Shafik Habal, how much will advertisers pay for 60 mill users of YHOO and 50+ mill users of AOL? ,<G>. Also, what will it be worth to a company if AOL/YHOO gives them " their seal of approval" as a " preferred vendor" for quality, reliability, price etc? Enough to get a cut of the sale? ads?
;-) :-) :-)
TA
You said: Yahoo now has 60,000,000 plus users (March 99)
and over 47,000,000 Registered Users (Provided a user profile)
The following is from the shareholder meeting call Friday:
Tim Koogle:
1) Profits matter, net income up 3 fold for 98 over 97
2) Annual net income up to 25% at end of 98
3) Yahoo now has 800 employeed with $330,000.00 of gross income
per employee (Per employee $ income up, in spite of twice as many employees
now compared to one year ago!!!)
4) Number of advertisers are growing very fast. Each advertiser is signing longer
contracts and spending more per ad. The advertisers are VERY happy with their
results & have communicated this back to Yahoo management & signed up again!!
5) 33 Million revenue for 1st quarter 99, net income up to 38% now as compared
to 25% for 1998 net income (Net Growing Too)
6) Strong revenue growth, more and more revenue starting to come
in from outside North America. Yahoo is #1 outside of North America.
7) Yahoo is focused on growing their International Business in a
big way, and so far has been very successful at this!
8) Tim stated that "Yahoo has already met Wall Streets estimates for the year, and
revenue is ramping up"
9) Yahoo has very strong cash reserves, $524,000,000 to date, and
Yahoo has ZERO ($0.00) debt!!! Thats zip, nada, nothing!!!!!!!
10) Yahoo's cash on hand to ongoing liabilities coverage is just
over 5 1/2 to 1 (Also Very VERY strong!!!)
11) Yahoo will agressivly use their stock and assets to continue to aquire other
companies to get a jump start on an industry, or to improve areas that they may be
weak on.
The above was emailed to me, it is not something I made up, but rather something a
friend of mine compiled and summarized for me while he took notes during the
replay of the conf call. |
