Yahoo! – Wrong prescription
AOL is not the answer. A recent open letter from activist shareholder Starboard has correctly diagnosed all the issues at...
Yahoo! Q2A – Chinese spotlight.
Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare...
Yahoo! – The aviator
Finally, some positive signs from mobile. I have been concerned for some time about the lack of progress at Yahoo!...
Yahoo! Q1 – Lucky tailwind
Opportunity remains but time shortens. Yahoo! reported reasonable results from its core operations while it was Alibaba that drove Net...
Yahoo! – Game on
An encouraging move by Yahoo! to fix its ecosystem. Yahoo! looks at last to be beginning to do something about...
Yahoo! – Essential move
Eliminating other sign ons is essential for recovery. Yahoo! has moved to remove booth Google and Facebook from its properties...
Yahoo! Q4 – Tough love.
Alibaba grabs attention but upside is in the ecosystem. The value in Yahoo! continues to be driven by the Asian...
Yahoo! – Eye off the ball
Yahoo needs to stop shopping and get integrating. Yahoo! is in line to make yet another acquisition but I am...
Yahoo! Q3 – The waiting game
Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba...
Yahoo! – Fire in the pocket