the main reason i follow $YHOO is to birddog Tumblr. as usual, the call was light on Tumblr details (nothing about product, either user-facing, or advertising facing). but this quarter easily shared the most financial info about tumblr, yet (scroll on down).
video + audio content of the call is hosted by yahoo! (the only company i follow who does earnings with video).
They also have nice layout of all the relevant PDFs.
I probably took most notes off of twitter. Tweets I found useful are captured in a Storify embedded at the end of this post, or viewable directly on Storify.
recode's fun + excellent liveblog:
"More search and perhaps a change in Yahoo’s search relationship with Microsoft"
"big gains in mobile monthly active users, which she said were up 17 percent from year to year."
"Tumblr would see $100 million in revenue in 2015"
"native ads are reaching $80 million a quarter, which did not exist six quarter ago, she said."
WSJ Q&A w/Marissa Mayer, post earnings:
"Mobile is still a minority of our traffic today. It might be half our users, but it’s the minority of our traffic. We think that traffic continues to grow and given the success we have seen on mobile native ads, we think that that only means our mobile revenue will grow commensurately with traffic, as opposed to users. We think that there is a strong possibility of growth there and we also think that as we get additional advertising demand, experiment with more ad formats, etc., there will be also opportunities to drive up the price per ad."
Fox Business Video (Maria Bartiromo had special nighttime panel + coverage. nice, long segments)
common thread: most of Yahoo!'s challenges *secular,* not idiosyncratic dysfunction :D
Yahoo a potential takeover target? [4:41]
"the era of display ads is on a down trend. because of mobile."
Would Yahoo be open to a takeover by Alibaba? [8:58]
Is Yahoo suffering an identity crisis? [8:03]
"programatic media buying is having a very negative impact on premium display ad inventory." - Miles Nadal