On Yahoo’s earnings call today, Mayer’s first, she stated that she believes there is more upside in the search business. The quote is not the clearest though:
On search versus display: Mayer says there is more upside in search. There is an opportunity to improve monetization. The content investment Yahoo has made provides a lot of opportunity in display. “I’m bullish on search and display, but because of audience targeting I’m particularly bullish on display.”
via LIVE: Marissa Mayer Posts Big Profit Growth During First Quarter At Yahoo – Business Insider.