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Yahoo! Inc. (YHOO)

  • Oct. 20, 2009, 6:15 PM
    On Yahoo's (YHOO +5.5%) Q3 earnings call (live transcript), JMP's Sameet Simha asks why Yahoo needed to hire 200 new people in Q3. CFO Tim Morse: "The hiring was predominately on the product side... We are committed to making sure we are every bit the technology company that we know we are."
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  • Oct. 20, 2009, 6:04 PM
    On Yahoo's (YHOO +5.5%) Q3 earnings call (live transcript), CFO Tim Morse explains why a proposed seach tie-up with Microsoft (MSFT) doesn't signal Yahoo's exit from search: Just like Dell PCs, HPs and Macs all use the same chips, but differ by the user experiences that vendors tack on - "It's the same for us in search: we'll innovate on top of the results that are provided to us by Microsoft."
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  • Oct. 20, 2009, 5:07 PM
    Yahoo's (YHOO) Q3 results aren't as important as Q4, when we finally get to see results of its branding work, Gartner's Allen Weiner says. "There's potentially a huge halo effect around Yahoo, around this branding. [And] we'll see if the search deal with Microsoft (MSFT) goes through." Today is "a very soft prelude," he says, but a good one.
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  • Oct. 20, 2009, 4:28 PM
    The key to Yahoo (YHOO +2.3% AH) is that revenue remained sequentially flat, analyst Colin Gillis says. "We knew the new management could drive some of the cost out of the system, but we want to start to see what can be done to have the company return to growth."
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  • Oct. 20, 2009, 4:09 PM
    Yahoo (YHOO): Q3 EPS of $0.13 beats by $0.06. Revenue of $1.13B (-14.6%) vs. $1.12B. "With revenue coming in above our guidance and flat sequentially, we had a solid third quarter that signals our major businesses have stabilized." Shares +3.7% AH. (PR)
  • Oct. 20, 2009, 12:10 AM
    Notable post-market earnings: AMLN, CHRW, CNI, CREE, GILD, INFN, ISRG, NBR, PLCM, SNDK, SLM, STX, STM, SYK, TUP, WLT, YHOO
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  • Oct. 19, 2009, 5:23 PM
    Ad industry heavyweights urge the DOJ to fast-track approval of a Microsoft (MSFT) / Yahoo (YHOO) tie-up, saying the potential benefits for advertisers, marketing services agencies, Web site publishers and consumers are "too important to wait for." Meanwhile, Google (GOOG) has remained surprisingly circumspect, perhaps out of concern for alienating its customers.
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  • Oct. 19, 2009, 9:15 AM
    Stocks ready to open higher ahead of a week with little economic data, but a torrent of Q3 earnings reports, including Apple (AAPL) and Texas Instruments (TXN) tonight, and Caterpillar (CAT), Coca-Cola (KO), Pfizer (PFE) and Yahoo (YHOO) tomorrow (today's calendar). Benchmark S&P futures +0.4% to 1087.
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  • Oct. 16, 2009, 4:26 PM
    Microsoft's (MSFT) deal with Yahoo (YHOO) is hitting snags with European regulators, Steve Ballmer says, though it's chiefly jurisdictional issues. MSFT -0.5% AH.
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  • Oct. 14, 2009, 3:40 PM
    ComScore's new data show Google (GOOG) and Microsoft (MSFT) growing search share, but Google's doing it faster: to 64.9% from 64.6%, compared with Microsoft's move to 9.4% from 9.3%. Meanwhile, Yahoo (YHOO) slips again, to 18.8% from 19.3%.
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  • Oct. 7, 2009, 9:30 AM
    Bing (MSFT) seach share growth takes its dip according to Hitware's Sept. numbers, falling to 8.96% from 9.48%. Google (GOOG) rose impressively to 71.08%, while Yahoo (YHOO) fell to 16.38% from 16.96%. What's interesting is the possibility Verizon's (VZ, VOD) new Android (GOOG) phones may come with Bing as the default search engine.
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  • Sep. 22, 2009, 3:52 PM
    Yahoo's (YHOO) new $100M ad campaign isn't just about rebranding, it's about regaining respect as a company with a depressed stock and something to prove. "Why are you cynical about us?" CEO Carol Bartz said in Q-and-A when asked about strategic pressure. "Why don't you get cynical about fricking Google? If you don't like us just leave us alone."
  • Sep. 22, 2009, 12:24 PM
    Bing (MSFT +1.1%) took 9.3% of the U.S. search market in comScore's August survey, with total searches up 6.7% from July, while Google (GOOG +0.9%) and Yahoo (YHOO -0.7%) were both down marginally. Goldman Sachs is impressed: "We believe that Microsoft will continue to build on these early gains to form a strong presence in the online advertising market, a potentially needle-moving success for the company."
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  • Sep. 21, 2009, 10:35 AM
    Bullish note from Collins Stewart fails to lift Yahoo (YHOO -2.3%). "We have been suggesting investors go Long YHOO more aggressively ever," firm says, noting YHOO's improvement story "is not fully reflected in the current stock price." The Microsoft (MSFT) search deal will deliver savings, Collins says, but so will work culture changes from silo-driven to operationally efficient.
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  • Sep. 18, 2009, 8:10 AM
    Google (GOOG) announces a major overhaul of its DoubleClick ad exchange as part of its push into graphical display ads, a market dominated by Yahoo (YHOO) and AOL (TWX). Google's also moving into print with a deal to offer 2M out-of-copyright books.
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  • Sep. 14, 2009, 8:04 AM
    Yahoo (YHOO) is selling its full stake in for up to HK$1.17B ($151M) after shares of China’s biggest trading website nearly quadrupled this year. Yahoo still holds a 40% stake in parent company Alibaba Group Holding.
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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.