Recent Comment
Spotlight
- Reader Michael Megalli writes: It is difficult to engage in genuine conversations with the marketplace when you can't change the reality of how a company does business, what it sells, how it works with partners, etc. [go]
Recent Comments
- Teddie: " Interesting. I've presented on the Futur ..." [go]
- Trogdor: " I'm confused. Does this mean that people ..." [go]
- nmw: " JG & Tony, if you review ..." [go]
- Lorie: " Yeah, incidentally, I was just looking a ..." [go]
- jay: " Time to switch to Yahoo. ..." [go]
- Beatles: " hmmm... wonder if we will see the day w ..." [go]
- Adam Hodgkin: " Respectfully dissent from your choice of ..." [go]
- Tony Edward: " "Strategic Multichannel Vertical Locatio ..." [go]
- JG: " nmw writes: Put 2+2 together I d ..." [go]
- JG: " While I agree with Tony that the results ..." [go]
- mrg: " you're waxing...i like it. I share a sim ..." [go]
- Funny t shirts: " I bought a SUV about four months before ..." [go]
- steven emvery: " Tony you hit it on the head. Google res ..." [go]
- Tony Edwad: " I find cool search tools often. But no ..." [go]
- Francesco: " As an Italian I liked your previous "fut ..." [go]
- atul: " Yahoo! India added it too.. Check out ..." [go]
PERFECT FOR THAT PERSON WITH EVERYTHING
Order 'The Search'
Yup, it makes the perfect gift for that officemate or colleague who you thought had everything....including you! If you order here, I promise to sign it, assuming we can figure out the shipping...
You can also buy the audio version here.
Check my book page for more info.
Blogger's Rights
Top Posts
- The Database of Intentions (or how this all got started)
- From Pull to Point(or the first post where I riff on the "Point-To Economy")
- Google As Builder (or the point at which Google stopped being simply a search engine)
- On Google v. Yahoo
- TV and Search Merge
- On Sell Side Advertising
- Battelle Gets Searchstreams
- Search and Immortality
- Toward the Endemic (on endemic advertising)
More coming soon...
Active Topics
- 35 comments: WTF??!!! (04.17)
- 26 comments: Twitter. Oh God. (04.30)
- 16 comments: Open News Thread (04.08)
- 12 comments: Google to Go Big With TV Ads (04.14)
- 11 comments: The Music In Magazines (05.07)
Monthly Archives
- May 2008
- April 2008
- March 2008
- February 2008
- January 2008
- December 2007
- November 2007
- October 2007
- September 2007
- August 2007
- July 2007
- June 2007
- May 2007
- April 2007
- March 2007
- February 2007
- January 2007
- December 2006
- November 2006
- October 2006
- September 2006
- August 2006
- July 2006
- June 2006
- May 2006
- April 2006
- March 2006
- February 2006
- January 2006
- December 2005
- November 2005
- October 2005
- September 2005
- August 2005
- July 2005
- June 2005
- May 2005
- April 2005
- March 2005
- February 2005
- January 2005
- December 2004
- November 2004
- October 2004
- September 2004
- August 2004
- July 2004
- June 2004
- May 2004
- April 2004
- March 2004
- February 2004
- January 2004
- December 2003
- November 2003
- October 2003
About John Battelle
Searchblog Newsletter
Enter email to subscribe to Searchblog's newsletter:
Calendar
| Su | Mo | Tu | We | Th | Fr | Sa |
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | ||||
| 4 | 5 | 6 | 7 | 8 | 9 | 10 |
| 11 | 12 | 13 | 14 | 15 | 16 | 17 |
| 18 | 19 | 20 | 21 | 22 | 23 | 24 |
| 25 | 26 | 27 | 28 | 29 | 30 | 31 |
Syndicate
Powered by
March 18, 2008 10:02 AM
Yahoo Outlines Why It's Worth More Than MSFT Is Paying
When I saw Sue and Jerry at the IAB last month, I wanted them to declare a plan - show us why Yahoo deserves to be independent, yell it to the rafters, get us excited again. After all, there's an awful lot to crow about at Yahoo. But they didn't. Now, the company has declared its plan, to Wall St. at least.
The plan, which the company claims pre-dates the Microsoft offer, details how the company will grow over the next three years. Presumably, it also shows how the company will grow into a stock price that is higher than Microsoft's offer. Here is a link to that plan.
From the release:
Yahoo! Inc. (NASDAQ:YHOO - News) today filed an investor presentation that details the Company's three-year financial plan and strategic initiatives which are expected to roughly double operating cash flow over the next three years from $1.9 billion to $3.7 billion and generate $8.8 billion in revenue excluding traffic acquisition costs (revenue ex-TAC) in 2010.
The financial plan was first presented to Yahoo!’s board of directors in December 2007, before the Company received the unsolicited acquisition proposal by Microsoft Corporation.
- Posted by John Battelle on March 18, 2008 10:02 AM




Comments
Why has it taken them three months to release this if they presented the plan to the board in December? ... And as soon as the Microsoft offer game out, why didn't they release this report?
Fascinating.. as always
The financial plan was first presented to Yahoo!’s board of directors in December 2007, before the Company received the unsolicited acquisition proposal by Microsoft Corporation. Yahoo!'s management today also reaffirmed its outlook for the first quarter 2008 and full year 2008, as previously provided on January 29, 2008. Interesting Enterprise.
Just because the buyout offer was unsolicited doesn't mean they didn't know it was coming, because I am sure they did. Their stock has been in the dumper a while, it was only a matter of time before MS came knocking.
Jessica: There are possible legal/securities reasons why they did not come out sooner with this pronouncement.
btw: Knoteyner is a comment spammer
Yahoo does need a change and this is the perfect opportunity to make a change. The Internet heavyweights are transforming the matrix.
Leave a comment