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Yahoo! Inc. (YHOO)

  • Nov. 12, 2012, 12:07 PM
    Chinese e-commerce/online payments giant Alibaba saw its Q3 revenue rise 71% Y/Y to $1.1B, according to Yahoo's (YHOO +0.8%) Q3 10-Q. Net income rose 129% to $273M. After accounting for stock buybacks, Yahoo still owns 23% of Alibaba, a stake that's worth ~$8.7B based on the valuation assigned in the recent sale of half of Yahoo's position. China's e-commerce market continues to grow rapidly, and the government has set a target of quadrupling transaction volume from 2010 to 2015.
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  • Nov. 9, 2012, 1:17 PM
    Yahoo's (YHOO) latest home page revamp, currently in trial mode, clearly has mobile in mind. A set of Windows 8-like photo tiles take up plenty of screen real estate, and Yahoo compensates by cutting down on icons, text links, and display ad modules. A previous test for Yahoo's home page, which gets 4.4B page views/month, involved a news feed that infinitely scrolls (much like Twitter). Separately, Yahoo disclosed in its Q3 10-Q it has bought back $212M in shares thus far in Q4, after buying $190M in Q3.
  • Nov. 5, 2012, 5:42 PM
    Yahoo's (YHOO) Broadcast Interactivity platform, which enables interactive TV programming and ads, will be built into Samsung's Smart TV lineup. Included in the solution will be Yahoo's SoundPrint tech for automatically identifying content based on its audio feed. Plenty of companies have had big plans for interactive TV over the years, but getting consumers to embrace it in a big way has proven tough. (PR)
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  • Nov. 2, 2012, 11:12 AM
    Yahoo (YHOO) has named Adam Cahan, the founder/CEO of TV content indexing startup IntoNow prior to its 2011 acquisition by Yahoo, to head its mobile efforts, as well as Flickr. Before joining IntoNow, Cahan worked with several media companies, and also Google. Marissa Mayer recently suggested half of Yahoo's workforce should be working on mobile.
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  • Oct. 31, 2012, 5:39 PM
    Gmail (GOOG) is now the world's most popular PC e-mail service, per comScore: the research firm estimates Gmail saw 287.9M monthly unique visitors in October, putting it ahead of Hotmail's (MSFT) 286.2M. Once-dominant Yahoo Mail (YHOO) came in third with 281.7M visitors, though it still leads in the U.S. Back in June, Google claimed it had 425M total monthly active Gmail users (includes mobile-only users). Google monetizes Gmail via PC ads and Google Apps subscriptions.
  • Oct. 31, 2012, 12:36 PM
    Yahoo (YHOO) has struck a distribution deal with Wenner Media, publisher of US Weekly and Rolling Stone: Each company's content will appear on the other's sites, and the two will "co-produce a new breed of online editorial franchises." Peter Kafka notes Yahoo Music and OMG have a combined 46M unique users. Former interim CEO Ross Levinsohn struck a number of content deals before leaving; the pace has slowed down since Marissa Mayer took over.
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  • Oct. 29, 2012, 6:26 PM
    Yahoo (YHOO) says it will ignore the "Do Not Track" privacy requests sent by search partner Microsoft's (MSFT) Internet Explorer 10. Microsoft's decision to make "Do Not Track" a default setting on IE10 has already sparked an uproar within the Internet advertising industry, and Yahoo's move could further pressure Microsoft to backtrack.
  • Oct. 25, 2012, 2:39 PM
    Yahoo (YHOO +0.3%) has acquired Stamped, developer of a mobile app that allows users to recommend their favorite items to friends and receive recommendations in turn. The deal fits with Marissa Mayer's stated goals of improving Yahoo's mobile position and focusing on smaller deals that add engineering talent. Stamped says its app will be discontinued by year's end.
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  • Oct. 22, 2012, 6:02 PM
    Half of Yahoo's (YHOO) workforce should be focused on mobile (a current weak spot), says Marissa Mayer during her first call as CEO. Improving ad targeting and site integration are also named priorities. Mayer claims most of Yahoo's acquisitions will be in the sub-$100M range (MM and OPEN, reportedly drawing Yahoo's interest, are much bigger), and that Yahoo plans to continue working with Microsoft (MSFT) in spite of "disappointment" with the search partnership. Shares +4.1% AH. (live blogs: I, II) (Q3 results: I, II)
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  • Oct. 22, 2012, 4:22 PM
    More on Yahoo's Q3: $750M credit facility obtained, boosting Yahoo's resources for acquisition-hunting. Job cuts contributed to the EPS beat - sales/marketing expenses -7% Y/Y, R&D -5%. Also contributing were $190M in stock buybacks, part of Yahoo's efforts to return the Alibaba proceeds. Search revenue +11% Y/Y, a nice improvement from Q2's +4%, evidence monetization is improving. Display ads flat (+1% in Q2), a sign of further share loss. CC at 5PM ET (webcast). YHOO +2.7% AH. (PR) (slides - PDF)
  • Oct. 22, 2012, 4:09 PM
    Yahoo (YHOO): Q3 EPS of $0.35 beats by $0.09. Revenue of $1.09B (+2% Y/Y) beats by $10M. No guidance provided. Shares +2.9% AH. (PR)
  • Oct. 22, 2012, 9:20 AM
    Millennial Media (MM) +3.3% and OpenTable (OPEN) +1.5% following a Reuters report claiming they're on Yahoo's (YHOO) radar. The modest gains indicate the Street isn't holding its breath over a deal going down.
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  • Oct. 22, 2012, 7:56 AM
    Yahoo (YHOO) is due to release its Q3 earnings after the bell, with analysts expecting that EPS rose to $0.26 from $0.23 a year earlier as revenue edged up 0.6% to $1.08B. The main focus will be on Marissa Mayer's vision for Yahoo, which it's hoped she'll outline on her first earnings call as CEO. The results come after Google last week revealed a sharp drop in its cost-per-click rate.
  • Oct. 22, 2012, 12:10 AM
    Notable earnings after Monday’s close: CE, CNI, DHT, HMA, SCCO, SWFT, TXN, VECO, WDC, YHOO, ZION
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  • Oct. 21, 2012, 8:25 PM
    OpenTable (OPEN - $985M market cap) and Millennial Media (MM - $1.12B market cap) were among the companies Yahoo (YHOO) "appeared to show interest" in buying when pitched on deals by bankers, a source tells Reuters. Also reportedly piquing Yahoo's interest were PubMatic, a provider of ad monetization services for Web publishers, and Turn, a developer of ad targeting apps. Yahoo, which is giving back 85% of its Alibaba proceeds to shareholders, is said to be eying targets that can improve either user engagement or ad monetization.
  • Oct. 21, 2012, 5:35 PM
    Notable earnings after Monday’s close: CE, CNI, DHT, HMA, SCCO, SWFT, TXN, VECO, WDC, YHOO, ZION
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Company Description
Yahoo! Inc is a technology company. It offers search, content and communication on mobile phone, tablet or desktop.