With Yahoo! Inc. YHOO 0.64%‘s first quarter earnings out, now is a good time to take a deeper look at some of the images from the company’s investor slideshow.
Earnings per share and revenue may get the headlines (both missed expectations, by the way) but these five charts paint a clearer picture of Yahoo’s business trends.
Over the past two years, the general trend in search has been a decreasing number of paid clicks and an increasing price-per-click.
This quarter’s 21 percent year-over-year (Y/Y) increase in paid clicks and 3 percent rise in price-per-click seem to be a confirmation that last quarter’s trend reversal was not an anomaly.
When it comes to global display ad, the established trends of growing total ad sales and falling ad prices continued in 1Q15. Growth in ad sales numbers approximately doubled Q/Q for the third consecutive quarter.
After a slight bump Y/Y in GAAP revenue in 3Q14, Yahoo reverted back to the pattern of negative Y/Y revenue growth in Q4.
However, the latest number of $1.226 billion for 1Q15 puts Yahoo! back into positive Y/Y revenue growth territory.
Revenue sources are also an important indicator of the future direction of the company.
Yahoo’s revenue percentage from outside the Americas fell by 3 percentage points Y/Y in Q1. Search has now overtaken Display as the top revenue source, accounting for 43 percent of GAAP revenue in Q1.
A slight downtick in expenses was a welcome sight for Yahoo investors, who had watched expenses slowly climb from $888 million in 1Q13 to over $1.14 billion in 4Q14.
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