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Here are five data points from Yahoo!'s conference call relevant to investors in Google:

  1. Yahoo! sold 1.5 million Google shares in Q4 at an average price of $186.
  2. Having sold 4 million Google shares in total in 2004, Yahoo! now has 4.2 million shares remaining.
  3. Revenue per search in Q4 was relatively flat compared to Q3.
  4. Revenue per search was negatively impacted by a mix-shift to retail advertising, which has a lower price per click than, for example, travel.
  5. Spending (including search) by the AdAge top 100 marketers on Yahoo! was 55% higher year over year in Q4.
Source: Five Google-related data points from Yahoo!'s conf call