I’m on the Yahoo quarterly call. Results were okay, almost certainly better than expected.
More when news warrants. So far it feels like the calm before the storm.
[Update] Okay, that wasn’t a bad call, but it also felt sort of meandering and anti-climactic. There is more frustration among the analyst community than showed on the call, and Yang et al., didn’t do the best possible job communication the changes to the company’s strategy.