Yahoo Q3 2013 Earnings Just Beat Expectations, Ad Sales Rise But Prices Fall

yahoo-y-logo-2013 Yahoo reported its Q1 2013 earnings today, with GAAP revenue of $1.4 billion and $1.08 billion excluding traffic acquisition costs and earnings per share of $0.34 for the quarter. All earnings stats were off  from Q3 2012. Still, earnings per share came in just above analyst expectations of $0.33 and revenue hit the target of $1.08. A full snapshot is below. “I’m very pleased with our execution, especially as we’ve continued to invest in and strengthen our core business," said Yahoo CEO Marissa Mayer. "In Q3, we launched new user experiences across many of our digital daily habits -- Y [...]


Mayer: Yahoo Passes 800M Users & Has “Erased Two Years Of Traffic Declines”

yahoo-new-logo-featured Global traffic to Yahoo properties hit a two-year high in September, surpassing levels that the company hasn't seen since 2011. Yahoo CEO Marissa Mayer revealed the traffic stats during today's Q3 earnings call, saying that Yahoo's "product sprint and increased engagement effectively erased two years of traffic declines." She shared two separate charts, one for global traffic to Yahoo properties (first chart below) and one specific to U.S. traffic. The data reflect both mobile and desktop traffic, but doesn't include Tumblr (which would push the 2013 numbers much higher for sure). [...]


How Did Yahoo Regain Number One Status In The US? Turns Out, No One’s Sure

yahoo-new-logo-featured It was big news last month. For the first time since May 2011, Yahoo was the top network for unique visitors in the United States, edging out Google. What caused this reversal? After doing some digging, there's apparently no clear-cut answer, nor is Yahoo providing one, other than Marissa Mayer took over. But let's explore what we can. Yahoo Resurges I'll start with a chart. Below, as provided by ratings service comScore, is the number of unique visitors in the United States to the Yahoo and Google networks, for each month going back to November 2009. Network means all properties that the [...]


Yahoo Issues First Transparency Report, Shows 42% Of All Data Requests From U.S.

yahoo-us-transparency Yahoo has issued its first transparency report and, not surprisingly, it shows that the U.S. is the source of more governmental requests than any other country. The report covers the first half of 2013, a time when Yahoo says it received almost 43,000 requests from 17 different governments.* The U.S. was the top source with 42 percent of all requests. Yahoo says it received 12,444 total U.S. requests, which affected 40,322 Yahoo accounts. In 37 percent of cases, Yahoo disclosed content in reply to the request -- this could be in the form of words in an email or instant message, photos on [...]


Yahoo! Debuts! New! Logo!

yahoo-new-logo-featured After 18 years without change, and an interminable 30-day countdown of rejected logos, Yahoo has finally unveiled its new logo: Yahoo CMO Kathy Savitt offered this explanation of the change: We wanted a logo that stayed true to our roots (whimsical, purple, with an exclamation point) yet embraced the evolution of our products. It's so whimsical that, not only is the exclamation point still part of the logo, but it's also animated and bounces around before settling in its spot when you visit Yahoo.com. (That teeth-gnashing you might hear is coming from the legions of exclamation p [...]


Yahoo Hires Ned Brody To Lead Ad Business In Americas

ned-brody-200px Yahoo has announced the hiring of Ned Brody as the company's new chief of advertising in North and South America. Brody's official title is Senior Vice President and Head of the Americas, and he'll report to COO Henrique de Castro. Brody said this via Yahoo's news release: Over the last year I've watched what an incredibly talented and passionate team can do with product at Yahoo. I'm excited about the opportunity to drive that kind of change in the advertising business, as well. With the largest set of premium inventory as a starting point, we've got a great opportunity to deliver the [...]


Logo Mania: Pick Your Favorite Yahoo, YouTube Logos

yahoo-logo-change Yahoo has been showing a variety of new logos, one for every day until its September 4 new logo unveiling. The new logo and identity are meant to reflect a "new spirit of innovation" at the company and an updated image. Polling platform/app Polar has been testing all of the logos against the current logo. Of all those tested by Polar (and more than 76,000 user votes) only one has beaten the "old" Yahoo logo -- Day 10 (left below). According to Polar's Dmitry Dragilev the logo above left won soundly: 75% (day 10) to 25% (original). He added, however, that two others have come close. D [...]


Yahoo Updates Verticals, Injects More Native “Stream Ads” Into Content

yahoo-logo This morning, Yahoo announced that it had updated seven properties, making them more personalized and adding "stream ads" into the content flow. The redesigned properties are Sports, Movies, Music, TV, omg!, Games and Weather. The properties employ responsive design and will work across platforms, according to the company. Yahoo is aiming for the same thing with its ads, as well. Yahoo, not long ago, redesigned its homepage and added a new content "stream" together with embedded native ads. Here's Yahoo's discussion of stream ads in the updated verticals: With the refreshed Yahoo! S [...]


Yahoo Gives Out Inactive Usernames Via “Wishlists” & Launches “WatchList” With A $1.99 Fee

yahoo-featured Yahoo users who completed a Wishlist for their "dream" Yahoo username/email last month should find out today if they received one of their top five choices. According to the announcement, even if a user didn't win one of the five usernames they submitted on their Wishlist, Yahoo's newly launched Watchlist will offer more opportunities to claim a Yahoo ID. Yahoo's Watchlist allows users to monitor up to five usernames for three years. The company says that if any of the usernames on a Watchlist become available, the user will have 14 days to claim it. Any users who completed a Wishlist will [...]


Yahoo #1 Web Property Again In US, First Time Since May 2011

yahoo-sign-featured ComScore just released its monthly Top 50 US Web properties list today. I've generally stopped looking at this list. But it was pointed out to me by Matt McGee that Yahoo is back at number one. When was the last time Yahoo was number one? We've submitted the question to comScore directly but haven't heard back. In my own investigation (going month to month), I determined that the last time Yahoo was at the top of this list was March, 2008 (May, 2011 is actually the last time Yahoo was number one; see postscript below for comScore statement): In April 2008, Google took over the to [...]


Yahoo Updating Their Logo To Reflect The New “Spirit Of Innovation” At The Company

yahoo-logo-change Yahoo announced they are updating their logo on September 4th at 9pm PST, and over the next thirty-days, they will be showcasing a variation a day of the logo on their home page. The day one logo is shown here, and each day, Yahoo will change the logo in an effort to have "some fun while honoring the legacy of the present logo." Yahoo won't share the final logo with us yet, but promises the new logo will retain the color purple, the iconic exclamation point and the famous yodel. Here is a video of some of the logos Yahoo will be displaying over the 30-day period: Again, the new [...]


Yahoo Ranks No. 16 On Top 25 Companies For Work-Life Balance, Google Fails to Make List

Glassdoor top 25 work-life balance logo Job seekers looking for more of a work-life balance in their next career may want to avoid positions with Facebook, Google and Apple. The online jobs and career community website Glassdoor has released its 2013 Top 25 Companies for Work-Life Balance report, and not one of the three leading tech giants made the list. After eliminating their work-from-home policy earlier this year, Yahoo still broke the top 20, ranking No. 16, three spots after AOL at No. 13. A Yahoo senior software engineer based in Sunnyvale, California had a number of positive things to say about the company, commenting th [...]


Yahoo Buys Mobile Ad Tech, Now What About Reach?

yahoo-mobile-phones-featured After Yahoo reported flat Q2 revenues (and negative display revenues) yesterday, financial analysts and reporters began asking how the company might generate new revenue growth and where that growth might come from. There are a number of areas potentially. Search is one, video advertising is another and mobile is yet another. Accordingly, earlier this morning, the company announced it had acquired mobile ad-tech startup AdMovate. The idea is that AdMovate will help Yahoo deliver more targeted ads on its various mobile apps and mobile Web properties. Here's how AdMovate described what it [...]


Yahoo Reports Mixed Q2 Results, Display Down But Search Up

yahoo-earnings-analytics-business-featured Yahoo reported second quarter results today. Earnings beat consensus estimates, though revenues missed very slightly. Total Q2 revenue was just under $1.14 billion, which is down 7 percent vs. last year. Revenue ex-TAC was roughly $1.1 billion. Display ad revenue came in at $423 million, representing an 11 percent decline compared to $473 million last year. By contrast, search revenue gained: $403 million in Q2, a 5 percent increase vs. $385 million last year. Paid search clicks increased 21 percent, but PPC prices declined 8 percent vs. a year ago. Yahoo said that during the qu [...]


Mayer Doing Terrific Job At Yahoo But Skeptics Remain

marissa-mayer-purple-featured The reviews of Marissa Mayer's first year at Yahoo are generally mixed. Most pundits, financial analysts and observers praise her for injecting new energy into Yahoo, focusing on mobile and bringing on new talent, mostly by way of "acqu-hires." However there are others who say for all the good she's done she has yet to prove she can put revenues back on a meaningful growth track. Yahoo announces second quarter earnings later today. And it does face challenges in both the search and display ad markets -- online and in mobile. However Mayer's first year has to be seen as an almost unqualified [...]


Major Ad Networks Sign Anti-Piracy Best Practices Aimed To Starve Piracy Sites Of Ad Revenues

copyright-piracy-cd In a move to combat online piracy and copyright infringement, leading ad networks have agreed to a set of best practices set to cut-off ad revenues from sites hosting pirated media or promoting the sale of counterfeit drugs. The participating ad networks include Google, Yahoo!, Microsoft, 24/7 Media, Adtegrity, AOL, Condé Nast and SpotXchange. Pressure has been mounting on Google, in particular, and the online ad network industry in general to combat online counterfeiting and copyright infringement. Brandon Bailey of SiliconBeat reports many critics are still not satisfied with the [...]


The New Yahoo News, Now With More Homepage

Yahoo logo Earlier today Yahoo announced a newly redesigned Yahoo News site. Graphics are larger and there's more white space at the article level. It may feel too spartan for some and yet too cluttered for others. Design is hard. Regardless, it's more consistent with the look of the new Yahoo homepage. And like the homepage it's intended to become more personalized over time -- through a mix of explicit and implicit actions and inferences. According to the Yahoo tumblr post: The first thing that you’ll notice about the new Yahoo! News is that it was designed around your interests and preference [...]


Yahoo: We Take User Privacy Seriously Too!

yahoo-legal Following missives from Google, Facebook, Microsoft and Apple over the past 72 hours, Yahoo issued its own disclosure statement last night about law-enforcement data requests. Signed by CEO Marissa Mayer and General Counsel Ron Bell, the statement said that there had been "between 12,000 and 13,000" data requests during the past six months: We’ve worked hard over the years to earn our users’ trust and we fight hard to preserve it. To that end, we are disclosing the total number of requests for user data that law enforcement agencies in the U.S. made to us between December 1, 2012 and [...]


New Flickr Debut Puts Photos First, Free Terabyte Of Space For Each User

flickr-featured Yahoo followed up its acquisition of Tumblr today with a relaunch of a "better, brighter Flickr" at a press conference in New York City. Yahoo CEO Marissa Mayer said she challenged the Flickr team to "make Flickr awesome again." The new Flickr puts photos first. Acknowledging that Flickr had become a mishmash of small thumbnails, links and words, today's launch showcases the new approach to an immersive photo experience. "We want all your photos" Adam Cahan, SVP of mobile and emerging products at Yahoo announced that all photos are full resolution and each user will have a free tera [...]


Yahoo Buys Tumblr For $1.1 Billion, Promises “Not To Screw It Up”

yahoo-tumblr-featured On a conference call to discuss Yahoo's exceptional $1.1 billion acquisition of Tumblr, Yahoo CEO, Marissa Mayer's admiration for Tumblr's achievements and culture was refreshingly transparent. Tumblr will continue to operate independently, David Karp will remain CEO, and Yahoo has promised "not to screw it up." Tumblr has more than 300 million monthly users and is signing up 120,000 new users per day. The deal is expected to increase Yahoo's total audience by 50% to more than a billion monthly users. Traffic could grow by 20%. In the press release, David Karp, CEO of Tumblr, addressed [...]


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