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Yahoo! Inc. (YHOO)

  • Oct. 8, 2012, 5:43 PM
    More on Yahoo: Sources tell BI Marissa Mayer is planning big changes for Yahoo's home page, which still yields 4.4B page views/month. Possibly among the changes: the inclusion of links to other sites (a return to Yahoo's search directory roots), Facebook-like news feeds, and an API for 3rd-party developers to write apps for Yahoo's site. The news module for the home page has already been revamped.
  • Oct. 8, 2012, 5:21 PM
    Citing a range-bound stock price, Yahoo (YHOO) investors have been pressuring the company to use the remaining $3B in Alibaba proceeds it has earmarked for returning to shareholders on buybacks instead of a dividend, says Bloomberg. But as Dell and Best Buy shareholders can attest, pouring billions into buybacks instead of dividends isn't always the smartest move for a slow-growing company.
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  • Oct. 3, 2012, 9:51 AM
    Dan Loeb's Third Point hedge fund discloses holding 1.5M shares of Murphy Oil (MUR +0.2%) as of June 30. MUR is now the fund's fifth largest position behind YHOO, GLD, AAPL and AIG.
  • Oct. 1, 2012, 12:34 PM
    Marissa Mayer has given birth to a boy, her husband tweets. Mayer, who took over as Yahoo's (YHOO) CEO in July, has said she'll take a maternity leave of only a few weeks, and plans to "work throughout it." Update: Yahoo says Mayer will return to the company after 1-2 weeks.
  • Sep. 28, 2012, 6:27 PM
    Yahoo (YHOO) is once more trying to mount a challenge to Google's (GOOG) AdSense display ad network by launching Yahoo Bing Network Contextual Ads (ed: doesn't that roll off the tongue?), a solution that lets Yahoo/Bing search advertisers buy text ads for 3rd-party sites. Marissa Mayer has made improving ad monetization a priority, and reportedly wants to invest hundreds of millions in ad tech to further this goal. Contextual ads could be a good proving ground.
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  • Sep. 28, 2012, 10:28 AM
    Kara Swisher got hold of an Aug. '11 Yahoo (YHOO) document outlining a 3-year product strategy. The kicker: many of the ideas discussed, such as increasing personalization and developing content with non-PC devices in mind, bear a strong resemblance to the ones Marissa Mayer brought up during Tuesday's all-hands meeting. When asked about this similarity by a Yahoo employee, Mayer suggested better execution will make a difference.
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  • Sep. 27, 2012, 10:06 AM
    Yahoo (YHOO +1.7%) trades higher after Goldman's Heath Terry launches coverage with a Buy and $22 target. Terry declares Yahoo's core business and investments to be undervalued at current levels, and predicts its plans to return most of the Alibaba proceeds to shareholders will act as a positive catalyst. (more on YHOO)
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  • Sep. 26, 2012, 6:14 PM
    "At Facebook and Google, they know your underwear size before you walk in the door. At Yahoo, it was clear they hadn’t even Googled me," said the startup founder the NYT reported has been courted by all 3 companies. Om Malik says he's heard similar stories from other interacting with Yahoo (YHOO), and calls it one reason he believes the company's rot is "so deep, so extensive and so cultural that it would take a divine intervention" for a turnaround to happen. (Mayer's plans)
  • Sep. 26, 2012, 12:55 PM
    Departed Yahoo (YHOO -0.1%) CFO Tim Morse was "Mr. Margin Expansion," quips BGC's Colin Gillis, who thinks his replacement with ex-Fortinet CFO Ken Goldman augurs a period of more aggressive spending. Acquisitions are likely on tap for Yahoo, which should still have over $3B in the bank after returning most of the proceeds from the Alibaba sale to shareholders: the founder of one unnamed startup reportedly being courted by Facebook and Google tells the NYT Yahoo has come calling.
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  • Sep. 25, 2012, 6:26 PM
    Marissa Mayer reportedly told Yahoo (YHOO) employees at today's all-hands meeting the company will have a strong mobile position by 2015 (mobile is a clear weak spot right now), and will only approve projects capable of obtaining 100M users or $100M in revenue. She also claimed Yahoo, which just agreed to return $3.65B to shareholders, will make more "acqui-hires" to reel in engineering talent. Few details were apparently given about individual products, and none about layoff plans. (CFO change) Update: Kara Swisher has more details.
  • Sep. 25, 2012, 6:01 PM
    Though Eric Schmidt didn't sound enthusiastic about Google's relationship with Apple earlier today, he declared Google (GOOG) "would love" to replace Microsoft (MSFT) as Yahoo's (YHOO) search provider. Yahoo is dissatisfied with results of the Microsoft partnership, and has reportedly been in talks with Google about a deal. But regulators might stand in the way.
  • Sep. 25, 2012, 4:56 PM
    Yahoo (YHOO) CFO Tim Morse is leaving the company, and is being replaced by Fortinet (FTNT) CFO Ken Goldman. Morse has been with Yahoo since June '09, and has been a steady figure for a company rocked by executive turmoil. News of Yahoo's CFO change arrives shortly after Marissa Mayer held a meeting with employees outlining her turnaround plans (previous). Details about the meeting should leak soon. FTNT -0.7% AH. (PR)
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  • Sep. 24, 2012, 3:36 AM
    Marissa Mayer plans to hold two meetings on Tuesday with Yahoo (YHOO) employees outlining her plans for the company, All Things D reports. These include increasing transparency, concentrating on metrics much more, and refreshing the company's email and homepage by putting a greater focus on the consumer experience, even at the expense of the bottom line in the short term.
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  • Sep. 20, 2012, 6:50 PM
    Cantor's Youssef Squali has launched coverage on the Internet sector with a relatively bullish stance: he predicts online ads, online travel, and U.S. e-commerce will respectively post CAGRs of 16%, 10%, and 14% through 2014. Companies receiving Buy ratings: GOOG, FB, AMZN, ACOM, VCLK, CPRS, NFLX, VPRT, PCLN, EXPE. Receiving Hold ratings: EBAY, YHOO, YELP, DHX, LNKD, SFLY, OWW.
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  • Sep. 20, 2012, 2:50 PM
    Marissa Mayer backed Yahoo's (YHOO) decision to return 85% of the proceeds from its Alibaba share sale to shareholders, a source tells Henry Blodget. It has been speculated Dan Loeb and/or other Yahoo board members pressured Mayer into agreeing to let go of the money, which many expected would be used for an acquisition spree. (also)
  • Sep. 20, 2012, 12:53 PM
    Cisco (CSCO) discloses Yahoo co-founder Jerry Yang will retire from the company's board "to more fully pursue new personal and business interests." This will reduce the size of Cisco's board, accused at times of being filled with John Chambers' cronies, to 13. Yang resigned from Yahoo's (YHOO) board in January, apparently over his unwillingness to part with the company's Alibaba and Yahoo Japan stakes. (recent Cisco board additions)
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Company Description
Yahoo! Inc is a global technology company. It offers search, content and communication on mobile phone, tablet or desktop.