Yahoo (YHOO) reported earnings of about .11 per share after the market closed today, in line with the “whisper numbers” of this morning but handily topping analyst estimates of .09 per share.
Henry Blodget has some real time analysis as the market digests this news, which appears unlikely to have a significant impact on the Microsoft merger deal except perhaps to bump up Microsoft’s acquisition offer by a few dollars per share.
As the news rolls in YHOO is only up about $0.10 in after hours trading, indicating that this “good news” may be seen more as “no news” by markets More»

Labels: Microsoft, stocks, Yahoo, YHOO

Despite a small 1% drop this morning, stock in internet giant Google (GOOG) appears to be stable at the new price level of approximately $533 per share, about a 20% increase from the lows of last week. Until Thursday’s favorable earnings report Google stock had come under severe downward pressure after reports that revenue could suffer from a major slow down in the increase in paid clicking at Google - by far the internet’s most important advertising venue with control of approximately half of all online advertising.
Thursday’s earnings, however, indicated that the reports of More»

Labels: comscore, google, stocks

Google stock soared in after hours trading to over $500 per share after a very favorable earnings report that suggests Google is doing a much better job of pulling revenue out of paid advertising clicks. After hours GOOG showed a gain of over 11% from today’s closing price.
Reuters Reports
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Labels: google, Search, stocks

Google Q1 earnings report comes out after today’s market close. Many consider this report to be a bellweather for the internet industry at large as well as for Google, given Google’s massive dominance in the online advertising space.
A key issue is how well Google monetizes search clicks now that they have implemented new quality controls on advertising. Comscore reports suggest that the growth in total paid clicks is diminishing dramatically from earlier levels (though still up from last quarter), but Google has suggested that they now do a better job of pulling revenue from each More»

Labels: google, Google. Search, stocks

Google watchers are anxiously awaiting the GOOG earnings report due this Thursday. Google shares, trading today at about $477 are off a whopping $270 per share from the 52 week high of $747.
Henry Blodget suggests that Google can show 25% growth but only throug a substantial increase in the price per click, a Google metric that won’t be clear until the Thursday report.
This 25% growth estimate obviously assumes that Google has seen a strong increase in price-per-click: If it hasn’t, and the Comscore data is accurate, US revenue will miss by a mile and Google’s overall revenue More»

Labels: google, stocks

Shareholders in Google will be voting on two controversial provisions about how to govern Google affairs.
The first concerns internet censorship such as that practiced by China and several other countries where much of the online content is monitored, some content is prohibited, and internet archiving is used for political persecution of dissidents.
This proposed set of censorship rules would direct Google to take very aggressive measures to fight censorship. Specifically the vote is whether to implement these policies at Google:
1) Data that can identify individual users should not be hosted in Internet restricting countries, More»

Labels: censorship, human rights, internet, proxy, stocks

Yahoo initially spurned Microsoftś offer of $31 per share arguing that it was far too little and that a merger was not in the interest of Yahoo shareholders. Jerry Yang, in a letter to shareholders about a month ago, vaguely outlined his vision of a Yahoo that would improve in the coming years. The Yahoo improvement plan has now been articulated in much greater detail along with assumptions about new revenue coming from advertising and expansion of Yahoo properties. Lots of new revenue claims Yahoo. Leading tech market watcher Henry Blodget provides an More»

Labels: business, internet, Microsoft, stocks, Yahoo, YHOO

Yahoo’s chances of eluding a Microsoft aquisition dimmed today after comments by Rupert Murdock, chief of News Corp who said:
We’re not going to get into a fight with Microsoft, which has a lot more money than us,”Yahoo has been working very hard to avoid a Microsoft takeover, with CEO Jerry Yang stating in a recent letter to shareholders that Yahoo feels the Microsoft offer substantially undervalues Yahoo. However many market watchers see the takeover as very likely, either by eventual capitulation of the current Yahoo board or by their replacement in a proxy battle that More»

Labels: Microsoft, stocks, Yahoo, yang, YHOO