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.”

Read More »

While recently in Los Angeles, I paid another visit on Jason Kilar, who has been quietly making the Hulu premium online video service one of the brightest spots in the Web 2.0 space. The joint venture between News Corp. and General Electric media unit NBC Universal has shown an astonishing growth since its launch in late 2007. Yesterday, for example, comScore reported that it had risen to No. 6 in online video market share in October, after big players like Google’s YouTube, Microsoft and Yahoo and in front of Disney and AOL. Here’s my latest video interview with Kilar about it all.

Read More »