I'd say Q3 FY12. The Yahoo search deal will be in place, but paid ads are lagging. Once the paid ads from Yahoo get bolted on with Bing, give it another quarter, to deal with the upfront costs.
At that point I speculate they'll be close to $500M in earnings. And at that point, every percentage point they get it should increase earnings by $100+M.
are you telling me that they still use Overture for ads on Bing + Yahoo! Search but they are still using two different and separated versions of Overture, so that I have to get two accounts to advertise on the two search engines? wow...
This is from Aug 31. Not sure what the state of it is now. Whenever this transition is complete.. .I'd add a quarter or two before we start seeing some respectable (relatively) earnings from Bing.
I think they need to come in at $100M+ earnings at least. That would be "high-class hooker" respectable. I think they really do need to look more at the $500M range though to say it was an unqualified success.
how much does Google earn in a quarter in the US? 1.5 billion? 2 billion? Bing + Yahoo is about 20% of the market, or 1/4th of Google (in the US). So, 500 M is good, but 100 M means it would take years and years just to earn back what they have lost online in all these years, don't you think?
