It must be something of a pressure cooker inside Yahoo! at the moment. Needless to say the Internet world awaits the Yahoo! Q4 earnings announcement tomorrow (5pm ET). Google’s Q4 announcement is coming next week (1/31).
There will be lots of scrutiny on the numbers and the words from Terry Semel and Sue Decker. It’s too early for Panama/marketplace design to have had any impact or, for that matter, the reorganization. People rationally understand this but will still be looking for positive momentum from the company.
While this year will be critical for Y! (to regain momentum and solid growth) it should be remembered that Y! was previously in a bad position after the bust.
Greg Sterling is the founding principal of Sterling Market Intelligence, a consulting and research firm focused on online consumer and advertiser behavior and the relationship between the Internet and traditional media, with an emphasis on the local marketplace.