Sohu is about to release earnings. Ponder the Bull Case Scenario:
Diversified services enables Sohu to broaden its reach, generate higher traffic, and protect itself from unexpected events or slowdowns in any given business line.
Sohu’s strategy to build an extensive and high-quality online video library should help drive portal traffic and boost its appeal to brand advertisers.
Tencent’s recently announced strategic investment in Sohu’s Sogou search business could help Sogou grow in search traffic, and accelerate paid search advertising.
George Gutowski writes from a caveat emptor perspective