If you followed the link in post #4, you would see the revision occurred roughly a month ago. That's the time frame I know of. The one analyst has to be Auerbach. Look in the "consensus EPS trend" frame (center left):
Haven't seen an actual report, so I don't know what he based it on. I concur with Peter that the acquisition should not be that big a hit. Whatever, the change from a loss of four cents to a loss of eleven counts as dramatic, in my book. Apologies if this is old stuff to you, but hopefully I've made clearer what I was talking about.
Of course, it wouldn't be the first time Yahoo's data was slightly off. If you can share better data, please do.