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Yahoo misses profit expectations in what could be its last-ever earnings report

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101–110 of 155 posts

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#101
post #39

Earlier quoted context omitted.

Apple, of course. It's probably the biggest turn-around story of our time.

Apple turned around by moving much more heavily into consumer hardware, specifically the iPod and then the iPhone and iPad. It was not really a software turnaround, though that was a smaller part of it.

I'd say Apple turned around by moving into media distribution rather than hardware. The iTunes and App stores are massive revenue generators for Apple.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#102

Earlier quoted context omitted.

How do you not make money and still owe a lot in capital gains?

Generally this occurs when you exercise an option to purchase stock, then hold the stock while it significantly depreciates in value. Fairly common scenario during the dot-com bubble. 1) Option at $1 2) Exercise at $100, spending $1 to buy. Tax on $99 short term capital gains owed, or ~$35. 3) Stock falls to $10 and sold for a $9 profit. You still owe $35 capital gains and spent $1. Net loss of $25 per share.

So if you exercise an option to buy a stock for $1, you have to pay taxes on the stock's current value, but if you had bought the stock outright at $1, you don't have to pay capital gains until you sell? That's absurd

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#103
post #70
post #39

Earlier quoted context omitted.

Apple turned around by moving much more heavily into consumer hardware, specifically the iPod and then the iPhone and iPad. It was not really a software turnaround, though that was a smaller part of it.

was it, though? I mean, none of the apple hardware is amazing, and today, it's not even really different, but... the software mostly works, and for computers? that's amazing . I remember in the mid aughts, when I had been working exclusively with linux for some time, I started to see my peers, peers who wouldn't be caught dead with a windows laptop, carrying around os-x laptops. Compared to the ThinkPad of the day, t…

I would say that it pretty clear the iPod completely turned Apple around, but importantly it was the excellent execution in the social space, on the software front and follow through with the iPhone (new hardware), this is a rare event and is what differentiates the Apple of that time from other companies which have had a breakthrough product.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#104
post #99

This is probably a really dumb question - but I have 17 years worth of Yahoo email. Most of it is for nostalgia, but how likely is it that this would be wiped away if/when Yahoo goes under?

If you care about it, keep your own backups. This applies to all cloud services at all times.

The fact that you ask yourself this question now implies that you should really start preparing.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#105
post #99

This is probably a really dumb question - but I have 17 years worth of Yahoo email. Most of it is for nostalgia, but how likely is it that this would be wiped away if/when Yahoo goes under?

If you care about it, keep your own backups. This applies to all cloud services at all times. The fact that you ask yourself this question now implies that you should really start preparing.

You're right. I'm completely liable here if it does go.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#106
post #71

I still remember when some were attempting to portray Mayers' demotion from the exec ranks at Google as sexism. In reality, Google had probably already recognized certain issues in her managerial style.

Agreed. If Mayer was awesome, she would have been CEO of Google, infact she was best positioned to be one at some point. All the people she hired were getting promoted over her. She was pissed, obviously could never show it. Bided time and took up the CEO position at Yahoo. Anyone with big ego would. I wouldn't blame her. She did what is best for her. Just like any other economic actor. What I really felt bad for - Yahoo's employees and customers. Only qualified person who was willing to take up the job was Marissa. Rest were no-name hacks who had no idea how to build products. Board had no choice but to hire her. Hailing her as Obama with Obama change posters, I felt was a little over the top. Yahoo's employees were desperate. She improved morale initially. Had she shown results, she would have won huge loyalty from employees and board. She tried. Made some bold moves and failed. Not bad in my opinion. I wonder, if any other CEO would have made such bold product moves. Acquisitions - lots of them, mail, home page improvements, new redesigned apps, attempting to build an internal product for search. She at least tried. RIP yahoo.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#107

Earlier quoted context omitted.

> Imagine if Google's last product was Docs. No Android, no Doubleclick, no Street View, no autocomplete in search, no Chrome. Android, DoubleClick, Google Maps (Where 2, ZipDash), Google Earth (Keyhole), and Google Docs (Writely, 2Web, Tonic, DocVerse, Quickoffice) were built of acquisitions, not new Google products. Chrome, too, in a sense (WebKit). Thought experiment: what if Yahoo ! , not Google, had acquired all…

They _did_ buy Tumblr and all you ever read about that is Yahoo writing off more of the Tumblr value. How are their other acquisitions doing?

http://gizmodo.com/heres-what-happened-to-all-of-marissa-may...

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#108

Earlier quoted context omitted.

One person who avoided this was Mark Cuban, who bought a bunch of Yahoo! put options when broadcast.com was acquired, hedging himself against the stock crash.

Nice strategy. I wonder why others didn't do it.

If you read Mark's story, it's clear that he was aware of what was happening at the time but didn't drink the kool-aid, while if you look at the other dot bombs, they definitely thought the world was changing and the rules had changed.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#109

Earlier quoted context omitted.

One person who avoided this was Mark Cuban, who bought a bunch of Yahoo! put options when broadcast.com was acquired, hedging himself against the stock crash.

Nice strategy. I wonder why others didn't do it.

What it seemed like to me reading over the stories of Mark Cuban was that he realized (with the help of some frugal advisors) that he just made a ton of money on paper and didn't want to lose out transferring that into real actual dollars in the bank. It just seemed he had different goals than everyone else: everyone around him wanted to get as rich as possible, Cuban seemed to want to have as much money in his bank account as possible. Two very different things.

Re: Yahoo misses profit expectations in what could be its last-ever earnings report

#110
Yahoo's problem was that it was masquerading as a tech company when the only valuable asset it had in its books was its media side of the business. Yahoo had many media agreements, and it had developed much negotiating strength in that business.

Unfortunately, Yahoo also had these random properties like mail and games that made it difficult to forge one path.

Further, Mayer was someone who had reputation as a tech leader. She saw everything from a tech angle which made it difficult for her to direct the company in another direction apart from tech. This was the reason why Flickr and Delicious were being shutdown.

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