Yahoo | Investor Presentation Deck | 35 slides

Yahoo · 2008-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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5
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Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
This is a classic 'Why We Are Here' agenda slide used in a corporate defense context.establish_context
04
The slide outlines the investment thesis for Yahoo! in the 2008-2010 timeframe.present_solution
05
The slide uses a side-by-side bar chart comparison to demonstrate superior performance projections.show_traction
06
The slide highlights Yahoo's #1 or #2 ranking in key categories.compare_peers
07
Slide highlights competitive advantages in the advertising market circa 2008.show_traction
08
The slide uses a combination of bulleted lists and tables to categorize public vs private investments.analyze_data
09
The slide uses a matrix structure to map strategic initiatives against time periods.show_traction
10
The slide uses a two-column comparison framework to define the company's dual-focus strategy.summarize
11
The slide uses a 2x2 matrix to segment revenue growth drivers, mapping them to strategic initiatives.present_framework
12
Includes logos and quotes from Chicago Tribune, Search Engine Journal, Fortune, ZDNet, and CNET.show_traction
13
The slide uses a circular process flow to explain the value proposition of the Yahoo Buzz product.present_solution
14
The slide outlines a strategic plan to improve Revenue Per Search (RPS) by evolving the Panama platform.plan_implementation
Open slide detailBeat · Product
15
The slide uses a comparison table to contrast Search and Display characteristics, alongside a stacked bar chart showing market growth.size_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
16
Uses a three-column layout to present a logical progression of market strategy.present_framework
Open slide detailLoop · Cost Of Inaction
17
Uses a before-and-after framing to contrast market inefficiency with the proposed solution.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
18
The slide uses a two-column layout to contrast two distinct growth pillars.summarize
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
19
The chart uses a waterfall bridge to explain the delta between 2007 and 2008, then transitions to a bar chart for future projections.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
20
The chart uses a waterfall-style bridge to show how different revenue streams contribute to the total projected revenue.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
21
Slide 21 from a Yahoo! investor presentation regarding the Panama search platform.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
22
Slide 22 from a Yahoo investor presentation.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
23
The slide uses a stacked bar chart to illustrate the composition of cash costs and OCF margins from 2006A to 2010E.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
24
The slide uses a 2x2 matrix to categorize growth drivers by volume and yield, leading into a stacked bar chart for financial projections.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
25
The slide outlines the company's capital allocation strategy, focusing on innovation, infrastructure, and specific business initiatives.analyze_data
26
Uses a sum-of-the-parts valuation logic to argue against a takeover bid.analyze_data
27
This slide is part of a defense against a hostile takeover bid, emphasizing the undervaluation of Yahoo's assets.compare_peers
28
summarize
30
Includes footnote regarding year-over-year growth projections and definition of Revenue ex-TAC.analyze_data
31
The table provides a non-GAAP reconciliation of Operating Cash Flow (OCF) by adding back Depreciation & Amortization and Stock-Based Compensation Expense to Opeanalyze_data
32
Includes CAGR calculations for the 2007-2010 period and specific revenue base assumptions in the footnote.analyze_data