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With Tumblr speculation swirling, Yahoo (YHOO -0.3%) has scheduled a Monday evening NYC press...

With Tumblr speculation swirling, Yahoo (YHOO -0.3%) has scheduled a Monday evening NYC press event; CNBC reports Marissa Mayer will speak. Wells Fargo gives an overview of Tumblr's opportunities/risks. The firm notes comScore estimates Tumblr had 115M PC unique visitors in April (+85% Y/Y) and 14.5M mobile visitors (+227%), that engagement is strong, and that Tumblr is targeting $100M+ in 2013 revenue following just $13M in 2012 (ad sales are only starting to ramp). Wells thinks Yahoo could monetize Tumblr the way it did Flickr, but also points out the site has a ton of "provocative and even salacious material" that could deter brands.
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Comments (2)
  • Kyle Spencer
    , contributor
    Comments (1191) | Send Message
     
    "...but also points out the site has a ton of "provocative and even salacious material"

     

    Ultimately, what advertisers care about is eyeballs.
    17 May 2013, 04:13 PM Reply Like
  • DoctoRx
    , contributor
    Comments (2846) | Send Message
     
    They could separate the sexy stuff into a different/related URL; or they could sell that franchise to minimize the acquisition cost.
    18 May 2013, 10:18 AM Reply Like
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