Mark Mahaney

Lucky 13: After More Than a Dozen Failing Quarters, How Will New Yahoo CEO Roll the Dice?

Kara Swisher in News on January 23 at 1:49 pm PT

Maybe Yahoo should take its earnings to Vegas and bet it all on red!

Yawn — And Get Ready for Another Giant Quarter From Google

Peter Kafka in Media on January 19 at 3:30 am PT

Investors are already convinced the search giant is still booming, which is why they’ve pushed shares up to near-record levels. (Of course, if they’re wrong …)

Citi Analyst Lures Hot Internet IPOs

Randall Smith and Stephen Grocer, Reporters, The Wall Street Journal in News on January 5 at 7:00 am PT

When real-estate website Zillow Inc. was looking for a Wall Street bank to lead its $80 million initial public offering in July, Citigroup Inc. rose to the top of the list.

CEO John Donahoe Talks About What’s Next for eBay’s PayPal, After Scott Thompson’s Surprise Exit to Yahoo

Tricia Duryee in Commerce on January 4 at 10:08 pm PT

Now that Yahoo has nabbed PayPal President Scott Thompson from its crosstown Internet peer, there will be some shuffling to do in order to fill the gap he leaves behind at eBay.

Why Netflix Customers Who Haven’t Bailed Probably Won’t

Peter Kafka in Media on December 22, 2011 at 3:00 am PT

Investors are furious with Reed Hastings, and a notable number of his customers left earlier this year. But the ones who stuck around — and there are 20 million-plus — are still pretty happy.

Groupon Gets Average Grades on Analysts’ First Report Cards

Tricia Duryee in Commerce on December 14, 2011 at 12:36 pm PT

Wall Street analysts are particularly concerned about how the 3-year-old daily deals company will evolve over the next couple of years.

That Ad Slowdown Hasn’t Hit Google

Peter Kafka in Media on December 12, 2011 at 4:03 pm PT

Lots of ad folks say the past few months have been tough. Looks like that doesn’t apply to search ads.

Expedia Takes Stock as TripAdvisor Gets Ready to Fly the Coop

Tricia Duryee in Commerce on December 9, 2011 at 9:44 am PT

Now that Expedia’s spinoff of TripAdvisor is imminent, the hard work begins to give investors a reason to stick with the online travel agency once its high-flying media business is gone.

QOTD: Faint Praise for Googorola, More for Google

We still view GOOG’s acquisition of the football coaching headphone equipment company as highly risky, but given signs that Amazon & Facebook may also enter the Smartphone market, GOOG’s move isn’t unprecedented.

– Citigroup analyst Mark Mahaney, who is upgrading his Google rating to “buy” from “neutral,” despite his lack of enthusiasm for the $12.5 billion Motorola deal. On the bright side, he adds, if regulators approve the purchase next year, it will “still provide GOOG with patent support, & it’s an accretive deal.”