Henry Blodget refers to an analysis of ComScores Year-over-Year traffic data and reports that Yahoo is really sucking wind. Basically, they are losing users, while Google is growing by 20%+
Actually, the traffic growth has been slow to non-existent for Yahoo for a while. Of course, for the past 2 years, the incredible lameness of the search monetization has served to distract people from the fundamental overall lack of user growth at Yahoo.
Morrison:Yahoo attracted total worldwide users of 476 million in July, down 1% annually. Pageviews declined 7% in the period, and minutes spent were down 1%. Annual usage at Yahoo Mail declined by 9%, at Yahoo Games by 47%, at Yahoo News by 6%, and Yahoo Sports by 11%. On the positive side, Yahoo Messenger grew by 36%...Yahoo Answers by an astounding 332%, and Flickr by 198%. While [this is] promising...these areas are typically monetized at a fraction of the rate of Yahoo!'s premium content areas.
Short of saying "Comscore is wrong," it's impossible to put a positive spin on this. In fact, it's an absolute disaster. Perhaps the reason Jerry Yang doesn't plan to announce a significant restructuring when he finishes his 100-day review is because he's realized there's no reason to bother.
ComScore is usually wrong about market share numbers, but they are probably correct on overall traffic counts relative to their own data from last year.
As for Google, things are growing nicely.
From July06 to July 07:
Anecdotally, I find myself moving more and more to the Google world. I'm using spreadsheets and docs, I'm using gmail for enterpise, and I still use this crappy blogspot thing.
I have started to use Panama a lot more however... But even there, I create the campaigns in Google's AdWords editor first, and then convert them over.