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Yahoo! Inc. (YHOO)

  • Jan. 28, 2013, 5:34 PM
    Yahoo's (YHOO) Q4 earnings conference call: Guides for Q1 revenue ex-TAC of 1.07B-$1.1B; for $4.5B-$4.6B full-year. Expects adjusted EBITDA of $340M-$360M in Q1; $1.6B-$1.7B for full-year, and GAAP income from operations of $155M-$175M in Q1; $810M-$850M for full-year. The "back half [of 2013] should reflect operating leverage." Shares now +1.2% AH. (live call)
    | Jan. 28, 2013, 5:34 PM | Comment!
  • Jan. 28, 2013, 4:16 PM
    More on Yahoo's (YHOO) report: Annual revenue growth was the first in four years. Full-year revenue (ex-TAC) was $4.47B, up 2% from 2011. Display revenue ex-TAC of $520M for Q4 down 5%; ads sold on core properties down 10% Y/Y but up 3% sequentially; price-per-ad on core properties up 7% Y/Y. Paid clicks up 11%; Price-per-click up 1%. (5 p.m. conference call)
    | Jan. 28, 2013, 4:16 PM | 1 Comment
  • Jan. 28, 2013, 4:10 PM
    Yahoo (YHOO): Q4 EPS of $0.32 beats by $0.04. Revenue (ex-traffic acquisition) of $1.22B (+4% Y/Y) in-line. Shares +3.9% AH. (PR)
    | Jan. 28, 2013, 4:10 PM | 5 Comments
  • Jan. 28, 2013, 12:10 AM
    Notable earnings after Monday’s close: BMC, CE, IDTI, ILMN, MSPD, OLN, SANM, STLD, STX, VMW, YHOO, ZION
    | Jan. 28, 2013, 12:10 AM | Comment!
  • Jan. 27, 2013, 5:35 PM
    Notable earnings after Monday’s close: BMC, CE, IDTI, ILMN, MSPD, OLN, SANM, STLD, STX, VMW, YHOO, ZION
    | Jan. 27, 2013, 5:35 PM | 1 Comment
  • Jan. 25, 2013, 1:16 PM
    "What happens with social is what you do with it. It's not just about writing down who your friends are, it's about taking that and finding useful content," says Marissa Mayer in a Bloomberg interview (video), pitching a vision of Yahoo (YHOO +0.1%) as a personalized content discovery hub. Mayer also showed an interest in further partnering with the likes of Apple, Facebook, and Google, and argued Yahoo Search, which has been steadily bleeding share, could stand out via personalization. (previous)
    | Jan. 25, 2013, 1:16 PM | Comment!
  • Jan. 22, 2013, 6:37 PM
    Yahoo (YHOO) confirms it has acquired, a Pinterest-like site for posting articles that catch a user's attention - AllThingsD had earlier reported a deal was close, and that the price tag is in the "'mid teens' of millions of dollars." The deal appears to be a technology/talent purchase - effectively says it's shutting down its site. News of the acquisition comes a day after Kara Swisher reported Yahoo is aiming to be a Google-like hub for discovering content from around the Web. (OntheAir) (Stamped)
    | Jan. 22, 2013, 6:37 PM | 1 Comment
  • Jan. 16, 2013, 9:28 AM
    Yahoo (YHOO) +2.3% after Bloomberg reports 23%-owned Alibaba has hired Credit Suisse and Goldman to arrange a $3B-$4B Hong Kong IPO. But the same article quotes an Alibaba spokesman as saying his company hasn't "hired any banks in connection with any IPOs." Alibaba was valued at $35B in last year's buyback deal and is continuing to grow like a weed. The report comes a day after Jack Ma announced his planned resignation as CEO (but not chairman). (AllThingsD report)
    | Jan. 16, 2013, 9:28 AM | Comment!
  • Jan. 15, 2013, 5:04 PM
    Marissa Mayer continues to overhaul Yahoo's (YHOO) management. Information security chief Justin Somaini and Yahoo Connections SVP Shashi Seth are the latest to reportedly leave - Seth has been responsible for Yahoo Mail and Flickr, two products Mayer has sought to revamp, and Somaini was reportedly under fire over hacking issues related to the new Yahoo Mail. (Michael Barrett) (Tim Morse)
    | Jan. 15, 2013, 5:04 PM | 1 Comment
  • Jan. 15, 2013, 7:30 AM
    "I am no longer 'young' for the Internet business," says Alibaba (ALBCF.PK) CEO Jack Ma, stepping down from his post effective May 10. His departure had been speculated about for several months and he had already pulled back from day-to-day operations to cultivate management talent.
    | Jan. 15, 2013, 7:30 AM | 1 Comment
  • Jan. 10, 2013, 6:30 PM
    Yahoo (YHOO -1.8%) saw a bit of profit-taking after a string of downbeat articles were published. While AllThingsD took note of ongoing U.S. search/Mail traffic declines, AdWeek reports Marissa Mayer's first meeting with ad agency execs failed to drum up much enthusiasm. "Yahoo is low on the list and not just alphabetically," said one attendee. Also, Nicholas Carlson posted an e-mail purportedly from a disgruntled Yahoo employee; it accuses Mayer of being frequently late to meetings, neglecting non-engineers (previous), and hiring execs with poor people skills.
    | Jan. 10, 2013, 6:30 PM | 4 Comments
  • Jan. 9, 2013, 7:40 PM
    Data from comScore shows that Yahoo's (YHOO) November and December U.S. search traffic fell 28% and 24% respectively Y/Y. The report also says traffic to it's mail service was down 16% and 12% for the same period. That's another big hit to a company whose biggest selling point has always been the sheer size of its web traffic.
    | Jan. 9, 2013, 7:40 PM | 5 Comments
  • Jan. 7, 2013, 7:35 AM
    Yahoo (YHOO) is downgraded to Hold from Buy by Bernstein's Carlos Kirjner, who says it's hard to see the upside from here following a 6-month 33% rally. He notes the timing of the Alibaba IPO is uncertain and the core business may produce weaker-than-expected results in H1. Shares -1.6% premarket.
    | Jan. 7, 2013, 7:35 AM | 3 Comments
  • Jan. 2, 2013, 2:06 PM
    As Yahoo (YHOO +0.8%) makes new multi-year highs again, Nomura's Brian Nowak reminds us how much ground the company has to make up in mobile, clearly a top priority of Marissa Mayer's. Though Yahoo benefits from powering the pre-installed Weather and Stocks apps on iOS devices, ESPN has a 2.4x greater edge over Yahoo Sports in mobile engagement than it does for PC engagement, Nowak claims. Moreover, leading news/entertainment sites are said to have "anywhere from 46x to 1,034x more engagement."
    | Jan. 2, 2013, 2:06 PM | Comment!
  • Dec. 28, 2012, 9:21 AM
    Though rumors emerged yesterday (supposedly thanks to a leaked memo) about Alibaba going public in late 2013/early 2014, sources (likely at Yahoo) tell Kara Swisher the company isn't in any rush following a recent capital injection. "So many rumors have been floated on this IPO and we can expect a lot more until it actually happens," says one source. Swisher adds the Yahoo (YHOO) stock buyback deal provides incentives for Alibaba to do an IPO by the end of 2015.
    | Dec. 28, 2012, 9:21 AM | Comment!
  • Dec. 27, 2012, 10:51 AM
    Multiple Chinese sites pass on a rumor (supposedly stemming from an insider) that Alibaba is thinking of floating an IPO in late 2013 or early 2014, and will begin a roadshow in mid-2013. Yahoo (YHOO), which maintains a 23% stake in the Chinese e-commerce/online payments colossus, wouldn't mind that. Alibaba's share repurchase deal with Yahoo valued the company at $35B, and gave it the option to buy back more of Yahoo's stake at IPO time.
    | Dec. 27, 2012, 10:51 AM | 1 Comment
Company Description
Yahoo! Inc is a technology company. It offers search, content and communication on mobile phone, tablet or desktop.