For its first quarter ended last month, the Sunnyvale, Calif., Internet giant posted earnings of $205 million, or 14 cents a share, up from the year-ago $101 million, or 7 cents a diluted share a year earlier. Excluding a penny-a-share gain on the sale of investments, latest-quarter earnings were 13 cents a share.
Revenue rose 49% from a year ago to $821 million on a so-called net basis, excluding the money Yahoo! shares with its paid search partners.
Wall Street analysts had forecast earnings of 11 cents a share on revenue of $797 million. : source
The stock market took a rather deep dive over the last week. Yahoo!'s stock is up 7% on the day. Google is trading in tandem, also up about 7% today.
Including traffic acquisition costs (money paid to traffic partners) Yahoo!'s quarterly quarterly revenue was $1.17 billion. If Yahoo! had to pay it's partners $350 million for traffic you can likely imagine that Yahoo! is also probably making a couple hundred million dollars from that traffic.
Their biggest traffic partner is MSN, who will likely be dropping Yahoo!'s services near the end of the year. The next couple days might be a good time to take some profits as Yahoo! will likely fall when MSN officially dumps their partnership. There is likely only one or two more quarterly reports before MSN makes the switch.
Yahoo! has a variety of revenue streams and is much less of a pure search play than Google, but paid search is their cash cow.
Of course I would not recommend taking stock advice from me ;)
Tivo: TiVo is in talks with Google and Yahoo over a possible deal aimed at bridging television and the web. The deal would likely be exclusive, which means whoever partners with Tivo may get stuck overpaying if a bidding war ensues.
Interview: Of me. I could have answered a couple questions better. Interviewing people is an exceptionally easy way to build links.
It is fairly rare that marketers turn down an interview opportunity if you approach them nicely.
I think when people talk about ethics in business they are concerned about someone cutting into their profits or threatening their profits. It has nothing to do with human rights or suffering (which is wrong). Either way, business people will continue to talk about ethics all day - even while they own sweat shops - because sweat shops have very little to do with ethics.
That comment was the foundation for a quick article I just jotted down. Please leave comments and hate mail below. :)
A group of advertisers quietly filed a lawsuit in February against Google Inc., Yahoo Inc. and other Internet companies in a potentially important legal test of those companies' liability for a form of online-advertising fraud.
The plaintiffs, led by Lane's Gifts & Collectibles LLC, a Texarkana, Ark., retailer, allege that the Internet companies knowingly overcharged for advertisements they sold and conspired with each other to continue doing so. The plaintiffs are seeking to have their suit, which hasn't received widespread attention, certified as a class action.
The also named AOL, Ask, Disney, Lycos, LookSmart, and FindWhat in the suit.
The search engines have antifraud systems and sometimes issue refunds for bogus clicks. But they decline to comment in detail on the scope of the problem, exactly how they are fighting it, and any specific instances of click fraud, in part because they don't want to tip off fraudsters. That has fed some advertisers' fears that the problem is bigger than the search companies acknowledge. Estimates of click fraud run as high as 20% of all clicks on search ads.
Yahoo! has been making a strong run in the stock market for the last week, and Google is valued at 49 billion. Nobody has really challenged this issue yet. If this gets pushed it could get rather ugly quick for search stocks. Google makes 99% of their income from ads.
The Term Extraction service provides a list of significant words or phrases extracted from a larger content. It is one of the technologies used in Y!Q.
Google Blogoscoped created a free auto linker tool, which makes adding on topic outbound links exceptionally easy. Am betting some people creating fake blogs probably enjoy the offering.
Part of Google's strong brand is PageRank, which now is of little use AND rarely updated. With all of these other good ideas Yahoo! Search is coming out with I am a bit surprised they are not providing and heavily promoting a regularly updated connectivity measurement service. Whatever happened to WebRank?