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10-Q Watch: Yahoo: Lawsuits; Severance; Growth Ex-Acqs.; Maven - 2 Comments
Posted By Joseph Weisenthal - Fri 09 May 2008 11:09 AM PST

No blockbusters, but a few worthwhile nuggets from Yahoo’s (NSDQ: YHOO) latest 10-Q -- Lawsuits: Now that Microsoft’s (NSDQ: MSFT) bid is done for, Yahoo will keep getting fresh lawsuits,…

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YHOO-MSFT Breakdown ‘A Shame For Advertising’: WPP’s Sorrell - 2 Comments
Posted By Robert Andrews - Fri 09 May 2008 08:33 AM PST

The apparent end of acquisition talks between Microsoft (NSDQ: MSFT) and Yahoo (NSDQ: YHOO) is “a shame” for the advertising industry, according to Sir Martin Sorrell, CEO of the WPP…

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Microsoft Releases Would-Be Directors From Unfought Proxy Fight - 0 Comments
Posted By Joseph Weisenthal - Thu 08 May 2008 02:35 PM PST

Just to drive home the point that Microsoft (NSDQ: MSFT) is done with Yahoo (NSDQ: YHOO), the company has relieved its ten would-be directors from their duties, according to WSJ.…

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@ Needham Digital Media Con: Neil Ashe, CEO, CNET; Yahoo Ads; China Growth - 2 Comments
Posted By Joseph Weisenthal - Thu 08 May 2008 05:45 AM PST

With representatives of Jana in the room at the Needham Internet and Digital Media Conference, CNET (NSDQ: CNET) CEO Neil Ashe made the case that the company is on an…

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Google Execs ‘Divided’ On Yahoo Search Deal; AOL Talks Continue Without Urgency: Report - 0 Comments
Posted By Joseph Weisenthal - Thu 08 May 2008 04:37 AM PST

Where have all Yahoo’s Plan Bs gone? In the days before Microsoft (NSDQ: MSFT) withdrew its bid for the company, it put out word that it was on the verge…

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News Corp: Yahoo ‘Talks’ Overstated; No Discussions With Microsoft or AOL Ongoing - 0 Comments
Posted By Staci D. Kramer - Wed 07 May 2008 02:37 PM PST

Asked during a press call today about cooling talks with Yahoo (NSDQ: YHOO), News Corp (NYSE: NWS) COO Peter Chernin replied quickly: “Saying talks have cooled overstates them ... I’m…

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Gates Says Microsoft Will Go Own Way; Obligatory Facebook Call Happened - 0 Comments
Posted By Rafat Ali - Wed 07 May 2008 10:30 AM PST

As Microsoft (NSDQ: MSFT) tries to recover from the Yahoo (NSDQ: YHOO) bid, and even as everyone understands this will not be the end of the deal talks for either…

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Understatement Patrol: Yahoo May Face Hostile Shareholders At Annual Meeting - 0 Comments
Posted By Staci D. Kramer - Tue 06 May 2008 05:17 PM PST

Eric Jackson is on the case—Jerry Yang’s case, that is. The activist shareholder told AP he hopes to turn Yahoo’s (NSDQ: YHOO) July 3 annual meeting into “into ‘Independence Day’…

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Earnings Preview: Disney, News Corp.; Plus ValueClick, United Online, Macrovision, THQI, TechTarget - 0 Comments
Posted By Joseph Weisenthal - Tue 06 May 2008 10:51 AM PST

We’re past a lot of the big ones, but this is another crazy week for earnings. So far today, we’ve heard from Alibaba, Playboy and WWE. Up next: -- Disney:…

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MSFT-YHOO: Yahoo Shares Up Again; Market Doubts Story Is Over - 1 Comment
Posted By Joseph Weisenthal - Tue 06 May 2008 08:43 AM PST

Yesterday, the market was already voicing its skepticism that the Microsoft-Yahoo (NSDQ: YHOO) saga was totally over—and that was before Jerry Yang’s no-doors closed media tour. And today, shares of…

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Earnings: Alibaba.com Q1 Revs Up 53 Percent; Sees Pressure On Global Trade - 0 Comments
Posted By Joseph Weisenthal - Tue 06 May 2008 04:25 AM PST

Alibaba.com, the Chinese B2B marketplace and a key puzzle piece in valuing Yahoo (NSDQ: YHOO), announced Q1 revs of RMB680.1 million ($97.3 million) for 53.2 percent growth over last year.…

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The Day After: Yang Still Open To Deal; Angry Instiutionals; Shareholder Lawsuits Start - 0 Comments
Posted By Rafat Ali - Mon 05 May 2008 04:15 PM PST

Not that this is a surprise, since analysts have been saying since this weekend that the “no” is not the final no. Yahoo (NSDQ: YHOO) CEO Jerry Yang now says…

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Microsoft: Ok, So Now What?—And Is MSFT-YHOO Really Over? - 1 Comment
Posted By Joseph Weisenthal - Mon 05 May 2008 11:20 AM PST

So much for a sigh-of-relief rally. Microsoft (NSDQ: MSFT) shares are up an anemic $.20 today, less than one percent actually trading down a penny now.  And check out Yahoo…

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Yahoo: ‘Ok, So Now What?’; Analysts, Market React To Dead Deal; YHOO Trades Down Over 18 Percent - 1 Comment
Posted By Joseph Weisenthal - Mon 05 May 2008 07:10 AM PST

That’s the headline of Jerry Yang’s post at Yodel Anecdotal discussing Yahoo’s (NSDQ: YHOO) future now that Microsoft has withdrawn its offer. If you’re looking for anything meaty, like indication…

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For a Dollar More: Yahoo’s Institutional Investors Were This Close - 0 Comments
Posted By Rafat Ali - Sun 04 May 2008 08:10 PM PST

Yahoo’s (NSDQ: YHOO) big institutional investors would have taken the Microsoft (NSDQ: MSFT) bait at $34 a share, a dollar more than what it was being offered. Among those include…

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Microsoft-Yahoo: Links To All Of Our Coverage - 1 Comment
Posted By Amanda Natividad - Sat 03 May 2008 10:42 PM PST

For quick access to our coverage on Microsoft (NSDQ: MSFT) withdrawing its offer to purchase Yahoo… -- BREAKING:  Microsoft Withdraws Offer For Yahoo -- MSFT-YHOO: From The Nebraska Furniture Mart…

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MSFT-YHOO: From The Nebraska Furniture Mart - 0 Comments
Posted By Joseph Weisenthal - Sat 03 May 2008 09:54 PM PST

So there was a small connection between today’s big story and the Berkshire Hathaway meeting: Bill Gates and Sue Decker were both seated in the very front row, with just…

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Who Will Microsoft Buy Now With the $50 Billion Change Left? AOL? Facebook? - 3 Comments
Posted By Rafat Ali - Sat 03 May 2008 08:36 PM PST

Despite the fact that Microsoft (NSDQ: MSFT) has withdrawn its offer to buy Yahoo (NSDQ: YHOO), the M&A machinery on all sides is still in full gear, and expect tons…

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Microsoft-Yahoo: Yang’s Response: ‘With Distraction Behind Us’ Can Focus On Transition - 0 Comments
Posted By Staci D. Kramer - Sat 03 May 2008 07:16 PM PST

Responses from Roy Bostock, chairman of the Yahoo (NSDQ: YHOO) board, and Jerry Yang, co-founder and CEO, followed Microsoft (NSDQ: MSFT) CEO Steve Ballmer’s announcement in fairly short order. (Both…

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Microsoft Withdraws Offer For Yahoo - 2 Comments
Posted By Joseph Weisenthal - Sat 03 May 2008 05:22 PM PST

Microsoft has decided to walk away from its bid for Yahoo (NSDQ: YHOO). Said Microsoft CEO Steve Ballmer in a statement: “We continue to believe that our proposed acquisition made…

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Updated: Microsoft And Yahoo In ‘Last Ditch’ Negotiations; Yahoo Shares Up; Microsoft Raises Bid - 1 Comment
Posted By Joseph Weisenthal - Fri 02 May 2008 11:44 AM PST

Despite no word of “official” negotiations, it’s clear that the two sides have been in negotiations of some sort for awhile, and now WSJ says Microsoft (NSDQ: MSFT) and Yahoo…

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Microsoft Ready For Hostile Bid; Announcement Could Come Tomorrow - 4 Comments
Posted By Rafat Ali - Thu 01 May 2008 09:56 PM PST

Microsoft (NSDQ: MSFT) is now leaning towards a hostile bid to take over Yahoo (NSDQ: YHOO), and the announcement may come tomorrow morning, WSJ reports, citing sources. But the situation…

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Microsoft-Yahoo: Ballmer: ‘Is There A Better Way To Get To Scale More Quickly?’ - 1 Comment
Posted By Staci D. Kramer - Thu 01 May 2008 07:59 PM PST

Microsoft (NSDQ: MSFT) CEO Steve Ballmer may be building a case for backing out of the offer for Yahoo (NSDQ: YHOO), or so suggests WSJ ... Ballmer told the paper…

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Yahoo May Do Full Rollout of Google Ads Next Week; Could Include Non-Exclusive Ads on Competitors - 0 Comments
Posted By Rafat Ali - Thu 01 May 2008 05:08 PM PST

Yahoo (NSDQ: YHOO), which was waiting for the other shoe to drop, is still waiting, but it is moving ahead with its plans to deploy Google’s (NSDQ: GOOG) search/text ads…

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Microsoft To Announce Something At Some Point; Maybe Tomorrow, Maybe Monday - 0 Comments
Posted By Joseph Weisenthal - Thu 01 May 2008 01:50 PM PST

After yesterday’s big nothing, Microsoft (NSDQ: MSFT) is set to announce its next move at some point. When? Probably not today. Despite reports that it might happen, CNBC’s Jim Goldman…

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paidContent.org, flagship of the ContentNext Media network, provides global coverage of the business of digital content.

Rafat Ali
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Staci D. Kramer
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David Kaplan
Senior Correspondent

Joseph Weisenthal
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