This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

Yahoo! Earnings to Highlight Mobile, Advertising Growth

Also of note will be the search deal with Microsoft (MSFT - Get Report). In the past, Mayer has said the deal could be improved, as Yahoo! tries to squeeze out some new growth from this initiative. Microsoft had been guaranteeing Yahoo! around $100 million in search revenue per year to host Yahoo!'s results, but Pivotal Research Group analyst Brian Wieser is expecting to see some growth in the future from this deal.

"While we aren't assuming Google-like levels of growth at any point, our model incorporates longer-term growth in the mid-single digits, reflecting that we are somewhat comfortable with the notion that Yahoo's search initiatives will drive some growth on an ongoing basis in the near to mid-term..." Wieser wrote in his report.

Investors will be keen to hear any updates on Yahoo!'s Asian assets, namely Alibaba and Yahoo! Japan, which have been largely valuable for the run in Yahoo!'s shares over the past six months. Cantor Fitzgerald analyst Youssef Squali notes that the 24% stake in Alibaba and 35% stake in Yahoo! Japan "should continue to prop up the shares," as investors continue to look for a turn around in core Yahoo!.

The stakes in Alibaba and Yahoo! Japan have been long discussed as the most valuable part of Yahoo, but if Mayer can continue to change the perception that core Yahoo! is a relevant player in the Internet space again, she will have proven that she's worth every penny of her salary, and the board of directors made the right decision.

-- Written by Chris Ciaccia in New York

>Contact by Email.

2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
AAPL $128.54 0.00%
MSFT $43.06 0.00%
YHOO $43.99 0.00%
FB $80.90 0.00%
GOOG $573.37 0.00%


DOW 18,096.90 -106.47 -0.58%
S&P 500 2,098.53 -9.25 -0.44%
NASDAQ 4,967.1410 -12.76 -0.26%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs