Why losing search market share could weigh on Yahoo’s Q2 earnings
The 1Q14 earnings for Yahoo were slightly better than analysts’ expectations.
Will Manitowoc’s spin-off create value for shareholders?
According to Deutsche Bank, Manitowoc’s share could be worth between $23 and $28 if it separates its businesses.
JAT Capital ups its position in Yahoo
Yahoo! Inc. is a global technology company that provides a variety of products and services. Recently, Yahoo shares climbed higher on third-quarter earnings and revenue that beat analyst estimates.
Why Twitter’s unique visitor count is increasing so rapidly
Twitter’s monthly active users or MAUs increased from 255 million in Q2 2013 to 271 million in Q2 2014. These are the users who log in to Twitter through its website either from desktop or mobile devices.
Yahoo’s Acquisition of BrightRoll: A Boon for the Company
In December, Yahoo acquired BrightRoll for $640 million. The acquisition of BrightRoll put Yahoo in a leadership position in the video advertising industry.
Farallon Capital sells stake in Yahoo!
Farallon Capital Management sold its position in Yahoo! Inc. (YHOO) during the third quarter. The stock accounted for 3.39% of the fund’s total 2Q14 portfolio.
Verizon Plus AOL Equals Competition for Facebook and Google
Facebook and Google have moved far ahead of AOL in the display ad market. After acquiring AOL, Verizon could possibly strengthen its position in this market.
Yahoo completed the acquisition of BrightRoll
On December 15, 2014, Yahoo completed the acquisition of BrightRoll for ~$640 million in cash. It’s the industry’s leading programmatic video advertising platform.
A must-know look at Facebook’s 3-year strategy
This is a tool to connect people with important public moments and personalities on Facebook. This is an attempt by Facebook to draw on features of Twitter Inc (TWTR)—where people are comfortable sharing their views with everyone.
Yahoo Believes Adam Cahan Can Resurrect Its Video Business
Adam Cahan will now lead Yahoo’s web video group. Cahan successfully changed Yahoo’s mobile business into a major operation.
How search advertising helps companies promote business online
Search advertising includes getting traffic through unpaid organic search or free listings and buying traffic through paid search listings.
AOL Stands to Benefit from Microsoft’s Advertising Business
The Microsoft deal could help AOL gain additional market share and strengthen its position against competitors like Facebook (FB) and Google that dominate the display ad industry.
Christian Leone’s Luxor Capital adds a new position in Yahoo
Recently, Yahoo shares went higher after third quarter earnings and revenue beat analyst estimates. Third quarter profit rose to $6.77 billion.
Starboard Value raises activist stake in MeadWestvaco
Starboard Value is a New York-based activist hedge fund that takes large, long-term positions in companies that it believes to be undervalued or mismanaged.
Why new right-hand column design benefits Facebook
Right-hand column ads are not part of mobile due to limited space. And it’s a well-known fact that the usage on mobile is increasing at a faster rate than desktop.
Microsoft Deal with AOL a Missed Opportunity for Yahoo!
Ross Levinsohn said that Yahoo! once tried to strike an advertising deal with Microsoft (MSFT) similar to the new deal between AOL (AOL) and Microsoft.
Google Could Be Threatened by Losing Search Deals
The search advertising business remains Google’s (GOOG) most valuable business. Google dominates the US desktop search ad market with a share of 64%.
Why Facebook is getting serious in the video ad space
According to a recent report from Variety, Facebook is adding a couple of features similar to YouTube’s features. These include the “view counter” and “related videos” features.
Microsoft Is Keen to Increase Bing’s Share in the Search Market
According to Mediapost, Microsoft’s Bing powers 14 billion monthly searches globally. Bing is making its presence felt slowly and steadily.
Why Advertising is Moving from TV to Digital
The reasons for this movement of advertising from TV to digital media are varied. Millennial customers cut the cord on pay-TV or stopped subscribing to pay-TV altogether.
Why Did Google Create Alphabet?
The main objective of Alphabet is to streamline its varied businesses and focus on opportunities for new initiatives under the Google brand.
Rise in Spectrum Sales Has Positive Effect on Telecom Stocks
Wireless networks are essential for the future growth of telecom stocks. They’re one of the most sought after commodities in the market, since they run on radio frequency as well as spectrums.
Growth Prospects for Google’s Core Business in 2Q15
Google’s search advertising business has flatlined quarter-over-quarter. In 2Q14, growth for search revenue was 4.5%. It’s expected to grow a meager 1%–2% in 2Q15.
Can Microsoft’s New Bing Video Search Challenge YouTube?
Microsoft (MSFT) recently announced the launch of its new Bing video search, and it could cause some serious trouble for Google (GOOG) and YouTube.
How Will TV Everywhere Change Ad Strategy?
Ad buying on TV Everywhere is more complex than on linear TV and uses a programmatic ad strategy. The programmatic ad market has huge growth potential.
Why Did Verizon Buy AOL?
According to Verizon, its acquisitions in companies like upLynk, EdgeCast, OnCue, and AOL will help develop its OTT offering. It’s expected to launch this summer.
AOL’s Stock Doubles under CEO Tim Armstrong
Tim Armstrong revived AOL, which is evident from the huge boost in AOL’s stock price that has nearly doubled in the last six years.
Iridian boosts holding in Avis Budget Group by 43%
Iridian raised its position in Avis Budget Group, Inc. (CAR) to 5,395,808 shares from 3,773,401, a 43% increase. Iridian has a passive 5.1% stake in Avis.
AOL gets 45% boost in Iridian Asset Management
Iridian Asset Management’s position in AOL increased by 45%, increasing its shares from 5,075,812 to 7,369,542. Iridian has a 9.5% passive stake in AOL.
Yahoo’s position in the search market
We’ll look at Yahoo’s search market business. In the third quarter, Yahoo (YHOO) generated 41% of its revenue from the search advertising business.
Online video advertising is going viral
Today, the world is driven by technology. Online video advertising is also an essential advertising method. It’s gaining traction in today’s digital environment.
Why Starboard believes Yahoo! is “deeply undervalued”
Although Starboard only said that it has analyzed alternative structures for Yahoo, unconfirmed reports noted that the fund is expected to push for a breakup of Yahoo.
Assessing Yahoo’s prospects after Alibaba’s initial public offering
Last week, Alibaba (BABA) became a public company in the U.S. stock exchange with its IPO (initial public offering) receiving an overwhelming response. Its stock finished its first day of trading at $93.89—up 38% from the $68 initial price that the company had set.
Why acquiring LiveRail will help Facebook’s video ads business
A few weeks back, Facebook (FB) acquired LiveRail, which is an online video advertising platform that helps customers to monetize their video inventory efficiently.
Why Google has started to diversify its search business
Google’s share in the mobile advertising market could decline from ~53% in 2012 to 47% in 2014.
Google launches Partner Select program to grow its video ad sales
According to a report from eMarketer, YouTube generated ~$850 million in revenues from video ads in 2013.
Yahoo’s search advertising business is better than its display ad
In the second quarter, Yahoo’s search revenue of $428 million increased by 6%.
Why replacing Google with Bing on Apple devices will affect Google
Bing has managed to increase its market share from 16.9% in March 2013 to 18.6% in March 2014, and its presence on Apple devices would help it gain further market share.
Yahoo sees better-than-expected Q1 results and signs of revival
Yahoo (YHOO) announced its Q1 2014 results Tuesday, which were slightly above Wall Street expectations. Yahoo earned 38 cents per share on $1.087 billion in revenues.
Why Yahoo sees an upside as Marissa Mayer attempts a turnaround
Yahoo appointed Marissa Mayer, a former Google executive, as CEO in July 2012 to turn the company’s prospects around.