Yahoo! Inc. (NASDAQ:YHOO) Tuesday, April 2, 4:48 PM Elissa Murphy, Yahoo’s (YHOO) cloud services engineering chief, is leaving to become the CTO of Go Daddy. It’s probably not a coincidence Go Daddy’s CEO is former Yahoo Chief Product Officer Blake Irving, or that another exec, James Carroll, recently left to join Irving. Separately, Yahoo is continuing its revamp of Yahoo Mail by integrating cloud storage giant Dropbox’s services. Don’t look for Google to do the same anytime soon for Gmail, not when it remains committed to Google Drive.
The Coca-Cola Company (NYSE:KO) Thursday, April 4, 12:19 PM Coca-Cola (KO) plans to increase its investment in Indonesia with the growth potential in the nation very promising. The company sees spending $700M on capital plans and marketing over the next three years. Next Catalyst: Annual Meeting of Shareholders to be held on April 24, 2013 – KO
Verizon Communications (NYSE:VZ)Wednesday, April 3, 4:26 PM Bernstein takes Verizon’s (VZ) statement about not currently having any intention to acquire/merge with Vodafone (VOD) as a sign Verizon’s overtures have been rebuffed. “We view Vodafone as a (very) reluctant seller.” Nonetheless, an unnamed top-15 Vodafone shareholder tells Reuters “there has been a subtle change of tone from Vodafone management” over the last 6 months regarding a sale of the Verizon Wireless stake. “They are in a place psychologically where they are prepared to sell it.”. Next Catalysts: Annual Meeting of Shareholders to be held on May 2, 2013 – VZ
Microsoft Corporation (NASDAQ:MSFT) Thursday, April 4, 3:58 PM Google Glass is the new iWatch: everyone seems to be hatching plans for a competitor even before the original sees a commercial launch. Topeka’s Brian White, fresh off predicting an iTV with a ring accessory will arrive, says he believes Microsoft (MSFT) is working on a set of Web-enabled glasses for a 1H14 launch. The report comes a day after Baidu confirmed it has a Google Glass-like project of its own. Separately, IDG’s Agam Shah observes Windows RT tablets are being discounted left and right, raising fresh questions (previous) about the OS’ future. Tuesday, April 2, 6:49 PMSurface RT (MSFT) sales “have slowed considerably in the last month from an already anemic pace” and could be below 50K/month, according to Detwiler Fenton’s checks. Next Catalysts: Window Vision or Tunnel Vision.
MetroPCS Communications, Inc. (NYSE:PCS)Thursday, April 4, 9:31 AMSources say Deutsche Telekom unit T-Mobile USA (DTEGY.PK) is considering changing the terms of its proposed merger with Metro PCS (PCS) ahead of a shareholder vote next week. There has been broad speculation T-Mobile would sweeten the pot. Next Catalysts: MetroPCS’ Special Meeting of Stockholders scheduled for April 12, 2013 – PCS