With Yahoo! Inc’s YHOO earnings due out today, now is a good time to take a look back as some of the company’s numbers from it last earnings report. Shareholders will likely be sifting through the new report and looking for improving trends, and the five images included below will serve as the baseline for comparison to today’s latest numbers.
Over the past two years, the general trend in search has been decreasing number of paid clicks and increasing price-per-click. Last quarter’s 10 percent year-over-year (Y/Y) increase in paid clicks broke the pattern, and investors will be looking to see if that number represented a change in trend or if it was simply an outlier.
When it comes to global display ad trends, investors will be looking to see if last quarter’s fall-off in ad growth continued in the most recent quarter and if the rates of falling ad prices have stabilized.
After a slight bump Y/Y in GAAP revenue in 3Q14, Yahoo! reverted back to the pattern of negative Y/Y revenue growth in Q4. The market will be looking to see how 1Q15 measures up to the $1.133 billion in revenue from 1Q14.
Revenue sources will also be an important indicator of the future direction of the company. Only 22 percent of the company’s revenue came from outside the Americas last quarter. Display and search evenly accounted for 78 percent of the company’s revenue.
Investors will also be watching Yahoo!’s ballooning expenses, which have slowly climbed from $888 million in 1Q13 to over $1.14 billion in 4Q14.
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