Yahoo: We now have 300M mobile monthly users

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Yahoo announced that it now counts 300 million mobile monthly users, up from 200 million at the end of last year. The company said the rise is partly due to a recent overhaul of its mobile and desktop sites, but is also likely due to users' overall shift from desktop Internet surfing to accessing the Internet from their smartphones.

"Mobile is not only at the center of our users' daily habits, it is at the center of a huge industry shift in Internet access," said Yahoo CEO Marissa Mayer, noting that more than 1 billion people now access the Internet via mobile. "This presents a tremendous opportunity for us and we are working hard to take advantage of it."

Mayer has made mobile one of four key focus areas--along with search, display and video--for Yahoo as it works to refresh its business. As part of its mobile push, Yahoo plans to slim down the number of its mobile apps from 60-75 to just a handful of key apps. The company is also in the midst of an acquisition spree focused largely on mobile; in the past few months Yahoo has acquired Summly, Jybe, Alike and others. Mayer hinted the spree could continue: "I think we will want to do some acquisitions," she said, particularly for additional talent.

Interestingly, Yahoo's Mayer addressed rumors that Yahoo plans to more tightly integrate its services into Apple's (NASDAQ:AAPL) iPhone and iPad. Yahoo weather and finance apps are already preloaded on iOS devices, and other Yahoo data helps power Apple's Siri voice assistant. However, citing sources with knowledge of the talks, the Wall Street Journal reported recently that Apple and Yahoo are now exploring a deal that would encompass more pre-installed Yahoo content and/or an expanded Siri partnership.

"We really like the way we are positioned with in terms of partnerships," Mayer said, noting that Yahoo has direct, multi-year partnerships with Google (NASDAQ:GOOG), Facebook (NASDAQ:FB), Microsoft (NASDAQ:MSFT) and Apple.

With Apple specifically, Mayer noted that Yahoo doesn't currently obtain direct revenue from providing weather and finance services on Apple's iOS devices. However, Mayer said the partnership provides indirect traffic to Yahoo since users can click on the apps to search Yahoo products directly. "This has been a great source of search traffic for us on mobile," Mayer explained.

Mayer did not directly address the WSJ report.

Overall, Yahoo's revenues were down 7 percent year-over-year to $1.14 billion. The company's net earnings for the first quarter of 2013 were $390 million, a 36 percent increase from the same period in 2012. Yahoo's shares slid slightly after the news on concern about declines in Yahoo's display ad business.

Mayer said that Yahoo hopes to improve its advertising revenues by improving the prices on the company's mobile ads. Specifically, she said advertisers are not paying as much for mobile ads as they are paying for desktop ads, and she said Yahoo eventually expects that situation to change such that mobile ads generate the same revenues as desktop ads. "We think they (mobile ads) are every bit as effective as those on the PC," Mayer said, adding that Yahoo would experiment with mobile ads in order to help advertisers find which types of mobile ads are the most effective.

For more:
- see this Reuters article
- see this Yahoo release

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Yahoo acquires Alike, but CEO Mayer looks to reduce number of Yahoo's mobile apps
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