Yahoo (YHOO +1.7%) throws its name into the Hulu hat to join a number of P-E firms as well as...


Yahoo (YHOO +1.7%) throws its name into the Hulu hat to join a number of P-E firms as well as DirecTV and Time Warner Cable in the hunt. Owners Disney (DIS +0.1%), Comcast (CMCSA +0.2%), and News Corp (NWS, NWSA) will weigh the best offer, but will also want to position themselves on the content side to be protected. (Previous on Hulu-mania)

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Comments (16)
  • James Sands
    , contributor
    Comments (2687) | Send Message
     
    No potential for direct public ownership: http://bloom.bg/12SYbWC

     

    Hulu is interesting.
    24 May 2013, 04:02 PM Reply Like
  • KATHLEENWILCOX631@GMAIL.COM
    , contributor
    Comments (85) | Send Message
     
    This HULU just doesn't sound like something one would buy stock in, for the long term.

     

    Too many "owners", too many collateral "agreements", that in the long run, wouldn't be worth much to a company, in and of themselves.
    26 May 2013, 09:15 AM Reply Like
  • James Sands
    , contributor
    Comments (2687) | Send Message
     
    I think it is very interesting. I would really like to know if Hulu gets all of the content from NWS, Disney, and Comcast without high costs. If so, this would be a great opportunity for the company to just go public. It would have an advantage over Netflix, Amazon Prime, etc.

     

    I think that these owners, want Hulu to be sold so they can make a quick buck and then make more money licensing their content to Hulu.

     

    It just reaffirms my view that major content owners and developers are stuck in the traditional mind set to maximize their content at any extreme.

     

    Internet TV companies (Google, Netflix, Hulu, Amazon Prime, Youku, Baidu) will be successful only if they can develop their own content, which is going to happen.

     

    All the major content developers and owners will have success in the short-term, however, in the long-term if they do not transition to Internet TV companies they will begin to struggle.

     

    I worry most about the platform-focused companies with little to no content, whether cable, satellite or Internet-based. These companies will lose out big time.

     

    Anyways, the next 5-10 years will be very exciting and interesting as media and advertising shifts to the Internet and mobile more rapidly.

     

    Investors need to consider this and position themselves accordingly.
    26 May 2013, 01:07 PM Reply Like
  • KATHLEENWILCOX631@GMAIL.COM
    , contributor
    Comments (85) | Send Message
     
    It sounds a little, how do you say, strange.

     

    Along with DIS not disclosing it's arrangement with NETFLIX, for I believe it's Q2 2013 statement.

     

    It makes one wonder, as an investor, if there isn't something "funny" going on, especially with the DIS stock price stalling, and well, falling.

     

    What does DIS, or any of the "partners" expect to gain $$$ from the sale, and moreson, how much have they lost, along with stockholders.
    24 May 2013, 04:05 PM Reply Like
  • James Sands
    , contributor
    Comments (2687) | Send Message
     
    Ideally, CMCSA, DIS, and NWSA, expect to gain some money upfront, but more importantly, they will license their content to Hulu though contractual agreements.

     

    This is why the last deal fell apart in 2011. Hulu has the benefit of having access to excellent content via these three partners.

     

    It would be interesting to see Hulu's costs relative to say Netflix based on this.
    24 May 2013, 04:20 PM Reply Like
  • DoctoRx
    , contributor
    Comments (7607) | Send Message
     
    Marissa is remaking Yahoo. Cash and stock buybacks are sterile.

     

    Also, this interest in Hulu on top of the Tumblr deal suggests that Yahoo expects Alibaba to give it a very large cash gift in the foreseeable future.

     

    They will then take the improved products and techniques that Yahoo is likely developing under her direction and grow in various directions.

     

    With all this attempted activity, both risk and reward ramp up. B/c I think the new team at Yahoo has what it takes to succeed, I look at this as a positive move for the stock.
    24 May 2013, 04:18 PM Reply Like
  • KATHLEENWILCOX631@GMAIL.COM
    , contributor
    Comments (85) | Send Message
     
    Just "what" is Marissa "re-making" Yahoo into, with it's acquisition of Tumblr ?

     

    As FORBES writes..."Yahoo will sanitize Tumblr content.
    Tumblr users are pretty freaked out that Yahoo folks will come in and act like the new sheriff in town. Overall, some of the behaviors that Tumblr bloggers use might be looked at by Yahoo lawyers as copyright infringement."

     

    This is a fancy way of saying, Tumblr will hemorhage regular users from the changes and sanitizing of it, IF Yahoo plans to go that far.

     

    But on the other hand, "Yahoo needs Tumblr’s culture."...though
    "Yahoo has a terrible track record with acquisitions."

     

    http://onforb.es/ZmqeQ9

     

    Sounds like a case of either "booming" or Busting on Yahoo's part...but more like Busting.

     

    And just WHAT will Yahoo do with HULU ?
    26 May 2013, 09:05 AM Reply Like
  • James Sands
    , contributor
    Comments (2687) | Send Message
     
    It is simple, Yahoo needs catalysts to grow advertising revenues on the Internet and mobile.
    26 May 2013, 01:08 PM Reply Like
  • deercreekvols
    , contributor
    Comments (9616) | Send Message
     
    Marissa is taking Yahoo down a slippery slope.
    She will continue to "reshape" Yahoo and leave if things start to slide downhill.
    Risk and reward certainly do ramp up.

     

    It will be interesting to see how this all plays out.
    24 May 2013, 04:57 PM Reply Like
  • logistics
    , contributor
    Comments (53) | Send Message
     
    Her purse is going to get empty soon, she is behaving like a rich housewife. These tech valuations are BIG a guess, even Myspace was valued above $4 billion at one point. Yahoo could really go in either direction at this point.
    24 May 2013, 10:22 PM Reply Like
  • deercreekvols
    , contributor
    Comments (9616) | Send Message
     
    She will simply move on once the money is gone and no more acquisitions can be paid for.
    The Board at Yahoo needs to keep a close eye on this activity and stop rubber stamping everything she wants.
    25 May 2013, 09:26 PM Reply Like
  • KATHLEENWILCOX631@GMAIL.COM
    , contributor
    Comments (85) | Send Message
     
    "Yahoo has a terrible track record with acquisitions."

     

    http://onforb.es/ZmqeQ9
    26 May 2013, 09:08 AM Reply Like
  • Kyle Spencer
    , contributor
    Comments (1240) | Send Message
     
    Yahoo also acquired Playscale today, there's another 150 million indirect users. Busy bee, is that Marissa Mayer.
    24 May 2013, 10:33 PM Reply Like
  • KATHLEENWILCOX631@GMAIL.COM
    , contributor
    Comments (85) | Send Message
     
    It seems like Yahoo is just on a acquiring spree to pump up the value of the stock with "warm bodies", and then dumping the whole thing, putting it on the auction block !

     

    Wouldn't that be a surprise...not really.
    26 May 2013, 09:13 AM Reply Like
  • KATHLEENWILCOX631@GMAIL.COM
    , contributor
    Comments (85) | Send Message
     
    While pornography and Age is the driving force of internet, especially with social forums, technology, it will be interesting just what kind of a space Yahoo will create...but as a stock, it's making itself more volatile a proposition.
    26 May 2013, 09:10 AM Reply Like
  • Kyle Spencer
    , contributor
    Comments (1240) | Send Message
     
    Welcome to the internet. It all started with naked girls.

     

    What's painfully obvious is that the analysts/journalists that are tearing their hair out over the Adult rated blogs have never actually used Tumblr. It's an Opt-in model, which means that if you're looking at naughty animated GIFs or reading XXX-rated fantasy fiction, you're doing so deliberately. How is that any different from Google Search?
    27 May 2013, 05:56 PM Reply Like
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