According to the WSJ, Yahoo’s revenue is up 50% to $248.8 million from $166.1 million a year earlier, and “marketing-services revenue climbed 22% to $147.4 million, which the company attributed to the company’s sponsored search services and inside sales organization.”
So, although services revenue continues to rise, marketing revenue accounted for more than a third the increase in revenue ($32 million out of $83 million), and may well be an even bigger share of Yahoo’s profit boost.
MSNBC saw Yahoo’s success as a reason for optimism about the online ad market, even before it became clear that Yahoo was well ahead of analyst’s estimates.