The Wall Street Journal reports that the loss of two agreements with computer makers could cost Yahoo as much as 15% of its search traffic in the next 12-18 months.
The two partners are HP and Acer. It’s hard to imagine that these two hardware companies contribute to so much traffic for Yahoo, so take it with a grain of salt.
Yahoo tells the WSJ that the three-point estimate is higher than its own forecasts.
Lesson here? That perhaps there is no such thing as a competitive advantage in online marketing. Yahoo always depended much more more on this stuff for a greater share of its query volume. In a competitive market, distribution partners will only care about long term monetization, and that is a function of many things that are product related.
Now, I acknowledge that some of the problems now may be brand related. But it takes a lot of time and effort to get people to change, especially when the momentum is not in your favor.