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"What's the strategy behind all the acquisitions?" I think yahoo finally got their shit together. Yahoo! has always been a surprisingly healthy company from a
by hello_newman 13y ago
"What's the strategy behind all the acquisitions?"
I think yahoo finally got their shit together. Yahoo! has always been a surprisingly healthy company from a strict financial standpoint. They are a strong stock that a lot of blue-collar investors have loved; consistent, slightly innovative (enough to meet projections, but not too crazy that might have resulted in major losses [even though they have stumbled]) and they offer the basic pillars of a healthy tech company i.e. mail, search, content etc.
Yahoo has a nice amount of cash, and they are finally using it in a beneficial way, which is funny because it took someone from Google to realize that (remember yahoo trying to position itself as a "media" company).
I think the strategy is to do what you described above; be able to compete with the likes of Google and Amazon. They have mail, content, a social network (Tumblr and Flickr), healthy advertising etc and if they can pull off Hulu they would be able to have an end-to-end solution for users. I don't think they would buy Vimeo, from my perspective I couldn't see why that would be beneficial and IAC would probably want a hefty price for it.
If I was going long on a tech stock (say 36-60 months) I would put my money on Yahoo. I think Marissa Mayer is finally getting it right.