YHOO - key quotes from the conf call

| About: Yahoo! Inc. (YHOO)

Here's what Yahoo! had to say this evening about online advertising, personalization and RSS, its plans for international expansion, the growth in its user base, and revenue per Yahoo! user:

On online advertising:

I believe this was also the year in which we witnessed the beginning of a tipping point in advertising in which marketers address the continued shift in consumers' changing media habits by investing more of their marketing dollars on-line. With the largest and most engaged audience and the most comprehensive and advanced advertising platforms, Yahoo! is the best-positioned Internet company to take advantage of this shift.

On personalization and RSS:

…the Internet is rapidly moving to a world of My Media, where the user is the programmer. Yahoo!'s ability to leverage our four key pillars of Search, Community, Personalization and Content into a powerful platform for users is a tremendous advantage as we look ahead.

On international expansion:

In 2005, we will be even more aggressive about our growth plans internationally. Look for us to compete aggressively in a number of countries, and in some cases, product-by-product.

On Yahoo!'s user-base:

We ended the quarter with approximately 345 million unique users, up 24% from…this quarter last year… 8.4 million unique-paying relationships, up approximately 800,000 from the previous quarter and up almost 3 1/2 million… year-over-year.

On revenue per user:

For the full year 2004, the average revenue ex-TAC [excluding traffic acquisition costs] per user generated by Yahoo! consumers was 71 cents per month, up 40% from a year ago…

(Quotes from the CCBN StreetEvents transcript.)