The following video is from Tuesday's MarketFoolery podcast in which host Chris Hill and analysts Andy Cross and Joe Magyer discuss the top business and investing stories.
In this segment, Yahoo!'s (NASDAQ:YHOO) fourth-quarter earnings were higher than expected. Andy says that CEO Marissa Mayer has helped reinvigorate the brand, boosted morale, and brought stability, but it's still unclear what happens once the honeymoon period ends for Mayer. Joe thinks Mayer is doing a good job making small bets, but there are still big questions in terms of sales and growth. He thinks that Yahoo! is treading water and that's not enough. Andy says that Mayer has to figure out how to grow Yahoo! at a faster rate and says that it's challenging if the latter is more of a media than a tech company. Joe thinks we're a long way from Yahoo! getting traction.
The relevant video segment can be found between 2:50 and 9:39.