Yahoo Earnings Preview

It’s a turnaround story. It’s a transformation story. But, mostly, the story of Yahoo’s stock is a Chinese e-commerce story. So, how much will the company’s earnings report, scheduled for after the bell today, really impact the share price?

MicroFundy

Jan. 28 at 12:12 PM

Can’t wait for Alibaba’s (& Y! J’s) earnings tonight… #EarningsInEquityInterests > #IncomeFromOperations $YHOO

 

Investors are bidding up shares before the announcement in anticipation of solid results and a belief that CEO Marissa Mayer will continue to impress. The company’s stock is trading above $37, that’s about 133% higher than the day Mayer took the helm on July 16, 2012. The Street expects $0.39 EPS on $1.21 Billion in revenue, according to fifty-six estimates provided to Estimize.com.

Girba
Jan. 28 at 2:15 AM

$FB Target 65$ . Bullish.

 

 

Some of the bullishness is because Mayer, the former head of Google’s search business, is considered that good. Under Mayer’s leadership, Yahoo has made inroads in revamping its image on Wall Street, in Silicon Valley and with consumers.

Once investors considered Yahoo an also-ran in the search business that could not innovate and, worse, couldn’t even understand which innovations were worth acquiring. Remember the missed Facebook opportunity? But the company has made major moves in the past quarter. It hired famous anchor Katie Couric to develop global news coverage and author/tech guru David Pogue to lead its consumer technology coverage. It unveiled products such as Yahoo News Digest, which delivers articles to mobile phones twice a day, and Yahoo Smart TV, which personalizes and recommends media content for television viewers. It has also re-branded itself as a mobile media giant with more than 400 million monthly mobile users.

EricSteiman
Jan. 27 at 8:51 PM

Looks like $YHOO is bringing new e-magazines like Food and Tech. http://stks.co/d09m1 Home and Decor & travel coming too

 

Still a lot of Yahoo’s value has to do with the potential of an IPO for Alibaba, the Chinese e-commerce and auction site in which Yahoo holds a 24% stake. Alibaba did $160 Billion in sales in 2012. To put that in perspective, Wall Street expects Amazon to put up about $91.61 Billion in sales this year.

patrick_walther

Jan. 28 at 3:31 AM

Interestingly, since day of Alibaba sale agreement, $YHOO has appreciated by $18B, while value of stake in Alibaba and YJP has risen by $18B

 

 

And that means what really moves this stock isn’t Yahoo’s sales numbers — barring some unbelievable miss or beat — but any news about Alibaba’s strength.

~ Catherine Holahan (@cholahan)


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