The Wall Street Journal is reporting that Apple and Yahoo have been discussing how to integrate Yahoo's services more prominently in iOS, beyond powering the Weather and Stocks apps.
Data from Yahoo Finance and its weather site already come preloaded onto iPhones and Yahoo data like sports stats help power Apple's voice-activated "assistant" Siri. But the companies continue to discuss new arrangements, including possible deals to get more content from Yahoo Sports and Yahoo News, among other Yahoo Web properties, preloaded onto Apple devices or available through an expanded partnership with Siri.
A couple of months ago Marissa said that Yahoo was in a place to be friends to everyone. I think this is what she meant. This is classic triangulation, using yahoo's independence to her benefit, playing Google and Apple against each other while she improves and updates yahoo's products. She also said it is all about mobile and her acqui-hires have all been right down that line. The latest, Summly could be really critical because abbreviating top stories for mobile-scrollable sounds really addictive to me. This is a really interesting business story. Nobody walks on water but Marissa appears to be two steps ahead of all the pundits and prognosticators. I think she has a definite strategy but she isn't going to tell Kara Swisher about it. When you have a winning hand, that's the time to lay low.
Of course when you are a media company making your money selling ads, "...in a place to be friends to everyone" makes good sense, well except for NWSA whose American brand FOX doesn't mind dissing half the population.
Sterne Agee’s Shaw Wu this morning reflects on rumors from Tuesday that Yahoo! (YHOO) may be seeking an expanded partnership with Apple, which he thinks makes sense given that “they battle a common competitor in Google (GOOG).”
“We believe progress is worth watching as industry data has shown that iOS is by far the best platform for mobile monetization. This could become an issue for GOOG as its ties with AAPL are cut.”
The Wall Street Journal‘s Amir Efrati and Jessica Lessin this evening report that Yahoo! (YHOO) has been in talks with Apple (AAPL) about how to increase use of Yahoo!’s applications and services on the iPhone, citing multiple anonymous sources.