Revenue Source
- dial-up subscribers,
- ads revenue
- content licensing

Competitors
- YHOO, GOOG, MSFT etc

Risk
- falling ads revenue for the possible next quarters (may report its first quarter with increased revenue due to holiday season)
- primarily a US play, how are they going to attract audience beyond the shores of US or increase its share?

Opportunity
- publishing industry going through restructuring
- opportunity to hire talents and seek new shores
- most likely will put together a plan to grow revenue from mobile devices
- possible partnership or acquisition with Garmin (mapping is an important play on many companies now, AOL also owns maps)

What else?

• Tenkan sen has cut Kijun sen
• Price has rise sharply and has pierce through the kumo resistance on the Daily Chart

At this moment, it is challenging its previous high back in July at around $17.59 . Incindently, this is also the last support level when the financial crisis took a dive.

On the Weekly Chart, we can see that Yahoo is inside the kumo; a trendless state.

With the last quarter of 2009 coming up, lots of retailers and brand names will have to start allocating their marketing budget for the final burst. Yahoo has a good relationship with various ads agency and I think we will see some action on this front.

Update: Additional Notes
Over the next 2-3 years, I doubt there will a lot of interesting development for Yahoo, unless they start selling assets.

The only forward looking piece that I am looking at is their partnership with Samsung on the HDTV front. (and we do not know what kind of timeframe is needed to make this a success)

Here’s my thoughts on ads revenue:
- major bulk of ads revenue is still derived from brand names
- TV revenue still accounts for major bulk of marketing allocation compared to online ads

Given the above, it is safe to assume that Yahoo wants to continue building their ‘inventory’ of ads spaces.

Tie up with Samsung is a move to capture the revenue on the TV side

Just today, I received an email from CFO Asia that they are ceasing publication of CFO Asia and CFO China.

I believe this also includes advertising industry and will includes other companies like Google, Yahoo which rely heavily on advertising revenue.

Dear CFO Asia reader,

 

I hope this letter finds you well. I have some unfortunate news to share: effective March 31, 2009, CFO Asiaand its sister publication CFO China will cease publication. The February/March issue that you have received is our last.

 

The magazines’ owner, The Economist Group, will continue to conduct CFO-focused conferences in the region. You can also continue to read many of the articles you have been receiving by logging onto www.cfo.com, the website of CFO in the United States. The U.S. and European editions of CFO continue to publish as before.

 

This is a tough time for print publications, as you well know. I’m proud of what CFO Asia has achieved over the past decade, and I have enjoyed tremendously my two years as part of the Asia editorial team. From the Asian financial crisis to the dotcom boom and right up to today’s economic chaos, we’ve written some great stories and, I hope, helped our readers make sense of Asia’s complex financial scene.

 

On behalf of the entire CFO Asia team, I would like to sincerely thank you for your dedication and support over the years. I wish you all the best in your career.

 

 

Sincerely,

 

Don Durfee

Editor-in-Chief

CFO Asia and CFO China