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Tuesday, October 20, 2009

Liveblogging Yahoo’s Third-Quarter Conference Call: Bartz “Came Down With Something,” and CFO Carries On (and On and On and On)

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Uh-oh, Yahoo CEO Carol Bartz was expected to appear on the Internet giant’s third-quarter earnings call, but she apparently “came down with something,” according to CFO Tim Morse.

BoomTown is sending over chicken soup right now, but let’s hope she gets her vaccinations tout de suite!

Thus, no sassy quotes or cursing, but a very earnest Morse, who sounded like he was once a Boy Scout.

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Yahoo Earnings After Market Close, Plus Liveblogging of Conference Call at 2 pm

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It’s not likely the announcement of Yahoo’s third-quarter earnings later today will be quite as exciting as its Open Hack Day in Taiwan this past weekend, but BoomTown will try to make those numbers and the conference call afterward with CEO Carol Bartz as entertaining as possible.

Bartz is certain to be so, especially if she lobs some good quotes, as she did in a recent interview about her management style: “I have the puppy theory. When the puppy pees on the carpet, you say something right then because you don’t say six months later, ‘Remember that day, January 12th, when you peed on the carpet?’ That doesn’t make any sense.”

How much does BoomTown pray for more zingers like that? Muchly!

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Wednesday, October 14, 2009

Stock Stronger as Yahoo Preps to Report Next Week–But Employee Departures (and Return of Yodeling!) Rattle

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In one week, Yahoo will report its third-quarter earnings, after the market closes.

And so far, its stock is showing signs that investors are hoping for better days ahead for the Internet giant.

Other good news: A pair of bullish analyst reports yesterday.

But, a spate of executive departures, with chances of more to come, are worrisome.

As is the excessive yodeling Yahoo is once again encouraging.

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Thursday, July 30, 2009

Live From Redmond: Microsoft’s Turner, Bach, Mundie Talk Strong, Play Games and Introduce Us to HAL

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While Microsoft COO Kevin Turner did a kind of modified cheerleading act at Microsoft’s annual Financial Analyst Meeting, Entertainment and Devices President Robbie Bach played the teenage boy and Chief Research and Strategy Officer Craig Mundie the voice from the future.

It included Bach playing ball with Microsoft’s new motion-sensing, controllerless Project Natal and Mundie introducing a very creepy digital assistant with more than a passing resemblance to HAL from “2001: A Space Odyssey.”

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Microsoft’s Financial Analyst Meeting Today: Billion-Dollar Belly Flop With a Side of Yahoo

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The fun never stops at Microsoft, it seems.

Well, not fun–more like a long march of khaki-clad Softies.

They will be on display bright and early this morning at the company’s annual Financial Analyst Meeting, a cavalcade of top execs at the tech giant blabbing away.

Big topics? I am interested in the recent billion-dollar revenue miss in earnings and, of course, more details about the Yahoo search deal.

BoomTown will be there covering it in person, natch!

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Wednesday, July 29, 2009

Liveblogging the Yahoo-Microsoft Search Deal Conference Call: The Carol and Steve Show Debuts!

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BoomTown was so glad we had this time together with Yahoo CEO Carol Bartz and Microsoft CEO Steve Ballmer, just to have a laugh or sing a song about a major search and advertising deal.

I liveblogged the conference call, which I updated as it happened.

Did Ballmer scream and jump up and down? Did Carol say something naughty?

Read on!

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Tuesday, July 28, 2009

A Preview of Time Warner Earnings: Bummer at AOL, Bummer at Magazines–Just a Bummer

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When Time Warner reports its second -quarter earnings tomorrow morning, before the markets open, most Wall Street analysts are not expecting much from the media giant, as it continues to slog toward a rejiggering of itself.

Time Warner–which owns assets like the Warner Bros. movie studio, the AOL online unit, the HBO and Turner cable networks and Time Inc. magazines–is expected to earn 37 cents per share, compared to 72 cents a year ago, according to a poll of analysts from Thomson Reuters.

Revenue is expected to be $6.97 billion, down from $11.56 billion in the same quarter last year. This drop is mostly due to the March spinoff of its cable unit, Time Warner Cable.

But AOL and its magazine unit are expected to continue to drag on Time Warner’s financial performance.

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The Yahoo-Microsoft Deal: Tick, Tick, Tick…Boom?

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Things are as tight as a tick over at Yahoo and Microsoft about the deal the pair have been discussing over the last months–as execs shuttle back and forth and forth and back and their boards deliberate on what will surely be one of the most important decisions for either company for the near-term future in the digital space.

As various reports debate the terms of the deal, it is critically important to remember that, done badly or with too much haste, this massive and extremely complex deal is one with even greater potential to tank.

“It could be game-changing or it could be one the biggest bombs ever,” said one exec close to the situation. “So, obviously, everyone is treating this very delicately.”

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Tuesday, July 21, 2009

Liveblogging the Yahoo Second Quarter 2009 Earnings Call: We Are the Kingmaker!

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If there’s an earnings call at Yahoo, you know BoomTown is going to liveblog it!

Will Yahoo CEO Carol Bartz say something naughty? (Nope!) What is new CFO Tim Morse like? (Nice!) Will they say anything about the talks with Microsoft about a search and online advertising partnership? (No!)

Oh, it might be a corker!

The earnings results for the second quarter certainly were not.

Here’s the conference call, updated as it happened.

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Monday, July 20, 2009

Hang On, It’s Going to Be a Bumpy Night: Yahoo Earnings Tomorrow, Microsoft Earnings Thursday

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Yahoo and Microsoft are still seriously talking about a search and partnership deal, never-ending discussions that might or might not come to fruition. But most investors will be focused on real results this week, as both tech giants report quarterly earnings.

Yahoo reports tomorrow, while Microsoft clocks in Thursday.

But, after a ho-hum performance last week from Google, Wall Street is not expecting much from either, as the econalypse continues to take its toll on financial performance.

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Tuesday, April 21, 2009

Liveblogging the Yahoo Earnings Call: It All Depends on Your Definition of What “Wow!” Is

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A major Yahoo investor yesterday told me that he liked what he saw so far from new Yahoo CEO Carol Bartz, but he was wary.

“I like the sizzle,” he said, referring to Bartz’s decisive take-no-prisoners style. “But I am still waiting to see if steak is there too.”

Well, Bartz sizzled at its first-quarter earnings conference call today, tossing off some ribald words as she also handed over some tough news to chew on, announcing Yahoo’s much-expected weak first-quarter results. The company also said it would cut five percent of its staff of 13,600, which is close to 700 employees.

BoomTown liveblogged the call with Bartz, who noted about Yahoo: “The most important takeaway was the importance of having a ‘Wow!’ experience.”

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Monday, April 13, 2009

Yahoo Shares Leap on Talks News. Microsoft? Not So Much.

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Yahoo shares leapt on the news, broken in this column Friday and confirmed by others later, that its CEO, Carol Bartz, was in discussions with Microsoft CEO Steve Ballmer about a possible commercial advertising and search partnership.

Yahoo’s stock rose 7.05 percent, or 95 cents a share, to close at $14.42.

In honor of that, Yahoos today must be going to the Internet giant’s homepage and clicking on its famed exclamation point, which causes the page to, well, sound off with a hillbilly Yahoooooooooo!

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Thursday, January 29, 2009

Where the Chickens Would Come Home to Roost, If Yahoo and Microsoft Ever Did Do a Search Deal

In Yahoo’s fourth-quarter earnings conference call earlier this week, new Yahoo CEO Carol Bartz went out of her way to ho-hum all over the possibility of a search deal with Microsoft.

Of course, it was all cooked up and well rehearsed by Bartz, who knows how to play the expectations game as well as anyone else, especially as she endeavors to come up to speed on the various prospects for Yahoo going forward.

It’s called, um, playing chicken.

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Wednesday, January 28, 2009

Some Yahoo Fourth-Quarter Financial Slides: Chart-astic!

Look, don’t just take BoomTown’s word for it–here are some of the slides Yahoo put out yesterday on its financial performance for the fourth quarter.

And who doesn’t love a good bar chart?

Using comparisons from a year ago, they shows show a lackluster picture of growth in general, but also that glimmer of the promise of what Yahoo could be again–just as new CEO Carol Bartz kept underscoring–actually, jack-hammering–at the analyst conference call about the results.

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Tuesday, January 27, 2009

Liveblogging the Yahoo Fourth-Quarter Earnings Call: Yes, We Can

Oh, a nice tiny surprise from Yahoo, as it reported its fourth-quarter results, which came in at 17 cents a share in adjusted earnings, compared to the 12 to 13 cents Wall Street was expecting.

“Despite the challenging economic environment, Yahoo! delivered adjusted operating cash flow above the midpoint of guidance for the fourth quarter,” said new Yahoo CEO Carol Bartz in the company’s official release.

But let’s experience Bartz Live and Unplugged at the fourth-quarter earnings call, including a Q&A in which–the company noted at the top of the call–former Yahoo CEO and co-founder Jerry Yang might make an unexpected cameo appearance.

(He didn’t.)

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About Kara

Kara Swisher started covering digital issues for The Wall Street Journal's San Francisco bureau in 1997 and also wrote the BoomTown column about the sector. With Walt Mossberg, she co-produces and co-hosts D: All Things Digital, a major high-tech and media conference. Read more »

Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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