Måske kan det bane vejen for fusionen med microsoft. Skal vi tror på en premium på 100%??
Quick take: Overall, better than expected. Revenue in line. EPS ahead of expectations ($0.17 vs. $0.13). Stock up in aftermarket.
One potentially worrisome note: Deferred revenue dropped sharply, especially relative to last year. This suggests that bookings in the quarter were lower than revenue would suggest. This bodes poorly for future revenue. (It also hit cash flow).
Guidance calls for a drop of 10% of revenue year over year in Q1, which, as expected, is lousy. Worse for Yahoo employees: margin guidance is horrible. This makes it more likely that we'll get another round of layoffs.
Overall, though, we think these results are largely irrelevant. The most important part of this afternoon is Carol's performance on the call.
Quick take: Overall, better than expected. Revenue in line. EPS ahead of expectations ($0.17 vs. $0.13). Stock up in aftermarket.
One potentially worrisome note: Deferred revenue dropped sharply, especially relative to last year. This suggests that bookings in the quarter were lower than revenue would suggest. This bodes poorly for future revenue. (It also hit cash flow).
Guidance calls for a drop of 10% of revenue year over year in Q1, which, as expected, is lousy. Worse for Yahoo employees: margin guidance is horrible. This makes it more likely that we'll get another round of layoffs.
Overall, though, we think these results are largely irrelevant. The most important part of this afternoon is Carol's performance on the call.
Stiger 8% nu
http://www.marketwatch.com/news/story/story.aspx?guid=%7B7F87F1A5%2D03D2%2D402D%2DAC7B%2D619ADEA9E502%7D&siteid=rss
http://www.marketwatch.com/news/story/story.aspx?guid=%7B7F87F1A5%2D03D2%2D402D%2DAC7B%2D619ADEA9E502%7D&siteid=rss
Jeg er ret lun på en kortsigtet spekulativ position for at spille på takeover rygterne
28/1 2009 22:30 collersteen 0
1566 Jeg har luret på optionsmuligheden såfremt der skulle komme rygter igen. (skal dog lige have oprettet en optionskonto i US først)
http://quote.morningstar.com/Option/Options.aspx?Ticker=yhoo
Jeg ved ikke om det bare er mig, men jeg ville nok foretrække hvis kurserne på eks. de amerikanske aktier stod i USD, der ved aktiemarkeringen. Regner man om til DKK kommer der pludselig en variabel mere som man skal tage højde for i sin vurdering af nuværende kurs i forhold til hvad man lige kan huske mht tidligere niveauer. Måske det bare er en tilvænningssag. Hvad siger andre?
http://quote.morningstar.com/Option/Options.aspx?Ticker=yhoo
Jeg ved ikke om det bare er mig, men jeg ville nok foretrække hvis kurserne på eks. de amerikanske aktier stod i USD, der ved aktiemarkeringen. Regner man om til DKK kommer der pludselig en variabel mere som man skal tage højde for i sin vurdering af nuværende kurs i forhold til hvad man lige kan huske mht tidligere niveauer. Måske det bare er en tilvænningssag. Hvad siger andre?
