Shocker: AOL Has Just 1,000 Advertisers (Yahoo Has "Several Hundred Thousand")

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AOL CEO Tim Armstrong held court with Wall Street analysts yesterday.

Reading RBC Capital Markets’ report on the meeting, we learned:

  • Tim is taking an “underpromise, overdeliver” approach to turning around AOL.
  • Subscribers only account for about 20% of unique visitors to AOL’s web sites. (Though they account for a much larger portion of pageviews.)
  • AOL isn’t holding out much hope for a more favourable, renegotiated search deal with Google.
  • AOL has “fewer than 1,000” advertiser relationships. This is very low. Yahoo has relationships with “several hundred thousand.” Though only 10,000 advertisers matter in display.

Don’t miss: What Wall Street Thinks Of AOL And Tim Armstrong

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