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Eric's Most Recent Article

Who's On First in Twitter CEO Search?

06/22/15 - 03:15 PM EDT

First Chris Sacca airs his complaints about Twitter in public, then today the Twitter board says they'll only consider CEO candidates who will be at Twitter full time. Strange times.

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Alibaba's Double Earnings and CEO Shocker Shows Jack Ma's Impatience

05/07/15 - 11:53 AM EDT

Alibaba's earnings surpassed expectations and shares are up. But the bigger surprise is that Jack Ma was so impatient with his hand-picked successor that he replaced him after 2 years.

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LinkedIn, Twitter and Others Are Getting Killed by Facebook in Online Ads

05/01/15 - 01:30 PM EDT

When it comes to social media advertising, LinkedIn, Twitter and other platforms are being left in the dust by Facebook. And their stocks are paying the price.

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Would Firing Twitter CEO Dick Costolo Actually Do Anything?

04/29/15 - 11:54 AM EDT

Market watchers are calling for Dick Costolo's head again after Twitter's revenue miss last night. But those folks need to take a deep breath, because his ouster wouldn't change anything.

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Comcast and Time Warner Cable Deal Appears Dead—What Happens Now?

04/23/15 - 11:21 AM EDT

Yesterday's actions by the government suggest that there will be no approval for a merger between Comcast and Time Warner Cable. What does this mean for the sector?

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After Yahoo!'s Latest Slumping Quarter, It Raises Leadership Questions

04/22/15 - 11:35 AM EDT

One more quarter where Yahoo's core business revenue and EBITDA continued to shrink. CEO Marissa Mayer gave no detailed explanation for why it will turn around soon.

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Critics of Zynga's Mark Pincus Should Back Off

04/21/15 - 06:03 AM EDT

When Mark Pincus returned to Zynga as CEO, investors panned the stock in fear it would continue to struggle as it did before under his watch. Investors may be wrong.

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Yahoo! Renegotiation of Microsoft Agreement Not a Big Deal

04/17/15 - 10:09 AM EDT

The new deal is being spun as a win for CEO Marissa Mayer, who negotiated some changes on advertising and search partners, but it may not lure many new users.

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Is Yahoo! Becoming a TARP for Union Square's Struggling Unicorns?

04/15/15 - 02:58 PM EDT

Marissa Mayer's acquisition strategy seems to be turning Yahoo! into a holding ground for failed venture capital investments associated with one particular VC group.

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Yahoo!'s Latest Reorganization -- Will It Work to Stop the Stall?

04/13/15 - 01:03 PM EDT

Yahoo! confirmed that it's changing some key slots on its management team, but these moves are likely being made from a position of weakness rather than strength.

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Yahoo!'s Alleged Tumblr Walk Back Is Worrisome for Investors

04/09/15 - 01:08 PM EDT

Not even six months after she said Tumblr's revenues would hit $100 million this year, Marissa Mayer appears to be walking that estimate back. That's worrying for multiple reasons.

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