Yahoo reports Q1 earnings later today.
Analyst Doug Anmuth summed up what we’ve been hearing from people chatty with Yahoo employees: “Overall, we look for possible Search upside to offset possible softness in Display.”
People we’ve been talking to say they believe Yahoo’s brand advertising revenues will be off because…
- Yahoo’s sales organisation is, at the moment, in some disarray.
- Engagement is down.
Meanwhile, everyone believes that Yahoo search revenues will show healthy growth because Yahoo CEO Marissa Mayer is the person who designed the Google.com user-interface, and surely she must know how to milk Yahoo.com for more search revenues.
We’ll find out if Anmuth and sources are right, later today.