6 posts and columns on cheat sheet

With Yet Another Flat Quarter Expected, Does Yahoo Need a Hail Mary Hulu Acquisition?

in Media on July 18, 2011 at 8:22 am PT

Yahoo announces second-quarter earnings tomorrow. Does the Internet giant need a bold and crazy move to pull out of its perpetual funk?
imgres

Windmills and Robot Cars Are Great! But Time to Talk About Google's Ad Business

in Media on October 14, 2010 at 3:30 am PT

Gotta be a blowout quarter, right? Otherwise all of that “things that don’t make us money” stuff would seem a little odd.

Yahoo 2Q Slides: Mash Up the Financial Deets Just Like a Wall Street Analyst!

in News on July 20, 2010 at 1:51 pm PT

Here are Yahoo’s slides from its second-quarter earnings announcement today for you to peruse and enjoy. Pretend you are a Wall Street analyst–you’re probably smarter–and sharpen your pencils!

Yahoo Earnings Preview: Cheat Sheets

in News on April 20, 2010 at 1:22 am PT

Yahoo will announce its first-quarter earnings after the markets close today and have a call with Wall Street analysts at 2 pm PT. BoomTown will be liveblogging the proceedings, of course. Until then, here are preview reports about Yahoo from a pair of sharp analysts: Imran Khan of J.P. Morgan and Mark Mahaney of Citigroup. Overall take: Recovery mode for the Internet giant, due to an upswing in display advertising online, which has been a good thing for the stock. It has risen smartly of late.

Is There Really a Recovery in the Works? Time to Check With Google.

in Media on July 16, 2009 at 3:00 am PT

Is the ad market really starting to rebound? Or is the (muted, cautious) happy talk we we’re hearing this spring just happy talk? Time to take a peek at Google’s quarterly earnings this afternoon, which might give us some insight. As per Google’s last report card, Wall Street is expecting the company’s revenue to decline from the previous quarter–unthinkable for Google in prior years, but now no longer a shock. But Wall Street will be looking for both numerical and qualitative hints that things are getting better, or at least have bottomed out.
google-logo

Yahoo Earnings "Cheat Sheet"

in News on January 26, 2009 at 12:20 pm PT

Take a look-see at this nice “cheat sheet” from Citigroup Internet analyst Mark Mahaney for Yahoo’s fourth-quarter earnings tomorrow. It includes “negative,” neutral” and “positive” scenarios for results. Mahaney’s estimates are more on the positive end, with $1.4 billion in net revenue and earnings of 13 cents a share, although many are expecting worse, along with weak guidance going forward. Only Yahoo knows at this point, but here is the helpful chart until then.