In a key hire, Jawbone said today that it had hired Mindy Mount, a top corporate VP at Microsoft, as its president.

The move by the San Francisco-based maker of wireless, music and wearable devices is part of what has been a major upgrading of its management and board. Recently, Jawbone added Yahoo CEO Marissa Mayer and Rob Wiesenthal of Warner Music as directors.

Jawbone has also recently done a big acquisition — purchasing BodyMedia, a wearable health and fitness company, for $100 million. The move comes just a couple months after it bought data and digital-design companies Massive Health and Visere.

All this expansion requires tight organizational efforts and Mount has a lot of financial and operational experience, having held several key jobs at the software giant. She was most recently corporate VP and CFO at Microsoft’s Online Services Division, which includes Bing, MSN and Microsoft Advertising. Before that she held a similar job at the Entertainment and Devices Division, which has the Xbox, Zune and Windows Phone units.

Previous to that, Mount ran AOL’s U.K. unit, worked in strategy at Time Warner and also was an exec at Morgan Stanley. She has an MBA from the Harvard Graduate School of Business and an undergraduate degree from the University of Wisconsin-Madison.

In an interview today, Mount said that what attracted her to Jawbone was the challenge of scaling the fast-growth company, which is helmed by CEO and co-founder Hosain Rahman.

“Right out of the block, I’ll be spending time on business operations, since the scale and scope and complexity of Jawbone has really increased,” she said. “What really attracted me to the role is that it is a really meaty one … It’s a company with great products, where I can come in and have real impact, because consumer electronics companies really have to execute.”

Jawbone products include Jawbone wireless headsets, Jambox speakers and the Up personal fitness wristbands. The company has raised a lot of funding, totaling about $210 million from such venture firms as Andreessen Horowitz, Khosla Ventures, Kleiner Perkins and Sequoia Capital, as well as Deutsche Telekom, investor Yuri Milner and others.

Groupon said it had revenue of $601.4 million, up eight percent, in the first quarter, and earnings of three cents. Those profits were in line with Wall Street expectations, but sales were better than the expected $590 million at the daily deals site.

The stock was up nearly 12 percent in after-hours trading to $6.21. Shares have risen 42.6 percent in the last six months, although that’s down 43.9 percent from a year ago.

There was no news of the search for a new leader for Groupon, which fired its CEO, co-founder Andrew Mason, in the quarter.

On a conference call later, co-CEO Ted Leonsis said that Groupon’s board had formed a search committee, but that it was “not in a hurry” to find a new company head.

But, in a statement, co-CEO Eric Lefkofsky said: “We are encouraged by our results, as our local revenues accelerated and our margins improved over the prior quarter.”

Anything up is good news for the suffering Groupon, which has been pilloried by Wall Street since its late 2011 IPO, although sentiment has improved since Mason’s ouster.

Gross billings, which is the amount consumers buy from Groupon overall, without subtracting payments to merchants, were up four percent, to $1.04 billion, on strong growth in North America. Sales were off internationally, though, by 9 percent.

International business, which has a bigger active customer base than North America, was the cause of much of Groupon’s declines, a problem execs have been trying to address with a new “One Playbook” strategy to consolidate systems.

On the conference call, COO Kal Raman called the situation “a tale of two Groupons.”

On a GAAP basis, Groupon had a loss of one cent, from two cents in the same period a year ago.

Groupon also said North American transactions on mobile devices accounted for 45 percent of the overall number, up from 30 percent last year, while email fell to less than 45 percent of the deals sold.

On a less happy note, Groupon said that its outlook for the second quarter would be below consensus.

Here’s the the Chicago-based Groupon’s official press release, as well as some tasty financial slides, so you can read it all for yourself:

GRPN

GRPN_1Q13_Earnings_Slides

According to sources close to the situation, well-known tech exec Jon Rubinstein will be joining the board of Qualcomm, the San Diego-based chipmaker that has gotten a big boost of late for its role in the explosion of mobile devices.

Rubinstein is an interesting and logical choice for Qualcomm, having been a high-profile player for a long time in the mobile space, beginning with his work on the iPod while at Apple. After he left his last job at Hewlett-Packard last year, though, he has been very low-key.

(Update: Qualcomm confirmed the appointment in a press release.)

For Qualcomm, the selection of Rubinstein to join the board is something to watch, as he is the second exec from Silicon Valley to be tapped by the company recently. In March, Qualcomm hired tech investor Laurie Yoler as SVP of business development, making her “responsible for augmenting existing business relationships in Silicon Valley, as well as developing new strategic business opportunities for Qualcomm in the region.”

Rubinstein has even more experience here and is also familiar with a range of mobile efforts over the years, some of which were successful and others not so much, from his work at Apple, Palm and then HP. He is also a board member of Amazon.

Aside from CEO and Chairman Paul Jacobs, Rubinstein — who has degrees in electrical engineering and computer science — will be the most technically experienced director on the 11-person board.

Qualcomm declined to comment.

Here’s a nice primer on Rubinstein by Arik Hesseldahl, in a report on his leaving HP early last year:

Best known for his work on Apple’s iconic iPod music player, Rubinstein left Apple in 2006 and joined Roger McNamee as a partner in the private equity firm Elevation Partners, following its 2007 investments in Palm.

In 2009 he replaced longtime Palm executive Ed Colligan as its CEO, and oversaw a dramatic restructuring of the company’s products, including a significant rebuild of its smartphone operating system. Gone was the legacy PalmOS that had been used in so many popular devices like the Treo that for a time competed seriously against Research In Motion’s BlackBerry.

PalmOS was replaced by WebOS, which first appeared on the Pre smartphone, then later on the Pixi and Veer devices. After HP acquired Palm, WebOS was also used on the abandoned TouchPad tablet, and is now an open-source operating system overseen by HP.

Rubinstein’s departure is no big surprise. Sources said he hadn’t been seen at HP’s offices following the decision by former CEO Léo Apotheker to get out of the business of making WebOS-based hardware. His future plans have been the subject of speculation for some time.

After HP decided to exit the WebOS hardware business, Rubinstein was assigned to a vaguely described “product innovation role” within HP’s Personal Systems Group during a management shakeup last July. It was an unusual move and one made with little explanation at the time. But sources say it was a preface to Rubinstein’s departure, one intended to lessen its PR impact when he finally left. “That ‘innovation’ gig he was given in July was his first step toward the exit,” said one source, a former Palm exec with close ties to Rubinstein.

Earlier today, Microsoft co-founder Bill Gates discussed technological innovations for vaccines, ahead of a Global Vaccine Summit being held next week in Abu Dhabi.

Set during World Immunization Week, 300 people — including Gates, who is co-chair of the Bill & Melinda Gates Foundation and who will be delivering a keynote address — will gather on April 24 and 25 to talk about what the world community needs to do move forward the effort to vaccinate children, including a plan to eradicate polio by 2018.

It’s an important effort since, according to the Gates Foundation, every 20 seconds one child dies from a disease that could have been prevented by an existing vaccine.

“The key thing to understand is that vaccines are miraculous,” said Gates in a roundtable telephone interview with several reporters, noting that they are low-cost in relation to the huge benefit they provide.

Two key next steps, he said, have to do with a variety of technologies that are being explored to help in the delivery of vaccines, and also finding ways to make them cheaper.

“There is an under-investment in general, particularly in doing things for the poorest,” he said, requiring his private organization and others to pay for the research or to work with big pharmaceutical companies to create technologies that can also be deployed in more lucrative ways in rich countries. “Usually, there is a missing market incentive.”

Still, there is innovation in the sector, even if it is slow.

Gates referenced a “super-thermos” approach that is being field-tested in Senegal that keeps vaccines cold without needing more energy. Another effort is under way to formulate vaccines so that they do not need to be kept cold in the first place. A third is to combine several vaccines together to get the prices down.

Also important are improvements in satellite mapping technology, which allows field workers who deliver the vaccines to better assess where the need is. That’s especially important since a lot of the work is still on the ground, such as the push to eradicate polio in much the same way as smallpox has been. Currently, noted Gates, it is still an issue in just three countries: Pakistan, Afghanistan and Nigeria.

And since reaching near total coverage is critical — “The difference between 85 percent and 90 percent [coverage] can be the difference between success and failure,” said Gates — making sure health workers find the people they are trying to vaccinate is paramount.

“It’s kind of a high-tech thing compared to how it was being done,” said Gates.

But, although there have been great hopes around the use of mobile devices in the field to access and record accurate data on patient visits, immunizations and other health information, it’s still an uphill battle against easier paper solutions.

“The paper-based systems are preferable,” said Gates, because of lack of reliable connectivity and ease of use. “It’s a high threshold to get rid of that and use cellphones.”

Or, as Gates noted in a blog post from a recent visit to Ghana, where cellphone data-keeping is being tested: “Many of us are looking at potential digital strategies for record-keeping, but paper is pretty good.”

(Photo courtesy of the Gates Foundation)

“[In Latin America] the smartphone will be your whole connection to the Internet,” said Bloisi, in an onstage interview at the D: Dive Into Mobile conference in New York. “I think Wi-Fi is a big, big trend.”

The fast-growing Movile is trying to find better ways for consumers in its market to be able to connect to take advantage of rich media. “We believe the best of the mobile opportunity will be in the next four years,” said Bloisi, who noted that most users are on pre-paid phones in the important region.

More to the point, “We really need cheaper phones,” said Bloisi, especially since Latin American countries like Brazil are among the most expensive places to buy a device by a factor of 10 times or more.

Why is that so? “Taxes, taxes and the mystery of the Brazilian economy,” he joked, while pointing to efforts to produce phones in the region that would be less expensive.

Bloisi also thought that the focus away from HTML5 — a once-hot area of mobile development that has recently fallen out of favor — was wrong.

“It is not a religious discussion,” he said. “[But] on the long term, I am more HTML5.”

And depending on what you read, it’s a little different here and there. A proper Facebook phone. Or not a Facebook phone, but a very Facebook-y version of a phone. Whatever it is, we’re in agreement that it involves Facebook and a phone.

But let’s rewind for a second: Who among us would actually want to buy a Facebook phone, much less use it as a primary device?

Yes, more than half a billion people use Facebook on their phones daily. And yes! Facebook is the most downloaded app across modern-day smartphones! But Facebook has slowly made its endgame here very clear: The company wants you to use all its services — namely texting, voice calling and emailing — as your primary mode of communication over your existing SMS, email and voice services.

There’s probably a hardcore set of Facebook lovers who do indeed use, or would desire to use, all of Facebook’s mobile services to contact others. But that group has to be incredibly small. And some of Facebook’s more interesting mobile features, like voice calling, have only been out for a handful of months, and only in certain countries.

I’d argue that the majority of the world’s mobile-loving population isn’t built the way Facebook wants it to be.

I may use SMS texts to contact, say, my friend who hates using Facebook and doesn’t want an account. And then perhaps I’ll switch to good old-fashioned telephone calls to check in with my folks, who aren’t as tech savvy as some (Dad doesn’t own a smartphone). Then I’ll switch to WhatsApp to send a message to a techie friend, or perhaps use that app to contact another friend outside the U.S. (where it’s massively popular). Finally, I’ll jump on Snapchat to snap a creepshot of a friend and send it to someone else.

The point is this: In the tech world, context is king. On some level, we as people don’t want to funnel all of our communication through one central service. We like different apps for different things — even if it makes more sense to use one central service. It’s why Poke, Facebook’s Snapchat clone, failed miserably. It’s why Google’s plan to unify all of its services using Google Plus isn’t working at all. And it’s why, despite Facebook’s massive marketing muscle and install base, these apps continue to flourish.

Now, I totally get why Facebook wants to make a phone happen. More usage of Facebook on mobile means more potential ad products viewed and used, which means more revenue. As we’ve reported in the past, the company has experimented with multiple ways of making this happen, from a physical device to derivations of the Android operating system.

And I get why a company like HTC is willing to experiment with a Facebook-centric device. The company is in dire straits, plunging in market value over the past year. It needs a pitch to consumers that yes, it too can produce awesome phones.

What I don’t get is why regular folks — who can already use Facebook on their phone — would ever want to buy it.

I like a good dichotomy as much as the next person, which is why I decided to compare the shares of Yahoo with that of Apple over the recent time period.

That’s because in what amounts to a trading-places moment, despite their differences in focus, the pair have had almost polar opposite stock performances of late.

Yahoo, of course, is the famous Internet giant that has been trying to turn itself around for a very long time; Apple is the Silicon Valley phenom that has been wowing the sector for just as much time with endless innovative products.

Typically, that state of affairs has meant that Apple has enjoyed a rocket ship of a ride from Wall Street investors, while Yahoo has suffered. That’s certainly been true on a five-year basis, with Apple up 244 percent and Yahoo down 21 percent.

But in the last six months, it has been another story altogether. In that time, Apple has been sliding to its lowest price since September, down 35 percent. Meanwhile, Yahoo has surged nearly 50 percent in the time frame.

It’s the same story for the past three months, with Apple down 27 percent and Yahoo up 17 percent; and, the last month, with the Cupertino, Calif.-based device maker down 5 percent and the nearby Sunnyvale Internet portal up 11 percent.

It’s a classic story of hope, with investors counting on Yahoo CEO Marissa Mayer to turn the tide at the long-suffering company, while they worry about Apple CEO Tim Cook’s ability to keep the hits coming fast and furious.

Perhaps most ironic? That part of Mayer’s appeal is her continued repetition of Yahoo’s mobile aspirations, although the results in that key arena are still negligible and decidedly nascent. Apple, despite the stock fall-off, still handily dominates mobile money-making and on a massive scale, although increasingly competitive Google Android devices continue to gain ground.

High-profile Silicon Valley entrepreneur Max Levchin is launching a new mobile payments startup today called Affirm.

It’s the first project emerging from Levchin’s San Francisco tech incubator Hard, Valuable, Fun (HVF), which he started after selling his last company — Slide — to Google and then eventually leaving the search giant. Previous to that, Levchin and investor Peter Thiel had sold PayPal to eBay.

While it might seem at first as if Affirm is in direct competition with other mobile payments-focused companies such as Square and Stripe, it seems to be aimed at another layer of the value chain in an effort to improve conversion for mobile payments.

In fact, Stripe — in which Levchin is an investor, too — will be processing credit card payments on the back end.

But it will be an uphill battle for Levchin in the current payments arena, with a range of challenges from a multitude of rivals to regulatory scrutiny to the risks associated with credit in general.

Its most similar competitor, for example, is Klarna, a hugely funded company based in Sweden that offers payment solutions for a wide range of online storefronts across Europe that did $200 million in revenue last year. Klarna, which means “clear” in Swedish, is likely to be eying the U.S. market and has well-regard VC Mike Moritz of Sequoia Capital on its board.

As part of its effort, Affirm will use Facebook for authentication of consumers, and also use a number of other social and data signals to assess risk. It will then guarantee payment to merchants — who will pay Affirm a fee — after this check.

“We are trying to get as close as possible to one-click, which has always been the case on the desktop,” said Levchin in an interview today. “In mobile, it has become an imperative to be able to buy it now or you lose a customer quickly.”

Levchin described Affirm as a digital charge card rather than a credit card, trying to be valuable to merchants by lowering the abandonment rate of mobile transactions. Affirm’s beta launch retail partner is 1-800-Flowers.

“You will essentially be putting a purchase on a digital tab, and we are going to make it work for us by looking at all available data to determine if you are someone who will pay it back,” said Levchin.

Like an American Express or other charge card, consumers will have about 30 days to settle bills, although Affirm will not be making any money from them.

As to why he decided to enter the increasingly competitive online payment space — which is also rife with regulatory and fraud issues — Levchin said that his efforts at PayPal did not go far enough.

“Payments online are still too hard — we started the revolution with PayPal and democratized payments for small businesses, but we stopped short of changing the system,” he said. “The world is now awash in data and we can see consumers in a lot clearer ways.”

In addition, he added, the “overwhelming transformation of everything toward mobile changes all the fundamentals.”

Relying on Facebook could be an issue, of course, opening up a thicket of privacy issues and also worrisome reliance on the social networking giant. But Levchin said that Affirm’s system depends on the company for confirming identity more than anything else and there will eventually be a number of ways to do that.

Other data Affirm will be using, he said, range from incomes per zip code and even a user’s mobile device ID.

Affirm has been funded by Levchin and a group of friends in the “low-digit millions,” he said, with only a few dozen employees compared to bigger mobile payments efforts from others.

He said he knows the risk of entering the space, especially given that there are only so many solutions and a limited retailer attention.

Still, Levchin noted: “I just think there is so much more to do. Technology has come a long way since PayPal.”

RealNetworks said it has hired Max Pellegrini to run its mobile entertainment division, which offers a range of services to carriers and device manufacturers.

He replaces Mike Lunsford, who is leaving the Seattle-based company after five years.

In his new job, Pellegrini will also be charged with developing new consumer services for smartphones. Pellegrini comes from premium mobile Web firm Dada.net, where he was chairman and CEO. Dada was acquired by mobile entertainment company Buongiorno in 2011, which was then bought by NTT DoCoMo last year.

RealNetworks is attempting to reinvigorate its business under the leadership of its founder and chairman, Rob Glaser, who is currently interim CEO, by focusing on some core areas, such as mobile entertainment.

It reaches consumers via partnerships with carriers such as T-Mobile and Verizon, offering ring-back tones, ring tones and music on demand.

About two weeks ago, I heard about a restructuring under HBO SVP of consumer technology Otto Berkes, who also takes over the job of CTO in March from longtime vet Bob Zitter. The former Microsoft exec and Xbox co-founder was named the top tech figure at the premium cable network at the end of last year, after being the primary developer of its popular HBO Go and MAX Go streaming video offerings.

As part of the changes, the memo of the Time Warner unit said, product strategy and development exec Hans Deutmeyer is leaving HBO.

HBO has been very active in the digital space, increasingly offering its shows on a variety of mobile devices. Earlier this week, at our D: Dive Into Media conference, HBO said its subscribers will be able to stream programming from an Apple iPhone or iPad onto their television via AirPlay.

All the various details are below, in a memo HBO sent to its employees at the end of January:

HBO GO has established HBO as a company that understands the value of technology as a tool for delivering great content and experiences to consumers, and HBO.com has become a primary means of driving broad consumer engagement and awareness of our offerings. We are proud of these achievements and also recognize that we have more ahead of us to accomplish. Over the course of the next several years, our mission is to build best-in-class technology execution capabilities. That mission is central to ensuring that HBO has the tools available to support our business through the ongoing technology-based disruption of media and to support new areas of growth. Like other leading Internet-based video service providers, we will design, build, and deploy scalable products with global reach.

Achieving these goals will require focus and a disciplined approach. Roles and responsibilities must be clear and well-defined to ensure efficient distribution of work and smooth collaboration between groups and people. In order to provide the organizational framework needed to achieve our goals, I am restructuring Digital Products around four functional groups (listed alphabetically):

1. Infrastructure Operations & QA,
2. Program Management,
3. Software Engineering,
4. User Experience & Product Design.

Each of these groups will have responsibilities for both HBO GO and HBO.com as appropriate for the functional areas of each group. This will enable more efficient end-to-end integration and coordination of our design, platform architecture, and infrastructure development.

The attached “Digital Products Organizational Pillars” slide illustrates the roles and responsibilities of each of these four functional groups in greater detail. The leaders of these groups will report directly to me and will continue to do so after my transition to the CTO role.

Donna Stalworth will continue to head up the infrastructure operations and QA efforts in Digital Products. She will also add build and release management to her responsibilities.

Rebekah Calabrese will be stepping into the role of VP of Program Management for Digital Products. She and her team will be responsible for cross-group coordination, project management, budget management, technology vendor relationships, and overall status communication for Digital Products. Rebekah will also continue to provide contract support for Digital Products as well as the other technology groups. Her team will consist of the existing Digital Products program and project management staff and her current reports.

Drew Angeloff will lead all of Digital Products’ software engineering activities in New York as well as in Seattle. Centralizing consumer software engineering in one group under one leader will maximize coordination and the flow of information, and will help ensure a consistent and robust software architecture. This is especially important given geographic distance between the New York and Seattle teams. The engineering staff working on device application development and the GO service currently on Rob Caruso’s team will now report to Drew.

Rob Caruso and the workflow team led by Jason Kui will transition to Diane Tryneski’s organization; Rob will report to Diane. Rob’s new charter is to build software engineering capabilities to optimize digital asset creation, management, and security, and to create technologies that unlock the full potential of software in the digital content area. Rob and his team will collaborate closely with Digital Products to ensure that our digital content technologies and our consumer-facing products inform each other to enable unique and innovative content-driven user experiences. This new role and group will be critical to achieving end-to-end software technology excellence.

Dina Juliano will lead the User Experience & Product Design organization. Her team’s responsibilities will include HBO GO, HBO.com, and HBO On Demand. Dina’s team will conceive, design, and realize new digital experiences in partnership with key stakeholders across HBO. She and her team will incorporate consumer and market insights to create a coherent product vision and roadmap that engages our users. Dina’s team will consist of her existing team and the groups formerly in Hans Deutmeyer’s organization.

Hans has decided to leave HBO to pursue opportunities that better align with his future interests. Hans has been a part of the HBO GO story since its genesis and has played a key role in bringing it to the market successfully. Given the new organizational direction, he has decided that this is the right time for him to pursue other opportunities. I want to thank Hans for his contributions and wish him success in his new endeavors.

Please welcome Donna, Rebekah, Drew, Rob, and Dina in their new roles. The changes in their teams and roles are effective immediately.

I am very excited about the new organization and am confident that we have the right the structure, leadership, passion, talent, and creativity needed to deliver best-in-class digital products to our users.

Please let your manager or me know if you have any questions.

Thank you-

— Otto —

Apparently, you can get media satisfaction — as long as you are online as opposed to offline.

According to a new study by the Boston Consulting Group, consumers accrue more value from their online media usage than from their offline consumption.

The new research report — titled “Follow the Surplus: How U.S. Consumers Value Online Media” — calculated that the average U.S. online user got a “consumer surplus” of $970, compared to $900 from offline media.

BCG defines consumer surplus as “the value consumers themselves place on a media-related activity or product over and above what they pay for it.”

The report looked at seven categories — books, radio and music, U.S. newspapers and magazines, TV and movies, video games, international newspapers and magazines and user-generated content and social networks.

The largest chunk of online consumer satisfaction came from UGC and social, such as use of Facebook and Google’s YouTube, which makes sense since the actual cost is nearly zero — making any benefit essentially digital gravy.

Books were where the least consumer surplus was online. That’s not a surprise, said BCG senior partner John Rose, who coauthored the report, but it is likely to change soon with the increasing popularity and proliferation of a variety of devices.

That’s double from three years ago, with the average consumer now owning 2.9 devices, such as mobile smartphones and tablets. It will increase to 4.1 in three years, said the BCG report. Also up, of course, is the number of hours spent online, which — in turn — dramatically increases the value of online media consumption.

Advertisers still have not caught up with consumers, of course. “The value is from the consumers’ perspective and not the advertisers’ perspective yet,” said Rose, in an interview. “The business models are still not in place to support what consumers already know they want.”

Gender is not an issue, with men and women both consuming about 12 hours a week of online content. But men listen to more music, while women prefer social interaction more.

Another interesting result, read the report: “By a margin of some five to one, U.S. consumers are more excited about the Internet’s potential rewards than they are worried about the potential risks.”

In other words, they like online media, they really like it.

That’s why, said Rose, the medium and the business model will evenutally come together.

“Different people will say different things about when it will come together and not if it will come together,” said Rose. “Advertisers have always found ways to create value, even if they have not done it yet with online media.”

There are lots of other interesting findings and charts from BCG, some of which are embedded below (click to enlarge them and the whole report can be found and downloaded here).

Yahoo reported its fourth-quarter earnings today, with earnings higher than expected, but with a continued flattish revenue.

The Silicon Valley Internet giant aid its non-GAAP net profits were 32 cents a share, compared to 25 cents in the same period a year ago. But GAAP net earnings per diluted share were 23 cents in the fourth quarter of 2012, compared to 24 cents last year.

Shares jumped just above four percent in after-hours trading to above $21 a share, given Wall Street analysts were estimating a profit of 27 cents per share in Q4.

Net revenue, without traffic acquisition costs, was expected to be $1.21 billion. It was $1.22 billion and which is essentially flat from a year ago’s $1.17 billion. Search revenue was up nicely, while display sales declined.

Overall the results showed a non-sinking but none-too-powerful ship and not very impressive given almost every other Internet company grew revenue significantly in comparison. For example, Google reported last week that core revenue was up 21 percent in the quarter.

Still, up is up, even if it is not up that much. “I’m proud of Yahoo!’s 2012 and fourth quarter results. In 2012, Yahoo! exhibited revenue growth for the first time in 4 years, with revenue up 2 percent year-over-year,” said Yahoo CEO Marissa Mayer in a statement.

In other words, she’ll take two percent, given the nearly persistent revenue declines of recent years. It is progress, of course, even if investors are looking for more robust increases ahead.

Also of note: Yahoo said it repurchased 79.6 million shares at an average price of $18.24 for $1.45 billion in the fourth quarter, which most definitely was one of the reasons for its recent stock run-up.

Yahoo did not release information on consumer engagement and traffic in the Q4 report, which it had done until Mayer took over. As AllThingsD.com had previously reported, most metrics in the quarter were down significantly over last year.

The fourth quarter was the first that was entirely under the new regime of Mayer, who arrive at Yahoo in July from Google.

She’s gotten a big break from Wall Street, which has sent Yahoo’s stock up in recent months on the hopes of her turnaround plans.

Last week, Mayer said the long-suffering Silicon Valley giant would be returning “back to its roots,” as part of an effort to finally turn it around. It’s actually part of a bigger plan which AllThingsD.com had reported on previously, to focus Yahoo on being a center of content discovery on the Web, across multiple devices, with wide-ranging and “very friendly” partnerships with other companies.

More to come at the 2 pm PT, conference call with Mayer, which I will be liveblogging as usual.

Until then, here’s the official press release and deck from Yahoo:

YHOO_News_2013_1_28_General

Q4’12_Earnings_Presentation.vsFINAL

YouSendIt, the file-sharing and enterprise collaboration company, said it had bought a small startup called Found Software that helps users find and discover a wide range of data across many devices and cloud services.

The Campbell, Calif.-based YouSendIt, whose newish CEO is former Yahoo and AOL exec Brad Garlinghouse, said it had found a “cloud-nostic platform” — no, really, it did coin that term — to increase the mobile capabilities of its services.

YouSendIt did not disclose the price it paid for San Francisco-based Found, which was co-founded by Stephen Brady, Vijay Sundaram and John Mitchell. They will all join YouSendIt.

But the acquisition does give the company some differentiation in search and discovery in the fast-growing data storage and sharing space, as it seeks to compete with powerful rivals from Dropbox to similar offerings by big companies like Google.

I talked to Garlinghouse about this, as well as why he went to YouSendIt, and how it might be rebranded going forward, in the video below:

]]> http://allthingsd.com/20130115/yousendits-brad-garlinghouse-talks-about-found-acquisition-rebranding-and-more-video/feed/ 0 http://allthingsd.com/20130107/former-myspace-and-nfl-digital-exec-jeff-berman-tapped-as-president-of-hollywoods-bermanbraun/ http://allthingsd.com/20130107/former-myspace-and-nfl-digital-exec-jeff-berman-tapped-as-president-of-hollywoods-bermanbraun/#comments Mon, 07 Jan 2013 17:55:18 +0000 Kara Swisher http://allthingsd.com/?p=282763

Longtime digital exec Jeff Berman is joining Hollywood production company BermanBraun as its first president.

Berman — who is no relation to BermanBraun co-founder Gail Berman — comes to the firm from the National Football League where he has been in charge of its Web, mobile, social and non-console gaming efforts. While there, he worked on several new initiatives, such as its multi-party video chat for Fantasy Football.

Several years before that, he was a top exec at social networking site Myspace, finally ending up as president of sales and marketing, where he was in charge of branded advertising, sales operations, entertainment, content and marketing. Efforts there by Berman included the now defunct Web-only series “Quarterlife,” which also had a very short life on a major network.

The Yale Law School grad was also on the board of Buddy Media, which was sold to Salesforce.com last year.

He’s an interesting person, then, for BermanBraun, which focuses on content across multiple screens, including big branded Web sites such as Wonderwall for Microsoft’s MSN and also more traditional entertainment shows. Its juicy-looking television series “Deception,” for example, is set to appear on NBC this week. It now has about 130 employees, mostly working at its Santa Monica, Calif., HQ.

“We needed an exceptional leader to manage the company,” said BermanBraun co-founder Lloyd Braun, who was once a top media exec at Yahoo. “And Jeff is someone who has skillsets in a whole bunch of areas and an emotional intelligence that is as important to what we do.”

Braun said Berman would initially focus on his area of expertise — digital — but that he would become more involved in the television and movie arenas over time.

BermanBraun — which considered raising funding last year — is at an interesting juncture in its development, trying to form a new kind of independent Hollywood media company that straddles analog and digital.

Berman said he was attracted to the opportunity there.

“I had a great job, since there is nothing bigger than the NFL,” he said in an interview yesterday. “But Lloyd and Gail have an incredible vision across platforms for entertainment.”

He added that content was just at the beginning of development online, but was finally poised to explode with the popularity of tablets, smartphones, interactive TV and other such devices, as well as social and e-commerce tools.

“The mind reels, there is so much that has happened and can happen,” said Berman. “I don’t know if there is a better time to be at such a place to create these new franchises — [BermanBraun] is a laboratory, where stuff is actually working.”

]]> http://allthingsd.com/20130107/former-myspace-and-nfl-digital-exec-jeff-berman-tapped-as-president-of-hollywoods-bermanbraun/feed/ 0 http://allthingsd.com/20130102/the-new-norm-expect-app-downloads-to-regularly-hit-one-billion-a-week/ http://allthingsd.com/20130102/the-new-norm-expect-app-downloads-to-regularly-hit-one-billion-a-week/#comments Wed, 02 Jan 2013 17:28:59 +0000 Tricia Duryee http://allthingsd.com/?p=281739 The last week of 2012 marks the largest period ever for new device activations and app downloads for both iOS and Android.

Overall, it was a very appy holiday season for the mobile industry, according to Flurry, which is known for producing reports based on the information it gathers through the thousands of developers who use its analytics tools.

In its report today, Flurry said that more than 50 million iOS and Android tablets and smartphones were activated from Christmas to New Year’s Eve, and 1.76 billion applications were downloaded worldwide during that period. That’s a huge jump from last year’s figures.

In comparison, Flurry estimated last year that 1.2 billion apps were downloaded worldwide across both Android and iOS.

Here is a chart comparing the holiday week to the same number of days earlier in December:

The year-over-year progress shows just how commonplace app downloading is around the globe.

In fact, this year Flurry said that a number of weeks since late November delivered more than a billion downloads, which just last year was considered record-shattering. This year, it is forecasting that a billion weekly downloads could become a regular occurrence.

“Looking forward to 2013, Flurry expects the trend of one-billion-download weeks to become the norm, and that the industry will surpass the two-billion download week during Q4,” wrote Flurry marketing VP Peter Farago in a blog post.

Most of these downloads are still occurring in the U.S., where there is widespread adoption of smartphones and tablets. During the week, the U.S. downloaded 604 million applications, or 34.3 percent of the total. China is not exactly a close second with 183 million downloads, and the U.K., Germany and France are much further behind.

Based on Flurry’s previous reports, one of the most popular app categories is games. And based on evidence from at least two game companies, that continued to be the case this holiday season, as people picked up their phones and tablets for entertainment during their time off.

Disney Mobile said game downloads jumped 98 percent year over year to more than 15 million in 2012, from Dec. 22 to Dec. 28. It benefited from new titles such as Where’s My Holiday? and Nemo’s Reef and Monsters climbing the charts. Separately, Storm8, which publishes such titles as Dragon Story, City Story and Jewel Mania, reported that it had two million game downloads on Christmas Day, an increase of four times compared to an average Tuesday.

]]> http://allthingsd.com/20130102/the-new-norm-expect-app-downloads-to-regularly-hit-one-billion-a-week/feed/ 0 http://allthingsd.com/20121227/jingle-all-the-way-consumers-loaded-up-their-ipads-on-christmas-day/ http://allthingsd.com/20121227/jingle-all-the-way-consumers-loaded-up-their-ipads-on-christmas-day/#comments Fri, 28 Dec 2012 01:09:15 +0000 Kara Swisher http://allthingsd.com/?p=281072 Experian Marketing Services said in its latest report that online traffic to retail sites rose 27 percent overall compared to last year on Christmas Day, with top sites being Amazon, Walmart, Target, Best Buy and Macy’s. Apple iTunes saw visits increase 193 percent from Christmas Eve to Christmas Day, with consumers looking to load up various devices once they got them as gifts. The stats were less robust for Amazon, where visits in the same time frame increased just 24 percent, largely aimed at its Kindles.

]]> http://allthingsd.com/20121227/jingle-all-the-way-consumers-loaded-up-their-ipads-on-christmas-day/feed/ 0 http://allthingsd.com/20121217/apple-analysts-take-stock-and-its-shares-wax-and-wane-mostly-wane/ http://allthingsd.com/20121217/apple-analysts-take-stock-and-its-shares-wax-and-wane-mostly-wane/#comments Mon, 17 Dec 2012 21:42:03 +0000 Kara Swisher http://allthingsd.com/?p=278583

Earlier today in trading, shares of Apple briefly dropped below $500 for the first time since February, largely due to more rating cuts by Wall Street analysts.

The stock did manage to rally later, ending up on a slight rise of 1.8 percent to close at $518.83 for the day.

But the worries are increasing about the usually high-flying stock, which is down almost 26 percent over the last three months. (That said, Apple shares are up just above 28 percent for the year to date.)

Still, analysts are fretting, such as Citigroup, which had only recently initiated coverage with a buy rating for Apple at the end of November. Last night, it moved to a neutral rating and slashed the price target for shares from $675 to $575.

The biggest new worry is the sales of Apple’s latest device, with Citi’s Glen Yeung noting that “near-term supply chain order cuts, while inconclusive in nature, bring into question the strength of iPhone 5.”

Citi is one of several downgrades of late for Apple; today’s included dings from Canaccord Genuity and Pacific Crest Securities.

Now, without another product in the immediate pipeline and fears that the company’s competitiveness in the smartphone market is waning, the Cupertino, Calif., company is in the unique position of needing a new “wow” product in the months ahead to spur a rally.

There are some bright spots, though. Apple said it had sold two million iPhone 5’s over the weekend in China and a new Morgan Stanley report is indicating that iPhone and also iPad demand remain high.

But, while there has been swirl around a new take by Apple related to the television, many investors and also fans (see this great essay by Brightcove CEO Jeremy Allaire) are clearly hoping for even more.

]]> http://allthingsd.com/20121217/apple-analysts-take-stock-and-its-shares-wax-and-wane-mostly-wane/feed/ 0 http://allthingsd.com/20121123/mobile-thursday-smartphone-shopping-is-still-tiny-but-its-this-years-big-online-buzzword/ http://allthingsd.com/20121123/mobile-thursday-smartphone-shopping-is-still-tiny-but-its-this-years-big-online-buzzword/#comments Fri, 23 Nov 2012 18:13:19 +0000 Kara Swisher http://allthingsd.com/?p=272070

In what has become an annual holiday tradition, those who keep track of these things have started in on touting just how digital the holiday shopper has become, whipping out all manner of buzzwords to do so.

Last year, it was Cyber Monday — this year, it’s turned out to be Mobile Thursday. What’s next? Social Network Saturday? Self-Driving Car Sunday? (We still have Black Friday, by the way, which is today.)

And, indeed, the Mobile Thursday phrase got some big laps around the track, with numerous online shopping surveys — coming out faster than you can buy that new tablet — using it in their flash reports yesterday and today.

This year’s anecdotal meme: Apple iPads go well with pumpkin pie.

What isn’t said so much is that it is still a very small number — though fast-growing — over the last few years, with overall sales reaching $500 million for Thursday, compared to about $1.2 billion on Monday, according to comScore.

Still, for now, no one seems to break out actual mobile sales figures, which are clearly still a fraction of the totals. But they are more than happy to tell you that people are certainly browsing on their mobile devices, which should come as a surprise to exactly no one who is tired of talking to the relatives about three hours into the day.

According to IBM’s Benchmark report, for example, online sales were up 17.4 percent over 2011 on Thanksgiving Day, noting that “big winners were retailers who connected customers with personalized deals across multiple screens including PCs, smartphones and tablets.”

Some stats from IBM about Thursday:

Mobile Traffic: The number of consumers using a mobile device to visit a retailer’s site reached 25.3 percent, up from 66.2 percent over 2011.

Mobile Shopping: The number of consumers using their mobile device to make a purchase increased to 18.3 percent, up 65.3 percent from 2011.

Mobile Email: Smartphone and tablet shoppers responded to email deals from retailers, with emails opened on mobile devices jumping 23 percent on Thanksgiving Day over 2011.

Couch Commerce: In the evening hours, consumers shifted from shopping through their smartphones at the dinner table to buying through their iPad on the couch. At the end of the day the iPad drove more retail traffic than any other device with traffic reaching 10.7 percent versus the iPhone at 9.1 percent and Android at 5.8 percent.

Social Shopping: Shoppers referred from Social Networks such as Facebook and Twitter increased in evening hours generating .63 percent of all online sales on Thanksgiving.

And today, Black Friday, IBM slightly upped those figures, noting that the iPhone was the preferred device to bring into a store to shop with — presumably irritating sales clerks everywhere.

Over at Fab, CEO Jason Goldberg was touting in a Betashop blog post that his mobile app sales were 40 percent of the retail site’s total for the day. It’s usually 33 percent, so it’s a small jump, which Goldberg attributed to a tweet by Apple promoting it. But how much did he sell? He’s not saying.

And eBay said it launched 20 mobile-only e-commerce promotions over its app, as did many other retailers.

Also, no surprise, the New York Times weighed in with the classic trend piece: “The Shrewd Shopper Carries a Smartphone.” Um, everyone carries a smartphone now, but it apparently gets more magical when you take it to Macy’s.

We’ll see if Mobile Thursday becomes Mobile Holiday Season, which would be a big deal — but it’s winning so far in the pundit stakes.

Until we get actual numbers, here’s a chart about the whole thing from eBay:

]]> http://allthingsd.com/20121123/mobile-thursday-smartphone-shopping-is-still-tiny-but-its-this-years-big-online-buzzword/feed/ 0 http://allthingsd.com/20121111/as-fantasy-football-servers-fumble-on-game-day-yahoo-rolls-out-more-homepage-tests-ahead-of-december-launch/ http://allthingsd.com/20121111/as-fantasy-football-servers-fumble-on-game-day-yahoo-rolls-out-more-homepage-tests-ahead-of-december-launch/#comments Mon, 12 Nov 2012 01:35:24 +0000 Kara Swisher http://allthingsd.com/?p=268350 Yahoo’s new CEO Marissa Mayer is continuing her tweaking of the critical homepage of the Silicon Valley Internet giant. “Bucket tests” of new iterations are rolling out today to small sets of users across the service, as the company zeros in on launching it widely in the first week of December.

This is a massive move and also a risky one. Yahoo’s homepage sees about 170 million daily users who click in to do a variety of things. That huge traffic means that advertising placements earn big bucks from marketers — which inside sources said is typically upwards of $350,000 for a prime placement for a day, rising in price depending on complexity.

Thus, making any dramatic change to the powerful homepage is a big deal for Yahoo’s bottom line, especially in the important fourth quarter, when big advertisers spend a lot of money online and expect big results.

And the latest versions are certainly a major shift from Yahoo’s older look, with the latest using an interactive tiled approach at the very top that suggests the design spawn of Microsoft’s Windows 8 and Flipboard’s elegant social reading app.

As I noted last week, along with experiments in infinite scrolling, a simplified logo and giving search more prominence, Yahoo’s homepage change seems to be aimed at being consumed on touch-responsive, non-PC devices.

That’s no surprise, since Mayer declared in a recent earnings call that Yahoo was going to veer toward a “mobile first” sensibility. “Yahoo will have to be a predominantly mobile company,” she said.

She also has to aim at being a reliable digital company, it seems. In a bit of unlucky timing — even as Yahoo prepped the home page redo, as well as major overhauls of other products — its hugely popular Fantasy Football offering went down right as eight games were about to start at 10 am PT.

Yahoo acknowledged the slowness in its servers on Twitter, noting: “We’re still working to fix fantasy server issue & will update ASAP. We sincerely apologize for the inconvenience & appreciate your patience.”

Fantasy Football fans were livid, although this has happened before, especially to those who waited to do their lineup. But some were also funny about the screw-up, as you can see below:

Yahoo Fantasy Football site is down. The Republicans were right; America has officially collapsed. The apocalypse is upon us.

— Steve Fuller (@fullsteve) November 11, 2012

 

Dear Google, please develop a fantasy football platform. That will end Yahoo! as we know it. Love, Long Suffering Yahoo! Fantasy users.

— WFAN Audio Clips (@WFANAudio) November 11, 2012

 

As of two hours ago, Yahoo said it was still working on the problem. Presumably, it will be the first fix-it challenge for new COO Henrique De Castro, who starts this week.

Hopefully, Yahoo will not have such problems with the homepage rollout, once the final version is selected.

Until then, please check out two images of yet another version, which is similar — although not the same — as the one I posted last week. In the latest design, for example, the swooshy scroll at the top is smaller and a 300 by 250-sized ad unit is back in place at the top. Overall, it is a little bit more conservative, although still streamlined.

Here they are, along with a more dramatic one from last week and also a recent Yahoo homepage:

.

(Mark Sanchez photo: Debby Wong / Shutterstock.com)

]]> http://allthingsd.com/20121111/as-fantasy-football-servers-fumble-on-game-day-yahoo-rolls-out-more-homepage-tests-ahead-of-december-launch/feed/ 0 http://allthingsd.com/20121029/breaking-scott-forstall-out-at-apple-along-with-retail-head/ http://allthingsd.com/20121029/breaking-scott-forstall-out-at-apple-along-with-retail-head/#comments Mon, 29 Oct 2012 21:10:44 +0000 Kara Swisher http://allthingsd.com/?p=264700

Big management shifts at Apple are now taking place.

Scott Forstall, the man in charge of its iOS mobile software efforts and a major and longtime executive at the tech giant, is leaving next year and will remain an adviser to CEO Tim Cook until then.

In addition, new retail head John Browett is headed out the door.

As part of the move, Apple noted that four key execs — Jony Ive, Bob Mansfield, Eddy Cue and Craig Federighi — would “add responsibilities to their roles.”

Ive gets “Human Interface”; Cue will take over Maps and Siri voice recognition responsibilities; Mansfield will run a new unit called Technologies, “which combines all of Apple’s wireless teams across the company in one organization”; and Federighi gets the big job of iOS and OS X.

More to come on what happened, but Forstall’s departure is very big news and a drastic move for such an important player in the tech space.

He had big fans and also many detractors for his sharp-edged personality, as well as what some described as exhibiting “growing open challenges” to Cook himself. Forstall had previously been called “CEO-in-waiting” in one media account in Fortune.

In addition, numerous sources noted persistent tension between Forstall and several other key execs, especially the powerful design chief Ive.

Veiled internal politics at Apple aside, Forstall has been a key part of Apple’s success over the last decade, especially in the development iPad and the iPhone.

Recently, there has been some level of ire at Apple over the troubled rollout of its own mapping software and the replacement of Google’s popular service, which was Forstall’s responsibility. (No, this move does not mean everyone gets Google mapping back, as one person asked me.)

Browett’s leaving is a little less of a surprise. Since he got the job, he has alienated many within the highly successful retail organization at Apple, many sources said.

His departure comes less than one year after the former Dixons CEO was hired by Apple to succeed Ron Johnson, who left for J.C. Penney in November 2011. Recently he’s been criticized by some Apple Store employees for unfriendly policy changes aimed at increasing Apple’s retail profit margins.

More to come, obvi, but here is the official press release from Apple, which it put out with the most understated title of all time:

Apple Announces Changes to Increase Collaboration Across Hardware, Software & Services

Jony Ive, Bob Mansfield, Eddy Cue and Craig Federighi Add Responsibilities to Their Roles

CUPERTINO, California — October 29, 2012 — Apple® today announced executive management changes that will encourage even more collaboration between the Company’s world-class hardware, software and services teams. As part of these changes, Jony Ive, Bob Mansfield, Eddy Cue and Craig Federighi will add more responsibilities to their roles. Apple also announced that Scott Forstall will be leaving Apple next year and will serve as an advisor to CEO Tim Cook in the interim.

“We are in one of the most prolific periods of innovation and new products in Apple’s history,” said Tim Cook, Apple’s CEO. “The amazing products that we’ve introduced in September and October, iPhone 5, iOS 6, iPad mini, iPad, iMac, MacBook Pro, iPod touch, iPod nano and many of our applications, could only have been created at Apple and are the direct result of our relentless focus on tightly integrating world-class hardware, software and services.”

Jony Ive will provide leadership and direction for Human Interface (HI) across the company in addition to his role as the leader of Industrial Design. His incredible design aesthetic has been the driving force behind the look and feel of Apple’s products for more than a decade.

Eddy Cue will take on the additional responsibility of Siri® and Maps, placing all of our online services in one group. This organization has overseen major successes such as the iTunes Store®, the App Store℠, the iBookstore℠ and iCloud®. This group has an excellent track record of building and strengthening Apple’s online services to meet and exceed the high expectations of our customers.

Craig Federighi will lead both iOS and OS X®. Apple has the most advanced mobile and desktop operating systems, and this move brings together the OS teams to make it even easier to deliver the best technology and user experience innovations to both platforms.

Bob Mansfield will lead a new group, Technologies, which combines all of Apple’s wireless teams across the company in one organization, fostering innovation in this area at an even higher level. This organization will also include the semiconductor teams, who have ambitious plans for the future.

Additionally, John Browett is leaving Apple. A search for a new head of Retail is underway and in the interim, the Retail team will report directly to Tim Cook. Apple’s Retail organization has an incredibly strong network of leaders at the store and regional level who will continue the excellent work that has been done over the past decade to revolutionize retailing with unique, innovative services for customers.

Apple designs Macs, the best personal computers in the world, along with OS X, iLife, iWork and professional software. Apple leads the digital music revolution with its iPods and iTunes online store. Apple has reinvented the mobile phone with its revolutionary iPhone and App Store, and is defining the future of mobile media and computing devices with iPad.

]]> http://allthingsd.com/20121029/breaking-scott-forstall-out-at-apple-along-with-retail-head/feed/ 0 http://allthingsd.com/20121028/amazon-uses-apple-to-diss-ipad-mini-in-escalating-tiny-tablet-tiff/ http://allthingsd.com/20121028/amazon-uses-apple-to-diss-ipad-mini-in-escalating-tiny-tablet-tiff/#comments Sun, 28 Oct 2012 23:13:52 +0000 Kara Swisher http://allthingsd.com/?p=264295 Amazon’s front page — one of the best marketing venues on the Web — is using the Apple brand name to tout how its own competing Kindle Fire HD is better than the new iPad mini.

As you can see above, it’s a little reminiscent of the old-Coke-and-Pepsi comparison advertising, with the online retail giant using a quote from a review of the recently launched Apple device from the Gizmodo tech site that reads, in part: “You’re using a worse screen in there, charging more and accusing others of compromise? Ballsy.”

Actually, the Amazon effort is, too, with a side-by-side comparison. Guess who wins in race criteria using screen quality, pixels per inch, ability to watch HD fare, speaker quality and, of course, price.

Lightness and thinness of the actual device — where Apple iPad mini is the clear winner — is not mentioned. It also has a significantly bigger screen and has many more apps.

In any case, it’s another effort by Amazon to put itself directly in front of the Apple iPad mini juggernaut, as it becomes available to consumers this coming Friday. So far, almost all preorders have sold out.

Interestingly, Amazon has yet to say how many Kindle tablets it has sold, while Apple has touted its sales of the popular devices — 100 million in two years.

But, in a statement to AllThingsD on Friday, an Amazon spokesman said that “Wednesday was the $199 Kindle Fire HD’s biggest day of sales since launch and up 3x week over week.” Apple announced the iPad mini on Tuesday.

No word yet from how Google’s next Nexus tablet — the search giant had to cancel that debut at a New York event tomorrow, due to Hurricane Sandy — feels about this widening war of weensie.

]]> http://allthingsd.com/20121028/amazon-uses-apple-to-diss-ipad-mini-in-escalating-tiny-tablet-tiff/feed/ 0 http://allthingsd.com/20121018/broken-windows-microsoft-misses-on-revenue-and-earnings-in-q1/ http://allthingsd.com/20121018/broken-windows-microsoft-misses-on-revenue-and-earnings-in-q1/#comments Thu, 18 Oct 2012 20:42:39 +0000 Kara Swisher http://allthingsd.com/?p=261587

One of the main things that Wall Street analysts had been watching for in the first-quarter earnings for Microsoft today was how its current flagship Windows software business was doing in the lead-up to the release of Windows 8 on October 26.

A little cracked, as it turns out.

Investors had expected that the Redmond, Wash., software giant’s first-quarter earnings would be $16.4 billion, compared to $17.4 billion last year, and that earnings would drop to 56 cents from 68 cents.

Instead, Microsoft turned in quarterly revenue of $16.01 billion and earnings of 53 cents a share.

One big culprit was a decline in sales of Windows, which was impacted by the company’s deferral of revenue related to Windows 8.

Microsoft is making a big bet that the new operating system — a drastic change from previous versions — will boost sales of PC and other mobile devices, especially tablets. The once-dominant company is seeing big challenges from consumer interest in products that do not use Windows, especially from Apple and Google.

Thus, it is now wait and see, which made investors nervous. Microsoft’s stock was down over 3 percent in after-hours trading, to $28.58.

That’s no surprise given the news.

Said Microsoft:

“The Windows & Windows Live Division posted revenue of $3.24 billion, a 33% decrease from the prior year period. Adjusting for the impact of the Windows Upgrade Offer and pre-sales of Windows 8 to OEMs prior to general availability, Windows division non-GAAP revenue declined 9% for the first quarter.”

Windows had already seen a decline in sales of the key product, which was down nearly 13 percent in the last quarter.

Other divisions had mixed revenue results: Servers & Tools was up eight percent, the Business division had a two percent decline, the Online Services unit saw a nine percent rise and the Entertainment and Devices division was down one percent.

Here’s the full Q1 press release, as well as Microsoft’s financial statement and pretty slides (and I threw in the 10-Q for good measure). The company will have an earnings call at 2:30 pm PT about the results:

PressReleaseFY13Q1

FinancialStatementFY13Q1

SlidesFY13Q1

MSFT_FY13Q1_10Q

]]> http://allthingsd.com/20121018/broken-windows-microsoft-misses-on-revenue-and-earnings-in-q1/feed/ 0 http://allthingsd.com/20121018/viral-video-will-qualcomms-paul-jacobs-bring-adorkable-born-mobile-toddler-to-ces/ http://allthingsd.com/20121018/viral-video-will-qualcomms-paul-jacobs-bring-adorkable-born-mobile-toddler-to-ces/#comments Thu, 18 Oct 2012 10:16:04 +0000 Kara Swisher http://allthingsd.com/?p=261323

As was announced earlier this week, Qualcomm CEO and Chairman Paul Jacobs has nabbed the keynote spot at the 2013 Consumer Electronics Show in Las Vegas.

He’ll kick off the massive tech event, taking over the pre-show speech slot that has been the property of Microsoft since the beginning of geek time.

Until this coming year, that is. The selection of the head of the wireless chip giant says a lot about just how much mobile has taken over the scene at CES, and the title of Jacob’s speech expresses just that: “Born Mobile.”

Said Qualcomm about the keynote: “Thanks to anywhere, anytime communication, mobile technology brings people together and is enabling a powerfully connected future, a future that is now. Mobile has become an integral part of consumers daily lives, and it will continue to transform the way individuals and communities interact with one another and the world around them.”

Ya think?

In any case, in releasing the news, the company also added a painfully cute video, titled “Baby’s First Text,” of a little girl using a wide range of mobile devices, (and, no, as home video as it looks, I doubt she is really doing those things).

Enjoy:

]]> http://allthingsd.com/20121018/viral-video-will-qualcomms-paul-jacobs-bring-adorkable-born-mobile-toddler-to-ces/feed/ 0 http://allthingsd.com/20121001/disney-unveils-new-home-page-with-entertainment-focus/ http://allthingsd.com/20121001/disney-unveils-new-home-page-with-entertainment-focus/#comments Mon, 01 Oct 2012 21:06:35 +0000 Kara Swisher http://allthingsd.com/?p=255649

The Walt Disney Company will finally be unveiling a newly refurbished Disney.com site — aimed at delivering a robust entertainment experience — which the digital division of the company has been working on for a year.

In an interview Friday, Disney Interactive co-President James Pitaro said that the new site has been built from the “ground up,” keeping in mind delivery to multiple devices, especially increasingly popular tablets and smartphones.

Making such a dramatic shift to what he called the “digital gateway to Disney” is not without risk, he said.

“The new Disney.com is a much cleaner and more elegant site and a significant change from the legacy site, and any time you make material changes to a Web experience that has a large audience, you have potential to unsettle some users,” said Pitaro, who came to Disney from Yahoo in late 2010. “That said, we take a lot of pride in the new entertainment experience we’ve created and are confident that the multi-platform site will both further engage our current Guests and bring in new ones.”

The rollout began with a video beta site appearing in May.

Pitaro said the load time on the site had been drastically improved, along with the new minimalist design, which “puts Guests first.”

(“Guests” is how Disney refers to its customers, wherever they are.)

Instead of positioning the site as the marketing vehicle it has been in the past, Pitaro said the new Web and mobile destination is much more of the entertainment experience throughout.

That has meant getting fresh content from a wide range of Disney units, from its high-profile theme parks to its television channel to its movie studio. Content from its ABC and ESPN divisions are not part of the site, but both Marvel and Pixar are included.

The new site does not mean Disney’s online efforts will be less available outside the site. The company has a large-scale relationship with Google’s YouTube, for example, as well as being partial owner of the Hulu premium video site.

“We still need to take Disney where our Guests are,” said Pitaro.

Disney’s efforts online in the past have been decidedly mixed — from its doomed Go.com portal in Web 1.0 to its highly successful Club Penguin acquisition many years later.

Thus, said Pitaro, what is now appearing today on Disney.com — a new front page, movie and music pages — is still a work in process, with more changes coming.

Here are some screenshots of the new look:

]]> http://allthingsd.com/20121001/disney-unveils-new-home-page-with-entertainment-focus/feed/ 0 http://allthingsd.com/20120927/what-will-marissa-do-heres-yahoos-2011-three-year-21-page-product-strategy-plan-that-reads-a-lot-like-mayers-new-vision/ http://allthingsd.com/20120927/what-will-marissa-do-heres-yahoos-2011-three-year-21-page-product-strategy-plan-that-reads-a-lot-like-mayers-new-vision/#comments Thu, 27 Sep 2012 21:29:53 +0000 Kara Swisher http://allthingsd.com/?p=254410

As most readers know, I love a good internal memo from Yahoo — and now I have landed a really meaty one.

It’s the “Yahoo! Three-Year Product Strategy” plan, a 21-page report that was completed in mid-2011 by a team headed by former product head Blake Irving.

While it is a year old — and five CEOs ago (no, really) — it’s an important read since it tracks closely to the strategic vision that Yahoo’s latest CEO Marissa Mayer discussed earlier this week at an all-hands employee meeting and, according to sources, is very similar to one she seems to be pursuing.

That includes a focus on personalization, mobile, social, improving Yahoo’s advertising tech platforms and more.

And here’s the centerpiece of goals — called “Five Strategic Elements” — from the Irving memo:

1. Infuse deep personalization using science and data into every consumer and advertising experience we build.

2. Delight our customers with best-in-class products, iterating frequently for constant improvement.

3. Build for connected devices first with localized, in-context, multi-screen experiences in mind.

4. Power real social relationships with features that enable 1:few conversations around content.

5. Build a digital media ecosystem that creates a premium marketplace for advertising and content and distributes Yahoo! experiences across the Web.

Sound familiar?

In fact, at the event’s Q&A part yesterday, one staffer specifically pointed out that her broad presentation to employees sounded a lot like the one Irving had proposed the year before.

Since that was never truly implemented, due to never-ending management crises, the obvious question was asked: “Why would things be different this time?”

Mayer answered that the execution against that strategy wasn’t good and she would have a better model to pull it off.

The memo, embedded in its entirety below, is really instructive to use as a possible roadmap, outlining Yahoo’s challenges, as well as the competitive landscape.

Noted the report, quite clearly: “Yahoo! does not have an audience problem, as we are growing on pace with the Internet. Yahoo! does, however, have an engagement problem, as our share of time spent is flat, relative to our competitors.”

It’s aim is to fix that by building the “One Yahoo! experience, in which each of our current and future products fortifies the whole.”

Easier said than done, especially in building up its ad tech business, as the report adds, zeroing in on its most potent rival:

“To defend and grow our share of the premium advertising market, Yahoo! must continue investing to reach parity where necessary and achieve sustainable differentiation against Google with our premium marketplace and technology stack.”

There’s a lot more than that, so dig in to the document, which suggest a whole lot of spending to turn around Yahoo.

Since Mayer is well on her way in that department — including bouncing CFO Tim Morse, who was very bottom-line wary — more on that, next!

You must now download the full report here, which was removed from DocStoc here after a takedown request from Yahoo’s lawyers.

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