Microsoft und Yahoo schmieden Allianz
Microsoft und Yahoo! haben heute eine umfassende Partnerschaft in den Bereichen Suchmaschinen und Online-Werbung bekanntgegeben. Der nun erfolgten Vereinbarung mit zehnjähriger Laufzeit gingen in den letzten Monaten Gespräche zwischen den beiden Unternehmen voraus, nachdem Microsoft zuvor mit dem Versuch einer Übernahme scheiterte.
Im Kern sieht die Vereinbarung vor, dass Microsoft die Yahoo!-Suche mit seiner neuen Suchmaschine Bing bedient, während Yahoo! die Vermarktung der Werbeanzeigen auf den Suchseiten beider Unternehmen übernimmt. Als Werbeplattform wird Microsofts AdCenter fungieren. Für den Zeitraum der Vereinbarung erhält Microsoft zudem Zugriff auf Yahoo!s Suchmaschinentechnologie und darf diese in die eigenen Produkte integrieren. Das Ziel der Kooperation ist ganz klar, ein Gegengewicht zu Googles Dominanz auf dem Suchmaschinenmarkt und bei den Online-Werbeanzeigen zu etablieren, auch wenn Microsoft-CEO Steve Ballmer und Yahoo!-CEO Carol Bartz den großen Konkurrenten nicht namentlich nennen. Für weitere Informationen haben die beiden Unternehmen eigens eine Webseite eingerichtet, auf der unter anderem auch Videos mit Stellungnahmen der beiden CEOs zur Kooperation zu finden sind.
- The term of the agreement is 10 years.
- Microsoft will acquire an exclusive 10 year license to Yahoo!’s core search technologies, and Microsoft will have the ability to integrate Yahoo! search technologies into its existing web search platforms.
- Microsoft’s Bing will be the exclusive algorithmic search and paid search platform for Yahoo! sites. Yahoo! will continue to use its technology and data in other areas of its business such as enhancing display advertising technology.
- Yahoo! will become the exclusive worldwide relationship sales force for both companies’ premium search advertisers. Self-serve advertising for both companies will be fulfilled by Microsoft’s AdCenter platform, and prices for all search ads will continue to be set by AdCenter’s automated auction process.
- Each company will maintain its own separate display advertising business and sales force.
- Yahoo! will innovate and "own" the user experience on Yahoo! properties, including the user experience for search, even though it will be powered by Microsoft technology.
- Microsoft will compensate Yahoo! through a revenue sharing agreement on traffic generated on Yahoo!’s network of both owned and operated (O&O) and affiliate sites.
- Microsoft will pay traffic acquisition costs (TAC) to Yahoo! at an initial rate of 88% of search revenue generated on Yahoo!’s O&O sites during the first 5 years of the agreement.
- Yahoo! will continue to syndicate its existing search affiliate partnerships.
- Microsoft will guarantee Yahoo!’s O&O revenue per search (RPS) in each country for the first 18 months following initial implementation in that country.
- At full implementation (expected to occur within 24 months following regulatory approval), Yahoo! estimates, based on current levels of revenue and current operating expenses, that this agreement will provide a benefit to annual GAAP operating income of approximately $500 million and capital expenditure savings of approximately $200 million. Yahoo! also estimates that this agreement will provide a benefit to annual operating cash flow of approximately $275 million.
- The agreement protects consumer privacy by limiting the data shared between the companies to the minimum necessary to operate and improve the combined search platform, and restricts the use of search data shared between the companies. The agreement maintains the industry-leading privacy practices that each company follows today.