YAHOO hit by lagging ad revs, Alibaba -- APPLE turns to Enterprise, AppleTV -- FACEBOOK's open infrastructure -- The sad story of @N

 

January 29, 2014 06:00 PST | 09:00 EST | 14:00 UTC

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>> REALITY CHECK: Yahoo Q4 2013 earnings slide 6% to $1.27 B on EPS of $0.46, display ads down 6%, by Ingrid Lunden: "Full-year figures, also being reported today, show revenues at $4.7 billion, down 6%; and net income of $590 million, up 4%. Display advertising, excluding traffic acquisition costs, was $491 million down 6% compared to $520 million for Q4 of 2012. Display revenue ex-TAC was $1,737 million for the full year of 2013, a 9 percent decrease compared to $1,899 million for the prior year. Search was a bit more of a brighter picture. Yahoo said search revenue ex-TAC was $461 million for the fourth quarter of 2013, up 8% compared to $427 million for the fourth quarter of 2012. Search revenue ex-TAC was $1,699 million for the full year of 2013, a 6 percent increase compared to $1,611 million for the prior year." TechCrunch

> The incredible shrinking Yahoo, but 100 percent more show biz in Q4 presentation! Re/code

> Here's the only chart that matters at Yahoo in Q4: Alibaba's doing great! Re/code

> Bad sign for Yahoo: Alibaba's growth slows Wall Street Journal/Digits

> Yahoo is shutting down IntoNow, nearly three years after acquisition TechCrunch

> Yahoo has closed the Tomfoolery acquisition, will shut down Anchor, team to work for Bonforte TechCrunch

> Marissa Mayer continues to do a painfully awkward video presentation during each Yahoo! quarterly earnings report >> ENTERPRISING APPLE: Apple gave a lot of shout-outs to business customers on its earnings call, by Ryan Faas: "While Apple has traditionally reminded investors that its products are in use by more than 90% of Fortune 500 companies, the datapoint has often been a quick blip after which announcements or questions went back to other topics. This time, however, both Oppenheimer and Cook repeatedly touched on iOS success in the enterprise in more significant ways. Early in the call, when discussing the iPhone and iOS 7, Oppenheimer made several enterprise-related points. The first was to note that iOS 7 has received the federal government's FIPS 140-2 certification... The topic of iOS 7 and apps in business environments came up again during the discussion about iPad sales during the quarter. In this instance, Oppenheimer referenced both the advantages offered enterprise apps developed by companies and their ability to leverage apps available in the App Store." CITEworld

> Apple TV graduates from hobby/accessory to product line ahead of major changes 9to5Mac

>> A DRIVE BY ANY OTHER NAME: SkyDrive and SkyDrive Pro are now OneDrive and OneDrive for Business: "SkyDrive and SkyDrive Pro will soon become OneDrive and OneDrive for Business! Current users of SkyDrive and SkyDrive Pro are all set. The service will continue to operate as you expect and all of your content will be available on OneDrive and OneDrive for Business as the new name rolls out." Office Blogs

> TechBrief notes: OneDrive and OneDrive for Business have almost nothing in common except name.

> OneDrive and Office Online: Naming done right? Liveside

>> COMING ATTRACTIONS: Google brings Chrome apps to Android and iOS, lets developers submit to Google Play and Apple's App Store, by Emil Protalinski: "Google today launched Chrome apps for Android and iOS. The company is offering an early developer preview of a toolchain based on Apache Cordova, an open-source mobile development framework for building native mobile apps using HTML, CSS and JavaScript. Developers can use the tool to wrap their Chrome app with a native application shell that enables them to distribute it via Google Play and Apple's App Store." TNW

>> WE LIKE GREEN: Facebook saved over a billion dollars by building open sourced servers, by Josh Constine: "Facebook is reaping the benefits of designing its own energy efficient servers. Today at the Open Compute Summit, CEO Mark Zuckerberg said that 'In the last three years alone, Facebook has saved more than a billion dollars in building out our infrastructure using Open Compute designs.' ... Along with helping the environment, the project lets Facebook crowdsource improvements to its infrastructure and allows multiple vendors to produce identical equipment that gives Facebook supply chain diversity. The whole thing is probably a great engineer recruiting tool too." TechCrunch

> Facebook puts 10,000 Blu-ray discs in low-power storage system InfoWorld

>> DEPARTURE LOUNGE: Google Analytics founder working on new project, by Dan Primack: "'Stay tuned.' That is all Wesley Chan will say about his new project, which is causing him to step down as a general partner with Google Ventures. Any vague, buzzwordy description? 'Stay tuned.' Are you doing this independently or within Google? 'Stay tuned.'" Fortune

>> WASHINGTON WIRE: Obama touches on NSA reform in State of the Union address, by Grant Gross: "Obama promised to work with the U.S. Congress to reform surveillance programs... He called for patent reform, saying Congress needs to allow U.S. businesses to innovate instead of facing 'costly and needless' patent lawsuits... called on Congress to pass immigration reform... also praised the U.S. Federal Communications Commission, Apple, Microsoft, Sprint and Verizon Communications for pushing for higher speeds of broadband in the nation's schools." InfoWorld

> Obama proposes creation of six new tech manufacturing hubs Cnet

> The NSA has a new, first time ever, privacy officer WaPo/In the Loop

> Rovio denies providing angry birds user data to the NSA, points finger at third-party ad networks TechCrunch

> NSA Spying on Apps Shows Perils of Google+, ‘Candy Crush’ Bloomberg

> German government faces legal action over NSA spying InfoWorld

>> TROLLING FOR DOLLARS: Court: Google infringed patents, must pay 1.36 percent of AdWords revenue, by Joe Mullin: "Vringo is a tiny company that purchased some patents from Lycos, an old search engine, in 2011 and then used those patents to sue Google... Vringo got the payout it was looking for: a 1.36 percent running royalty on US-based revenue from AdWords, Google's flagship program. US District Judge Raymond Jackson had already ruled last week that the AdWords program, which was tweaked by Google after the Vringo verdict, wasn't 'colorably different' from the old infringing program. He gave Google and Vringo one last session to hammer out a royalty rate, and when they couldn't, he went ahead and set it -- at almost exactly the rate Vringo was seeking." Ars Technica

>> BAMBI MEETS GODZILLA: Pingjam post mortem: 'I don't know what made Google suddenly not like us. I don't know whether we got kicked out because 24 hours before banning our apps Google launched an almost identical feature in Android 4.4 or if it's something else.' Elnor Rozenrot

>> The first new 7 top-level domains go live today AdWeek

>> How I lost my $50,000 Twitter username Naoki Hiroshima

>> Health Catalyst raises $41M for healthcare data storage and analysis TechCrunch

>> New 3D printer by MarkForged can print with carbon fiber Popular Mechanics

>> IBM exploring sale of Software-Defined Networking business Re/code

>> Cisco pushes SDN into distributed networks Network Computing

>> Lenovo restructuring to focus on enterprise products, software after IBM deal InfoWorld

>> It begins: AMD announces its first ARM based server SoC, 64-bit/8-core Opteron A1100 AnandTech

>> Dropbox: We'll conquer the enterprise by focusing on our 200 million users first CITEworld

>> Lance Ulanoff out as editor of Mashable TechCrunch

>> What's driving Google's obsession with artificial intelligence and robots? Forbes

>> Dell embraces Cumulus Linux for networking Enterprise Networking Planet

>> UK Government plans to ditch Microsoft Office, move to open-source solutions Neowin

>> Amazon Appstore now allows developers to charge for HTML5 web apps, promote them through "free app of the day" TechCrunch

>> How to make your enterprise as agile as a startup CIO

>> FileZilla warns of large malware campaign InfoWorld

>> New York to propose bitcoin rules this year, Financial Services Sup't Lawsky says Bloomberg

>> BITCOIN: $912 Mt.Gox

>> TWEET O' THE DAY: 'Pope Francis said the internet is "a gift from God." Sounds like somebody hasn't scrolled down to the comments section yet.' @StephenAtHome (Stephen Colbert)

FEED ME, SEYMOUR: Comments? Questions? Tips? Shoot mail to Trent or Woody. Follow @gegax or @woodyleonhard.

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