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Wednesday, January 28, 2015

$yhoo core going in right direction

Mobile revenue

Q3 2014: ~$200M
Q4 2014:   $254M

This is the only revenue I reakly care about, but from a web point of view Yahoo is maintaining itself. Comscore still has it pegged at #2 behind Google sites, and search is gaining. (We should start seeing the fruits of search share into Q1.)



I too wish (GAAP) revenue was growing year-over-year, but to say things are not improving is to be disingenuous. 


In the mean time, technically 52 is resistance but down side seems limited unless BABA craps out.









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