[CNet] Semel raises Yahoo's subscriber goal

"Semel on Thursday said Yahoo is increasing its target by 50 percent to 15 million new subscribers. That's up from the 10 million goal that he announced during his first analyst day as Yahoo's new chief in November 2001. Semel did not offer a time frame for when the company will reach its new goal, nor did he elaborate on which businesses would fuel the growth."

Again, we're mostly talking about co-branded deals with ISPs here, not services organic to Yahoo.