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Shares in Yahoo fell 12% in after-hours trading on Tuesday, after its results failed to meet market expectations... ...Computer sector analysts said the results were disappointing and would more than likely have a negative knock-on effect on the wider internet sector.
It's the "knock-on" that may be interesting as it looks like Google's shares fell in sympathy.
Does anyone else think "market expectations" were unrealistic? What kind of growth were they expecting?
Wow I wonder how that occured? Look at Yahoo results lately? See any correlation? This will be their best quarter its all down hill from now on....
not that unrealistic when compared to how much the street valued their company. It happened to eBay too
As long as they waste my time with such a crappy user interface I'll keep on spending my money on Google Adwords. When I look at the figures, my Adwords budget is about 20 times higher than my Overture budget.
And why do I need a seperate subaccount for each country in Europe?
And the bills they send are a mess and give me the creeps every time I do my accounting.
And why do they waste their advertisers time with surveys about their service when they do not implement the results of the survey.
They don't care about their advertisers and are surprised when these spend their advertising money elsewhere.
Everyone i know has significantly cut back on ysm the past few months, as the results have just been poor.
Suddenly when they are losing accounts and market share, overture responds alot faster to emails and approvals.
Hey maybe when there are near the point of having layoffs they will actually approval or even decline your ppc listings in a semi consistent way, rather then making it such a frustrating, headache, of a process.
because:
* surveys are done by survey people, who only care about reporting how many surveys they took;
* survey people are hired by managers who are "sustainers", not leaders - they are in charge of something dumb and want to cover their arse and pretend they actually care, but all they want is to maintain the status quo
* people who actually care and leaders don't usually see these surveys, so PLEASE STOP WASTING YOUR TIME ANSWERING THEM, so we can all move along.
:) now this would be sad if it wasn't funny
My CTR on MSN AdCenter Beta crushes Y. It was difficult to let go of Y/Overture- especially as an early on GOTO.com advertiser.
1. Strong top-line growth. Revenue growth of 44% and EBITDA growth of 57% may not have met the highest expectations, but it’s impressive however you look at it.
2. Business model success. Yahoo!’s diverse business model was particularly important this quarter in that brand advertising growth outpaced that of paid search. Additionally, strong fee-paying customer numbers indicate strong potential for subscription services revenue.
3. Strong subscriber numbers. Yahoo! continues to be the leading destination on the web and it is now becoming a leading subscription service. Again, the diverse business model strategy is playing out well.
4. Management message of "more of the same". The company continues to perform well and we look forward to it continuing to perform well. ‘
The Bears Will Point To…
1. A top-line "miss". The quarter wasn’t really "in-line" since consensus was too low. Hitting the mid-point of company guidance isn’t a success.
2. Page view decline. If seasonality is now affecting page views on a sequential basis,overall growth must not be strong enough.
3. Average revenue per employee is down. It’s down only slightly but it could indicate that the company is hiring too fast and is getting bloated.
4. Management message of "more of the same". Do we really want the company to continue to post mediocre results versus expectations?
With just one or two cool products, Yahoo is going down down down. Product speaks louder than words.
Big question: is Google headed the same way. One a few cool products. Most are lousy and buggy
I say the portals are dying. Long live single product companies
and I'm shocked that you'd exaggerate. Their stock price was very high because Wall Street expected way above average growth. When Wall Street didn't get it, the stock pulled back. Even with that, Yahoo is valued at $50 Billion--not exactly cheap.
When the users leave and never come back is when Yahoo does too.
They have been serving up garbage for 8 months straight to get more revenue off of PPC.
That strategy will be gone when the users permantly leave.
They saw a boost in revenue because of this strategy.
But you can't continue with this strategy because all your users wont be able to find anything, EXCEPT in PPC.
Most users realize PPC is what it is, and will flock to Google to find what they are looking for. Next quarter "Should" look bad for Yahoo.
Its real funny how the PPC are pretty relevant yet the main search results are'nt. Oldest SE trick in the book........
Personally, I think a lot of people do what I do which is buy in right before those numbers are released as the stock rises in anticipation and dump them right before the numbers come out.
I'll take my profit and move on to the next stock about to announce ;)
39% growth, and 1.5 billion in sales in one quarter; that’s awesome in anyone’s book.
From a revenue standpoint they have no worries no matter if the stock goes down a bit. The thing I think about though is vulnerability to an up and comer. Their search technology is not going to differentiate them from anyone who comes along. So after that it’s the news, groups, shopping, ect. With enough funding someone could put a dent in that. Course you’ll have to find a catchy name.
[news.yahoo.com...]
Thanks alot Yahoo for standing up for internet searchers and protecting their privacy on Dubya's Porn Fishing expedition. On the same day Osama Bin Laden releases a public tape with more threats against the U.S., Dubya & his team are trying to gather data to see who is searching for naughty pictures and spy on us some more.
If you are wondering why nobody uses your search engine and the public prefers Google, thats why. By the kind of company you are.
I guess the Fed's were disappointed that nobody really used Yahoo's search engine data, i bet it was handed over on a Floppy Disk. Here ya go, a weeks worth of search engine queries are all on this disk.
Once the word spreads on how easily Yahoo hands over search engine data, their market share will drop even further.
