There's more to Yahoo than its stake in Alibaba, at least judging by the latest earnings results

Jay Soloff

Argonath Financial

There's more to Yahoo than its stake in Alibaba, at least judging by the latest earnings results. The company beat expectations on both the top and bottom line. Most impressively, EPS came in at $0.52 in comparison to the $0.32 expected. The most encouraging news was the $200 million generated from mobile ad revenues, with an annual total expected to be $1.2 billion. Mobile is the key growth area for Internet companies, as ad revenue from traditional display ads continues to plunge. In fact, Yahoo's display ad revenues dropped 5% year-over-year with ad prices plunging 24% over the same time frame. And let's not forget Yahoo's partial sale of its Alibaba stake. From the proceeds, the company has an extra $9.4 billion to play with, which is at least partially being used to repurchase shares. It will be interesting to see if a strategic acquisition is in the company's near-future. (VIEW LINK)


Research Analyst
Argonath Financial

I'm an investments analyst for a US-based independent investment research firm. My focus is on economics, options, and all types of stocks, but especially tech, Internet, and renewable energy companies. I have experience as a options market...


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