Despite rivals' best efforts, Google
According to ComScore data for February, Google increased its market share to 42.3%, from 36.3% on a year-over-year basis. High-profile rivals Yahoo!
The data certainly represents good news for Google, considering a few recent challenges, not the least of which has been its skirmish with the U.S. Department of Justice. Indeed, the fact that Google stood up to the government's demand for data when rivals caved might have helped uphold its image.
The search wars have been a hot topic for quite some time, predating Google's IPO madness and subsequent stock spike. However, despite the news that Yahoo!'s search share dipped, I stand by comments I've made before: That Yahoo! is quietly working towards its strengths. For example, Yahoo! does have that huge user base and has been directing some attention to user-generated content like mashups and social content, all of which should help it capitalize on what one might imagine are the intellectual riches in its own Internet ecosystem. (Of course, speaking of Yahoo!'s portal elements, Google Finance has been yet another recent aggressive volley, given the popularity and high profile of Yahoo! Finance.)
As for Microsoft, I have no comment -- well, other than the fact that I've made it clear in the past that I'm a bear, so why beat a dead horse. Although I have colleagues who think highly of Microsoft's efforts to step up its search features, its rep for being an innovator -- or even for being particularly on time with its products -- isn't too hot. Needless to say, the Vista delay hasn't helped in that department.
The news, of course, is good for Google -- but is it surprising? Not really. Google investors should certainly be grateful for indications that the company is defending its territory, but it doesn't change the fact that the search giant will have to find new revenue channels, a point the company has already stated. That part of the equation hasn't changed, so it's clear that Google's search is far from over.
Alyce Lomax does not own shares of any of the companies mentioned.