Pressure to change the way yahoo does business. We look at what the options are for the company. Netflix has had a great run with original shows winning emmys in critical acclaims. Now netflix is taking on movies, launching the first original film next year, as he is to a sequel to crouching tiger hidden dragon. First to our lead. Just months after a full preparation just months after saying a full separation of ebay and how about that paypal was a bad idea, they are not changing their tune. Paypal to become a separate him funny sometime next year. Ebay had pressured based rusher from our icon who urged them to change from traditional marketplaces is nice. Now there will be executive changes as well. Ofon winick will become ceo the new ebay. American express executive dan shulman is ceo designate of the new paypal company. Donahoe will have no executive role in the new businesses. Is it the new a good idea . Ive been asking various members that very idea. These are the paypal founders
First, we have to kick it off with what everyone is talking about. The big headline. Breaking news. Huge deal. Something that investors have been pushing for. Ebl ve been separating ebay and paypal into two separate companies. They will be independent of one another. Ting into what out with gunsame blazing. We have done a lot of work on ebay. Paypal nobrainer that should be spun off. Theres no reason they should be together. It would be helped by a Management Team that is separate and can go their own way. The multiple will go up dramatically. The health of the company will be better. Fan of thewas not a proposal. He was just as vocal about keeping them together. Icon was about keeping them up part. Ebay makes paypal stronger. By helping them grow faster. Providing more data. Financial foundation that will make them more successful. If you look at what is happening in the market, commerce and payments are con verging, not diverging. I am focused on the opportunity in front of us. Belie
And Marissa Mayer opens up to me plans for the company. First, netflix concord original tv shows. Now it is trying to make its own movies. But the cost of making a movie is big. The question is will this pay off in profits . But to our lead, just months after saying a full separation of ebay and paypal was a bad they are changing their tune. Carl icahn and others urged the split. Ebays marketplace president will become the new ceo of ebay. American express executive dan shulman is ceo designate of the new paypal company. Is this a good idea . My partner, emily chang, has been posing that very question to the original founders of the paypal mafia. Lets see what they had to say. No matter what happens, whether they spin it out or keep it in, there has to be a very firm agreement between ebay and paypal. That is true. Could paypal grow faster if it were not within ebay . Maybe, maybe not. Would it be valued differently by the market . Would it have a better multiple . All of that stuff .
First, netflix concord original tv shows. Now it is trying to make its own movies. But the cost of making a movie is big. The question is will this pay off in profits . But to our lead, just months after saying a full separation of ebay and paypal was a bad idea, they are changing their tune. Carl icahn and others urged the split. Ebays marketplace president will become the new ceo of ebay. American express executive dan shulman is ceo designate of the new paypal company. Is this a good idea . My partner, emily chang, has been posing that very question to the original founders of the paypal mafia. Lets see what they had to say. No matter what happens, whether they spin it out or keep it in, there has to be a very firm agreement between ebay and paypal. That is true. Could paypal grow faster if it were not within ebay . Maybe, maybe not. Would it be valued differently by the market . Would it have a better multiple . All of that stuff . I dont really care. Having said that, i think abou