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Yahoo Posts Record Earnings
Brett_Tabke




msg:839029
 12:16 pm on Jul 8, 2004 (gmt 0)

[mercurynews.com...]

Second-quarter revenue more than doubled to $832.3 million from $321.4 million in the same period a year ago. Profit rose to a record $112.5 million, or 8 cents a share. That's up from $50.8 million, or 4 cents a share, from a year ago.

After factoring in ``traffic acquisition costs'' -- the fees that Yahoo pays to other Web sites that carry its advertising -- Yahoo's revenue was $609.1 million, a 90 percent jump from the same period a year ago.


 

bts111




msg:839030
 12:29 pm on Jul 8, 2004 (gmt 0)

Very Nice...

Well done Yahoo!

adfree




msg:839031
 12:50 pm on Jul 8, 2004 (gmt 0)

Message being: who learns from Google wins ;-)

sem4u




msg:839032
 12:52 pm on Jul 8, 2004 (gmt 0)

No the message is: who can sell search services to Microsoft and wins :)

Mind you this will all change soon enough.

Murfman




msg:839033
 1:09 pm on Jul 8, 2004 (gmt 0)

After reading this post, I went to check the stock price (as a faithful investor) and see that it's down over 10% in pre-market trading.

From Reuters: Shares of Internet media company Yahoo Inc. (YHOO) also tumbled before the open, a day after the company reported second-quarter results that disappointed investors.

So, even though they broke records, they still didn't do as well as they had predicted.

Just stating another perspective...

BReflection




msg:839034
 1:09 pm on Jul 8, 2004 (gmt 0)

CNN is reporting that Yahoo stock is down 11.1%

Sales outlook is weak.

sem4u




msg:839035
 1:18 pm on Jul 8, 2004 (gmt 0)

Investors are looking ahead, probably fearful of what Microsoft may do.

mfishy




msg:839036
 1:19 pm on Jul 8, 2004 (gmt 0)

This is why wall street is tough. They post record earnings and match expectations but more was expected. IMO, the outlook is quite bright for Yahoo! (then again, I bought most of my shares at around $12)

goodroi




msg:839037
 1:22 pm on Jul 8, 2004 (gmt 0)

All of the technology stocks are falling today. Despite positive numbers, they are not big enough to satisfy the investors' appetite. Very interesting that the investors' predicitions were so off target. Do I see the makings of the Dotcom Bubble #2?

mquarles




msg:839038
 1:32 pm on Jul 8, 2004 (gmt 0)

Buy the rumor, sell the news. Wall Street 101.

MQ

targetpro




msg:839039
 2:34 pm on Jul 8, 2004 (gmt 0)

They are only making money cause of Overture.

Warren




msg:839040
 2:54 pm on Jul 8, 2004 (gmt 0)

Yahoo have been profitable for a while now.

They have many different revenue streams outside of Overture - althought it helps there is no doubt about that.

mayor




msg:839041
 3:00 pm on Jul 8, 2004 (gmt 0)

With traffic acquisition (advertising) costs running around 25% of revenues, I'd be a bit concerned. Anyone know what that figure was a year ago?

bird




msg:839042
 4:46 pm on Jul 8, 2004 (gmt 0)

When did they buy Overture?
More specifically, is this comparing the figures of Yahoo+Overture this year with Yahoo alone last year?

hitthedeck




msg:839043
 4:49 pm on Jul 8, 2004 (gmt 0)

the market has liked them for some time, this is just a correction of sorts from jitters. they dont have the same love affair with webmasters and users alike because they are market centric. i wonder if they can keep it up and find revenues from other sources without terminally effecting there product.

PatrickDeese




msg:839044
 9:04 pm on Jul 8, 2004 (gmt 0)

I guess the site match program did work for at least one company. ;)

targetpro




msg:839045
 9:18 pm on Jul 8, 2004 (gmt 0)

Expect Yahoo revenues to drop as there is no pharmacy and gaming ad revenue which I guess based on industry reports I've read over the years accounts for about 20% of their revenue.

SlyOldDog




msg:839046
 10:53 pm on Jul 8, 2004 (gmt 0)

Yes Bird, you hit the nail on the head. Overture's turnover was a billion dollars last year, and profits were pretty healthy if I remember right. Somewhere around a hundred mil. gross from memory.

So that makes up 25% of all yahoo revenues and profits. There is some growth in there, but not nearly as much as a first glance indicates. Organic growth looks more like 50% per annum.

CygnusX1




msg:839047
 1:34 am on Jul 9, 2004 (gmt 0)

I wonder now that Yahoo has changed their listings a little bit lately {To my advantage}, if it means their profit will also change alittle bit as far as lowering?

bppilot




msg:839048
 4:52 am on Jul 9, 2004 (gmt 0)

In the Wall Street Journal article today about the issue there was mention that Yahoo didn't feel that MSN doing there own engine would matter significantly, or as one rep put it, "We're not going to loose sleep over it" (paraphrased).

They did however elude that if the Overture ads delivered to MSN were to stop that things might not look so rosey anymore.

Reading between the lines, it seems that the focus of Yahoo financially is in Overture and the paid placement services (I think all of us could have figured out this one, but it's interesting to see it in the mainstream media).

BPPilot

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