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Yahoo - 2014 Q2: Poor results; Failing to deliver

  • ID: 2977466
  • July 2014
  • 51 pages
  • Indigo Equity Research
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This report provides a detailed financial analysis and review of the company. The report includes: SWOT analysis, investment thesis, fundamental & DCF Valuation; as well as a review of significant recent events, operations analysis, ten year financial analysis, business model, strategy, major M&A activity, industry overview and latest Q results.

Independent, buy-side, fundamental, financial analysis.

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Investment Thesis & SWOT Analysis

Contents
News Flow - Significant Recent Events

Company Analysis
Internet Ad Industry Overview & Key Themes in 2014
Business Model
Competitors, Search Agreement
Management , Executive Compensation & Board
Turnaround Strategy 2012+ - Summary
Historical Perspective
Key Acquisitions & Disposals
Business Model - Snapshot of the last 12 Months
Yahoo! Japan & Alibaba
SWOT Analysis

Key Fundamental Drivers

Historical Financial Results - Quarterly Analysis since 2
Profit & Loss Summary
Revenue Analysis
Revenue by Region
Operational Data - Display & Search
Contribution (Gross Profits) & EBITDA by Region
income from Affiliates (Alibaba & Yahoo! Japan)
Cost Analysis
Cash Flow Analysis
Balance Sheet Analysis
Return Analysis
Unusual Items

Valuation
Valuation - Summary
Fundamental Valuation of Yahoo!
DCF Valuation & Reality Check
Historical Valuation Multiples
Consensus Forecasts & Valuation Multiples
Industry Analysis
Overview of the Internet Advertising Industry
Display Advertising
Mobile Advertising is taking-off
Mobile Advertising
Mobile Search
Privacy Issues

Tables of Historical Financial Results
Quarterly & Annual Financial Accounts
Revenue Data
Revenue by Region
Operational Data
Contribution (Gross Profit) Data

Explanations, Legal and Important Information

Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown

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