
Lanzone: Yahoo Cost Cuts Were Strategic as Company Remains Highly Profitable
“The costs have been naturally reduced here in a strategic way, not to save money because we didn't, you know, we've been making a lot of money. So we don't, it hasn't been for that reason.”
Prediction Held up
Lanzone: All major search engines will route queries between AI and links
“This is clearly whether it's Bing,
Or ChatGPT standalone or perplexity standalone with hitting all the databases they're hitting or now Apple and Google and how they're going to do it. They're all going to be doing that the same way. And so for some queries, i…”
Assertion Supported
Lanzone: Yahoo Finance and Sports Possess Gen Z-Balanced User Demographics
“It's we're not as well known to them, for sure, but that depends on the category. You'd be surprised how balanced the user base of Yahoo Finance and Yahoo Sports are, right? Because we're, you know, a lot of people's favorite fantasy platform, and we're defini…”
Assertion Supported
Lanzone: Yahoo was spun out of Verizon for around $5 billion
“Otherwise, you know, given all the things Ron John said, it wouldn't have been spun out of Verizon at the price it was, which was around five billion dollars.”
Assertion Not checkable as stated
Lanzone: Majority of Yahoo Impressions Come From Logged-In Users
“The majority of our impressions and our you know, are from logged in users. So we have a huge amount of first party data.”
Assertion Supported
Lanzone: Yahoo has embedded AI into Mail and Fantasy Sports subscription tier
“Going back a year, we launched AI into mail to help you write the mail, you know, write your email, edit it, search for it, summarize it. We, you know, it's deeply embedded into fantasy sports, believe it or not, to help you set your lineup without you actuall…”
Assertion Partly supported
Lanzone: Ask Jeeves 50x'd its stock after adopting Google AdWords in 2002
“And in 2002, we switched to Google AdWords where I think we're the first ones to do that, which helped us become profitable and set our stock on a, I mean, I think we, 50 X that thing from there. And then we sold I see in February of 2005.”
Assertion Partly supported
Lanzone: Yahoo Now Has a Subscription Layer for Every Offered Product
“We do have a subscription layer for every product that we offer.”
Jim Lanzone