telesoft partners annual venture capital ecosystem meeting
Download
Skip this Video
Download Presentation
TeleSoft Partners Annual Venture Capital Ecosystem Meeting

Loading in 2 Seconds...

play fullscreen
1 / 20

TeleSoft Partners Annual Venture Capital Ecosystem Meeting - PowerPoint PPT Presentation


  • 67 Views
  • Uploaded on

TeleSoft Partners Annual Venture Capital Ecosystem Meeting. Doug Garland SVP Broadband & Mobile Services. October 20, 2003. Yahoo!’s Mission. To be the most essential global Internet service for consumers and businesses. Our Strategy. Leverage the power of the Yahoo! global network…

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' TeleSoft Partners Annual Venture Capital Ecosystem Meeting' - uriah-holmes


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
telesoft partners annual venture capital ecosystem meeting

TeleSoft Partners Annual Venture Capital Ecosystem Meeting

Doug Garland

SVP Broadband & Mobile Services

October 20, 2003

yahoo s mission
Yahoo!’s Mission

To be the most essential global Internet service for consumers and businesses

our strategy
Our Strategy

Leverage the power of the Yahoo! global network…

to create the most innovative, highest quality products for our consumers…

and provide the most efficient and effective

marketing platform for businesses.

two core businesses
Two Core Businesses

Marketing Services

  • Brand Advertising
  • Sponsored Search
  • Listings
  • Fees
  • Consumers & Businesses
    • SBC Yahoo! DSL & Dial
    • Premium Yahoo! Mail services
    • Yahoo! Personals
    • Small Business Services
marketing services
Marketing Services

Small and Medium Sized Businesses

  • Largely untapped market
  • Sponsored Search
    • Fastest growing Segment within Internet advertising –$5 billion category by 2006
    • Overture acquisition positions Yahoo! as largest player in growing ad segment

Online Advertising Market Continues to Grow

    • Double digit year-over-year revenue growth
  • Yahoo! reaches Blue Chip clients – two thirds of Ad Age Top 100 advertisers
new yahoo search faster easier results
New Yahoo! Search – Faster, Easier, Results.
  • Expanded vertical integration
    • News Search
    • Product Search
    • Search IMV
  • Global advancements
    • Launched Search 4.0 in Europe, Brazil and Australia
  • Integration of Inktomi algorithmic
    • News Search
    • Brazil
deeper consumer relationships

Yahoo! Consumers

  • Search
  • News
  • Entertainment

245MM+

Active Registered

Consumers

  • My Yahoo!
  • Mail
  • Messenger

123MM+

Subscription

Relationship

  • SBC Yahoo! DSL
  • BT Yahoo! Broadband
  • Mail Plus

4MM+

Deeper Consumer Relationships
broadband growth
Broadband Growth

SOURCE: Strategy Analytics, 2003

top global broadband partner
Top Global Broadband Partner

Mission: Bundle connectivity from partners with next generation Internet experience from Yahoo!

  • Strong alliances in three largest broadband regions
  • Unparallel level of integration
  • Large base of broadband customers
sbc yahoo milestones
SBC Yahoo! Milestones

Enhanced DSL Launched

SBC Y! DSL

Launched

SBC Y! Dial

Launched

Strategic Alliance Signed

Nov 01

April - 02

Sept 02

Sept 03

sbc y subscriber growth
SBC Y! Subscriber Growth

SBC is the only carrier able to sustain double digit growth percentages in the face of a broadband industry slowdown

Broadband Providers

4Q \'02

1Q \'03

2Q \'03

Net Adds

% Sub Growth

Net Adds

% Sub Growth

Net Adds

% Sub Growth

SBC

245

12.3%

270

12.1%

304

12.2%

BellSouth

97

10.5%

101

9.9%

103

9.2%

Comcast (& T)

367

11.3%

417

11.5%

351

8.7%

Cox

136

10.7%

154

11.0%

112

7.2%

TW

300

13.0%

100

3.8%

170

6.3%

Charter

83

7.8%

134

11.8%

77

6.0%

Verizon

148

9.0%

160

9.6%

101

5.5%

Qwest

10

1.9%

16

3.0%

16E

2.9%

Total

1,385

10.7%

1,353

9.4%

1,234

7.9%

bt yahoo broadband
BT Yahoo! Broadband
  • Launched just 11 weeks after announcing alliance
  • Still early but new DSL sales are strong and migration rates are higher than expected
  • Developing other initiatives with BT
success drivers
Success Drivers
  • Focused on key business drivers
    • Acquire customers
    • Increase engagement
    • Reduce churn
  • Deep integration
    • Customer care
    • Suite of Y! products and services, plus additional “premium services”
  • Great user experience
    • Delivers what broadband users want, while also covering the basics
    • Leverages the best of Yahoo!
us mobile market is evolving
US Mobile Market Is Evolving

200120032005

$$ Growing US MVAS Opportunity $$

significant growth in data service usage
Significant Growth in Data Service Usage

Product (s)

Total

AT&T

18%

Cingular

13%

Nextel

6%

Sprint

12%

T-Mobile 12%

Verizon 20%

2-Way Text Messaging

76%

88%

87%

75%

57%

87%

85%

Email

46%

47%

35%

42%

59%

29%

31%

Downloads

42%

44%

38%

29%

52%

41%

32%

Internet

41%

24%

15%

52%

72%

19%

36%

Instant Messaging

31%

25%

18%

18%

37%

37%

21%

Camera

10%

10%

5%

2%

18%

11%

6%

Source Telephia: Question: Q325 - Which of the following wireless data applications are you currently using on your wireless device?

yahoo well positioned in wireless data
Yahoo! Well Positioned In Wireless Data
  • Yahoo! has strong “PC-Net” strengths:
    • Brand, User base, Services
  • Key mobile usage and interest aligned with Yahoo! services
    • Community
    • Personalization
    • IM, Mail
    • Information Services

70% of wireless customers are active Yahoo! users

Source: @Plan Sept, 02

mobile evolution has begun
Mobile Evolution Has begun

Y! Mobile Circa 2002

Y! Mobile 2003

Y! Mobile 2004

WAP 1.0

Text Alerts

WAP 2.0

PC2SMS

Messaging Clients

Connecting Applications

Enhanced Alerts

Downloads

MMS

consumer satisfaction is key

Hundreds of thousands

of movie ratings & reviews since launch of My Movies

Fastest growing

free mail service

Time spent up 20% YOY since redesign in Jan

Consumer Satisfaction is Key

Fastest Growing DSL Services

ad