Tumblr: Weighing Yahoo's Acquisition
Nathaniel Matherson
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Tue, May 21
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Tumblr: Weighing Yahoo's AcquisitionNathaniel Matherson • Tue, May 21
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Limited Progress At YahooStone Fox Capital • Wed, Apr 17
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Yahoo! Management Discusses Q3 2012 Results - Earnings Call TranscriptMon, Oct 22, 2012 • 1 Comment
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Yahoo! Management Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 17, 2012
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Yahoo!'s CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, Apr 17, 2012 • 1 Comment
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Yahoo!'s CEO Discusses Q4 2011 Results - Earnings Call TranscriptTue, Jan 24, 2012
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Yahoo!'s CEO Discusses Q3 2011 Results - Earnings Call TranscriptTue, Oct 18, 2011
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Yahoo!'s CEO Discusses Q2 2011 Results - Earnings Call TranscriptTue, Jul 19, 2011 • 1 Comment
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Yahoo!'s CEO Discusses Q1 2011 Results - Earnings Call TranscriptWed, Apr 20, 2011
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Yahoo!'s CEO Discusses Q4 2010 Results - Earnings Call TranscriptWed, Jan 26, 2011
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Yahoo! Inc. Q1 2010 Earnings Call TranscriptWed, Apr 21, 2010 • 1 Comment
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Yahoo! Inc. Q4 2009 Earnings Call TranscriptTue, Jan 26, 2010
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Yahoo! Q3 2009 Earnings Call TranscriptTue, Oct 20, 2009
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Yahoo! Inc. Q2 2009 Earnings Call TranscriptTue, Jul 21, 2009
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Yahoo! Inc. Q1 2009 Earnings Call TranscriptWed, Apr 22, 2009 • 3 Comments
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Yahoo! Inc. Q4 2008 Earnings Call TranscriptTue, Jan 27, 2009 • 1 Comment
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Yahoo! Inc. Q3 2008 Earnings Call TranscriptTue, Oct 21, 2008
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Yahoo! Q2 2008 Earnings Call TranscriptTue, Jul 22, 2008
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Yahoo! Q1 2008 Earnings Call TranscriptTue, Apr 22, 2008
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YHOO vs. ETF Alternatives
Company Description
Yahoo! Inc., together with its consolidated subsidiaries (“Yahoo!,” the “Company,” “we,” or “us”), attracts hundreds of millions of users every month through its innovative technology and engaging content and services, making it one of the most trafficked Internet destinations and a world class... More
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- Monday, April 29, 9:24 AM Sina's (SINA) partnership with Alibaba, long rumored, is aimed at Tencent (TCEHY.PK): the company's WeChat mobile IM platform has become a serious rival to Weibo, and its e-commerce sales rose 49% Y/Y in Q4 to $273M. Last month, Tencent announced plans to merge its QQ Mall and QQ Buy e-commerce sites to better take on Alibaba, and 2 weeks ago, it announced e-commerce integration for WeChat. Tencent has also launched an online payments service that competes with Alibaba's dominant Alipay and Sina's WeiboPay; the latter might now get shuttered. Alibaba's investment gives Yahoo (YHOO) an indirect 4.3% stake in Sina, which promises the deal will produce $380M in revenue over the next 3 years. Comment! [Tech, On the Move]
- Sunday, April 28, 10:57 AM Alibaba could be worth $95B post-IPO, thinks Reuters' John Foley after doing some quick math - that would give Yahoo (YHOO - $27.4B market cap) a $22.8B stake. Foley's assumptions: the Chinese e-commerce market grows 35%/year for the next 2 years (less than 2012's growth); Alibaba keeps an 80% transaction share and 30% op. margin, while roughly doubling its take rate to 5% (still well below eBay's); and (like Tencent) it's valued at 25x forward EPS. One big caveat: Foley assumes Alibaba, which depends on ad sales, will either start charging merchants or raise ad prices via targeted ads. Oppenheimer has valued Alibaba at $77B. (The Economist) 5 Comments [Tech, Quick Ideas]
- Friday, April 26, 9:26 AM Yahoo (YHOO) -0.6% following news of Fred Amoroso's resignation. BI's sources lead it to think Amoroso's support for Ross Levinsohn and his perceived backing of the Facebook suit contributed to his departure. However, Amoroso claims he only intended to be chairman for a year. Regardless, his resignation is expected to strengthen Marissa Mayer's ability to remake Yahoo (though from the looks of things, Amoroso didn't seem to be a huge stumbling block), and given Yahoo hasn't yet named a permanent chairman, some think Mayer is in line to get the job. Comment! [Tech]
- Thursday, April 25, 5:38 PM Yahoo (YHOO) chairman Fred Amoroso has resigned. Board member/bestselling author Maynard Webb has been named interim chairman. Amoroso, who will fully step down from the board following Yahoo's June 25 shareholder meeting, became chairman only a year ago, replacing Roy Bostock. (PR) 1 Comment [Tech, Breaking News]
- Thursday, April 25, 8:21 AM In the kind of content deal one normally associates with Netflix or Amazon, Yahoo (YHOO) has gained exclusive rights to Saturday Night Live's 38-year archive, as well as clips from the current season. Though overshadowed by YouTube, Netflix, and Hulu, Yahoo has a sizable online video business - comScore estimates Yahoo served 331M videos to 43.6M unique viewers in the U.S. in February - but the business badly needs to improve its mobile reach. The SNL deal comes amidst reports Yahoo is looking to buy Dailymotion (big in France) from France Telecom. Comment! [Tech]
- Monday, April 22, 11:44 AM Yahoo (YHOO +0.9%) rolls out a new flagship iPhone app, replete with summarization tech provided by much-hyped/criticized acquisition Summly. Aside from providing mobile-friendly summaries of Yahoo News articles, the app provides revamped search capabilities and (echoing Yahoo's new home page) relies on both PC and mobile browsing activity to deliver a personalized news stream. The app arrives a week after Yahoo launched new iOS Mail and Weather apps. 1 Comment [Tech]
- Friday, April 19, 4:36 PM In a move Marissa Mayer's ex-employer can definitely relate to, Yahoo (YHOO) is shutting down 6 older/less popular products in an effort to narrow its focus. The casualty list: Yahoo Deals (online coupons), Yahoo Kids (children's content), SMS Alerts, J2ME Mail/Messenger apps (still used by some feature phones), and older versions of Yahoo Mail. 1 Comment [Tech]
- Thursday, April 18, 2:31 PM Continuing its mobile push, Yahoo (YHOO -1.8%) is rolling out Mail apps for the iPad and Android tablets, and a branded Weather app for the iPhone - the pre-installed iPhone Weather app uses Yahoo's data, but is unbranded and features no ads. Yahoo is hoping a photo-centric UI for the weather app, and a strong emphasis on the reading experience for the mail apps, will attract users. The updates come shortly after Yahoo announced major DAU increases for its revamped smartphone mail apps. Yahoo Mail has been steadily bleeding share, but still claimed 281.7M users at the end of 2012 (per comScore). (Yahoo/Apple) Comment! [Tech]
- Wednesday, April 17, 10:15 AM Yahoo (YHOO -0.2%) does an about-face, moving towards breakeven following a revenue miss driven by slumping ad prices. An upgrade to Buy from BofA/Merrill isn't hurting; the firm touts the value of Yahoo's Asian assets. While discussing the report, the WSJ noted talks with Madison Ave. execs indicate their spending on Yahoo "is the same or lower than it was a year ago," as they wait for a promised turnaround and additional clarity on Yahoo's strategy. Yahoo bull Eric Jackson: "This is honestly like watching Amazon trade a day after "terrible" earnings." 1 Comment [Tech]
- Tuesday, April 16, 6:39 PM Mentioned during Yahoo's (YHOO) Q1 call: Headcount -19% Y/Y. 14% of Q1 hirings were ex-Yahoos returning to company. DAUs for Yahoo Mail and Flickr apps up sharply since revamps (I, II). Reasons given for ad sales weakness include mobile and the impact of UI changes on ad clicks. "We ultimately aren’t seeing what we think the price will be for mobile ads." Yahoo still talks with Google about "new opportunities," on top of their recent deal. Yahoo assuming Microsoft won't continue search revenue payment guarantees (about to expire), but they're still talking. Shares -4.4% AH. (live blog) (notes) (Q1: I, II) Comment! [Tech, Earnings]
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Tuesday, April 16, 5:30 PM
After-hours top gainers, as of 5:15 p.m.: BPFH +14%. VXZ +9%. ENDP +6%. NMR +3%. HL +2%.
After-hours top losers: PNFP -11%. QNST -8%. URI -4%. TMO -4%. YHOO -4%. Comment! [On the Move] - Tuesday, April 16, 4:38 PM More on Yahoo: No guidance. Q1 display ad revenue (ex-TAC) -11% Y/Y to $402M, worse than Q4's -5%. Search ad revenue (ex-TAC) +6%, down from Q4's +14%. Display ads sold -7% (-10% prior), price per display ad -2% (+7% prior). Search paid clicks +16% (+11% prior), but search price-per-click -7% (+1% prior). Was Yahoo's sales restructuring and leadership transition to blame? $775M worth of buybacks, cash/investment balance fell by $600M to $5.4B. Sales/marketing spend -10% Y/Y, G&A +7%, R&D -4%. YHOO now -3.9% AH. CC at 5PM ET (webcast) (PR) (slides) 1 Comment [Tech, Earnings, On the Move]
- Tuesday, April 16, 4:06 PM Yahoo (YHOO): Q1 EPS of $0.38 beats by $0.13. Revenue of $1.07B misses by $0.03B. Shares +1.1% AH. (PR) 5 Comments [Earnings, Breaking News, Tech]
- Tuesday, April 16, 12:10 AM Notable earnings after Tuesday’s close: CSX, IBKR, INTC, LLTC, URI, YHOO Comment! [Earnings]
- Monday, April 15, 5:35 PM Notable earnings after Tuesday ’s close: CSX, IBKR, INTC, LLTC, URI, YHOO 2 Comments [Earnings]
- Thursday, April 11, 10:52 AM Yahoo (YHOO +1.1%) and AOL (AOL -1.3%) could be headed to court over the employment of AOL ad sales chief Ned Brody, Kara Swisher reports. Brody, who has agreed to a 12-month non-compete agreement, has reportedly received a lucrative offer from Yahoo to be its North American sales chief (a position that has been unfilled since Ross Levinsohn left), an offer whose acceptance "seems likely" to Swisher given the terms. Yahoo is said to be trying to subvert Brody's AOL contract by paying him not to work until the non-compete period ends. Update: AOL confirms Brody has left to "pursue other opportunities." CEO Tim Armstrong will handle his job for now. Comment! [Tech]
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realornot
$YHOO is on the road. Come join us. John Legend is up performing in NYC! http://yhoo.it/14VlIdn ck it out and LONG Yahoo..... - View all 0 replies
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Jeff Pierce
Hey @yahoo , this article on Ron Paul isn't biased at all, is it? http://yhoo.it/102b2RQ $YHOO - View all 4 replies
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Energysystems: 9K+ police officers and the 19 yr old kid gets found after the curfew is lifted by a guy going out for a smoke. Can't make that ish up lol -
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Ryan Mallory
Fuinhaz Setups for April 22 2013 | $BBRY $GOLD $HLIT $NSPH $PWER $SHPG $YHOO $ZNGA | SharePlanner http://bit.ly/13qxKHm - View all 28 replies
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DumpsterDiver: Do you believe that note about PWER was NOT embarrassingly uninformed? If so, why? -
Ryan Mallory: No I don't, and what is more embarrassing is your obsession with a comment made 10 days ago.
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