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Yahoo! Inc. (YHOO)

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  • 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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  • Sep. 19, 2012, 1:55 PM
    Facebook (FB +3.1%) is rallying again today after Baird's Colin Sebastian provides a favorable take on the company's mobile ad network plans. "Facebook is amassing the most comprehensive user profile database in existence," Sebastian asserts, and this could allow it to "become a more relevant ad network than Yahoo (YHOO) and AOL," as well as take on display ad leader Google (GOOG).
  • Sep. 18, 2012, 4:59 PM
    Why did Yahoo (YHOO) decide to return most of the cash from its Alibaba sale to shareholders? One explanation, Owen Thomas notes, is that Marissa Mayer & co. may have decided potential acquisitions such as Foursquare and Yelp (YELP) "were still too expensive and wouldn't move the needle on Yahoo's core business." He adds a source indicates negotiations for the sale of the company's Yahoo Japan stake, another potential source of funds, haven't gone anywhere. Yahoo should have over $3B in the bank post-Alibaba.
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  • Sep. 18, 2012, 2:43 PM
    Yahoo (YHOO +1.9%) spikes higher after announcing it will return 85% of the cash ($3.65B) obtained from the partial sale of its Alibaba (ALBCF.PK) stake to shareholders. Yahoo, which adds it still owns 23% of Alibaba, had fallen on worries Marissa Mayer would opt to hold onto most or all of the cash for the sake of pursuing acquisitions. "Marissa got over-lawyered into that 8-K," Eric Jackson opines. (PR)
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Company Description
Yahoo! Inc is a technology company. It offers search, content and communication on mobile phone, tablet or desktop.