Tag Archives: Ymobile

Mobile ad opportunity

Vodafone`s (VOD) FY EBITDA dropped 5,4%. Their revenue also slipped 1,9% to £43,6 billion. Net profit attributable to shareholders soared to £59,25 billion from £413 million in 2013, boosted by the sale of their 45% stake in Verizone Wireless for $130 billion.

Vodafone logo

Organic service revenue declined 3,8% in Q4. Adjusted operating profit dropped 37% to £7,67 billion, mainly due to a much lower contribution from Verizone Wireless before it was sold. Vodafone expects FY 2015 EBITDA to drop to £11,5 billion.

CEO Vittorio Colao say Vodafone`s emerging markets businesses have performed strongly. In Europe, the company continues to face competitive. Vodafone declared a final dividend of 7,47 pence a share, giving total dividends of 11 pence, up 8%.

Vodafone is the world`s second-largest mobile network operator and the Pan-European FTSEurofirst 300 Indes slipped today as Vodafone fell 4% after reporting huge impairment costs. Vodafone was the biggest faller on the FTSEurofirst 300 today.

The underlying profit continuing to move in the wrong direction and it seems to be very expensive to be in this competitive markets. AT&T bought Direct-TV to diversify and continue to grow its business.

100px-AT&T_logo.svg

This makes AT&T strong, and Verizone, Sprint and T-Mobile should watch out, as AT&T has more leverage right now. Direct TV`s coverage map can reach 99% of households. Their mentions that cost savings will exceed $1,6 billion.

AT&T now have the ability to price itself lower than other competitors. AT&T`s CEO belive the deal will go through regulators in light of recent trends in telecom and communications. AT&T bought out Direct TV for $95 per share ($48,5 billion).

It`s probably better to be on the other side. Facebook are earning money on their direct ad mobile advertising. Now, Yahoo have the ability to do the same as Facebook. Yahoo is down -16,2% so far in 2014.

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The Alibaba IPO can give Yahoo a huge opportunity as they have a potential in Yahoo`s mobile advertising. They can acquire mobile advertising firms like Millennial Media or AOL. This is what made Facebook a big growth company.

Yahoo have Yahoo Weather, Yahoo Finance and Tumblr. They have about 360 million global users and this amount of users can make Yahoo grow with a new mobile ad platform. Yahoo have the ability to buy Millennial Media cheap.

Anyway; Yahoo`s stake in Alibaba will give them a lot of cash, and you all know that Cash is King! Money is just a piece of paper. It ain`t worth something. Just the thing you can buy with the cash. So what is money? It`s just tools, and you need the tools to reach your goals.

Yahoo have a huge opportunity during the Alibaba IPO, and they can be a great growth company if they are doing the right things now. Yahoo have been on the market for a long time, and money will not be the biggest problem for them now. They need a great idea. Mobile ads can be one of them.

Read my article about Ymobile on March 28, 2014.

Reports today:
08:30 a.m EST FOMC Member Plosser speaks
08:30 a.m EST FOMC Member Dudley speaks

 
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Y!mobile on the run

 

Yahoo Japan Corp is Japan`s biggest internet portal and SoftBank own a 42,6% stake in Yahoo Japan. Yahoo Japan Corp will try to buy mobile network operator eAccess for 324 billion yen ($3,17 billion). The stock slid -6,38% yesterday.

eaccess and softbanky_mobile

They will try to launch their own mobile internet service and their new Y!mobile service would aim for more than 20 million users. The purchase is scheduled for June 2 and will follow eAccess` planned merger with wireless provider Willcom, which is also a member of SoftBank group.

Combined they have about 10 million users. Yahoo`s President Manabu Miyasaka said they want additional 10 million users, and they do this because they want control over their own sales channel and service, so they launch this as a standard mobile operator with a simple pricing structure.

SoftBank have a 99,68% stake in eAccess but will have only 33,29% voting rights due to regulatory restrictions. SoftBank launched the Apple Inc iPhone in Japan. They aquired the mobile carrier Sprint Corp last year (No 3 in U.S).

The telecom is extremely attractive to companies like this. They will be nothing without this connections. It`s a growing demand for mobile devices, and consumers in Japan will have an average of six mobile devices each, including wearables and mobile devices in cars, Yahoo`s president said.

Yahoo need to slash prices to win market share against their competitors like NTT DoCoMo Inc and KDDI Corp, as well as their own parent SoftBank, because Japan`s telecom market is ultracompetetive.

SoftBank bought eAccess for 180 billion Yen in 2012 to meet the rising demand for bandwidth as smart phone users surf the web, watch videos and play games. They need to be prepared for faster network demand.

Yahoo Japan will start the new service called Y!mobile and share phone networks with SoftBank, once eAccess acquires Willcom in June. Yahoo Japan hope to win more users who will turn more frequently to their marketplace and auction sites and boosting their e-commers and online advertising businesses.

As the Yahoo president say; they are trying to do something wild, and not be in a status quo position. So are SoftBank doing it. They have been pursuing investments in internet firms around the world, and have a stake in Yahoo Japan, and a 36,7% stake in Chinese e-commerce company Alibaba Group.

A listing of Alibaba would be one of the largest IPO`s by an internet company.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

 

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