“In the longer term, we're going to see more fee announcements. Will Yahoo! search be a service you have to pay for? No. But you'll have to pay for premium services.”
“Fixed costs are becoming more apparent in the numbers. Investors have been negative and waiting to see evidence in the past, and we're finally seeing evidence that costs are becoming fixed while revenues are growing.”
“That's the most important engine for growth. It's going to be through the service deals and growth within the existing service deals. It's also going to be through continued growth in the U.S. core business and international.”
“We ... are becoming increasingly concerned regarding the sustainability of growth for the company and its ability to achieve expectations in coming quarters.”