marissa mayer

Yahoo has acquired Flurry for a reported $200 to $300 million.  Ostensibly it’s for Flurry’s targeting ability and fledgling ad network; but I have a more sinister suspicion, totally unfounded.

To wit: Yahoo’s ambition is to be your daily habit, whether that’s mail, news, weather, etc.  Increasingly, that means mobile.  However, their impact there so far is questionable.  What Yahoo app is a must-have?  None.  How can they be smart enough or visionary enough to create the next Snapchat?  The next Instagram?

Flurry can be the answer.  Mine the Flurry database and analyze which apps are doing well — based not on fluff like hype and press coverage, but on the actual metrics that count like growth, retention and engagement.  Study those apps and then decide whether it’s something Yahoo should clone.

Nutty conspiracy theory?  Maybe.  Given Yahoo’s disappointing results so far, Marissa Mayer may decide it’s time to change the rules of the game.  “What matters is we build products that people love,” she said.  If Yahoo can’t do that on a level playing field, maybe it’s time to cheat a little with Flurry.

There was a great story on re/code about how Apple’s iOS8 has replaced Yahoo’s weather app with one from the Weather Channel.  This is an embarrassing loss for the purple icon.

The real value of Yahoo Weather isn’t in its fancy design; it’s in its data and distribution.  Neither of which belonged to Yahoo.  The data for weather was provided by — you guessed it — the Weather Channel, who unsurprisingly supplied better data for its own app.

Apple provided the bulk of the distribution.  Marissa Mayer wants “daily habits” to be the cornerstone of Yahoo’s strategy, but in this case iPhone users didn’t have a daily habit of using Yahoo Weather; their daily habit is to use whatever weather app Apple provided.  Discovery remains the biggest challenge of the apps business and Yahoo Weather is no exception to it.

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