Yahoo!'s in a unique position in the Valley actually. In the next year, it could conceivably announce close partnerships with any of the following: Apple ( AAPL - Get Report), Google, Facebook, Microsoft, AOL and Mozilla. Mayer might say that Tuesday, but that's as likely as specific as she'll get.New Products: The IntoNow app which lets you interact with TV when you're watching it might get a lot of play on Tuesday as an example of how Mayer wants to turbo-charge new products that have a lot of potential. She wants others in the company to realize that their hard work on new products will see the light of day and get support from senior management. Stock Buybacks: We know the board met last week and that they now have the Alibaba cash. There might be some details forthcoming in Tuesday's talk about just how that cash will get returned to shareholders. I would expect a lot of it to come in the form of shrinking the shares outstanding. They could do this through a tender offer or just through a series of open market purchases (which would probably take a couple of months to complete). The end of the tax year is coming so shareholders want to know what will happen. Culture of Accountability: Finally, expect her to say that, while she believes in things like free food, phones and open Friday meetings, she expects a lot in return. This means accountability. I doubt that there will be any mention of any potential job cuts on Tuesday, but that doesn't mean that they aren't being studied for down the road. At the time of publication, the author was long Yahoo! This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
according to Kara Swisher at AllThingsD. What is she going to say? Swisher has already alluded to the fact that Marissa will probably "zero in" on search and ad technology. Venture Beat says that Mayer will "double down" on search. But what does that mean? Below I give my best guesses for what kinds of things she will speak to during her company-wide meeting Tuesday: Search: Everyone knows that Carol Bartz approached Microsoft ( MSFT - Get Report) to outsource Yahoo!'s search in 2009. Back in 2010 in a chat with Michael Arrington, Mayer even endorsed Bartz's strategy. However, the deal hasn't worked out for either Yahoo! or Microsoft. Bing's revenue per search continues to lag Google's ( GOOG - Get Report). Let's be honest, they probably will never close the gap. Even though Microsoft controls the back-end search, Yahoo! does control the front-end. This is why their search results did a little better than expected a couple of quarters ago. It wasn't because Microsoft's results got any better but because Yahoo did a better job with their "look and feel" on the front end that led to better click-through rates. So, I expect Mayer to say Tuesday that Yahoo can do better -- much better -- on controlling this front-end aspect of search on their sites. Just through doing this alone, I bet Mayer believes that they can stop the search market share decline, if not actually turn it around. But will she say what will happen with Microsoft longer-term? Probably not. Their current deal doesn't end until next spring. I suspect there are already lots of discussions going on. Mayer can do several things leading up to the expiration date: