3 Key Trends to Watch for Facebook

Trefis submits: Google is Highly Dependent on Search Google's (NASDAQ:GOOG) search business accounts for almost 70% of our $576 price estimate for its stock indicating its reliance on search and need for diversification.

Trefis submits: Google's (NASDAQ:GOOG) search business accounts for almost 70% of our $576 price estimate for its stock indicating its reliance on search and need for diversification.

Trefis submits: Yahoo (NASDAQ:YHOO) is scheduled to announce its Q1 2011 earnings on April 19th. We believe the main questions to emphasize during the earnings call will be centered around the company’s ability to expand its position in the online advertising business. More specifically, we anticipate an emphasis on revenue growth opportunities and margin improvement.

Trefis submits: According to a report by Interactive Advertising Bureau and PricewaterhouseCoopers, online advertising revenues in the U.S. rose 11% to $12.1 billion in the first half of 2010, compared to the same period in 2009. Display advertising revenues increased by 16% to $4.4 billion, and search advertising revenues experienced a 12% gain to $5.7 billion during the same period.

Trefis submits: In comparison to Google’s (NASDAQ:GOOG) stock, the stocks of Yahoo (NASDAQ:

Trefis submits: LinkedIn (NYSE:LNKD), which gets about half of its stock value from its recruitment services and job postings business, also derives about 28% of its value from advertisements and marketing. Revenue per 1,000 page views (RPM), a parameter used to measure ad pricing, is an important metric for the online ad market.

Trefis submits: Yahoo (NASDAQ:YHOO), which makes money through contextual search advertising, has seen its ad revenue per 1,000 searches (RPS) fluctuate in recent years. Our estimates have indicated that Yahoo’s RPS grew until 2008 and has since declined due to the weak ad market.

Trefis submits: Yahoo (NASDAQ:YHOO) is scheduled to announce its Q2 2011 earnings July 19, 2011. We would focus our attention this quarter to developments in Yahoo’s search advertising business as well as the Yahoo-Alibaba dispute and the potential effect it can have on Yahoo’s stock.