Monday, May 22, 2006
The Future of the Internet According to Yahoo

Yahoo has released the slides from its "Analyst Day" presentation and even though the deck weighs in at a whopping 188 slides, it makes an excellent read for anyone who's looking for the latest data (and projections) on Internet audience size, online ad spending, and broadband penetration. And that's just the first few slides! If you can get over the pro-Yahoo spin, there's a lot of really cool information and prognostication about the next five years of the 'Net and other media. Examples include growth projections for media between '05 and '09 (Internet up 10%, broadcast flat at 0%), PC and cellphone sales worldwide (2 billion phones by 2008!), global online advertising spending ($55 billion by 2010), and Yahoo's "big bets for the next five years" (next generation experience, monetization, multiple delivery "platforms", and moving beyond the browser).
Overall it's a fascinating look at what one of the biggest media companies in the world is up to. And though it may have a little bit of a breathless tone to it, nothing here sounds unusual, hype-y, or unlikely to happen. It's all basically an evolutionary continuation of the current trend vectors and requires no major new technology or stunning breakthroughs. Instead, Yahoo's vision is one of a company in an industry that's starting to mature, consolidate, and begin to truly understand the media it works in.
Old media: it's time to get scared.



