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Yahoo Posts Record Earnings

 12:16 pm on Jul 8, 2004 (gmt 0)


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.



 12:29 pm on Jul 8, 2004 (gmt 0)

Very Nice...

Well done Yahoo!


 12:50 pm on Jul 8, 2004 (gmt 0)

Message being: who learns from Google wins ;-)


 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.


 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...


 1:09 pm on Jul 8, 2004 (gmt 0)

CNN is reporting that Yahoo stock is down 11.1%

Sales outlook is weak.


 1:18 pm on Jul 8, 2004 (gmt 0)

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


 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)


 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?


 1:32 pm on Jul 8, 2004 (gmt 0)

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



 2:34 pm on Jul 8, 2004 (gmt 0)

They are only making money cause of Overture.


 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.


 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?


 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?


 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.


 9:04 pm on Jul 8, 2004 (gmt 0)

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


 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.


 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.


 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?


 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).


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