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Yahoo! - Company Profile - Little to show for a new strategy




Indigo Equity Research


01 Feb 2013





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Company Profile - Little to show for the new strategy This 43 page report includes: SWOT analysis, investment thesis, fundamental & DCF valuation, significant recent events, operations analysis, ten year financial analysis, business model, strategy, industry overview, analysis of latest Q results, …. Independent, buy-side, fundamental, financial analysis. www.indigo-equity-research.com Mixed 2012 Q4 results - Improving revenues but still a turnaround case. Revenue growth continues to improve QoQ, albeit at low levels, driven by Search. But Display continues to contract; the turnaround strategy is not delivering (yet). Yahoo!'s growth is well below industry averages and it lags in the shift to mobile. Prospects hinge on a Display turnaround and income from Yahoo! Japan & Alibaba. Guidance was for........ - Q4 Total Revenues (ex-TAC) rose $52 m (+4%) to $1.2 bn. ............. Investment thesis - Another new CEO; but same old Yahoo Yahoo! is a first generation internet company that failed to evolve .......... The latest strategy is fundamentally flawed, faces considerable execution hurdles, .......

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