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> roughly four providers (Google, Microsoft, Yahoo, AOL).

At least for North America, three. Yahoo! and AOL are already operating under a single company (formerly Oath, now the much more boring Verizon Media Services), and they have "rationalize" (aka merge) their systems.

Sidenote: The Japanese Yahoo! is not related to the American Yahoo! (except it was before early 2000's came along).



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