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Kevin Kelleher

Kevin Kelleher is a writer living in the San Francisco Bay Area. He has worked at Bloomberg, Wired News and The Industry Standard magazine and has written for Wired magazine, Reuters, Fortune, GigaOm, Popular Science, Salon, Portfolio as well as many others.

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  • aol

    Why an AOL merger is Yahoo’s best hope now

    The Marissa Mayer era of Yahoo came to be because of the wishes of an activist investor. So it seems oddly appropriate that Mayer’s dreams of reviving Yahoo’s growth may be thwarted by yet another shareholder activist, one who wants Yahoo to do exactly what Mayer does not: slash jobs and merge with AOL. These activist investors normally circle around companies that are losing money in a grim cycle of irreversible decline. That doesn’t describe Yahoo, whose core operations are profitable and stable.…
  • Alibaba

    Alibaba: A tasty dish (just don’t ask how it’s made)

    “When you trust, everything is simple. When you don’t trust, things get complicated.” Jack Ma Alibaba is here. Much like a pregnancy, the IPO involved years of planning, months of gestating, and, finally, weeks of mounting hype. The NYSE midwifed the offering with the utmost care to avoid another Facebook, and the result was a textbook example of a successful IPO: priced at $68 a share, opening at $92.70 a share, with strong demand throughout.…
  • larry-ellison-oracle-no-eyebrows

    What if Oracle’s CEO changes were a crazy plot to secure Ellison’s legacy?

    When the Roman Emperor Tiberius had to choose a successor, he actually chose two: His grandson Gemellus and the notorious Caligula. History books tell us that Tiberius was being shrewd: He knew he was widely despised as a ruler, and had an idea that Caligula would end up in charge and leave Rome with an Emperor that, by comparison, left his legacy looking pretty good. The news of Larry Ellison handing over the CEO role at Oracle to two successors (the…
  • bubble

    Whatever happened to the public stock tech-bubble talk?

    Remember all that talk about a tech bubble last spring? Remember the tech slump that followed, knocking stocks like Facebook and Netflix into double-digit declines over a matter of weeks? It all seems like a distant memory now, even though it fanned the flames under a lot of debates back then. Since then, investors in publicly traded tech companies have enjoyed a quieter summer of contentment. Since mid-May, Facebook has risen 30 percent percent, LinkedIn 49 percent…
  • Screen Shot 2014-09-09 at 5.55.40 PM

    Yes, Watch is elegant, Pay is convenient, and Apple is back. But are we better off?

    Nobody needs an Apple Watch, the way they do a smartphone. The Apple Watch is awfully bulky. The Apple Watch, as designed, appeals to the wealthy, not the global market. These are among the initial, quick-take reactions that reminded me of the chorus of “it’s just a big iPhone,” which greeted the iPad’s unveiling nearly five years ago. Since then, more than 200 million iPads have sold. Skeptics also scoffed at the iPod, which the Watch resembles not…
  • Bezos Checkmate

    Twitch CEO on jilting Google: Amazon “shares our long-term values.” But does it really?

    Amazon’s surprise purchase of Twitch is fascinating for a few reasons. It confirms that live-streaming is no longer a fringe potential in the online-video market. It underscores how the M&A market is increasingly preferred to the IPO market as the exit of choice for the most promising startups. It shows how far the Internet giants like Google and Amazon are expanding onto each other’s traditional businesses. And, in what I find to be the most interesting angle – it illustrates how…
  • turnaround

    The on-again, off-again Groupon turnaround

    Groupon may be once again falling back out of favor with investors. The stock was down 16 percent last night after delivering a second-quarter earnings report that raised questions about how long the company’s turnaround will take and how strong it will be once it arrives. Groupon was among the earlier offerings in the current wave of Internet IPOs. Listing at $20 a share in November 2011, the stock shot up to $31 on its first day, a level it…
  • Twitter RT Cards

    Is Twitter better? Or just not as bad as Wall St. feared?

    Twitter’s stock surged as much as 36 percent to $52.35 a share Tuesday after reporting sales that grew 124 percent, an unexpected net profit and – perhaps most importantly – a 25-percent increase in monthly active users. It is all welcome news for a company that has so far delivered much more on social and cultural impact than on financial performance. But it is also a reminder not to get too carried away by the short-term response of the stock…
  • Crystal Ball

    Microsoft gives Wall St. mixed signals with today’s bi-polar earnings report

    Companies in turnaround often plead to investors for time to let the changes they’re planning take root. Sometimes, as is appearing to be the case with Yahoo, time ticks on with little sign of improvement. Other times, as with HP, recovery is slow and meager. Microsoft’s turnaround under Satya Nadella is a species unto itself. Only five months into his tenure as Microsoft’s CEO, the company is showing both signs of pain and of improvement. The…
  • alibaba

    Yahoo’s dependence on Alibaba is starting to get silly

    While Yahoo was reporting its second quarter earnings today, its chief development officer Jaqueline Reses was at Fortune’s Brainstorm Tech conference saying that the company won’t spend any money from Alibaba’s coming IPO on a Google Ventures like investment arm. Which was ironic – and maybe even too bad. Yahoo’s protracted and still unproven turnaround is being supported in good measure by returns on earlier investments it made in companies like Alibaba. If past is prolog, Yahoo might consider…

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