MicroHoo is funky!

At least according to Yahoo CEO Carol Bartz on the Silicon Valley search giant’s first-quarter earnings conference call about its recent financial performance.

Yahoo’s results showed a continued worrisome revenue growth stall, due in large part to a search advertising fall-off, and a still-turning turnaround.

Yahoo reported revenues of $1.06 billion, down six percent from a year ago, on net earnings of 17 cents a share, down 28 percent.

The results were essentially in line with Wall Street expectations.

2:03 pm PT: The call started right on time, as per usual. Maybe they can’t get search right anymore, but Yahoo execs sure know how to start an analysts’ confab.

Bartz started off the call, noting “overall, our turnaround is proceeding on schedule.”

Well, the schedule of a three-toed sloth, I suppose, but it’s on schedule!

Bartz is too smart, though, and quickly noted the problems with search revenue declines, related to its search and online advertising partnership with Microsoft.

Still, she then used the unusual term “funky comparisons” to dismiss the key issue.

But isn’t she the one who struck the funky deal with Microsoft that has resulted in these funky comparisons and these even funkier search advertising revenues?

Just askin’!

Bartz proceeded quickly to noting Yahoo’s advances due to technology improvements, which showed a doubling of impressions to big events such as the Super Bowl and the Oscars.

It’s a good point, since Yahoo–for all its troubles–is still a huge traffic driver, including serving up 1.3 billion page views for the Oscars.

Bartz talked about monetization and said a lot of other stuff, but got to the finances quickly.

“Search was a mixed bag,” she said flatly. You can say that again–but not in a good way.

Bartz tried to put a good-news spin on it, but had to admit that “on the downside [Microsoft's] adCenter is not seeing strong RPS,” she said.

That’s revenue per search and a key number that Yahoo had thought would be better by now.

Bartz noted that the paid search markets internationally will be delayed until MicroHoo gets its act together.

Good idea!

2:16 pm: CFO Tim Morse took over to go through the numbers.

“We had good display momentum around the globe,” he said.

But search was, um, bad. It underperformed, but Yahoo had that guarantee from Microsoft to pay out, which Morse called a “financial floor.”

Morse pretty much read the press release from here on out.

2:24 pm: Bartz was back talking up the huge audience Yahoo has abroad. And it is true–the Yahoo brand is a golden one globally.

Also video consumption is up too, as it is across the Web, in terms of views and time spent. Yahoo’s “Primetime in No Time” got 500 million streams in the quarter.

Bartz turned to mobile, which is weak no matter what she said about the laudable Livestand. It’s one of many in a very competitive market.

Same for social, which Yahoo has essentially abdicated to Facebook. That said, Yahoo has tried to weave social within its myriad of sites and it gets it, especially compared to the socially awkward Google.

Bartz summed up that she hoped everyone gets that profitability and revenue growth were on track to get better, promising more at the investor day in May.

2:30 pm: Q&A time!

The first question is about display growth. It’s a softball, since display was up.

The next is about other revenue growth areas to come.

Bartz–who seemed not so prepped for such an obvious question–ticked off shopping, travel and uuuuuh….

Morse jumped in and talked about making internal connections, which I also did not understand.

An analyst then wanted to “dig into” search problems. I’d say it’s time to call in Mike Mulligan and his steam shovel!

Relative to RPS, Bartz acknowledged it was low and everyone was studying the issue. There is a plan, apparently. Again, Bartz was maddeningly vague.

I missed the next question and then it was back to search.

Bartz was not getting too specific about search, but would say video advertising was going to do well.

She did note that Yahoo expected a dip in Q1 related to search revenue, “but the dip went a little lower than we expected and lasted a little longer than expected.”

Bartz said she had recently sat down with Microsoft execs to go over the problems. How much would I have liked to have been a fly on that wall!

The next question was about video and it turns out Bartz loves the babbling babies too! I knew we had something cool in common.

The next question is about Japan and the possible deal to sell off Yahoo’s ownership of Yahoo Japan!

Morse said diddly, except “we continue to make progress.”

A question about display and possible content verticals.

Verticals Yahoo is interested in, according to Bartz: Entertainment, lifestyle, women, gossip.

“The things people really want to do, they want to disappear,” said Bartz, which was an interesting way of putting it.

Yet another question in what was beginning to feel like an endless call.

It was about Right Media, Yahoo’s advertising exchange. Cleaning it up, etc.

The next question is about communications, as in email.

Bartz even sounded bored and messed up a few words. “I’ve had too many Diet Cokes,” she joked.

Personally, I am considering disappearing into some content, since there is yet another question.

It’s–no surprise–an RPS question!

Funky!

Search guarantee payments from Microsoft are in place for another four quarters. Thank goodness.

Bartz got more detailed about the problems. There is some kind of prediction issue, which she said Microsoft is working on.

Now a local advertising question and its relationship with Facebook.

Bartz grabbed this one by the horns, noting you don’t have to run to the social networking powerhouse to get you a social ad!

It’s about branding with a social component. Which would be, um, Facebook, which was part of Yahoo’s Chrysler campaign referenced by Bartz.

A question about daily deals.

It’s growing, but more at Groupon and LivingSocial, which Morse does not mention.

Finally, the last question.

Another gigantic softball on engagement and Yahoo’s new content platform and some mobile deets query about whether Yahoo can make it there.

Bartz said she was working on it. As to content, Bartz said stats show big lifts.

“The good news is that it’s all in the right direction,” she said.

Up would certainly be good.

That’s similar to other shopping apps such as those from e-commerce powerhouse Amazon, but Smoopa has a few neat features.

First of all, Smoopa always includes shipping costs in its prices. It also shows recent prices for the 12 million products in its database, so you can get an idea of whether to buy now or later (kind of like what Farecast/Bing Travel does for air flights). And it gives users the ability to track the price of a product and be alerted when it comes down. Users can also share a product price with friends through in-app Facebook integration.

Boston-based Smoopa currently has data from Best Buy, Wal-Mart, Office Depot, Buy.com and TigerDirect. CEO Mendel Chuang said the company doesn’t carry Amazon feeds yet, in part because the company obscures shipping costs in the product listings it provides through its API.

Chuang reported that retailers are increasingly comfortable with customers pulling out smartphones while they browse, even if it makes them likely to spend their money elsewhere. Best Buy has a policy of matching its own online prices, which are apparently often lower than those on its shelves. And after all, you’re already in the store, so you may value the convenience of buying a product right there, where shipping is always free.

Smoopa is available for free in the U.S. through Android Market, and online at www.smoopa.com. The company is working on an iOS version.

Chuang, who formerly led marketing for Google Friend Connect, launched Smoopa with a team of three other MIT grads. The company is bootstrapped and expects to make money from affiliate revenue sharing. It built its bar-code-reading technology in-house.

In a new RIM video (below), the PlayBook is pitted against the iPad in a side-by-side comparison of “Web fidelity.” And what do you know: The PlayBook comes out looking better. In the video, RIM’s 7-inch tablet pulls up complete Web pages as the iPad slogs behind. Where the PlayBook shows off rich Flash content, the iPad “actually has an error…you’ll see that it says Flash is not supported” and instead delivers a “rather mundane, boring-looking HTML site.” In the Acid 3 test of compatibility with Web standards, the iPad does get an A, but the PlayBook gets an A+ with “pixel-perfect rendering.” And where the PlayBook’s Javascript and HTML5 animations are smooth and fluid, the iPad’s look choppy.

If this is the direction RIM takes with its eventual ad campaign (and if the performance differences are borne out in real-world use), it could score some points. Enough to dent the iPad’s “magic”? Well, we’ll see.

With much easier comparisons due to a devastating period last year and an upswing in PC sales, Microsoft posted solid third-quarter earnings today after the markets closed.

The Redmond, Wash.-based software giant said it had revenue of $14.5 billion in the quarter ended March 31, a six percent rise from a year ago.

Net income was $4.01 billion, or 45 cents a share.

That’s despite forking over $78 million to Yahoo in the quarter as part of Microsoft’s online search and advertising partnership with the company.

The numbers handily beat Wall Street expectations of $14.4 billion and 42 cents a share.

Microsoft (MSFT) said the results included “the deferral of $305 million of revenue relating to the Microsoft Office 2010 Technology Guarantee program. Adjusting for the revenue deferral, third-quarter revenue totaled $14.81 billion, an increase of eight percent over the prior year period.”

“Windows 7 continues to be a growth engine, but we also saw strong growth in other areas like Bing search, Xbox LIVE and our emerging cloud services,” said CFO Peter Klein in a statement. “Our record third-quarter revenue along with continued rigor on cost management resulted in exceptional EPS growth.”

Was it just a year ago, battered by the econalypse, that Microsoft reported its very first drop in revenue, as well as a disastrous net income?

At the time, then-CFO Chris Liddell noted that the recovery would not happen quickly, but be “slow and gradual.”

That was largely due to weak PC sales, of course. And it led to layoffs and a general mood of gloom over the company.

Last year in the same quarter, Microsoft whiffed big time, reporting revenue of $13.7 billion, down from $14.5 in the third quarter of 2008. Net income was worse, down to $2.98 billion from $4.4 billion the year earlier.

But PC sales are up, which is always good for Microsoft. Its stock has been up because of it–almost four percent just this week.

This year, the company also has sales of the new Windows 7 operating system to goose results.

And the next quarter will also probably look good as Microsoft releases its cash-generating Office 2010 version to businesses and consumers.

The Entertainment and Devices division, which includes Xbox, was up, earning $165 million, from a $41 million loss a year ago.

But the long-suffering Online Services Division–home of the company’s Bing search service–was, more than ever, money-losing. It lost $713 million in the quarter, compared with a loss of $411 million last year.

The red ink was even more so, since Microsoft forked over $78 million to Yahoo (YHOO) in the period, which certainly brightened Yahoo’s bottom line in its report earlier this week.

Here’s the Microsoft press release with tables:

letterheadQ3

Last week, BoomTown paid an economically-minded visit to the Redwood City, Calif., offices of BillShrink, a Silicon Valley start-up aimed at helping consumers find cheaper prices on gas, cellphones and plans and credit cards via a Web-based comparison and alert system.

Launched about a year ago and armed with about $9 million in funding from Bessemer Venture Partners and Trinity Ventures, it has aims of moving into a range of other money-saving arenas too.

But today, it got a major boost in its existing business by inking a deal to be part of a huge national advertising campaign by T-Mobile aimed at boosting price awareness among consumers, an apt message for these econalyptic times.

The ads will start tonight in a big way on the finale of “American Idol” and will star Catherine Zeta-Jones, who asks consumers in high-profile television commercials if they want a “mobile makeover.”

Cue BillShrink, even if it does not end up recommending T-Mobile’s service.

It is the first time the mobile carrier has recommended a third-party Web site and one that is independent. T-Mobile must, given it is the No. 4 player and has to beat the bigger players with a curve ball.

While BillShrink does make money from referrals of vendors, BillShrink CEO Peter Pham said the service it delivers to consumers must remain unbiased to render the right comparison results to consumers.

I sat down and talked with Pham, a former Photobucket exec, about all this and also where BillShrink is headed next.

Here’s the video interview:

And here is the T-Mobile commercial:

Finally, here is the press release from T-Mobile about the campaign:

T-Mobile Aims to Help Wireless Customers Save Money by Offering ‘Mobile Makeovers’

BELLEVUE, Wash., May 20, 2009 (BUSINESS WIRE)–T-Mobile USA, Inc. announced today a new campaign dedicated to helping people save money on their wireless service, and unveils a familiar face to inform customers that T-Mobile has “the coverage you need at the price you want.”

T-Mobile is prompting wireless customers to compare the value they are getting with their current wireless provider against other national carriers. People can visit T-Mobile retail stores or http://www.T-Mobile.com for a Mobile Makeover(SM), at no charge, by linking customers to BillShrink, an independent third-party service that provides people with free, unbiased and personalized savings recommendations for everyday bills such as wireless plans, credit cards and gasoline.

“Providing great wireless coverage at a great price is at the heart of what T-Mobile offers,” said Denny Marie Post, chief marketing officer, T-Mobile USA, Inc. “We’re so confident that T-Mobile provides the best overall experience for a majority of Americans, we’re willing to put our value to the test by pointing people to an independent source. And while we may not come out on top each and every time, we believe a majority of people will see T-Mobile offers them the value they want, and the best experience in wireless.”

According to BillShrink, as many as eight out of 10 people unknowingly overpay for their wireless service.* BillShrink analyzes a customer’s wireless usage, along with wireless coverage in a customer’s area and service price, to provide recommendations to help people find the best value options. “Wireless customers need quality cell phone coverage at the best available price so BillShrink helps people easily navigate through millions of wireless plan combinations to provide a personalized recommendation,” said Peter Pham, CEO, BillShrink. “BillShrink shows people how to save money on their everyday bills and still get the best level of service.”

To help drive home the message that millions of Americans could save money on their wireless service, a familiar face and voice, Catherine Zeta-Jones, is again featured in T-Mobile’s television advertising. In the ads, she prompts people to get a Mobile Makeover in order to help determine if they are currently paying too much for their wireless services, and where to find the best value, based on their individual needs.

“As an avid T-Mobile customer, I’m delighted once again to help T-Mobile carry its message to millions of Americans about the great value they deliver,” Zeta-Jones said. “The Mobile Makeover campaign is a smart way to show consumers that they could save some serious money.”

The first television spot featuring Ms. Zeta-Jones will air tonight during the American Idol season finale on FOX. It features a group of Ivy League economists trying to educate homeowners they’re paying too much for their cell phone service, only to have door after door slammed in their face. Finally, a homeowner is pleasantly surprised when he opens the door to see Zeta-Jones standing on his doorstep asking, “Do you have time for a Mobile Makeover?” Zeta-Jones will be featured in two additional Mobile Makeover television spots in the coming weeks.

Online advertising, local radio, out-of-home advertising, retail collateral, and online video opportunities also will carry T-Mobile value and Mobile Makeover messaging.

For more information about Mobile Makeover and T-Mobile’s products and services, please visit a T-Mobile retail store, or go to http://www.T-Mobile.com. More information about BillShrink can be found at http://www.BillShrink.com.

*8 of 10 claim based on January 2009 sample of consumers who used BillShrink.com to analyze their reported usage. BillShrink.com is not operated or controlled, and the information/results provided on this site are not verified, by T-Mobile. See T-Mobile.com for rate plan information.

]]> http://allthingsd.com/20090520/billshrinks-pham-speaks-about-the-t-mobile-deal-the-econalypse-and-more/feed/ 1 http://allthingsd.com/20080220/grading-neighborhood-schools/ http://allthingsd.com/20080220/grading-neighborhood-schools/#comments Wed, 20 Feb 2008 00:01:00 +0000 Katherine Boehret http://solution.allthingsd.com/20080220/grading-neighborhood-schools/ Education — an issue that affects everyone in some way or another — is an ideal candidate for discussions on the Web. There, parents, students and teachers can ask questions under the cloak of Internet anonymity, which enables conversations about personal topics such as learning disabilities and teacher conflicts.

But the vastness of the Internet can leave many people wondering where to begin, especially when asking sensitive questions about education. And, even in a sea of discussions and forums on education, parents are often hungry for one piece of information above all else: data that helps them select a school for their children.

Education.com’s SchoolFinder (top right) enhances an already rich Web site (top left), while GreatSchools.net (above) works education-related content into school search results.

So this week I tried three education-related Web sites that dedicate some or all of their resources toward providing free school comparisons, including demographics, test results, teacher-to-student ratios and percentages of students eating free and reduced-price lunches.

I performed various school queries using Education.com Inc., GreatSchools Inc.’s GreatSchools.net and SchoolMatters.com by typing in a ZIP Code, city, district or school name. Overall, GreatSchools and Education.com offered the most content-packed environments, loading their sites with related articles and offering community feedback on education-related issues by way of blog posts or surveys. And though GreatSchools is 10 years older than Education.com, which made its debut in June, the latter has a broader variety of content and considers its SchoolFinder feature — newly available as of today — just a small part of the site.

Both Education.com and GreatSchools.net base a good portion of their data on information gathered by the Department of Education and the National Center for Education Statistics, the government entity that collects and analyzes data related to education.

SchoolMatters.com, a service of Standard & Poor’s, is more bare-bones, containing quick statistical comparisons of schools. (S&P is a unit of McGraw-Hill Cos. [MHP]) This site gets its content from various sources, including state departments of education, private research firms, the Census and National Public Education Finance Survey. This is evidenced by lists, charts and pie graphs that would make Ross Perot proud. I learned about where my alma mater high school got its district revenue in 2005: 83% was local, 15% was state and 2% was federal. But I couldn’t find district financial information for more recent years on the site.

All three sites base at least some school-evaluation results on test scores, a point that some of their users critique. Parents and teachers, alike, point out that testing doesn’t always paint an accurate picture of a school and can be skewed by various unacknowledged factors, such as the number of students with disabilities.

Education.com’s SchoolFinder feature is starting with roughly 47,000 schools in 10 states: California, Texas, New York, Florida, Illinois, Pennsylvania, Ohio, Michigan, New Jersey and Georgia. In about two months, the site hopes to have data for all states, totaling about 60,000 public and charter schools. I was granted early access to SchoolFinder, but only Michigan was totally finished during my testing.

SchoolFinder lets you narrow your results by type (public or charter), student-to-teacher ratio, school size or Adequate Yearly Progress (AYP), a measurement used to determine each school’s annual progress. Search results showed specific details on teachers that I didn’t see on the other sites, such as how many teachers were fully credentialed in a particular school and the average years of experience held by a school’s teachers.

The rest of the Education.com site contains over 4,000 articles written by well-known education sources like the New York University Child Study Center, Reading is Fundamental and the Autism Society of America. It also contains a Web magazine and a rather involved discussion-board community where members can ask questions of like-minded parents and the site’s experts, who respond with advice and suggestions of articles that might be helpful.

Private schools aren’t required to release test scores, student or teacher statistics, so none of the sites had as much data on private schools. However, GreatSchools.net at least offered basic results for most private-school queries that I performed, such as a search for Salesianum School in Delaware (where a friend of mine attended) that returned the school’s address, a list of the Advanced Placement exams it offered from 2006 to 2007 and six rave reviews from parents and former students.

GreatSchools.net makes it easy to compare schools, even without knowing specific names. After finding a school, I was able to easily compare that school with others in the geographic area or school district — using a chart with numerous results on one screen. After entering my email address, I saved schools to My School List for later reference.

I couldn’t find each school’s AYP listed on GreatSchools.net, though these data were on Education.com and SchoolMatters.com.

SchoolMatters.com doesn’t provide articles, online magazines or community forums. Instead, it spits out data — and lots of it. A search for “Philadelphia” returned 324 schools in a neat comparison chart that could, with one click, be sorted by grade level, reading test scores, math test scores or students per teacher. (The Julia R. Masterman Secondary School had the best reading and math test scores in Philadelphia, according to the site.)

SchoolMatters.com didn’t have nearly as much user feedback as Education.com or GreatSchools.net. But stats like a school’s student demographics, household income distribution and the district’s population age distribution were accessible thanks to colorful pie charts.

These three sites provide a good overall idea of what certain schools can offer, though GreatSchools.net seems to have the richest content in its school comparison section. Education.com excels as a general education site and will be a comfort to parents in search of reliable advice. Its newly added SchoolFinder, while it’s in early stages now, will only improve this resource for parents and students.

Edited by Walter S. Mossberg

Email mossbergsolution@wsj.com

]]> http://allthingsd.com/20080220/grading-neighborhood-schools/feed/ 0