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Yahoo! Inc. (YHOO)

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  • Jul. 30, 2012, 5:09 PM
    To no one's surprise, Ross Levinsohn is leaving Yahoo (YHOO) after being passed over for the CEO job in favor of Marissa Mayer. Levinsohn struck many content deals during his time as interim CEO, and also settled disputes with Alibaba and Facebook. A case can be made Yahoo needs both Levinsohn's deal-making ability and media industry ties, and Mayer's product development skills and recruiting ability. Unfortunately, it's only getting one. Update: Yahoo's North American sales chief has also quit. (earlier)
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  • Jul. 30, 2012, 11:37 AM
    Marissa Mayer is beginning to put her stamp (or perhaps Google's) on Yahoo (YHOO): the new CEO has introduced free food at Yahoo HQ and is said to be planning major layout changes to its offices, with the goal of better appealing to the top engineers who have long shunned the Internet media giant. Dave McClure thinks Mayer and Yahoo have an opportunity to cater to female audiences, given Yahoo's historical content strengths.
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  • Jul. 24, 2012, 3:48 PM
    Dan Loeb's Third Point discloses the purchase of another 2.5M shares of Yahoo (YHOO), bringing the fund's stake to 73M or about 6% of the outstanding total. The purchases come following the hire of new CEO Marissa Mayer.
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  • Jul. 23, 2012, 7:06 PM
    Noting comScore still ranks Yahoo (YHOO) the #1 U.S. site in 10 content categories, David Carr suggests Yahoo's real challenge lies in integrating its content, and thereby replicating the success of verticals such as Yahoo Sports. "Yahoo became a series of editorial fiefs,"  says Carr, "with little cooperation or standardization among them." The Verge reports part of Marissa Mayer's plan to right the ship is to move more of Yahoo's media leadership to HQ, while shifting editorial authority to New York. (previous)
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  • Jul. 23, 2012, 1:15 PM
    Privately-owned patent troll NTP has reached licensing deals with 13 tech and telecom companies: the list includes Apple (AAPL), Microsoft (MSFT), AT&T (T), Verizon (VZ), Sprint (S), Google (GOOG), Yahoo (YHOO), and Samsung (SSNLF.PK). Terms haven't been disclosed; NTP reached a $612.5M settlement with Research In Motion in '06.
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  • Jul. 20, 2012, 5:45 PM
    One of Marissa Mayer's first priorities as Yahoo (YHOO) CEO will reportedly be to increase the company's "engineer-to-everyone else ratio." Mayer has already said bringing in fresh talent to Yahoo, which has been near the bottom of Silicon Valley's talent totem pole, would be a top priority, and some ex-Yahoos have suggested many non-technical workers need to go. But not everyone is convinced an engineer-driven approach is the right way to go for one of the Web's biggest media properties. (also)
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  • Jul. 19, 2012, 6:24 PM
    New Yahoo (YHOO) CEO Marissa Mayer will receive up to $141M in compensation over the next 5 years - a $1M/year base salary + a mix of performance bonuses, restricted stock units, and options. Bloomberg Businessweek provides the background story for Mayer's surprise hiring: two secret meetings held away from Yahoo's campus - the second involving Dan Loeb and the rest of Yahoo's board - closed the deal. (SEC filing) (previous)
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  • Jul. 18, 2012, 11:30 AM
    As Yahoo (YHOO unchanged) treads water following a mixed Q2 report, ex-Yahoo Siriam Krishnan offers 10 suggestions for new CEO Marissa Mayer. Among them: fire over 10K workers, spend top dollar on top talent, and end the BlackBerry's status as Yahoo's official phone. Anonymous Googlers provide contrasting opinions (I, II) on Mayer: some praise her work ethic and attention to detail, while others criticize her for micromanaging and mishandling subordinates. (more) (transcript)
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  • Jul. 17, 2012, 6:16 PM
    Mentioned during Yahoo's Q2 earnings call: No guidance will be provided until Marissa Mayer gets up to speed; broadband advertising is soft; company admits there are "problems" with its search partnership with Microsoft (MSFT), whose revenue guarantees only last for another 9 months, and says there is an "out." Yahoo has reportedly been in talks with Google (GOOG) about a search deal. YHOO +0.3% AH. (live blog) (more)
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  • Jul. 17, 2012, 4:37 PM
    More on Yahoo's Q2: Display ad revenue rose 1% Y/Y (much lower than the overall market, but an improvement from Q1's revenue drop), search ad revenue, propped up by Microsoft's revenue guarantees, rose 4% (also an improvement). Free cash flow was $93M, -2% Y/Y and far below net income of $190M. Opex fell 11% Y/Y thanks to layoffs. EMEA revenue -10% Y/Y, Americas +1%, Asia-Pac +4%. CC starts at 5PM ET (webcast). YHOO +0.6% AH. (PR)
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  • Jul. 17, 2012, 4:09 PM
    Yahoo (YHOO): Q2 EPS of $0.27 beats by $0.04. Revenue of $1.08B (flat Y/Y) misses by $20M. $456M worth of shares repurchased. No guidance provided. Shares +0.6% AH. (PR)
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  • Jul. 17, 2012, 2:52 PM
    Opinions pour in about Marissa Mayer. Michael Arrington sees Mayer delivering a huge boost to Yahoo's (YHOO -0.4%) reputation. Larry Dignan hopes Mayer can fix Yahoo's ad tech infrastructure, the subject of sale rumors. Others hope for big changes in culture and payroll. Matthew Ingram questions if Mayer has the media chops to turn Yahoo around. Jolie O'Dell goes after Google (GOOG) for denying Mayer a position that may have kept her around. Yahoo reports today, Mayer won't be taking part in the CC. (more)
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  • Jul. 17, 2012, 9:59 AM
    After stunning the tech world by announcing Marissa Mayer would be its new CEO, Yahoo (YHOO +0.1%) is barely changed. Though Silicon Valley loves the move and Dan Loeb is also on board, Wall Street seemed happy to kick off the Ross Levinsohn era, and the subdued enthusiasm could be a recognition the two execs bring with them different strengths. Levinsohn (unsurprisingly) reportedly plans to leave Yahoo. Google (GOOG -0.2%), which could see some execs follow Mayer to Yahoo, is also nearly unchanged. (more)
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  • Jul. 17, 2012, 12:10 AM
    Notable earnings after Tuesday's close: CSX, FIS, INTC, URI, WYNN, YHOO
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  • Jul. 16, 2012, 11:35 PM
    New Yahoo (YHOO) CEO Marissa Mayer reveals she's pregnant, with a child due Oct. 7 - and expects maternity leave to be "a few weeks long and I'll work throughout it," while her new company moves its September board meeting from New York to Sunnyvale, Calif., to accommodate. (earlier: Mayer tapped)
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  • Jul. 16, 2012, 7:07 PM
    Marissa Mayer's duties at Google (GOOG) will be split up among her lieutenants, reports AllThingsD's Liz Gannes. For those wondering why Kara Swisher failed to break the news of Mayer's hiring, a source tells Nicholas Carlson Yahoo's (YHOO) board finally discovered Swisher's management sources. A source (the same one?) also gives Carlson the board's reasons for hiring Mayer - her name, product focus, and recruiting/mentoring ability, and the support of co-founder David Filo. (more)
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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.