Yahoo! Inc

Social, mobile, analytics, and cloud (or SMAC) is a disruptive technology that’s transforming the current IT environment at a rapid pace. Many technology leaders, who failed to acknowledge its importance or were slow in embracing it, are suffering. HP has been impacted by SMAC.

The mobile advertising market is expected to grow at a faster rate than the overall digital advertising market.

The company has now stopped including results from Microsoft’s Bing search engine through the Facebook search.

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.

Yahoo plans to make Tumblr similar to YouTube and is trying to convince some of Google’s top YouTube stars to make Tumblr their exclusive video distributor.

Facebook has been hiring new talent and investing heavily in improving user experience on Instagram, WhatsApp Messenger, and Messenger. Instagram is expected to churn big money for Facebook.

Yahoo’s trailing P/E is almost in line with its peers but it’s below Google (GOOG), Facebook (FB), and Chinese Internet giant Baidu (BIDU).

Event-driven strategy is designed to make an investment in special situations, including mergers and acquisitions, restructuring, split-offs, bankruptcy, and other major events.

Since its inception in the early 90’s, online advertising has exponentially increased in growth.

On January 26, financial adviser Andy Chase told CNBC’s Mike Santoli that equity valuations are at an all-time low. Chase believes that stocks provide the strongest investment opportunity in 2017.

Out of 43 analysts covering Yahoo, 26 have “buy” recommendations, none have “sell” recommendations, and 17 have “hold” recommendations on the stock.

In this series, we’ll analyze the YTD performance of firms in the Technology, Hardware, and Storage subsector and that are a part of the Technology Select Sector SPDR ETF (XLK).

Instagram reported its click-through rate of 1.50% for the month of August to date. This is almost double Facebook’s rate. Instagram clearly has the potential to churn out big money for Facebook.

In the camcorder market, GoPro (GPRO) has the leading market share of 47.50%. It’s followed by ION, Sony (SNE), and Polaroid.

In May 2012, Facebook’s stock price was $38, and its PE ratio was 80.0 x. The ratio reached an all-time high of 7,930x, when net income dropped to $53 million that year.

IBM (IBM) intends to fuel its growth in the cloud space through the investment of billions of dollars, as well as strategic acquisitions.

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.

Variety first reported that Google (GOOG)(GOOGL) reached a preliminary agreement to buy Twitch for $1 billion. Then Business Insider reported that Yahoo (YHOO) had also made an offer to buy Twitch.

The Chicago-based Orbitz Worldwide Inc. (OWW) is a global online travel company (or OTC). It recently posted a net loss for the first quarter of 2014 although its revenue grew, driven by hotel bookings.