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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Yahoo! Set to Crush YouTube

NEW YORK (TheStreet) -- I might not score (ultimately meaningless and often obvious) Yahoo! (YHOO)-related "scoops," but I reckon I've got a relatively strong handle on what matters to the company's future.

And, really, whether you're an investor, smart generalist observer or both, it does you zero good when a reporter hijacks internal memos as sport. It's fun to watch Re/Code's Kara Swisher troll Yahoo!, but there's little, if any, value in the fruits of her -- granted -- impressive labor. Reporting on what's going to happen a few hours before it happens tends not to matter much over the long haul.

Then there's the rest of us ...

We want to understand what might be going on at a company. And, at Yahoo!, there's so much more than what the media spends its time obsessing over.

Greatest hits that'll go down as one-hit wonders ranging from Yahoo! would suck if it were not for Alibaba to Yahoo! Mail blows to Hey! Yahoo!'s going to do original programming because ... cue regurgitated headline/talking point ... it wants to find the next "House of Cards" (!!)

All fodder and filler, but very little substance.

Here at TheStreet, I've been hot on the trail of a main Yahoo! focus before the media got around to realizing it was a main Yahoo! focus. And that's because most everybody else was obsessed with the aforementioned "story" lines.

The media piled into its echo chamber, took the easy way out and -- until Yahoo! explicitly called it to their attention this week -- pretty much ignored Yahoo! Screen. That's weak. Particularly because Yahoo! Screen stands a snowball's chance in Buffalo, New York of formidably challenging a(nother) Google (GOOG) property unsure of exactly what it is -- YouTube.

First the necessary background if you care to review or are just coming in on the story. Then, on Page Two, an introductory thought or three on what Yahoo! could do via Yahoo! Screen and why it's so powerful.

The first article where I predict Yahoo! will move aggressively into the largely untapped live concert streaming space -- Marissa Mayer's Biggest Game Changer Yet (December 9, 2013).

A follow-up where I discuss why/how Yahoo! can differentiate itself and do online video better than YouTube and Netflix (NFLX) -- Yahoo!, Not Netflix, Is the TV Industry Disruptor (December 16, 2013).

A deeper look at Yahoo! Screen -- Investors Should Focus on Yahoo! Screen, Not Mail (December 18, 2013).

Most recent on Yahoo!'s brilliant move into live concert streaming -- Marissa Mayer Just Made Her Best Move Yet As Yahoo! CEO (April 30, 2014).

That last link segues nicely into Page Two and how Yahoo! video -- to be led, at least from my perspective, by live concert streaming -- is only in its infancy and could become the Web's most dynamic streaming media portal.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

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

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
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!
DOW 17,079.57 -42.44 -0.25%
S&P 500 1,996.74 -3.38 -0.17%
NASDAQ 4,557.6950 -11.9260 -0.26%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

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