Citi Investment Research

Yahoo Earnings Preview: Display Revs Yay!?! (Search Not-So-Yay)

Kara Swisher in News on April 18, 2011 at 10:00 am PT

Will Yahoo’s revenue growth drought finally end this quarter? We’ll see tomorrow when Yahoo reports its first-quarter earnings, after the markets close. As usual, investors will be looking for some sign that the Silicon Valley Internet giant’s lackluster revenue results have improved in CEO Carol Bartz’s over-promised but still under-delivered turnaround effort.

Analysts to Yahoo CEO: Where Are Those "Boatloads of Money" You Were Talking About?

John Paczkowski in News on July 29, 2009 at 2:06 pm PT

Wall Street is finally having its say about the newly announced Microsoft-Yahoo deal, and while opinions are mixed, there is some consensus on who got the better end of the deal: Microsoft. Seems the Street would have much preferred the “boatloads of money” Yahoo CEO Carol Bartz once said she’d demand for a search deal than the “boatloads of value” she claims to have given them this morning. After the jump, a roundup of analysts’ notes issued about the deal.

Analysts to Yahoo CEO: Where Are Those “Boatloads of Money” You Were Talking About?

John Paczkowski in News on July 29, 2009 at 2:06 pm PT

Wall Street is finally having its say about the newly announced Microsoft-Yahoo deal, and while opinions are mixed, there is some consensus on who got the better end of the deal: Microsoft. Seems the Street would have much preferred the “boatloads of money” Yahoo CEO Carol Bartz once said she’d demand for a search deal than the “boatloads of value” she claims to have given them this morning. After the jump, a roundup of analysts’ notes issued about the deal.

Yahoo Earnings "Cheat Sheet"

Kara Swisher 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.