Yahoo! Inc.

What's your position on ?
Why are you ish?
You voted ish on Vote again
Posts appear on the My Feed page of subscribers to this ticker
Last vote:
  • Apr. 9, 2013, 7:11 PM

    Yahoo (YHOO) +1% AH after the WSJ reports the company has been talking with Apple (AAPL) about an expanded iOS relationship. The integration of content from News, Sports, and other Yahoo properties is said to be among the discussed ideas. Yahoo, whose data powers pre-installed iPhone finance and weather apps that don't feature ads, has been hungry to increase mobile engagement. Apple, meanwhile, wants to strengthen its Web offerings, which have taken a lot of heat (I, II). Also: Apple is reportedly reluctant to abandon its search deal with Google (GOOG) because it considers the quality of Google's results unmatched.

    | Apr. 9, 2013, 7:11 PM | 7 Comments
  • Apr. 2, 2013, 4:48 PM

    Elissa Murphy, Yahoo's (YHOO) cloud services engineering chief, is leaving to become the CTO of Go Daddy. It's probably not a coincidence Go Daddy's CEO is former Yahoo Chief Product Officer Blake Irving, or that another exec, James Carroll, recently left to join Irving. Separately, Yahoo is continuing its revamp of Yahoo Mail by integrating cloud storage giant Dropbox's services. Don't look for Google to do the same anytime soon for Gmail, not when it remains committed to Google Drive.

    | Apr. 2, 2013, 4:48 PM
  • Apr. 2, 2013, 10:24 AM

    Groupon (GRPN -6.9%) "has a largely unproven business model, a wide ranging global business mix in transformation, and is undergoing a management change," writes UBS' Eric Sheridan. The daily deals leader is the only company given a Sell rating in a coverage launch for Internet stocks. Google (GOOG +0.6%), eBay (EBAY +1.1%), Yahoo (YHOO +1.2%), AOL (AOL +0.7%), Yelp (YELP +2.4%), and InterActiveCorp (IACI +2.1%) have been started at Buy, and Amazon (AMZN +0.4%), Facebook (FB +1.3%), LinkedIn (LNKD -0.2%), and Zynga (ZNGA +0.3%) at Neutral.

    | Apr. 2, 2013, 10:24 AM
  • Apr. 1, 2013, 9:35 AM
    Pivotal Research cuts Yahoo (YHOO -1.2%) to Hold, even while raising its PT to $26 from $23 on new valuation assumptions for Alibaba and Yahoo Japan. Analyst Brian Wieser cites Yahoo's recent rally.
    | Apr. 1, 2013, 9:35 AM
  • Mar. 27, 2013, 6:43 PM

    "By 2020 China’s e-commerce market is forecast to be bigger than the existing markets in America, Britain, Japan, Germany and France combined," writes The Economist in a glowing piece about Alibaba. Already, the Chinese e-commerce/online payments giant's merchandise volume is bigger than Amazon and eBay's combined, though its Q312 revenue of $1.1B (+71% Y/Y) was well below eBay's $3.4B. With the help of its vast stores of customer data, Alibaba is counting on its expansion into domestic lending and overseas emerging markets to help maintain its heady growth.

    | Mar. 27, 2013, 6:43 PM
  • Mar. 27, 2013, 9:44 AM

    Yahoo's (YHOO) acquisition of Dailymotion (previous) and its considerable video ad inventory from France Telecom (FTE) "is as good as done," two sources separately tell BI. Another source claims the purchase is part of a strategy to lower Yahoo's original content costs, acquire user-generated content, and focus on personalized consumption. One departed Yahoo exec isn't crazy about it. "Marissa may be a product genius, but Yahoo ... is an ads-for-content company, and she has shown no sign of recognizing that or valuing the profitable, good content businesses"

    | Mar. 27, 2013, 9:44 AM | 3 Comments
  • Mar. 26, 2013, 1:40 PM
    "Yahoo (YHOO +0.3%) is building an interest graph--a map of what users are interested in that the company can use to personalize their content," writes Fast Company's Sarah Kessler, after surveying the Web giant's recent acquisitions of Summly,, Jybe, and 2 other startups. Kessler sees the acquisitions, which coincide with the launch of a revamped home page featuring a personalized news stream, as part of an effort to create a positive feedback loop between greater engagement and personalization.
    | Mar. 26, 2013, 1:40 PM
  • Mar. 25, 2013, 12:14 PM

    Yahoo (YHOO) paid $30M - 90% in cash, 10% in stock - to acquire Summly, several sources tell Kara Swisher. On source suggests reeling in founder Nick D'Aloisio was a big part of Yahoo's motivation in buying the startup. "Nick will be a great person to put in front of the media and consumers with Mayer to make Yahoo seem like it is a place that loves both entrepreneurs and mobile experiences, which in turn will presumably attract others like him."

    | Mar. 25, 2013, 12:14 PM | 1 Comment
  • Mar. 25, 2013, 9:24 AM

    Yahoo (YHOO) acquires popular news reader app Summly, along with 17-year-old founder Nick D'Aloisio. Kara Swisher reported of Yahoo's interest in the U.K.-based startup back in December. Summly uses a language-processing algorithm to summarize stories into smartphone-friendly blurbs. The company has begun trying to work with publishers to create summarized content - Yahoo's media empire could help with that.

    | Mar. 25, 2013, 9:24 AM | 1 Comment
  • Mar. 21, 2013, 7:35 AM

    Yahoo (YHOO) is upped to a Buy at Oppenheimer, which also raises its price target to $27 from $22. The combination of Alibaba maybe pulling off an IPO valuing it at $77B and higher revenues from search mean the shares - currently at $22 - have value, says Oppenheimer. Stock's up 1.6% premarket.

    | Mar. 21, 2013, 7:35 AM
  • Mar. 20, 2013, 11:50 AM
    Yahoo (YHOO -0.2%) acquires Jybe, a startup that developed one of the many personalized recommendation apps in existence. The purchase, which bears a strong resemblance to the Oct. acquisition of Stamped, is another acqui-hire: Jybe contains 5 ex-Yahoos, including former VP of search technology Amab Bhattacharjee. However, Yahoo also plans to use Jybe's personalization tech throughout its empire. Separately, BGC has downgraded Yahoo to Hold, citing the potential for new COO Henrique De Castro's sales restructuring to hurt near-term display ad sales.
    | Mar. 20, 2013, 11:50 AM | 1 Comment
  • Mar. 19, 2013, 4:49 PM

    Yahoo (YHOO) is in talks to buy a majority stake (perhaps as high as 75%) in online video site Dailymotion from France Telecom (FTE), sources tell the WSJ. One source claims the site could be valued around $300M. That would represent a nice return for FTE: the carrier recently bought the 51% of Dailymotion it didn't own for $81M, while adding it's looking for a U.S. investor. Dailymotion, big in France, would bolster Yahoo's video reach (comScore ranks it the #5 U.S. video site) and provide it with a fresh source of ad inventory.

    | Mar. 19, 2013, 4:49 PM
  • Mar. 19, 2013, 9:53 AM
    Raymond James resumes coverage on Yahoo (YHOO +1.3%) with an Outperform and $26 PT. Meanwhile, JMP has launched coverage with a Market Perform. Shares are ticking higher, and are just $0.80 below their 52-week high.
    | Mar. 19, 2013, 9:53 AM | 1 Comment
  • Mar. 18, 2013, 6:21 PM

    Yahoo's (YHOO) latest executive departures: 1) James Carroll, head of the company's Asian R&D centers and responsible for the international delivery of Yahoo products/services. He's reportedly leaving to run Go Daddy's international ops. 2) Hillary Frey, the editor-in-chief of Yahoo News. She's leaving to become the editorial director of news for (previous)

    | Mar. 18, 2013, 6:21 PM | 1 Comment
  • Mar. 15, 2013, 11:27 AM

    Yahoo (YHOO -1.9%) and AOL (AOL -3.2%), two once-dominant Internet names who have seen big rallies over the last 12 months, are seeing profit-taking today. comScore recently estimated Yahoo's share of the U.S. search market (larger than its global share) fell to 11.6% in February, -50 bps Q/Q and -220 bps Y/Y. Yahoo's weak mobile search position has been taking a toll on its search ops.

    | Mar. 15, 2013, 11:27 AM
  • Mar. 14, 2013, 1:00 PM

    Vivek Sharma, the Yahoo (YHOO) GM in charge of Mail and Messenger, is the latest exec to depart in the Marissa Mayer era. He leaves a few months after Yahoo drastically overhauled its Web and Mobile mail clients. Sources tell Kara Swisher Mayer has been trying to get "a top product exec at Google" to defect and assume responsibility for "Mail, Answers, Messenger, the homepage and possibly the media group." (previous)

    | Mar. 14, 2013, 1:00 PM | 6 Comments
Company Description
Yahoo! Inc is a technology company. It offers search, content and communication on mobile phone, tablet or desktop.