Quarterly earnings updates, AirBNB’s PR crisis, and an Alipay resolution
Quarterly Earnings Update A few search- and social-driven companies have reported their earnings this quarter. An update: Overstock.com had weak sales growth and lower gross margins, with a drop in...
View ArticleAlipay unimpressive, Epocrates’ smart ads, and Bing’s IE problem
Alipay Settlement Doesn’t Impress Yahoo Shareholders Yahoo’s Alipay settlement, announced early Friday morning, initially pushed the stock up. By the end of the day, Yahoo was down slightly. This was...
View ArticleModern Online Ads Can Lead to “Black Swans” for Brands
If there’s one way to sum up the resurgence of display advertising compared to search advertising in the last few years, it would be this: Display is finally a market. Like a financial security that...
View ArticleLivingSocial keeps moving forward, IE is falling back, and Mechanical Turk as...
LivingSocial Updates Even a few months ago, LivingSocial seemed like the definition of an also-ran: Groupon got PR, small group-buying competitors got PR, and when those small companies got written up,...
View ArticleWhat the crash means for Internet investors, more on Yahoo’s display trouble,...
What the Crash Means Investors should prepare for an economic and financial climate as bleak and unforgiving as last September, when the S&P was about where it is now. Outsourced Pessimism The...
View ArticleWhat’s Next for Digital Due Diligence
I’m pleased to announce that I’m joining Yahoo as SEO Lead. At Digital DD, we puzzled through the strategies behind some of the biggest SEO companies out there. But Yahoo is an order of magnitude...
View ArticleA Yahoo update, Bing in depth, and Reddit’s escape velocity
Yahoo Update As has been reported at length, Yahoo’s board fired the company’s CEO, who fired back with an infamous email and a furious interview with Fortune. Yahoo’s board is now rumored to be...
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