Comments on: Yahoo Q3: Not Bad, But The Fight Goes On http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/ Trusted Insights and Conversations on the Next Wave of Technology Wed, 25 Nov 2009 14:42:50 +0000 http://wordpress.com/ hourly 1 By: Gary Lucido http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/#comment-620452 Gary Lucido Sat, 20 Oct 2007 21:30:56 +0000 http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/#comment-620452 <p>I was a bit baffled by the market reaction. Check out the unimpressive trends here: http://research.investingminds.com/Y/Yahoo_(YHOO)</p> <p>They're adding headcount faster than revenue. And what is with this ex-TAC revenue? Any non-GAAP number in my opinion is suspect. Adding back the traffic acquisition costs allows them to cover up any sins associated with overpaying for traffic.</p> I was a bit baffled by the market reaction. Check out the unimpressive trends here: http://research.investingminds.com/Y/Yahoo_(YHOO)

They’re adding headcount faster than revenue. And what is with this ex-TAC revenue? Any non-GAAP number in my opinion is suspect. Adding back the traffic acquisition costs allows them to cover up any sins associated with overpaying for traffic.

]]> By: Dhiren http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/#comment-615592 Dhiren Wed, 17 Oct 2007 13:45:21 +0000 http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/#comment-615592 <p>Yahoo was basking in glory of being a web giant, before google came on. But, I guess now they are concentrating on technology and correct business model.</p> Yahoo was basking in glory of being a web giant, before google came on. But, I guess now they are concentrating on technology and correct business model.

]]> By: Sibs http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/#comment-614994 Sibs Wed, 17 Oct 2007 03:38:23 +0000 http://gigaom.com/2007/10/16/yahoo-q3-not-bad-but-why-the-weak-cash-flow/#comment-614994 <p>This is what Yahoo gets (weak cash flow) for putting "fillers" in their Yahoo Personals section which is a pretend-to-be dating web service. Yahoo has been known for using "fillers" (or essentially fake posts of women) to try and rip off men making them believe there are more women who have signed up for their Personals service. Shame on Yahoo and great to see Jerry Yang getting whaled on for allowing his company to get away with bad business practices like this!</p> This is what Yahoo gets (weak cash flow) for putting “fillers” in their Yahoo Personals section which is a pretend-to-be dating web service. Yahoo has been known for using “fillers” (or essentially fake posts of women) to try and rip off men making them believe there are more women who have signed up for their Personals service. Shame on Yahoo and great to see Jerry Yang getting whaled on for allowing his company to get away with bad business practices like this!

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