No-YHOO’ing in the valley today

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It’s earnings week in the tech industry. Yahoo today. Ebay tomorrow. Microsoft and Google Thursday.

Yahoo didn’t please.

By the way, the view out PodTech’s office window is quite stunning. I’m looking down at Silicon Valley. It’s quite interesting the motivational effect that has. It’s almost like “we’re gonna throw you to the wolves in the valley and if you’re really lucky you’ll get to come back up here on the hill. Sand Hill, that is.

Oh, while we’re talking about the offices, here’s Irina standing in front of the office. Well, we only occupy about 1/30th of this building. Like my son says, nothing like Microsoft!

Did I say how much I like Flickr’s new clustering technology? Maybe that’ll pay off next quarter for Yahoo.

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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/

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16 thoughts on “No-YHOO’ing in the valley today”

  3. @Goebbels – buy as in buy some YHOO shares or buy as in MSFT buys YHOO? (btw, that was a rumor floating on finance msg boards before the YHOO earnings 🙂 )

    Like

  4. @Goebbels – buy as in buy some YHOO shares or buy as in MSFT buys YHOO? (btw, that was a rumor floating on finance msg boards before the YHOO earnings 🙂 )

    Like

  5. ‘Buy’ as in buy this stock now so you can get some great tax savings when you sell at a loss. That ship is sinking.

    Like

  6. ‘Buy’ as in buy this stock now so you can get some great tax savings when you sell at a loss. That ship is sinking.

    Like

  7. Buy yhoo; they were only slightly off expectations but got slammed. Wall Street has been crazy lately and things will be better.

    If msft bought yhoo, they’d have virtually no cash left and would be out of business quicker than yhoo.

    Like

  8. Buy yhoo; they were only slightly off expectations but got slammed. Wall Street has been crazy lately and things will be better.

    If msft bought yhoo, they’d have virtually no cash left and would be out of business quicker than yhoo.

    Like

  11. You are crazy to own Yahoo. Take the estimates of the analysts (which by the way are coming down after this quarter) for the the next twelve months and you get a P/E of 60. 60! For a company that is growing at 20+% For a company that had flat user growth over the last quarter. For a company that had search advertising revenues actually fall this quarter. Wall Street WAS crazy. Now they are coming to their senses.

    Like

  12. You are crazy to own Yahoo. Take the estimates of the analysts (which by the way are coming down after this quarter) for the the next twelve months and you get a P/E of 60. 60! For a company that is growing at 20+% For a company that had flat user growth over the last quarter. For a company that had search advertising revenues actually fall this quarter. Wall Street WAS crazy. Now they are coming to their senses.

    Like

  13. They weren’t slightly off expectations. That misrepresents the quarter. They had lower revenue but me EPS estimates. How? They stopped hiring people and cut marketing programs as they stated on the call. Those are always the first two to go to make a quarter’s numbers. Does that sound like a growth company to you?

    Like

  14. They weren’t slightly off expectations. That misrepresents the quarter. They had lower revenue but me EPS estimates. How? They stopped hiring people and cut marketing programs as they stated on the call. Those are always the first two to go to make a quarter’s numbers. Does that sound like a growth company to you?

    Like

  15. Yahoo…. disappoints.

    Ebay… Microsoft… Google…. You named them all Robert.

    Urm, except one. Apple. Decent increase in iPod sales. Unexpected increase in Mac laptops. Overall, they met revenue projections, exceeded earnings consensus….

    And the stock is taking a big bounce in afterhours.

    Now – just imagine next month when they show Leopard at WWDC. Or imagine their earnings report come October when they’ve had a full quarter with a MacBook out (for back-to-school sales) or even a MacPro finally available.

    Oh, and all this without anything much on the iPod front since last October.

    That said, the stock needed this. I’ve held them since September 2004. I have no reason to fear the 30% drop in price this year… I invest, not trade, and understand the markets (definitely plural anymore) they are in. Still, my portfolio is smiling MUCH more tonite!

    Like

  16. Yahoo…. disappoints.

    Ebay… Microsoft… Google…. You named them all Robert.

    Urm, except one. Apple. Decent increase in iPod sales. Unexpected increase in Mac laptops. Overall, they met revenue projections, exceeded earnings consensus….

    And the stock is taking a big bounce in afterhours.

    Now – just imagine next month when they show Leopard at WWDC. Or imagine their earnings report come October when they’ve had a full quarter with a MacBook out (for back-to-school sales) or even a MacPro finally available.

    Oh, and all this without anything much on the iPod front since last October.

    That said, the stock needed this. I’ve held them since September 2004. I have no reason to fear the 30% drop in price this year… I invest, not trade, and understand the markets (definitely plural anymore) they are in. Still, my portfolio is smiling MUCH more tonite!

    Like

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