Tomorrow I am interviewing Jeff Weiner, Executive Vice President, Network Division of Yahoo. Jeff and I have had a great relationship for years now, he was a key source for the book and a very smart guy to bounce just about anything off of. Today with Eric you all really made me much smarter, and I’d love your help with Jeff as well. Jeff ran the integration of all the Yahoo search properties and only recently left those duties to take a senior role in the entire Yahoo network – what is now known as the audience division. So, what do you want to know about Yahoo?
I can tell you what I want to know. First, because it’s news, Yahoo announced earnings today (Google announces Thurs.). Now, folks were expecting a win, given what Terry Semel said earlier about the early lift of Panama (see here). In short, he said he was “all smiles.” But….Wall St. gave Yahoo’s earnings a frown today – it’s down nearly 8% in after hours trading. Why? Because despite the Panama expectations, earnings dropped 11% year over year. Now, Yahoo warned the Street that the lift would not hit till Q2, but the Street wanted a surprise to the upside, and it did not get one.
So I will ask him about that.
Beyond the short term, and the Panama stuff, there’s much to dig into about Yahoo, its position in the market, the whole Facebook/M&A thing, and some pretty interesting stats that Jeff reeled off to me when we spoke on the phone earlier this month.
So, what do you want to know about?