Microsoft Earnings Key Takeaways: Wheres the Search?
The biggest acquisition news yesterday wasn’t Microsoft-Yahoo but Arby’s-Wendy’s. In both cases, search marketers are asking, “Where’s the beef?” Better yet, analysts on the Microsoft conference call should have asked, “Where’s the search?” Microsoft search queries and page views are up year-over-year. By how much? No Wall St. analysts asked the question. Microsoft reported $4.4 billion in net income for the quarter. Microsoft’s online services business increased revenue 40 percent to $843 million, including $143 million from aQuantive, which added 96 new publishers this quarter to the Atlas Publisher Solutions, the ad management platform that competes with Google’s DoubleClick division. Online advertising for Microsoft grew 39 percent. If aQuantive ad revenue ($47 million) is excluded, Microsoft was up 29 percent. Microsoft’s online audience is still growing. Live IDs increased to 18 percent to 448 million. Microsoft remains focused on the online advertising market (doubling by 2010 t
