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  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Big mistake.
    Jul 25, 2014. 03:22 PM | 4 Likes Like |Link to Comment
  • Is Yahoo's Turnaround Destined To Fail? [View article]
    never more year! Patience and fortitude wuill lead the way.
    Jul 22, 2014. 03:44 PM | 2 Likes Like |Link to Comment
  • Yahoo - Still Alive And Getting Stronger [View article]
    Stay the course.
    Sep 24, 2013. 02:57 AM | Likes Like |Link to Comment
  • Yahoo's (YHOO -1%) search page is the latest product to be given a facelift by the Web giant: faster page loads and a more streamlined navigation bar are part of the package. Though Yahoo depends on Bing for search results, Marissa Mayer has argued "most of the innovation on search" will occur at the UI level, where Yahoo can differentiate. comScore estimates Yahoo had 12% of the U.S. search market in April, but its global share is much lower, and a tiny mobile share isn't helping. Meanwhile, a BI survey of 1,200 readers finds 57% saying they're "unhappy" with the revamped Yahoo Mail: users complain about performance, disappearing e-mails, and message-loading errors. [View news story]
    Good job MM!!
    Jun 5, 2013. 03:39 PM | Likes Like |Link to Comment
  • In a move Marissa Mayer's ex-employer can definitely relate to, Yahoo (YHOO) is shutting down 6 older/less popular products in an effort to narrow its focus. The casualty list: Yahoo Deals (online coupons), Yahoo Kids (children's content), SMS Alerts, J2ME Mail/Messenger apps (still used by some feature phones), and older versions of Yahoo Mail. [View news story]
    Apr 19, 2013. 05:35 PM | Likes Like |Link to Comment
  • More on Yahoo's (YHOO) report: Annual revenue growth was the first in four years. Full-year revenue (ex-TAC) was $4.47B, up 2% from 2011. Display revenue ex-TAC of $520M for Q4 down 5%; ads sold on core properties down 10% Y/Y but up 3% sequentially; price-per-ad on core properties up 7% Y/Y. Paid clicks up 11%; Price-per-click up 1%. (5 p.m. conference call[View news story]
    Looking good long term with a sharp CEO in charge.
    Jan 29, 2013. 04:43 AM | Likes Like |Link to Comment
  • Yahoo: Buy The Breakout [View article]
    Mid 40's a year from now.
    Nov 30, 2012. 02:55 AM | Likes Like |Link to Comment
  • 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. [View news story]
    More like $$25/30/sh.
    Oct 22, 2012. 08:54 AM | Likes Like |Link to Comment
  • Dan Loeb supports Marissa Mayer's decision to re-evaluate Yahoo's (YHOO -5.8%) plans to return the proceeds from the Alibaba sale to shareholders, a source tells Reuters. Everyone seems to have an idea as to whom Mayer might try to buy (previous): some more names thrown around include Foursquare, Flipboard (another former Google target), Path, and Pulse. Mobile is likely to be an area of focus, given Yahoo's also-ran status in the space. [View news story]
    Try not to 2nd guess Meyer and watch her do a great job!
    Aug 10, 2012. 03:03 PM | 1 Like Like |Link to Comment