Comments on: Liveblogging Yahoo Q1 Do-Or-Die Earnings Call

By: Isaac

Isaac — Wed, 23 Apr 2008 05:51:21 +0000

Cmon Mike, write an article already… tell me what i should think about this

By: TechCrunch Japanese アーカイブ » 【ライブ中継】Yahoo Q1、崖っぷち収支報告会見

TechCrunch Japanese アーカイブ » 【ライブ中継】Yahoo Q1、崖っぷち収支報告会見 — Wed, 23 Apr 2008 04:34:01 +0000

[...] 【日本語版編集部より】Yahoo Q1収支報告のスライドショーは本家TechCrunchサイトにてご覧ください。 [...]

By: YDrive

YDrive — Wed, 23 Apr 2008 04:00:08 +0000

So was it done or dead? Seems still pretty alive?!

By: Peer Lend

Peer Lend — Tue, 22 Apr 2008 23:31:07 +0000

Does anyone know exactly what happened here? Was this a test of Yahoo outsourcing ads to Goog, or was this a test of Goog as a participant in AMP?
Or was this a single-player (Goog) test of ad delivery through yhoo market?

Is Google going to play on AMP? One company makes a market, the other participates in it – no merger necessary? Yahoo as the new market maker.
No anti-trust problems if there’s an open marketplace for all to participate.

What does goog get out of it? They get to be the rescuer & they get to pool their ad demand w/yahoo’s ad demand and, thereby, drive up auction prices.
What will the auction algorithm/dynamics be for AMP? Anyone have any idea?

Sounds win-win to me… hard to tell who wins short term without algo info.

By: Online biz guy

Online biz guy — Tue, 22 Apr 2008 23:29:48 +0000

Guess they dodged the bullet this time, even though a majority of their gains can be attributed to Alibaba.com. But overall, they manage to beat estimates of 9 cents per share so that’s good news for Yahoo shareholders since you don’t have to be subjected to panic selling tomorrow. Microsoft earnings are coming next so we’ll just have to wait and see how this going to play out with the buyout.

By: Carl Starrett

Carl Starrett — Tue, 22 Apr 2008 23:16:45 +0000

They aren’t trying to become another network? Give me a break. They desperately want a social network, in part to catch advertisers. They really need to finish work on their “Universal Profile System” and acquire WordPress. 360 is a failure and Yaho has no reliable blogging product to offer.

I personally like the AOL deal because Bebo comes with it. The Microsoft deal would be horrible for consumers.

By: JerkCrunch

JerkCrunch — Tue, 22 Apr 2008 22:34:34 +0000

I really hope M$ buys Yahoo and after that they go bankrupt.
Same as AOL being bought by Time Warner.

I really hope this goes wrong for M$.

By: Prasid

Prasid — Tue, 22 Apr 2008 22:31:57 +0000

so essentially the outsourcing of some ads to google bumped their revenue number up just a smidge, they beat expecatations, stock price will go up, and they can now continue shopping themselves around at a higher valuation meaning now the numbers for a merger with AOL might actually work. if i were msft i’d be pushing to raise the offer now.

i wonder if they could keep a small deal with GooG in place in perpetuity and if the outsourced ads were a small enuff % they could get the revenue bump without inciting any antri-trust issues.

By: JosefVirek

JosefVirek — Tue, 22 Apr 2008 22:27:20 +0000

#6, what’s wrong with nude women?

By: Asad

Asad — Tue, 22 Apr 2008 22:23:04 +0000

James, this is a liveblog. Inevitably they will edit and summarize for another post, but this is the raw discussion. You try to liveblog a conference call with proper editing and spelling and ill show you 10 places you can get a job.

By: james

james — Tue, 22 Apr 2008 22:17:40 +0000

This is painful to read. Can you not edit somewhat?

By: Michael Arrington

Michael Arrington — Tue, 22 Apr 2008 22:02:21 +0000

current yahoo headcount is 13,800, down from 14,300 at dec 31 2007. that includes 600 new hires.

By: Michael Arrington

Michael Arrington — Tue, 22 Apr 2008 21:45:37 +0000

2:45 – Q&A starting

By: Lubos

Lubos — Tue, 22 Apr 2008 21:41:43 +0000

In my opinion they just want to tell something to shareholders and move the microsoft to fold their offer… thats their only way now…

But we know that microsoft want them, so they will fold it only if yahoo merge with google and then EU will block the merge (Y+G)… so no way for them… just hide somewhere for a time…

By: michael addicott

michael addicott — Tue, 22 Apr 2008 21:40:00 +0000

outstanding results. buzz looks like a referring hit.

By: youno

youno — Tue, 22 Apr 2008 21:34:06 +0000

Ye!! Yahoo is still alive. Thanks god!

By: Jakob

Jakob — Tue, 22 Apr 2008 21:33:00 +0000

#6 Probably not, you just had bad timing visiting buzz while that story was popular/new/something.

They draw visitors through all the sites that want traffic back

By: Mitch

Mitch — Tue, 22 Apr 2008 21:29:15 +0000

I went to buzz.yahoo.com to check it out and the 1st story to pop up shows a fully nude woman. Is that how they intend to attract visitors?

By: Yahoo Q1 Earnings Released, Revenues and Earnings Above Expectations

Yahoo Q1 Earnings Released, Revenues and Earnings Above Expectations — Tue, 22 Apr 2008 21:24:47 +0000

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By: CARversation.com

CARversation.com — Tue, 22 Apr 2008 21:23:50 +0000

so is that a no to Microsoft offer

By: Bob Caswell

Bob Caswell — Tue, 22 Apr 2008 21:23:27 +0000

Ever wonder if this kind of stuff is just stubbornness associated with negotiation? I mean $31 per share or $35 per share, is the risk associated with getting that incremental difference worth that much when the company already has a 62% premium offer on the table?

I’m still not seeing anything that “maximizes shareholder value” more than the Microsoft deal.

By: Michael Arrington

Michael Arrington — Tue, 22 Apr 2008 21:23:22 +0000

flickr video has quadrupled video uploads across yahoo

By: Michael Arrington

Michael Arrington — Tue, 22 Apr 2008 21:22:26 +0000

awesome that they are explaining Buzz to the business press. “tens of millions of referrals” to beta users and 4 million U.S. uniques in the first month.

By: Michael Arrington

Michael Arrington — Tue, 22 Apr 2008 21:21:42 +0000

key message is they didn’t blow the quarter. can’t wait until they signal the market on the google deal.