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Threaded | Newest First | Oldest First
 DHagar
12/15/2016 4:46:30 PM User Rank Platinum 
Re: Verizon's Cold Feet
@Mike incredible! This truly is a 1-2 punch. There is no way that Yahoo's value could remain the same as when they entered into this deal. Verizon would actually now be negligent if it did not negotiate a lower price - as well as preserve their assets against the certain lawsuits.
Any statements from Yahoo reported?  Joe Stanganelli
12/15/2016 6:25:04 PM User Rank Author
Re: Verizon's Cold Feet
@DHagar: The Bloomberg breaking story seems to be based entirely on an anonymous source with inside information on the Verizon end of things but without much in the way of Yahoo stuff to offer.
Meanwhile, Yahoo told CNBC merely: "We are confident in Yahoo's value and we continue to work towards integration with Verizon." (link) DHagar
12/15/2016 7:22:06 PM User Rank Platinum
Re: Verizon's Cold Feet
@Joe, thanks for update - and great assessment. I would fully agree it is a "bargaining chip" - but a powerful one at that.
I share your expectation that it will go through - there is value to both parties - but I do think it will have a final "reduced" price - not necessarily a fire sale, but Verizon will be successful in reducing the cost to add value for their shareholders - they are in a good position to accomplish that. Joe Stanganelli
12/15/2016 6:17:25 PM User Rank Author
Yahoo!
My prediction: The deal with go through. This is the lawyers dickering with each other as VZ tries to get a better bargain. I suspect VZ cares more about the tech and user bases -- although this latest breach certainly potentially adds a lot to the liabilities column, so VZ is right to revisit the bargaining table.
At the end of the day, VZ bargained to buy Yahoo--not Microsoft. The security is going to be lacking compared to other large Silicon Valley tech companies.  mhhf1ve
12/15/2016 8:52:31 PM User Rank Platinum
Re: Yahoo!
> "prediction: The deal with go through."
I agree that this deal will likely go through as well, but perhaps at a lower price than originally negotiated. However, the main assets that Verizon is acquiring is the ad tech and eyeballs to Yahoo.com, not email. Verizon could very well say on the day the deal closes that Yahoo email is finished and everyone with a Yahoo email address will be forwarded to an AOL email account. I suspect the security of Yahoo vs AOL email is about the same, and users won't notice much of a difference in any case.  afwriter
12/15/2016 11:07:53 PM User Rank Platinum
Re: Yahoo!
At this point Yahoo should be willing to take any deal, their reputation is shot. I wonder what Verizon's take over would mean for Yahoo security.
 Michelle
12/18/2016 6:04:51 PM User Rank Platinum
Re: Yahoo!
@afwriter I'm surprised Verizon didn't back out after the first disclosure. I think the deal is far too risky now. Yahoo is essentially a dying company.
 mpouraryan
12/18/2016 6:13:42 PM User Rank Platinum
Re: Yahoo!
It is unfortunate and frankly tragic that a company with so much promise is withering away. There are lessons to be learnt by us all in this regard.
Michelle
12/18/2016 6:46:08 PM User Rank Platinum
Re: Yahoo!
It is sad to watch Yahoo fizzle out the way it has. Yahoo was once a promising company.
 Ariella
12/18/2016 7:46:02 PM User Rank Author
Re: Yahoo!
@Michelle with some very memorable commercials! But in truth I only had an account for some community groups and even let that slide a year or two ago.
Michelle
12/21/2016 2:53:15 PM User Rank Platinum
Re: Yahoo!
@Ariella I feel a little bit bad for the company, but they had plenty of warning. Did you happen to catch Marketplace after the last hack was revealed? Users interviewed say they kept accounts to catch spam or to use specific Yahoo services, not always as a primary email.
 elizabethv
12/31/2016 7:05:23 AM User Rank Platinum
Re: Yahoo!
@Michelle - I thought catching spam was the only reason anyone had been keeping a Yahoo account for years now..... On a serious note though, I really don't feel that bad for them. They've been going downhill for awhile now and with ample time and opportunity to turn things around and catch back up with the other big players. They didn't. Especially where technology is concerned, if you want to stay in charge, you have to stay relevant.
Michelle
12/31/2016 10:57:18 AM User Rank Platinum
Re: Yahoo!
@elizabeth It's a shame when companies fail to innovate in favor of very wrong assumptions about the future. There seems to have been a lot going wrong at Yahoo for a very long time. We're seeing the symptoms now for sure.
 dcawrey
12/19/2016 7:47:36 PM User Rank Platinum
Re: Yahoo!
What a terrible situation for Verizon. Of course they are going to want to pay less for Yahoo now - what could have been a good PR boost is now causing them damage. I'm not surprised Verizon is going to put on the screws.
mhhf1ve
12/18/2016 9:11:58 PM User Rank Platinum
Re: Yahoo!
> "Yahoo is essentially a dying company."
Agreed. However, its asssets and traffic are still quite valuable. It's not innovating anymore, but that doesn't mean it can't help some other company build up a nice ad tech business. Ariella
12/18/2016 9:39:26 PM User Rank Author
Re: Yahoo!
@mhhf1ve that's possible. We have to start thinking of have to evaluate nonphysical assets in the context of a digital ecosystem.
mpouraryan
12/19/2016 11:48:21 PM User Rank Platinum
Re: Yahoo!
Digital Assets & IP is one of the most valuable things Yahoo still has I believe. I do believe, though, that they sold some of the IP not so long ago.
 batye
12/19/2016 9:10:27 AM User Rank Platinum
Re: Yahoo!
@mhhf1ve how I see it Yahoo is almost dead... and with class actions looming in the horizon... - http://www.ctvnews.ca/sci-tech/yahoo-faces-proposed-canadian-class-action-over-compromised-user-info-1.3206861 I do not think it will survive... but time will tell...
mhhf1ve
12/19/2016 3:04:07 PM User Rank Platinum
Re: Yahoo!
Verizon acquiring Yahoo will be the ultimate "death" of Yahoo. Everything happening now is just its transition to selling off its stake in Alibaba and winding down its operations as an independent company. I really have to wonder what motivation any Yahoo employees have right now to do their jobs. They must all be looking for new positions elsewhere.
mpouraryan
12/19/2016 11:47:07 PM User Rank Platinum
Re: Yahoo!
The lesson here learned is that not every transformation is necessary successful or will yield results. Furthermore, the old advice from Andy Grove, "...only the paranoid survive"..and to always be hungry is even more so true now.
Ariella
12/20/2016 8:33:06 AM User Rank Author
Re: Yahoo!
"not every transformation is necessary successful or will yield results." @mpouraryan that one should be posted on office walls as an important reminder.
Michelle
12/21/2016 2:49:56 PM User Rank Platinum
Re: Yahoo!
@mhhf1ve So you're saying Yahoo is a fixer-upper now? :)
It once had great potential and even looked good from the curb...but no more! mpouraryan
12/23/2016 11:59:21 PM User Rank Platinum
Re: Yahoo!
As I have been making the rounds, the "Fixer upper" comment caught my eye--yes the closing price today primariliy reflects Alibaba & Yahoo Japan--but still it amazes me that they seem to be holding their own despite the challenges--let's hope for the sake of the thousands that the deal goes thru:
dcawrey
12/26/2016 11:02:20 PM User Rank Platinum
Re: Yahoo!
@mpouraryan I'm surprised there hasn't been a steeper drop in this stock. Something tells me that investors believe the Verizon deal is going to save the company. I'm personally not as bullish, but perhaps there are some things I don't know.
mpouraryan
12/26/2016 11:05:41 PM User Rank Platinum
Re: Yahoo!
Happy Day After Christmas to all!! The resiliency of the stock is amazing--and that's putting it mildly. But as all know, most of the value is based on Alibaba and Yahoo Japan as the effective valuation of the "core business" is effectively zero. As i have noted (and many have concurred) hope the deal goes thru for the thousands who've remained and some are very talented--and I have the pleasure (as I am sure many do as well) know many who continue to "stick it out" to the end.
Michelle
12/27/2016 10:25:19 AM User Rank Platinum
Re: Yahoo!
I'm really curious about what will be done with Yahoo after the sale. How to you salvage a brand that's been through this kind of trouble? Do you address security issues or branding first?
mpouraryan
12/27/2016 11:32:35 AM User Rank Platinum
Re: Yahoo!
I would argue both. The problem is whether this will endure or not. Tim Armstrong is quite a marketer and as he's worked to somehow sustain AOL, he will also figure out how to sustain Yahoo as well.
Michelle
12/27/2016 12:41:00 PM User Rank Platinum
Re: Yahoo!
I guess I missed the AOL connection. It would seem possible to revive Yahoo after keeping AOL alive all this time.
mpouraryan
12/27/2016 12:53:50 PM User Rank Platinum
Re: Yahoo!
I continue to view Yahoo as being quite viable again with the IP that it does have and the user base it continues to have--if I had a 1/10 of the users for my current startup, I'd be very very happy!!! Let's route for them--we need choice and variety in this ever changing world :) :)
elizabethv
12/31/2016 7:25:12 AM User Rank Platinum
Re: Yahoo!
I love the idea of choices and variety in our world that seems to continually force you one way or another anymore. But still have to doubt Yahoo's ability to remain relevant. I've been told that employers won't even consider calling an employee with a yahoo email address. So while I'd imagine it's not completely lost, they would have to do a complete upgrade and turn-around to even hope to remain relevant anymore.
mpouraryan
1/1/2017 3:26:48 PM User Rank Platinum
Re: Yahoo!
That's unfortunate--but I continue to be optimistic about Yahoo in the New Year because I view Verizon as quite savvy especially as it \has worked to integrate AOL into its' strategy. Let's remain optimistic--while vigilant in the new year.
mpouraryan
12/16/2016 4:58:02 PM User Rank Platinum
Re: Yahoo!
I am with @Joe and @DHagar that ultimately they will strike a deal and work to mitigate the security issues--but as I noted in my "foray" visiting with you all that it is still quite tragic to see such promise see the demise that it has. Lessons to be learnt by all the "up and comers"...and the giants no doubt....
mhhf1ve
12/15/2016 8:57:20 PM User Rank Platinum
Fishy things still...
The thing that bothers me about the Yahoo email attacks is that Yahoo hasn't said much at all about what its users should do at this point. Sure, change your password. But if Yahoo wasn't in "we're just here until we get this deal to go through" mode, I'd expect much different behavior.
For example, if Gmail had discovered a similar attack, do you think Google would just tell everyone: "Hey, change your passwords. Yup. Nothing much else, tho. Just keep doing what you're doing."???? If Yahoo was still "in business" for itself, I'd expect a grand press release and campaign about how to protect yourself from phishing attacks and a new initiative to put an end to weak passwords, etc, etc.. But the silence from Yahoo is very telling.... elizabethv
12/16/2016 2:21:19 AM User Rank Platinum
Re: Fishy things still...
@mhhf1ve - I completely agree, doing nothing not only shows their intentions moving forward, but also a complete lack of concern for their users. I know it isn't quite the same, but other corporations after finding themselves hacked have also been offering a year of free credit monitoriing. I think at some point last year I had 3 different agencies monitoring my credit because of various hacks.
The weird thing is that I read in a different article, on a different site, that Verizon wasn't considering changing the merger just because of these hacks. Though I believe this far more than the mainstream media article I'd read. It also makes a lot more sense, Verizon is big and they can take a hit a lot better than Yahoo can, but why put yourself in that position if you don't have to? What does Verizon truly benefit from gaining Yahoo? mhhf1ve
12/16/2016 2:13:45 PM User Rank Platinum
Re: Fishy things still...
> "What does Verizon truly benefit from gaining Yahoo?"
Verizon wants Yahoo's ad technology and the eyeball traffic to Yahoo.com. Verizon can leverage its network abilities to make Yahoo's advertising systems better and more attractive to marketing folks (and force Verizon's users to see more ads along the way). There's a reason why Google and Facebook are looking into building telco-like abilities.. And telcos are approaching the same strategy from the other direction, having the telco infrastructure and adding ad tech (instead of having ad tech and adding telco). mpouraryan
12/16/2016 4:52:13 PM User Rank Platinum
Re: Fishy things still...
@Yahoo has a rich IP, no question--but the question is how far Verizon is willing to go--at some stage, there needs to be some major decisions made. Time will tell.
mpouraryan
12/16/2016 4:55:51 PM User Rank Platinum
Re: Fishy things still...
In this day and age, we have to not rely on the providers--but exercise caution to the best of our ability--even though it gets to be quite challenging no doubt.
 srufolo1
12/15/2016 11:41:01 PM User Rank Platinum
Yahoo!
More than 3 years later, Yahoo! is just uncovering a hack of this proportion? Billions of users' data was hacked, including 150,000 government employees. It seems that Yahoo! could care less that their customers' data has been sold, and it's scary to think what is being done with it and by whom. Verizon should try to distance itself from this deal or get Yahoo! to lower the price. Anyone with a Yahoo! account should not just merely change their password, but cancel it altogether.
Ariella
12/16/2016 10:32:46 AM User Rank Author
Re: Yahoo!
@srufolo1 I've seen a lot of my connections say exactly the same thing. It's not even like Yahoo has an excuse of saying they had no way of knowing. It's not the first or even just second time it's been found to be breached.
srufolo1
12/16/2016 12:55:23 PM User Rank Platinum
Re: Yahoo!
@Ariella Either the company is incredibly naive, or had the worst security measure in place ever. Or it could be that it just doesn't care! And I would hate to think that a company of that size and standing does not care about security!
mpouraryan
12/16/2016 4:54:14 PM User Rank Platinum
Re: Yahoo!
It is not a matter that they do not care--it probably speaks to the profound internal challenges--and I would argue leadership. President Obama noted it interestingly enough during his final 2016 news conference--if there is a screw up, it is on me, if there is credit, it belongs to all (I am paraphrasing of course)--but I hope you all get where I am going with this.
mhhf1ve
12/16/2016 3:23:25 PM User Rank Platinum
Re: Yahoo!
The fact that Yahoo didn't have a seat with president-elect Trump at the tech meeting, also indicates that Yahoo is just dead, but no one has officially written the obit just yet.
I think Verizon will still acquire Yahoo for a few billion, because Yahoo's ad tech is still worth something and Verizon simply can't just rebuild what Yahoo has from scratch. Yahoo has customer relationships in addition to its ad tech. mpouraryan
12/16/2016 4:51:25 PM User Rank Platinum
Re: Yahoo!
Yahoo is just a tragedy that is kind of tough to be witness to--As for the Trump Tech Meeting, I would remind all that Jack Dorsey was not there--and this takeaway on the summit was also quite striking:
https://bothsidesofthetable.com/let-me-point-out-to-you-how-ridiculous-the-trump-tech-meeting-was-14c318986244#.pfmus2vvw Beyond the summit itself, there is Yahoo. Yahoo, at this stage, is another "me too"--and unfortunately it is stuck--although the stock price seems to "somehow" be steady although the vultures law firms are are playing prey on Yahoo. The drama is yet to play itself out--no doubt. mhhf1ve
12/16/2016 9:28:48 PM User Rank Platinum
Re: Yahoo!
> "Yahoo, at this stage, is another "me too"--and unfortunately it is stuck..."
Agreed. But Yahoo did try a LOT of different things over the years -- and that's part of the reason why it's actually still around and trying to do a reverse spin off. If Yahoo hadn't invested in Alibaba, it wouldn't have lasted this long. It's unfortunate that Yahoo couldn't pull out of its death spiral. I was really hoping that Marissa could do it... mpouraryan
12/16/2016 9:31:53 PM User Rank Platinum
Re: Yahoo!
I thought so too, because competition is a good thing for all and everyone benefits. Let's hope they will, as @joe noted, can indeed close the deal for the sake of the Yahoo Employees and the enduring IP that they own.
mpouraryan
12/16/2016 9:24:21 PM User Rank Platinum
Re: Yahoo!
You all have caused me to be "virtually breathless"..as I hope this interesting "tidbit" also underscores the broader challenge faced by all:
Trump Tower hour
The big news this week was that Donald Trump summoned tech's biggest CEOs to his tower. The seating arrangements were interesting. Jeff Bezos, for example, was tucked into a corner near the Trump kids.
Also notable was who was not there, which we analyzed in the following chart. For example, unicorns Uber and Airbnb were left out despite being more highly valued than Palantir. Twitter got the big snub.
 Our team of data scientists also worked 24/7 this week on a multivariate analysis incorporating some fancy trigonometry, which correlates proximity to Trump with post-summit stock performance. See the results here. Spoiler: It doesn't look good for Bezos.
Ariella
12/17/2016 8:54:33 PM User Rank Author
Re: Yahoo!
@Mpouraryan Given the way Twitter runs, it's not altgoether surprising that it would fall on Trump's snub list. But I don't think any president has the ability to make or break major technology companies today.
mhhf1ve
12/17/2016 10:31:02 PM User Rank Platinum
Re: Yahoo!
But doesn't the president-elect owe some gratitude towards the Twitter platform for publicizing him and giving him a voice...? (and free advertising)
Ariella
12/18/2016 11:50:24 AM User Rank Author
Re: Yahoo!
@mhhf1ve I don't think people think of social media in that way any more than they think of the post office or phone company as something to be thankful for because they have used it to communicate. People tend to just take these things for granted. But if they find their mail takes longer than expected or their calls are getting dropped, they would blame the services. That's human nature.
mpouraryan
12/18/2016 6:15:27 PM User Rank Platinum
Re: Yahoo!
@Ariella: It is still notable--especially as Twitter is becoming the medium of outreach (we use it all the time at the Daily Outsider)--and what blew me away is that Twitter is also adopting elements of Snapchat too--the question is who will stay standing?
Truly interesting times.... Ariella
12/18/2016 6:23:35 PM User Rank Author
Re: Yahoo!
@mpouraryan If we knew the answer to that question, we'd know exactly which stocks to buy. Twitter, of course, has more of a history and some more status, I believe. There even was a planned project to archive Tweets in the Library of Congress, though that project appears to have run into a wall. see https://blogs.loc.gov/loc/2013/01/update-on-the-twitter-archive-at-the-library-of-congress/
mpouraryan
12/18/2016 6:30:43 PM User Rank Platinum
Re: Yahoo!
My understanding is that quite a few of the data has already been delivered--whether Twitter survives or not is still an open question--but the idea of being simple is ever so fascinating-isn't it?
elizabethv
12/20/2016 9:18:36 AM User Rank Platinum
Re: Yahoo!
@mhhf1ve - You make great points about why Yahoo is beneficial to Verizon, even if they are dying. My biggest thought is that generically speaking (or stereotyping) a lot of Yahoo users tend to be a little less "up with the times?" "technologically savvy" than users of other sites. Will this merger scare at least some of them off? Change can be scary for a lot of people, but people who don't really embrace technolgy, might find change more scary than most.
 clrmoney
12/16/2016 12:55:19 AM User Rank Platinum
Verizon and yahoo deal on hold
I understand if Verizon wants to postpone their deal with Yahoo because of Email hacking. They could probably do the same to Verizon if they get involved now.So this needs to be taken care of in order to do business with them.
 Itsmeshawn22
12/31/2016 3:53:44 AM User Rank Platinum
Seen & Heard: Verizon Gets Cold Feet on Yahoo Deal
I was shocked as I was reading this article because I have a yahoo account and I hope this never happens to me, my friends, or anyone. I want to see where this goes in the future to see how they protect people's accounts, privacy, and more. I believe they should lower the price for the deal because if this keeps happening then noone is not going to want a yahoo account. I don't know if they did this but they should definitely look into some better cyber attack security in able to keep the price of the asking. I am still shocked about this article because this could of happened to anyone and they could have got there personal information stolen.
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