Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: Keith J who wrote (5272)	12/30/1997 11:03:00 AM
From: LRS	Read Replies (1) of 27307

Keith, The short answer is that they don't incorporate those numbers (fixed payments, barter amounts, etc.). But, I have been following the differences between what MediaCentral reports and what YHOO reports: MediaCentral Numbers: Q297 $11.7M Q397 $14.7M YHOO Numbers: Q297 $13.5M Q397 $17.3M Delta: Q297 $1.8M Q397 $2.6M My guess is that YHOO's ad numbers for Oct+Nov+Dec will be $5.7M+$6.0M+$6.3M=$18.0M. For barter/fixed payments (and Four11), I will spot YHOO $3.7M. That will put YHOO revenues at $21.7M for the 4th quarter--I think this is in line with rough revenue estimates. Who knows what their costs will look like and thus their profits, but Four11 is bleeding (and with most mergers a company cannot turn off the spigot immediately)and there will be a $4m cash charge (which is quite real because if they plan on growing through acquisitions these charges will be a regular fact of life) My estimates (based on projections from past growth rates in COGS, SG&A, investment income, etc) put Q4 earnings at $.04/share (that includes $.02 from investment income). After the $4M charge we are looking at a loss of $.02. I wonder what the whisper estimates are???

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