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« Europe Markets 2/26/2007 GlaxoSmithKline Up | Main | Earlybird Research Notes (FEB 16, 2007) »

February 16, 2007

Google's Revenue Per User Well Ahead Of Yahoo!'s

Comscore figures for January still show Yahoo! (YHOO) with a comfortable lead over Google (GOOG) with unique visitors of 129.2 million during the month. Google had 113.4 million.

Yahoo!'s US revenue for 2006 was $4.366 billion. Google's was about $5.938 billion.

Yahoo!'s revenue yield per unique user in the US was $33.79. Google's was $52.36.

The spread is obviously large with Google having a 55% advantage.

This may tell Wall St. something about the efficiency of the Google Adword's program over Yahoo's primarily banner ad based model and just how successful Panama would have to be to close such a wide gap.

Douglas A. McIntyre can be reached at douglasamcintyre@247wallst.com. He does not own securities in companies that he writes about.

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