27 Quotes by Mark Mahaney

Yahoo! and Microsoft have reminded investors that search is not a monopoly,

There is a steady migration of recruitment dollars going online, ... Employment figures are trading catalysts but this is a secular growth story, not a cyclical one, so month-to-month employment numbers are less and less relevant.

Major lockups always create turbulence in shares. Usually we see a trade-off going into lockups.

Major lockups always create turbulence in shares, ... Usually we see a trade-off going into lockups.

Sentiment on search has been neutral to negative this quarter. This is a data point that supports the strength in online advertising for the long-term,

Maybe the market wants to pay that, but I wouldn't want to do that,

Now we see a clear long-term deceleration trend.

It all depends on the top line. That is key. The market is more sensitive to revenue.

The apparent lack of operating leverage remains the single biggest issue for Amazon.