Steve Rubel reports that Yahoo missed its estimates and that’s sending advertising-based stocks down sharply in after-hours trading (MSFT is down a bit too). The market will be interesting to watch tomorrow, that’s for sure.
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No Yahoo today
Published by Robert Scoble
I give you a front-row seat on the future. Focusing most of my efforts now on next-generation augmented reality and artificial intelligence, AKA "mixed reality." SUBSCRIBE TO MY NEWSLETTER: http://clevermoe.com/scobleizer-news/ BUY OUR NEW BOOK: https://www.amazon.com/Fourth-Transformation-Robert-Scoble/dp/1539894444 "The Fourth Transformation: How augmented reality and artificial intelligence will change everything." WATCH MY LATEST SPEECHES: State of VR with Philip Rosedale (done in VR itself, very cool): https://www.youtube.com/watch?v=2zAA1EVGUZU At GEOINT, June 2017: http://trajectorymagazine.com/glimpse-new-world/ Augmented World Expo, June 2017: https://www.youtube.com/watch?v=l4xHILvLD8E At Leade.rs, April 2017: https://youtu.be/52_0JshgjXI +++++++++++ BIO: Scoble gives you a front-row seat on the future. Literally. He had the first ride in the first Tesla. Siri was launched in his house. He's been the first to share all sorts of technologies and companies with you, from Flipboard to Pandora to Instagram. Today he's focusing on mixed reality, AKA "next-generation augmented reality" which will include a new user interface for EVERYTHING in your life (IoT, Smart Cities, driverless cars, robots, drones, etc). That's based on his view thanks to his past experience as futurist at Rackspace. Best place to find Scoble? On his Facebook profile at https://www.facebook.com/RobertScoble He has been a technology blogger since 2000, was one of five people who built Microsoft's Channel 9 video blog/community, worked at Fast Company Magazine running its TV efforts, and has been part of technology media businesses since 1993. ++++++++ SPEAKER PITCH: Apple and Facebook now have revealed their Augmented Reality strategies, which means your business needs one too. Rely on Robert Scoble, the world's top authority on AR, to bring to your conference what businesses should do next. SPEECH ABSTRACT #1: TITLE: The Fourth Transformation: What's next in mixed reality (AR and AI) and the future of technology? Here's an example of this talk at Leade.rs in Paris in April, 2017: https://youtu.be/52_0JshgjXI Why "the Fourth Transformation?" Soon we will have phones and glasses that do full on augmented reality. Everything you look at will potentially be augmented. This world is coming in late 2017 with a new iPhone from Apple, amongst other products. Microsoft is betting everything on its HoloLens glasses that do mixed reality and the industry is spending many billions of dollars in R&D and funding new companies like Magic Leap. This future will be the user interface for IoT, Smart Cities, autonomous cars, robots, drones, and your TV. This is a big deal and Robert will take you through what mixed reality is and how it will change every business. Learn more about Robert's speaking style and contact his agent at http://odemanagement.com/robert-scoble/Robert-Scoble.html ++++++++ SPEECH ABSTRACT #2: "The Next Two Clicks of Moore's Law." Over the next four years, or two clicks of Moore's Law, a ton about our technology world will change. Scoble will bring you the best from his travels visiting R&D labs, startups, and innovators around the world. He views the world through his rose-colored-mixed-reality glasses, which will be the new user interface for self driving cars, Smart Cities, IoT, and many other things in our world. He'll send you off with some lessons for companies both large and small. ++++++++ SPEECH ABSTRACT #3: "Personalized Meaning: What is Augmented Reality For?" As we enter a far more technological world where even cars drive themselves, I predict we'll see a blowback toward the analog, more authentic world. What role does augmented reality play in both worlds? Get Scoble's insight into where augmented reality is going, see tons of real-world demos, and understand what he means by 'personalized meaning.' CONTACT: If you are looking to contact me, email is best: scobleizer@gmail.com. ++++++++ ENDORSEMENTS: IZEA Top 25 Tech Influencers: https://izea.com/2017/07/07/25-top-tech-influencers/ Time: One of the top 140 Twitterers! FT: One of the five most influential Twitterers! Inc. Top 5 on list of Tech Power Players You Need to Know: http://www.inc.com/john-rampton/30-power-players-in-tech-you-need-to-know.html Next Reality: #4 on top 50 AR influencer list: https://next.reality.news/news/nr50-next-realitys-50-people-watch-augmented-mixed-reality-0177454/ View all posts by Robert Scoble
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fickle fickle fickle wall street…
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fickle fickle fickle wall street…
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Not to mention what’s going on on the Nikkei. Tomorrow should be telling.
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Not to mention what’s going on on the Nikkei. Tomorrow should be telling.
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It’s actually looking pretty healthly (thus far), just the price was out of whack. It missed analyst expectations, but it’s 4Q profit nearly doubled and revenue is UP 39 percent from last year, with traffic up 9% (supposedly).
But ‘stock price’ has to reflect real numbers, not overall health. Which is why a great quarter, can send things down, if expectations are too high or not met.
In the bid up, it fell short, and down to reality, reflecting real profit and sales. Serious adjustment and plus the Alibaba take, but not a “crash”. Fail to meet expectations, based on a indicatorish determined value, even with good news, things happen. Investing 101, this happens all the time — stock market expectations meet cold hard reality in quarterly reports, adjustments are made. Which is why it pays to be realistic and conservative, as too much hype gets things grossly overvalued and brings out the shorts and leads to bubbles.
Thus it is not really a trend indicator of the overall advertising sector, not this time. Though that’s a train on the tracks bearing down, long-term. But the MSN pullout is more immediate.
But boy, Steve Rubel now going Web 2.0 crashola? Heh. I’d normally agree. One problem, there isn’t really any substance or value itself to “Web 2.0”, hard to crash what is already worthless, well maybe some duped VCs pulling money into goofy rot like Riya, but that’s not public market stuff. Calling Yahoo “Web 2.0” is a big leap. There are no “Web 2.0” stocks, as “Web 2.0” means nothing.
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It’s actually looking pretty healthly (thus far), just the price was out of whack. It missed analyst expectations, but it’s 4Q profit nearly doubled and revenue is UP 39 percent from last year, with traffic up 9% (supposedly).
But ‘stock price’ has to reflect real numbers, not overall health. Which is why a great quarter, can send things down, if expectations are too high or not met.
In the bid up, it fell short, and down to reality, reflecting real profit and sales. Serious adjustment and plus the Alibaba take, but not a “crash”. Fail to meet expectations, based on a indicatorish determined value, even with good news, things happen. Investing 101, this happens all the time — stock market expectations meet cold hard reality in quarterly reports, adjustments are made. Which is why it pays to be realistic and conservative, as too much hype gets things grossly overvalued and brings out the shorts and leads to bubbles.
Thus it is not really a trend indicator of the overall advertising sector, not this time. Though that’s a train on the tracks bearing down, long-term. But the MSN pullout is more immediate.
But boy, Steve Rubel now going Web 2.0 crashola? Heh. I’d normally agree. One problem, there isn’t really any substance or value itself to “Web 2.0”, hard to crash what is already worthless, well maybe some duped VCs pulling money into goofy rot like Riya, but that’s not public market stuff. Calling Yahoo “Web 2.0” is a big leap. There are no “Web 2.0” stocks, as “Web 2.0” means nothing.
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If you want a possible comparison, look at Apple after reporting fiscal Q2 ’05 last April.
They reported earnings that _exceeded_ expectations. They reported increased sales compared to the year before.
But, they gave forward guidance that suggested a flatter quarter than the analysts were anticipating.
The result? A drop from 41.04 to 37.26, nearly 10%). They then floundered the entire quarter, with a low of 34.13 and a high of 40.13.
Where are they now? Double where they were 2 quarters ago. Exceeding expectations of earnings and sales. And if you go back through the last 9 quarters – a time where Apple has seen nearly an 850% increase in their stock price – you’ll also find a very steady increase in sales across their product line.
Simply talking stock price as the only indicator of ANYTHING except investor demand is one of the most foolish things a person could do.
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If you want a possible comparison, look at Apple after reporting fiscal Q2 ’05 last April.
They reported earnings that _exceeded_ expectations. They reported increased sales compared to the year before.
But, they gave forward guidance that suggested a flatter quarter than the analysts were anticipating.
The result? A drop from 41.04 to 37.26, nearly 10%). They then floundered the entire quarter, with a low of 34.13 and a high of 40.13.
Where are they now? Double where they were 2 quarters ago. Exceeding expectations of earnings and sales. And if you go back through the last 9 quarters – a time where Apple has seen nearly an 850% increase in their stock price – you’ll also find a very steady increase in sales across their product line.
Simply talking stock price as the only indicator of ANYTHING except investor demand is one of the most foolish things a person could do.
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Simply talking stock price as the only indicator of ANYTHING except investor demand is one of the most foolish things a person could do.
Yeah, hear ye, hear ye. But methinks Robert and (particulary) Steve are not investor types or if they are, be in need of some basic boot-camp training. If anything it looks future blue skies for Yahoo, my wager at least. Not the advertising sector doom and gloom. Now, granted, I think a fallout will happen, nothing goes up forever and GOOG is grossly overvalued, but you can’t justify that trend with this Yahoo dip.
But I would add a disclaimer, if said company has created a ponzi-scheme in which a high price is always needed, then a price adjustment could reflect future doom, but with SOX hopefully those days are but gone (wishful thinking that). And sometimes said “forward guidance” is not the fault of said company, rather irrational speculations and other factors, but generally think like an longish MBA yet with a trigger-happy pessimistic short finger, and all will be fine. Sounds contradictory, but nothing here is rational, emotions are not sciences. 🙂
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Simply talking stock price as the only indicator of ANYTHING except investor demand is one of the most foolish things a person could do.
Yeah, hear ye, hear ye. But methinks Robert and (particulary) Steve are not investor types or if they are, be in need of some basic boot-camp training. If anything it looks future blue skies for Yahoo, my wager at least. Not the advertising sector doom and gloom. Now, granted, I think a fallout will happen, nothing goes up forever and GOOG is grossly overvalued, but you can’t justify that trend with this Yahoo dip.
But I would add a disclaimer, if said company has created a ponzi-scheme in which a high price is always needed, then a price adjustment could reflect future doom, but with SOX hopefully those days are but gone (wishful thinking that). And sometimes said “forward guidance” is not the fault of said company, rather irrational speculations and other factors, but generally think like an longish MBA yet with a trigger-happy pessimistic short finger, and all will be fine. Sounds contradictory, but nothing here is rational, emotions are not sciences. 🙂
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cool, this comment is awesome
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cool, this comment is awesome
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