Microsoft Corporation (MSFT), Facebook Inc (FB), Yahoo! Inc. (YHOO), Google Inc (GOOG): A Shift In Power?

Page 1 of 2

A few days ago, the folks at COMSCORE, Inc. (NASDAQ:SCOR) released their July Media Metrix report, which includes monthly rankings for the top fifty domestic online properties based on unique users in the United States.

This time, however, something was different.

A shift in power?

For the first time since May 2011, Google Inc (NASDAQ:GOOG) didn’t top the list.

Yahoo! Inc. (NASDAQ:YHOO)

Instead, Yahoo! Inc. (NASDAQ:YHOO) took home the gold, with over 196.5 million unique visitors in July. Google Inc (NASDAQ:GOOG) nabbed a close second, with just over 192.2 million. Meanwhile, Microsoft Corporation (NASDAQ:MSFT)  came in third, with roughly 179.6 million U.S. visitors, and Facebook Inc (NASDAQ:FB)  rounded out a distant fourth, with around 142.3 million.

Even more impressive, while this list includes all subsidiary sites owned by the aforementioned companies — which notably includes Google Inc (NASDAQ:GOOG)’s ridiculously popular YouTube video sharing site — it doesn’t take into account Yahoo! Inc. (NASDAQ:YHOO)’s $1.1 billion all-cash acquisition of Tumblr.com, which was announced in May and closed in late June.

Incidentally, with just under 38.4 million unique U.S. users, Tumblr itself appears on COMSCORE, Inc. (NASDAQ:SCOR)’s list at a perfectly respectable 28th place.

All in all, it would appear CEO Marissa Mayer’s tireless efforts to incorporate Yahoo.com into the habits of users’ everyday lives are largely taking hold.

One big caveat

That said, these numbers also contain one big caveat: Mobile users aren’t included — and for those of you keeping track, mobile remains an area in which Yahoo! Inc. (NASDAQ:YHOO) has largely lagged Google Inc (NASDAQ:GOOG), thanks primarily to Big G’s smartphone dominance, which is propelled by Android and last year’s $12.5 billion acquisition of Motorola Mobility.

What’s more, though Microsoft Corporation (NASDAQ:MSFT) has also floundered badly with its overall mobile strategy (see No. 1 blunder here), Facebook Inc (NASDAQ:FB) rose 15% last quarter after it told investors mobile users not only accounted for more than two-thirds of their total active monthly user base, but also were responsible around 30% of the company’s total advertising revenue. All told, given the immense opportunity going forward in mobile, that’s why shares of Facebook Inc (NASDAQ:FB) have risen by more than half so far this year, exceeding their “lofty” IPO price.

Foolish takeaway

As a result, I can’t help but worry that Yahoo! Inc. (NASDAQ:YHOO) isn’t putting enough focus on growing its increasingly important mobile user base.

But don’t get me wrong; I don’t want to completely undermine the importance of what Mayer — who herself is a former 13-year-veteran at Google Inc (NASDAQ:GOOG) — has achieved in a business that was formerly losing ground in seemingly every area in which it participated. After all, Mayer only took the helm of Yahoo! Inc. (NASDAQ:YHOO) a little over two years ago, and you can bet she knows all too well it’ll take more than a few years to right Yahoo!’s previous wrongs.

Page 1 of 2
Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The 10 Most Expensive iPhone Apps

The 9 Most Expensive Designer Shoes in the World

The 10 Most Expensive Cigarette Brands

The 10 Most Expensive Law Schools in the US

The 10 Best Wall Street Movies

The 10 Most Expensive Golf Clubs Ever Sold

The 10 Most Expensive Golf Memberships

The 10 Best Disney Characters Ever Created

The 8 Best Foods for Gaining Weight

The 10 Most Expensive Colleges in the World

The 7 Most Memorable Ad Campaigns of All Time

The 7 Most Expensive High Schools in the World

The 10 Electric Vehicles with the Longest Range

The 10 Cities with the Worst Drivers in the World

The 10 Most Expensive Dresses Ever Created

10 Islands to Visit Before You Die

10 Famous Celebrities Who Needed Rehab

The 15 Countries with the Largest Oil Reserves

The 10 Most Overused Excuses in the World

The 5 Best iOS Apps You Can’t Get on Android

5 Companies Damaged By Social Media Blunders

The 10 Most Legendary Blues Songs

The 10 Most Lawless Places in the World

4 Reasons China is a Threat to the US

The 17 Most Sugary Drinks in the World

The 10 Most Ruthless Rulers in History

The 10 Greatest Generals in History

Top 8 Travel Destinations for 2015

The 10 Safest Dog Breeds for Children

The 10 Most Stolen Vehicles in the US

The 7 Most Expensive Celebrity Weddings

The 10 Best LoL Teams in the World

Top 10 Worst Marketing Campaigns Ever Produced

Top 5 Diets that Help You Lose Weight

The 10 Best Ways to Stay Awake

7 Artists That Switched Musical Genres

The 10 Most Expensive Cities to Live in New Jersey

The 10 Best High Schools in New York

The 10 Countries With the Least Gender Inequality

The 6 Biggest Musician-Manager Feuds

The 10 Countries with the Cheapest Gas Prices

The 7 Most Theatrical Bands of All Time

The 8 Worst Band Breakups of All Time

The 10 Most Important South American Leaders

The 7 Most Successful Casting Show Winners

The 10 Most Peaceful Countries in the World

5 Big Reasons Communism Failed

The 15 Most Famous Carl Icahn Quotes

10 Scary Animals that are Actually Harmless

The 8 Most Famous Singer-Actors in Entertainment

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!