Seeking Alpha

Yahoo! Inc. (YHOO)

  • 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. 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. 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. 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."
    | 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.
    | 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.
    | 1 Comment
  • Dec. 24, 2012, 12:11 PM
    Facebook (FB +2.2%) and Yahoo (YHOO +1.1%) tick higher after Needham's Laura Martin raises her PTs to $33 and $26, respectively. "If time is money, then FB represents the most valuable property on the Internet today," writes Martin, who (like others) is encouraged by improving mobile monetization and sees new revenue streams providing a lift. She thinks Yahoo's Asian assets are worth $15/share, making its core business undervalued. It wasn't long ago many analysts were quite worried about mobile's impact on Facebook; shares are up ~40% since then.
  • Dec. 14, 2012, 5:13 PM
    Mobile news reader app Summly may be Yahoo's (YHOO) next acquisition target: several sources tell Kara Swisher Yahoo is conducting due diligence on Summly, created by a 17-year-old British developer and downloaded 500K times in the App Store. The app relies on a language-processing algorithm to summarize news stories into sub-400-character blurbs. Yahoo recently acquired group video chat/webcast platform OntheAir and recommendation app Stamped.
    | Comment!
  • Dec. 13, 2012, 5:56 PM
    AVG Technologies (AVG) +4.4% AH after announcing a deal with Yahoo (YHOO) to integrate the latter's search engine with its AVG Secure Search toolbar, which has inspired plenty of discussion threads from users looking to get rid of it after an unintended install. AVG will presumably be paid traffic acquisition fees from Yahoo.
    | Comment!
  • Dec. 13, 2012, 2:33 PM
    Yahoo (YHOO) confirms it's adding ex-PayPal CTO Max Levchin to its board, and that Intuit's Brad Smith and the Weather Channel's David Kenny are leaving. Levchin is reportedly the fourth board member to be backed by Dan Loeb; Yahoo is likely hoping he can help recruit talent and open the door to additional content and tech partnerships. (earlier)
    | 1 Comment
  • Dec. 13, 2012, 11:27 AM
    Yahoo (YHOO) is set to announce a board shakeup in the coming days, the NYT reports. "PayPal Mafia" member and former Slide founder Max Levchin will join, while Weather Channel CEO David Kenny and Intuit CEO Brad Smith will leave. Levchin, rumored since October to be a possible board addition, would win Yahoo more Silicon Valley brownie points on top of the ones it received for hiring Marissa Mayer.
    | Comment!
  • Dec. 12, 2012, 6:48 PM
    Yahoo's (YHOO) new Flickr iPhone app is receiving high marks from reviewers. The app features 16 Instagram-like filters (no surprise) and plenty of sharing options to go with support for a number of features previously available only on Flickr's site. Flickr still has a base of devoted users and mountains of valuable photo data, but its photo upload share is a small fraction of what it was before Facebook's rise and years of mismanagement. (Yahoo Mail apps)
    | Comment!
  • Dec. 11, 2012, 10:36 AM
    Scrambling to improve its mobile position, Yahoo (YHOO) has rolled out new mail apps for iOS, Android, and Windows 8, and has also overhauled its Web client. The new apps emphasize simplicity and speed - hallmarks of Marissa Mayer's Google product work. The changes come shortly after Gmail surpassed Yahoo Mail and Hotmail to become the world's most popular PC e-mail service, according to comScore, which also believes Yahoo Mail saw a 16% Y/Y drop in U.S. unique visitors in November. (NBC Sports)
    | Comment!
  • Dec. 10, 2012, 5:54 PM
    New Yahoo (YHOO) COO Henrique De Castro is planning a big overhaul of the Internet giant's ad sales model, sources tell Kara Swisher. Each sales rep will now sell all of Yahoo's ad products, with responsibilities split up along industry verticals (automotive, entertainment, etc.). That's how ex-employer Google does things, but not Yahoo, which splits responsibilities based on region and ad type. Some attrition is expected within Yahoo's sales force, already reported to be feeling neglected in the Marissa Mayer era.
    | 1 Comment
  • Dec. 10, 2012, 9:18 AM
    Yahoo (YHOO) has inked a content partnership with NBC Sports: NBC will gain access to Yahoo Sports' reporting and fantasy sports platforms; Yahoo will gain access to NBC's live streams and regional content; and the companies will collaborate on original programming and ad sales. Yahoo Sports remains one of Yahoo's most popular properties, and has been battling for years with ESPN for Web sports leadership. (other content deals: I, II)
    | 1 Comment
  • Dec. 6, 2012, 9:24 AM
    With investors pulling a large chunk of its remaining funds in wake of insider-trading charges, Diamondback Capital - once with $5.8B in assets - is liquidating. Among the firm's top holdings possibly being dumped - YHOO, COF, and AIG are fairly liquid names. But as of its latest 13F - the fund owned nearly 700K shares of Everest Re (RE) - about twice the average daily volume.
    | Comment!
Visit Seeking Alpha's
YHOO vs. ETF Alternatives
Company Description
Yahoo! Inc is a technology company. It offers search, content and communication on mobile phone, tablet or desktop.