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I felt this way too but...this WSJ article is indirectly [1] confirming the success of Mayer's turnaround. Mobile is where the AD revenue is since there are ver

I felt this way too but...this WSJ article is indirectly [1] confirming the success of Mayer's turnaround. Mobile is where the AD revenue is since there are very few iOS/Android AD blockers like uBlock Origin (and other desktop/laptop browser based blockers). Mavens IS MOBILE. This segment is growing crazy fast. If she were too grow 50-100% more, the turnaround would be official for Yahoo and at the current rate, it looks like 1-2 years more. I think Starboard is doing a great PR campaign against Mayer. I had their narrative believed but...now I'm extremely doubtful about the nay-sayers. Since she's generating 1.5 billion through Mavens/mobile. Yahoo was non-exist in the mobile space. She's doing a great job. Activist shareholders are a plague in many (if not most) situations. It's why Dell took Dell private, to do a proper turnaround in the tech world. [1] https://si.wsj.net/public/resources/images/P1-BX746_YAHOO__9U_20160616122144.jpg https://si.wsj.net/public/resources/images/P1-BX746_YAHOO__9...

revelation 10y ago
It seems to have already stopped growing. With the explosion in smartphones and the web properties Yahoo had all along, it seems almost impossible to not make money off that. But no thanks to Yahoo, they didn't invent smartphones nor mobile ads after all. (Also, of course, companies have large freedom what revenue they attribute where, shifting revenue from areas the market perceives as "stagnant" to those of "rapid growth" even if they have no actual presence. That's how IBM is the biggest cloud company in the world.)
- heimatau 10y ago
  > It seems to have already stopped growing. Did you even look at the graph I cited? Creating 1.5 billion in revenue in the past 3 years...how has that stopped exactly? If you're talking about the past 4 quarters in the chart, I'd encourage you to do what most analysts do and that is compare YoY growth (Q1 with Q1, etc). That growth is very solid which is why her Maven's growth is solid, not stopping as you state.

revelation 10y ago

It seems to have already stopped growing. With the explosion in smartphones and the web properties Yahoo had all along, it seems almost impossible to not make money off that. But no thanks to Yahoo, they didn't invent smartphones nor mobile ads after all. (Also, of course, companies have large freedom what revenue they attribute where, shifting revenue from areas the market perceives as "stagnant" to those of "rapid growth" even if they have no actual presence. That's how IBM is the biggest cloud company in the world.)

heimatau 10y ago
> It seems to have already stopped growing. Did you even look at the graph I cited? Creating 1.5 billion in revenue in the past 3 years...how has that stopped exactly? If you're talking about the past 4 quarters in the chart, I'd encourage you to do what most analysts do and that is compare YoY growth (Q1 with Q1, etc). That growth is very solid which is why her Maven's growth is solid, not stopping as you state.