Grass-Roots Yahoo Shareholder Wants to Boot Terry

A small Yahoo shareholder, Eric Jackson, is trying to organize a grassroots web campaign to complete the baby-step shakeup Yahoo announced last month.  The idea of organizing shareholders via the web is an excellent one (albeit quite challenging), and Jackson has already made some progress.  The Street’s Vishesh Kumar has a good piece about the effort. Chief among Jackson’s …

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Yahoo Study Group: What Decker Needs to Succeed

As several readers observed, the Yahoo shake-up hasn’t “fixed” anything yet–it has just shown that the company has finally recognized that there is a problem and (possibly) held some people accountable for it.  Whether the re-org can actually restore Yahoo’s competitiveness will depend on two factors: First, Sue Decker must immediately be given CEO-level authority.  …

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Microsoft Hallucinating? Or Planning to Buy Yahoo?

I’m going to go out on a limb here and assume that Microsoft division president Kevin Johnson is not a moron. So I’m also going to assume that, when Johnson said yesterday that Microsoft plans to grow its search share from 10% to 30% and its online ad share from 6%, he could not possibly be imagining …

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Yahoo (YHOO) Traffic Grinds to Halt: Fat Lady Singing?

JMP Securities analyst William Morrison takes a detailed look at Comscore’s global traffic trends for the year through July.  He writes an excellent macro piece, with several important findings, including the latest horrendous news at Yahoo. The only trend that train-wreck Yahoo had going for it–global user growth–is no longer going for it.  If the company …

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Dear Google Bulls: Yahoo Comments Still Suggest Market Problem

Yes, Yahoo has Yahoo-specific problems, one of which is competition.  Some comments on the conference call, however, provide further evidence that the slowdown in advertising revenue is not just Yahoo-specific. When asked for the second time about whether the weakness was confined to autos and financial services–and whether the weakness was continuing–Sue Decker said this …

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Yahoo Shake-Up Good News; Decker Can Handle It

As a Yahoo shareholder, I’m happy about two things: First, that Terry finally acknowledged with actions that the company has broken down, and, second, that Sue Decker is still on the rise.  Whether the changes will be enough to put the fight back into Yahoo is still a question, but I feel like the re-org is a …

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What Yahoo Should Have Said to Wired

Several readers and Battelle have noted Fred Vogelstein’s Wired story on how Yahoo! fumbled the search ball, as well as Yahoo’s lengthy response.  Battelle suggests that this story will mark the bottom.  As a shareholder, I certainly hope so. I still believe that it’s time for Terry to step aside, if only to propel the company past the paralysis …

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NYT: Yahoo!’s LLoyd Braun Now “Gets” the Internet

One of the lingering risks about Yahoo, given Terry Semel’s Tinseltown roots, is that the company will lean too far toward becoming a “content company”–and thus wreck a business model that is more powerful than that of any content company on the planet.  Last year’s hiring of Lloyd Braun, a television bigwig, seemed another lurch …

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Yahoo’s Garlinghouse Speaks Truth / Rolls Dice

It will be interesting to see how Terry Semel reacts to Brad Garlinghouse’s “peanut butter manifesto,” which was essentially open letter accusing Terry of incompetence.  Garlinghouse took pains to note that Yahoo’s problems come “straight from the top.”  He also obviously either leaked the memo himself or knew that it would be leaked (little difference).  Regardless of …

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Canary in Search Coal Mine?

FTD (flower company) preannounced poor Q4 revenues today and blamed increased search marketing costs for the shortfall.  Although it would be silly to extrapolate the experience of a single retailer in a single vertical to the whole of e-commerce, such a data point could potentially signal impending trouble for Google, Yahoo!, and the rest of …

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