Telesoft partners annual venture capital ecosystem meeting
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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…

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TeleSoft Partners Annual Venture Capital Ecosystem Meeting

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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.


Nine quarters of revenue growth

Nine Quarters Of Revenue Growth

$ in millions

$357

$166


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


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