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Verizon Sells AOL and Yahoo to Apollo for $5B

nytimes.com

191–200 of 366 posts

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#191

Earlier quoted context omitted.

Acquisitions often result in downsizing, aka "rightsizing" due to newfound efficiencies and synergies.

Right, and they presumably do that to create value rather than destroy. How is that going to hurt Yahoo Finance again?

There is zero upside to the free public API as far as I can tell. Granted it's low cost to keep it up, but it's not generating any revenue.

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#192
> For Apollo, it’s an opportunity to further invest in the digital media space — an industry it has already put money behind with deals for Shutterfly, Rackspace and Cox Media.

Cox Media was my first employer (it was called Cox Interactive Media at the time), Verizon Media, my current employer.

At the time, I was on the team that ran CIM's web farm which hosted the web presence for all of Cox Enterprises' newspapers, TV, and radio stations. It was a couple dozen Sun Ultras with content on NetApp filers.

We ran the farm from Atlanta and connected to it over frame relay. We were colo'd in a datacenter in Sunnyvale. We were a few racks. Yahoo had a presence in the same DC. It was a room or two, PC's running FreeBSD and also quite a few NetApps.

The biggest spike in traffic we ever saw was when the Starr Report was released.

A couple years later, I was working for Loudcloud, now living in Sunnyvale. Visiting another datacenter, I recall seeing a bunch of exposed motherboards mounted in racks on simple trays. It was an early Google presence:

https://commons.wikimedia.org/wiki/File:Google%E2%80%99s_Fir...

Today, I work as part of the mobile tools team for Verizon Media. The product I'm responsible for is hosted in a combination of AWS and Verizon Media datacenters.

In some ways, there's been a lot of changes over the years, but in other ways, not so much.

What I used to run on Solaris, today I run on Linux, sometimes on a VM or in a container, but sometimes still on a dedicated server. What I used to code in Shell or Perl or C or Java, today I code in Shell or Python or C or Java or Go or JavaScript. What I used to package into RPMs, today I package into docker images. Databases are still databases. SQL is still SQL. Application servers and web servers are still application servers and web servers. The web is still the web. Input still can't be trusted. Buffers still overflow. Applications still crash.

Same shit, different day.

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#195

My first reaction is that this is really good for everyone. For Verizon, as they aptly spun it, it allows them to focus on their core business. I'm not in Media or Telecom, but from the outside looking in, the synergies between those two segments aren't obvious. For Yahoo / AOL / Verizon Advertising, these can be repackaged into sets of assets that "make sense" so that they may be sold to strategic buyers and ultimat…

Do you really believe Apollo won’t gut up Yahoo and AOL or some other situation where any leftover spirit of the entities isn’t mostly gone? This is better than remaining with Verizon since they don’t want to deal with such small stuff. Here’s hoping things end up better for assets.

No othey are going to leverage traffic into gambling assets. They don't want to gut the product. They will invest.

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#196

I'm really surprised that Yahoo Finance has not been spun out as an independent company at this point. I think as a stand-alone company it could easily be worth in the billions of dollars. Reportedly Yahoo Finance has revenue between $100M and $250M annually. With the increase in retail interest in investing it seems like a property that could have some growth potential behind it if they did things right and separate…

I actually think their real opportunity is reviving Yahoo Messenger / AIM over the top of web sites. Similar to facebook chat functioning at the bottom/side of the screen while browsing facebook, if you are on Yahoo Finance, Fantasy, or any of the news sites, having chat overlayed. Opening Yahoo News to get to chat. It creates this cyclical feedback loop of opening news to get to chat, and opening chat to get to news.

Obviously with desktop no longer being the dominant market, this might not work everywhere, but Yahoo Finance + Yahoo Messenger was at one point the intercom of Wall Street.

And if there was ANYTHING worth reviving from this entire blob, it would be Yahoo Pipes!

I'm also shocked Microsoft wouldnt want a hand in cleaning this up. Migrate Yahoo Mail and AOL Mail into exchange like they did Hotmail. Another stab at the Adtech market, of which they are already partners with this beast. Buy this company and sell the news/dialup divisions. Relaunch AIM and Yahoo Messenger as Skype clients with Yellow / Purple skins, and cross communication. It's not uncommon to sell identical products under different brand badges.

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#198

Earlier quoted context omitted.

Yahoo Finance is so good that when I'm trying to find information about a company, I'll type the company's name into Google, do a bit of reading, then... go over to Yahoo Finance and manually type it in again to look at their stock performance. It says something that someone as lazy as myself will actually hop out of Google's flow and perform a manual step to go Yahoo Finance.

Sigh. Remember when Google Finance was great with easily the best charting software and easy lookup of key stats for a company? Then they decided a couple years ago to destroy it for no reason. I wish I knew why they made this horrible decision.

I thought the reason was that it was written in Flash, and then browsers decided to stop supporting Flash.

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#199

Earlier quoted context omitted.

Yahoo is the 8th most visited property in the world [1] and still brings in billions in revenue. Pretty good for a "dead" entity. [1] https://www.visualcapitalist.com/the-50-most-visited-website...

As per your link, Yahoo has about 4 Billion monthly visitors. Average Click-Through-Rate for web ads is about 0.5%. That translates to about 20 million ad clicks per month. Average Cost-Per-Click is about 0.5 USD, meaning Yahoo earns about 10 Million dollars from ad clicks. Lets triple it, considering exclusive deals, ad deals, etc. So thats 30 M USD per month, or about 360 M USD per year. Still is it worth about 5 B…

$360M in profit wouldn't translate to a "dead" entity, but if we're to focus on your numbers then Google (that has 24.4X more monthly visitors) would be earning about $2.9B to $8.8B per year from ad clicks. As in most cases: garbage in, garbage out.

Why is it important for you to call Yahoo "dead" ?

Re: Verizon Sells AOL and Yahoo to Apollo for $5B

#200
Verizon held Yahoo / AOL for about five years, they were bought at different times. ATT bought Time Warner a little less than three years ago. I think it will take longer for them to give up on that, but I bet they will start selling it (in parts) in three to four years.

I know people here are saying, but WB is valuable! It is, but they are doing a great job of tanking it.

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