Yahoo Tax Treatment Key to M&A Action: Gene Munster

The transcript discusses potential buyers for Yahoo, focusing on Verizon, AT&T, and Gannett, and the strategic importance of tax treatment in M&A. It highlights Yahoo's plan to sell core assets while retaining Alibaba and Yahoo Japan, aiming for a tax-free spinout. Yahoo's financial performance shows improvement despite losses, with stock movements reflecting market anticipation. The impact of the upcoming election on Yahoo's patent sale is considered, with potential tax opportunities. The discussion shifts to Apple's market position, predicting a return to growth despite recent declines, driven by the iPhone 7 and revenue projections.

Which companies are considered potential buyers for Yahoo according to the discussion?

• Verizon, AT&T, and Gannett

• Google, Microsoft, and Amazon

• Facebook, Twitter, and LinkedIn

• Netflix, Hulu, and Spotify

What is the strategic goal for Yahoo in the M&A process?

• To increase market share

• To acquire new technologies

• To expand into new markets

• To spin out assets tax-free

How did Yahoo's financial performance compare to expectations?

• It was less bad than expected

• It was better than expected

• It met expectations

• It was worse than expected

What is the anticipated impact of the upcoming election on Yahoo's sale process?

• It will reduce the sale price

• It will have no impact

• It will accelerate the process

• It will delay the process

What is the key metric for Apple's potential return to growth?

• Revenue growth from 2016 to 2017

• Acquisition of new companies

• Increase in iPhone 7 sales

• Expansion into new markets