As reported recently in its mobile blog, Yahoo (NASDAQ:YHOO) recently discontinued 10 of its mobile apps. Most of these apps like Meme were clearly under-performing, and it seems that Scott Thompson is aiming to revamp the site given the intense competition from Google (NASDAQ:GOOG) and Facebook.
Articles for Yahoo
Yahoo’s Thompson Fails to Inspire, Revised to $17 Fair Value
Graph ItNEW!Friday, January 27th, 2012 by Trefis Team
Even with gross revenues declining by over 20% in 2011, Yahoo’s (NASDAQ:YHOO) Q4 2011 results were hardly a surprise, as the company completed a tumultuous year filled with leadership and investor squabbles. For now, CEO Scott Thompson has acknowledged that the company has to deliver more monetization on digital content in 2012, which is a must for Yahoo to stop its shrinking presence in the online ad space. For 2012, we expect relatively little focus on Yahoo’s search business, which has been left on auto-pilot, thanks to Microsoft (NASDAQ:MSFT).
Yahoo’s Yang Steps Down, All Eyes on Earnings Announcement Next Week
Graph ItNEW!Wednesday, January 18th, 2012 by Trefis Team
Yahoo (NASDAQ:YHOO) is full of surprises as co-founder Jerry Yang said he is stepping down from Yahoo’s board in addition to the resigning from the boards of Alibaba and Yahoo Japan. While the reasons are unclear, this may make it easier for the new CEO, Scott Thompson, to start fresh in his attempts to turn the company around. This announcement comes as earnings are scheduled for next week and so investors will watch keenly for updates on its strategy going forward and plans to sell its Asian assets. Google (NASDAQ:GOOG) also plans to announce fourth quarter and full-year 2011 later this week.
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With New CEO, Minority Stake Sale Less Likely for Yahoo
Graph ItNEW!Friday, January 6th, 2012 by Trefis Team
Shareholders greeted Yahoo’s (NASDAQ:YHOO) CEO appointment with caution as the company’s shares slid by around 3%. It’s clear that investors are not looking for a company turnaround anymore and want a quick resolution to the bidding process. However, shareholders might still be hoping that freshly appointed CEO Scott Thompson would still be in favor of unloading Yahoo’s Asian assets.
Alibaba Hopes New Yahoo CEO & Lobbying Support Can Expedite Deal
Graph ItNEW!Wednesday, January 4th, 2012 by Trefis Team
With a majority of its operations in China, Alibaba is well aware that its bid for Yahoo (NASDAQ:YHOO) will invite intense scrutiny from the U.S. government. A recent example is Baidu (NASDAQ:BIDU), which until recently was on the U.S. “notorious markets” list. Consequently, the Chinese e-commerce giant has hired the lobbying firm Duberstein, which could help in overcoming regulatory hurdles that might derail its plans to buyback a significant stake in its own business from Yahoo.
With Yahoo’s new CEO at the helm, this could help potentially close a deal more quickly assuming that Yahoo’s board and new CEO are still in favor of selling its stake in Alibaba and other Asian assets. This could also give regulators greater confidence in Yahoo’s ability to remain a viable ongoing business.
Yahoo Updates: Unloading Asian Assets Could Buy Time for Turnaround
Graph ItNEW!Friday, December 23rd, 2011 by Trefis Team
In a decision that was long awaited, Yahoo (NASDAQ:YHOO) may be reconsidering a deal to unload a majority of its Asian assets, including Alibaba and Yahoo Japan. If the deal comes through, the cash paid out to shareholders (as either a dividend or a share buyback) would help in allaying investor concerns to an extent. We expect this to provide a time cushion to Yahoo, when it can revisit better terms for selling stakes in its core business, which has already seen bids from the likes of Silver Lake and Microsoft (NASDAQ:MSFT), or finding a new CEO to lead its turnaround.
Yahoo’s Asian Asset Sale Looks Inevitable, Outlook Still Murky
Graph ItNEW!Friday, December 23rd, 2011 by Trefis Team
Yesterday Yahoo (NASDAQ:YHOO) announced that it would retain control of the company but sell Asian assets in an asset swap transaction that will provide Yahoo with a cash injection, but this does little to allay investor concerns about the company’s ability to turn itself around and become more competitive. Recent moves like its recent integration with Facebook that includes 26 of its web properties help, but market share is slipping and shareholders are getting increasingly impatient.
Yahoo Updates: Board Not Yet Satisfied With Bids, Sued Over Bidding Restrictions
Graph ItNEW!Thursday, December 8th, 2011 by Trefis Team
Yahoo’s (NASDAQ:YHOO) board is treading its path very carefully. As the Wall Street Journal reports, the company has requested prospective buyers to provide better terms than what was offered last week. Even as the board weighs its options, a Yahoo shareholder has sued the company over the nature of its bidding process, claiming that the non-disclosure agreement (NDA) places many restrictions on bidders and is anti-competitive. With both Google (NASDAQ:GOOG) and Facebook edging the company out in search and display advertising, the more Yahoo malingers, the more it and shareholders will suffer.
Initial Bids Seen For Minority Stake in Yahoo, Fair Value is $17
Graph ItNEW!Wednesday, November 30th, 2011 by Trefis Team
With private-equity firm Silver Lake along with Microsoft (NASDAQ:MSFT) bidding $16.60 per share for a roughly 20% stake in Yahoo (NASDAQ:YHOO), the company seems to be shaking off the prospects of a complete takeover for now. Having said that, Alibaba’s interest in Yahoo has not diminished just yet, and the former would be on the look-out for a complete buyout if Yahoo does not deem the minority bids sufficient.
Yahoo : All Articles
- Week of 2012-01-29
- Week of 2012-01-22
- Week of 2012-01-15
- 01/18/12 Jerry Yang’s Exit Shows Signs of Progress for Yahoo’s Board
- 01/18/12 Yahoo’s Yang Steps Down, All Eyes on Earnings Announcement Next Week
- Week of 2012-01-01
- 01/06/12 With New CEO, Minority Stake Sale Less Likely for Yahoo
- 01/04/12 Alibaba Hopes New Yahoo CEO & Lobbying Support Can Expedite Deal
- Week of 2011-12-18
- 12/23/11 Yahoo Updates: Unloading Asian Assets Could Buy Time for Turnaround
- 12/23/11 Yahoo’s Asian Asset Sale Looks Inevitable, Outlook Still Murky
- Week of 2011-12-04
- Week of 2011-11-27
- 11/30/11 Initial Bids Seen For Minority Stake in Yahoo, Fair Value is $17
- 11/28/11 Microsoft’s Yahoo Bid is Aimed at Safeguarding Its Interests
- Week of 2011-11-20
- Week of 2011-11-13
- Week of 2011-11-06
- 11/09/11 Yahoo, AOL and Microsoft Announce Band-Aid Ad Deal, Doesn’t Change a Thing
- 11/07/11 Yahoo Inches Towards Sale Amid Leadership Squabbles
- Week of 2011-10-30
- Week of 2011-10-23
- Week of 2011-10-16
- Week of 2011-10-09
- Week of 2011-10-02
- 10/07/11 Internet Weekly Notes: Yahoo, Google, Amazon
- 10/05/11 Yahoo’s Limping Search Market Share Not the Real Prize for Suitors
- 10/05/11 Embattled Yahoo Expands Reach Through ABC Partnership
- 10/05/11 Yahoo! Tries to Enter TV Battle and Will Probably Blow It
- 10/03/11 Alibaba’s Bid for Yahoo Makes Sense if Shareholders and Authorities Consent
- 10/03/11 Internet Weekly Notes: Google, Yahoo and Amazon
- Week of 2011-09-25
- 09/30/11 Despite Buyout Anticipation, Yahoo Tries Feeble Attempts at New Products
- 09/26/11 Yahoo’s Answer to its Display Ad Problems: Integrate with Facebook
- Week of 2011-09-18
- Week of 2011-09-11
- 09/13/11 AOL-Yahoo Merger? Two Struggling Businesses Can’t Rescue Each Other
- 09/12/11 Internet Weekly Notes: Google, Yahoo and Groupon
- Week of 2011-09-04
- 09/08/11 What Investors Want from Yahoo’s New CEO
- 09/06/11 Why Yahoo is Interested in Hulu
- Week of 2011-08-21
- Week of 2011-08-07
- Week of 2011-07-17
- 07/21/11 Search Advertising Can Help Make or Break Yahoo’s $17 Value
- 07/20/11 Google & Facebook Give Yahoo a 1-2 Combo in Search & Display
- Week of 2011-07-10
- Week of 2011-04-24
- Week of 2011-04-10
- 04/14/11 Yahoo Earnings Preview – A Roadmap for Investors
- 04/11/11 Mobile Searches Will Help Bing’s Search Revenues
- Week of 2011-04-03
- 04/06/11 The Trefis Top 5 – Today’s Insights
- 04/06/11 Local Marketing: Growth Trend to Watch Out for Yahoo!
- 04/05/11 Reason to Believe Yahoo’s Advertising Rates Will Recover
- 04/04/11 10 Tech Stocks with Highest Cash Contributions vs. Stock Value
- Week of 2011-03-27
- Week of 2011-03-20
- 03/24/11 Microsoft Making the Right Moves with Bing Search
- 03/24/11 Competition from Google and Facebook Hitting Yahoo Ad Revenues
- Week of 2011-03-06
- 03/11/11 Yahoo from Both Angles
- Week of 2011-02-27
- Week of 2011-02-20
- 02/24/11 Yahoo’s Search Profit Margin to Expand Offering Additional Upside to Stock
- 02/21/11 Gotta ‘Like’ Yahoo’s Traffic and Stock Upside from Incorporation of Facebook Tools
- Week of 2011-02-13
- Week of 2011-02-06
- Week of 2011-01-30
- Week of 2011-01-23
- 01/29/11 Facebook’s Revenue Per Search to Decline in Coming Years
- 01/27/11 Can Google Better Target Ads to Sustain RPS?
- 01/26/11 Google’s Capex Spending and the Impact on Stock Value
- 01/24/11 How Facebook Can Be a $100+ Billion Business
- 01/24/11 4 Key Businesses That Determine Facebook’s Valuation
- Week of 2011-01-16
- Week of 2011-01-09
- Week of 2011-01-02
- 01/07/11 Yahoo’s Ability to Withstand Profit Margin Pressure from Google and Facebook Can Lift Stock Value
- 01/05/11 Yahoo Mail Competition to Weigh on Stock
- 01/04/11 Huffington Post Worth More Than NY Times Online as a Standalone Business
- 01/03/11 Google Market Share in Search to Grow From Android
- Week of 2010-12-26
- 12/29/10 Tough to Justify Akamai’s $48 Stock Price on Valuation
- 12/27/10 Yahoo’s Cost Cutting Initiatives Can Lift Profit Margins, Stock Value
- Week of 2010-12-12
- 12/16/10 Google Could Approach Record High on Online Shopping Growth
- 12/14/10 PayPal Gaining on Bill Me Later and eBay Partner Sites
- Week of 2010-12-05
- 12/10/10 Yahoo Enters the Local Marketing Arena
- 12/09/10 What Would AOL’s Acquisition Mean to Yahoo?
- Week of 2010-11-28
- Week of 2010-11-14
- 11/19/10 An Upside and Downside Scenario for Google
- 11/18/10 Google’s Foray Into Fashion – Boutiques.com
- 11/17/10 iPhone’s Standalone Business Worth More Than All But 8 Companies in the World
- 11/16/10 New York Times Online Can Add +25% to NYT Value
- Week of 2010-10-10
- Week of 2010-10-03
- Week of 2010-09-26
- Week of 2010-09-19
- 09/24/10 Microsoft Search Alliance Could Boost Yahoo Stock by 2%
- 09/23/10 Will New Display Ads Drive Value for AOL’s Stock?
- Week of 2010-09-12
- Week of 2010-09-05
- 09/10/10 Google Instant Could Lift Stock by 5%
- 09/08/10 Google Should Benefit Most From Search Market Growth
- Week of 2010-08-29
- Week of 2010-08-22
- 08/27/10 Streaming Two World Cups a Year Could Boost Akamai Stock By 3%
- 08/25/10 Vanishing Subscribers Hurt AOL’s Search Business
- Week of 2010-08-15
- 08/17/10 Higher Search Market Share Expected for Google
- 08/16/10 Growing Yahoo Internet Users Projected
- Week of 2010-08-08
- 08/12/10 Google Apps Biz Forms a Small Portion of Google’s Stock
- 08/09/10 20%+ Upside to NYT from Higher Revenue per Page & Unique Visitors for NYTimes.com
- Week of 2010-08-01
- 08/06/10 Improving YouTube Margins Won’t Move Needle for Google
- 08/06/10 iPhone, iPad Apps Boost NYT’s Mobile Traffic
- 08/05/10 Higher Expectations for Yahoo’s Search Market Share and Search Revenues
- 08/03/10 Mobile Initiatives Could Boost Yahoo by 10%
- 08/02/10 Decline in Search Margins and Slower Internet Growth Could Pull Google’s Stock Down by 13%
- 08/02/10 Akamai Could See 5% Upside From E-Commerce Growth
- Week of 2010-07-25
- 07/30/10 Little Further Upside to Apple’s Stock from iAd
- 07/29/10 Trefis Members Expect Slow Growth in Google Search Market Share
- 07/28/10 Yahoo Could See 5% Upside From Social Networking
- 07/27/10 Velocitude Deal Should Boost Akamai’s E-Commerce Revenues
- 07/26/10 Gmail and Orkut Hardly Matter to Google’s Stock
- Week of 2010-07-18
- 07/20/10 Rising Search Revenues and Market Share Could Lift Yahoo’s Stock
- 07/20/10 Modest Google Upside from Higher Adoption of Google Apps
- 07/19/10 Google’s Margin Squeeze Won’t Hurt Long
- Week of 2010-07-11
- 07/15/10 Associated Content Deal Could Lift Yahoo by 4%
- 07/12/10 Facebook Search Could Mean 5% Downside for Google
- Week of 2010-07-04
- Week of 2010-06-27
- 06/29/10 Online Social Gaming Boosts Akamai
- Week of 2010-06-20
- Week of 2010-05-23
- Week of 2010-05-16
- 05/21/10 Omniture Accounts for 8% of Adobe’s Stock
- 05/19/10 StudioNow Acquisition Can Boost AOL’s Ad Revenue
- 05/18/10 Rebound in Internet Display Ad Market Will Boost VeriSign’s Domain Names Business
- Week of 2010-04-25
- Week of 2010-04-18
- 04/22/10 Videos Will Help Yahoo’s Display Ad Business and its Stock
- 04/19/10 Three Factors That Can Improve Search Revenue and Help Google’s Stock
- Week of 2010-04-11
- Week of 2010-04-04
- Week of 2010-03-28
- 04/03/10 YouTube 10x More Important Than Gmail for Google’s Stock
- 03/30/10 Sustaining Search Market Share Important for AOL’s Stock
- Week of 2010-03-21
- Week of 2010-03-07
- 03/12/10 Growth in Searches per Internet User Crucial for GOOG and YHOO
- 03/12/10 Search Market Share Trends: More Downside for YHOO, Upside for MSFT
- Week of 2010-02-28
- Week of 2010-02-21
- Week of 2010-02-14
- Week of 2010-02-07
- Week of 2009-10-25
- Week of 2009-10-18
- 10/21/09 Lexmark, SanDisk and Yahoo Report Earnings; we think there is upside to Lexmark and SanDisk
- Week of 2009-07-26