The analysts believe the company is in the early stages of its turnaround and revised strategy, and will face challenges in evolving a leadership and organizational structure, given aggressive competition and integration risks. They remain cautious due to continued weakness in affiliate revenue, higher marketing services, and increased Traffic Acquisition Costs (TAC). Moreover, continued weakness in search revenues is a major concern. According to the analysts, Yahoo needs considerable support from its higher margin businesses such as search and Fees & Listings to be profitable over the long term. Further, increasing competition from Google and FaceBook remains a major headwind. These analysts also believe Yahoo lacks innovation as compared with its peers and does not possess any significant assets to offer for the emerging mobile Internet and online video advertising business.