meta_pixel
Tapesearch Logo
Log in
MarketFoolery

MarketFoolery 07.16.2014

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 16 July 2014

⏱️ 23 minutes

🧾️ Download transcript

Summary

Yahoo’s 2nd-quarter profits drop on lower ad revenue. Google adds a high-profile executive to the board of directors. Plus we analyze Rupert Murdoch’s bid for Time Warner and a key downgrade in the retail industry.

Transcript

Click on a timestamp to play from that location

0:00.0

It's Wednesday, July 16th.

0:03.5

Welcome to Mockatory.

0:04.5

I'm Chris Hill joining me in studio today from Motley Full One,

0:07.0

Jason Moser.

0:08.0

Thanks for being here, man.

0:09.0

Yes, sir.

0:10.0

We got a lot on the plate today.

0:12.0

We've got retail, we've got a lot on the plate today. We've got retail. We've got a new job for

0:16.0

Alan Mulally and we've got Fox trying to buy Time Warner. We'll get to all of those in a

0:22.2

second, but it is earning season. Let's talk about Yahoo.

0:25.0

Yahoo's second quarter profits down from a year ago and let's hold off on the Alibaba stuff for a minute.

0:33.4

Let's just look at this quarter and I think if you're a shareholder or a prospective

0:38.4

shareholder of Yahoo, you have to be troubled about the drop in display advertising, which was about 7%,

0:47.6

against the backdrop of an entire display advertising market that is expanding.

0:52.6

Yep, it is expanding.

0:53.6

So the overall market's expanding and yet Yahoo is dropping and that's there, I mean when you

0:58.4

look at the bread and butter of their business, this is what it is.

1:02.6

It is.

1:03.6

We've been calling this quarter in and quarter out here on market foolery in what we're looking

1:08.8

for from Yahoo.

1:09.8

The signs of success, the proof that the strategy is working will be seen in organic

1:15.6

top-line revenue growth and they just simply aren't witnessing any. In fact I

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.