Here are 200 words from Yahoo's Q3 earnings conference call:
Quotes are from the CCBN StreetEvents transcript:
We ended the quarter with approximately 325 million unique users, up 33% from … this quarter last year. Our active registered users now stands at approximately 157 million, up 28% year-over-year… approximately 7.6 million unique paying relationships, up approximately 1.2 million from the previous quarter, and up 80% year-over-year...
The proceeds from the Google shares we have sold [Yahoo sold 25% of its holding in Google] plus our remaining investment value as of September 30, represents about $1billion. That value would have financed close to half our aggregate investments in search acquisitions over the last couple of years.
Marketing services [mainly search revenue] grew a healthy 38% on an organic basis… we did see higher organic volume in the search business than we previously anticipated.
We produced $104 million of revenue [in service fees], up 31% from year ago levels. The primary driver of this business line is our premium offerings.
Listings revenue of $37 million increased 15% from year ago levels, resulting from solid results at Hotjobs.
We expect fourth quarter 2004 … organic revenue year-over-year growth of 33%. …operating cash flow…organic growth of about 65%.