CS155a: E-Commerce. Lecture 21: November 29, 2001 Portals
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1 CS155a: E-Commerce Lecture 21: November 29, 2001 Portals
2 Today s Class Course-evaluation forms Continue discussion of Google Portals End-of-term announcements
3 Yahoo: An Internet Portal Full Name: Yahoo!, Inc. Employees: 3,256 (worldwide, as of 9/30/2001) Stock Price (YHOO): $16.26 (at open 11/29/2001) 52-week range: $8.02 to $44.00 Earnings Per Share: -$0.04 A global Internet communications, commerce, and media company. The only place anyone needs to go to find anything, communicate with anyone, or buy anything.
4 Yahoo! Overview Founded by David Filo and Jerry Yang, two Stanford Ph.D. students, in Started as Jerry s Guide to the WWW. First million-day hit in Fall 1994 from over 100,000 unique users. Incorporated in 1995 and funded by Sequoia Capital in 4/95 with an initial investment of nearly $2 million.
5 Yahoo! Overview (continued) Second round of funding in Fall 1995 from Reuters Ltd. and Softbank. IPO: 4/12/1996 at $1.08/share (adjusted for 3 stock splits). 49 employees. Today: Yahoo! serves over 200 million individuals each month. Yahoo! claims to be the No. 1 Internet brand globally.
6 Yahoo!, Inc. Stock Quotes (YHOO) Source: Quicken.com (11/29/2001) [S] = Stock Split
7 Yahoo! Quarterly Revenues Source: SEC Filings 1Q97 2Q97 3Q97 4Q97 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99 1Q00 2Q00 3Q00 4Q00 1Q01 2Q01 3Q01 2Q96 3Q96 4Q96
8 Main Sources of Revenue Advertising: Banner advertising Sponsorships and Key Words Business Services: Extra mail storage for Yahoo! Mail customers Yahoo! Bill Pay Yahoo! Auctions Yahoo! Photos Corporate Yahoo! services
9 Global Expansion Launches of Yahoo! global sites: 1995: Yahoo! is incorporated. 1996: Japan, France, Germany, UK 1997: Singapore, Korea, Denmark, Norway, Sweden 1998: Italy, China, Spain 1999: Taiwan, Hong Kong, Brazil, Mexico 2000: India, Argentina, Canada
10 Feature Expansion 1995: Launches as web directory and search engine; starts serving ads. 1996: Yahooligans!, children s website 1997: Chat, Mail, Travel, and Sports 1998: Specialized Sites: Computers, Movies, Games, Small Business, Clubs Portal Consumer Services: Auctions, Calendar, Employment, Real Estate, Shopping
11 Feature Expansion (continued) 1999: Specialized Sites: Health, Entertainment, Pets, Radio Services: Messenger, Greetings, Companion (Browser plug-in), Briefcase (Internet storage), Corporate Yahoo! : Invites, Groups, Photos, FinanceVision, PayDirect, Education
12 Important Partnerships Web Searching: Searches on Yahoo! first go through its own human-maintained directory and then go to Google. Adds Google s index to Yahoo! Internet Services: Provides co-branded DSL service with SBC communications. Yahoo! already partners with ISPs to provide start pages and with computer manufacturers to have Yahoo! shortcuts and browser plug-ins installed on machines.
13 The Yahoo! Portal Started as the bookmarks of Filo and Yang, who wanted a single place to find useful web sites. Launched commercially as an advertiser-supported comprehensive, hand-built directory. Now, it is A comprehensive branded network of consumer services! content delivery! commerce (shopping, auctions, bill paying, etc.)! communications (mail, messenger, photos, clubs, etc.) Provider of online-business and enterprise services and tools! Corporate-Yahoo!! Portal Builder
14 The MSN Portal Started by Microsoft as an alternative to AOL. These were then called online services. Now best known as a network of branded consumer services Hotmail classmates.com.net Messenger services encarta online Slate Discussion Point: What exactly is a portal? Is there something analogous in the offline world?
15 Evolution of Business Model Pre- portal : Speculation about online services, pay-per-click, and other fee models. Original Yahoo: Purely advertiser-supported, focused on content for individual users Current: Advertiser-supported comprehensive services for individual users and tools, customized portals, and services for businesses. (Note similarity to Google s business model.) Next:?
16 End-of-Term Announcements Tuesday, 12/4/01 office hours cancelled Homework 4 due in class 12/4/01 Missed Homework or Hour Exam Should have received from Ms. Paige Schedule make-up and bring in Dean s excuse ASAP! Final Exam, 12/18/01, 2 p.m., DL 220 Graded 2 nd Hour Exam will be returned next week Solution sets for Homework 4 and Hour Exam 2 will be posted next week Professor and TA will hold office hours during reading week.
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