Google's share of the U.S. display ad market grew to 14.7 percent in the first quarter of 2011, compared to Yahoo's 12.3 percent, IDC says. Google's share is growing fast (up from 13.3 percent last year), while Yahoo's is declining almost as fast (down from 13.6 percent last year).
Google had $396 million in display ad revenue in the quarter, compared to Yahoo's $330 million. And Yahoo's second-place position is under threat: Facebook is well within striking distance, with $238 million.
U.S. online revenue overall is up around $7 billion a quarter, according to the Interactive Advertising Bureau.
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