If Verizon shaves $1 billion from the price it was to originally pay for the Yahoo! acquisition, the deal would be worth less than the $4.4 billion that Verizon paid for AOL in 2015.
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.
Verizon (VZ) is reviewing the impact of a fresh hack on the Yahoo! (YHOO) system that affected more than a billion accounts. Verizon agreed to acquire YHOO’s core assets for ~$4.8 billion, which could be renegotiated downward pending the outcome of the assessment of the hacking events.
David Einhorn has included Yahoo in his top stock picks for 2016. He increased his position in Yahoo in 1Q16 and bought 4.4 million shares of the stock.
On Monday, July 25, 2016, Verizon Communications (VZ) announced that it will acquire Yahoo’s operating business for $4.8 billion in cash. Many analysts believe the Verizon-Yahoo deal could lead to the end of Yahoo as an operating company.
Event-driven strategy is designed to make an investment in special situations, including mergers and acquisitions, restructuring, split-offs, bankruptcy, and other major events.
According to 451 Research, ~42% of mobile apps projects are controlled by business managers or marketing teams, rather than by corporate IT departments.
Amazon’s 4Q15 results drove a hostile market reaction and dragged shares down by 14%, despite the fact that it achieved its highest quarterly growth ever.
Of the 13 analysts covering Alphabet (GOOG), 12 have given it a “buy” recommendation, none has given it a “sell” recommendation, and one has a given it a “hold” recommendation.
Yahoo (YHOO) has come up with a new mobile app that helps users find their favorite TV shows or movies available on various streaming service providers.
If Verizon buys Yahoo, then that would strengthen Verizon’s position in the advertising technology business. In June 2015, Verizon Acquired AOL for $4.4 billion.
If Alibaba buys Yahoo, then Alibaba could break cultural and linguistic barriers by customizing its shopping platform with local language translations.
Yahoo’s core business is losing ground, but it still is in a position to attract users with a portfolio of web services, including Yahoo Mail and Yahoo News.
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).
Earlier this year, AOL was acquired by Verizon Communications (VZ) for $4.4 billion in an all-cash transaction. AOL’s ad technology will make it possible for Verizon to monetize its video content through advertising.
As evidence of increased web application vulnerability, Trustwave App Scanner has found 17,748 flaws and discovered that 98% of applications have an exposure through at least one or more flaws, which could give easy access to cybercrime.
Advertisement technology In 2Q15, Yahoo! (YHOO) announced availability of independent viewability and fraud management for display as well as video advertising across the company’s programmatic buying platform, including Yahoo! properties. The company’s earnings release stated, “Advertisers can now choose from leading accredited, third-party measurement solutions to independently validate for viewability and fraud across display and […]
In 2Q15, Yahoo! (YHOO) reported revenues of $1.243 billion compared to $1.084 billion in 2Q14 and $1.226 billion in 1Q15. Gross profit increased marginally in 2Q15.
Shareholder returns and stock trends VeriSign (VRSN) generated investor returns of 24.54% in the trailing 12-month period and -2.63% in the trailing one-month period. In comparison, it generated -4.65% in 2014 and 21.44% YTD (year-to-date). The comopany’s share price increased 3.11% in the trailing five-day period. In comparison, Facebook (FB) and Yahoo! (YHOO), peer companies in the […]
The US stock market witnessed the stocks rally on September 8. However, it saw all of its sectors go red on September 9, 2015. SPY’s component sectors fell.
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.
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.
Microsoft’s integration and partnerships with Yahoo! (YHOO), Amazon (AMZN), and Apple (AAPL) enabled Bing to command 20.3% of the US search market 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.
Instagram has reached the 300 million-user mark, and the majority of its users are young and high-income teens. This is exactly the type of audience big brands are after.
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.
The Internet Software & Services subsector continues to lead large-cap tech stocks. Of the seven stocks in this subsector, one had negative and six had positive weekly returns.
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.
Equinix is trading at a PE ratio more than four times the XLK average and 66% more than its peer sector average. In the last ten years, Equinix stock price has increased by a phenomenal 622%.
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.
The new LinkedIn Lead accelerator suite enables marketers to reach their target audiences more effectively. This addition should allow the company to generate more advertising revenues.
JAT Capital Management invests primarily in technology, media and telecom, travel, leisure, and gaming companies. In this series, we’ll take a detailed look at the fund’s top holdings in 1Q15.
Apple and Google have a large number of apps in their respective app stores, which presents a challenge for mobile analytics firms such as App Annie to analyze.
Facebook’s (FB) family of platforms includes WhatsApp, Messenger, and Instagram in addition to Facebook’s own platform. Its platforms continue to grow in size.
In 4Q14, OZ Management initiated new positions in Comcast (CMCSA), Yahoo! (YHOO), Endo International plc (ENDP), DIRECTV (DTV), and CDK Global Inc. (CDK).
Oracle Learning Cloud promotes social learning and contextual functions. It aims to educate users in real time with customized recommendations based on skills and job types.
Yahoo acquired Tumblr for $1.1 billion in 2013. David Karp founded Tumblr. He had been leading the business at Yahoo as well. Now, he will report to Simon Khalaf.
The TrueView ad format is very popular with advertisers. According to Google, the number of TrueView impressions on YouTube grew by 75% on a YoY basis.
Luxor Capital’s investment style is a long-term value-oriented approach and its portfolio has a balanced mix of both equity and fixed income securities.
During the earnings conference call, Yahoo’s management said that in 2014, more than 600,000 applications were integrated with the Flurry software development kit.
Even though Yahoo has added more than 1,000 people from acquisitions, Yahoo’s headcount has been relatively flat throughout the current management’s tenure.
In July 2009, Yahoo (YHOO) signed a ten-year deal with Microsoft (MSFT) with the expectation that the partnership will allow both firms to team up against the dominant player, Google (GOOG).
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.
Yahoo’s native ads generated $106 million in 4Q14, up 32% quarter-over-quarter. Revenue for 2014 of $300 million exceeded company estimates of $250 million.
Yahoo (YHOO) has been trying hard to compete in the online advertising market where Google (GOOG) and Facebook (FB) have managed to make rapid strides.
In November 2014, Yahoo signed a deal with Mozilla agreeing to replace Google (GOOG) as Mozilla’s default search engine for desktop and mobile devices.
