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Microsoft (MSFT) -1.9% following its FQ1 miss, which featured ugly Windows division figures...

  • Friday, October 19, 2012, 7:54 AM ET
    Microsoft (MSFT) -1.9% following its FQ1 miss, which featured ugly Windows division figures (hurt by both demand and inventory changes), and a slowdown for Office and Server & Tools - coming in the wake of Intel and IBM's numbers, that's bound to heighten fears of an enterprise IT slowdown. Two silver linings: Microsoft's unearned revenue balance (tied to subscriptions) rose 13% Y/Y to $17.7B, and the company said on its earnings call Windows sales picked up in September as OEMs began to prepare for Windows 8's arrival.
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This news story has 3 comments:

  • Small gap on the upside needs to be filled - this will trigger more buying coupled with Windows 8 release.
    Windows 8 will be remarkable and excepted better than expected.

    Microsoft is a tech bank - currently a 3 percent dividend and growing.

    Load up while you can.
    19 Oct 2012, 08:55 AM Reply Like
  • It's important to note they deferred $1.36 billion in revenue made from Windows in Q1 to Q2. If counting the total, revenue for the Windows division is flat, not declining by 8 percent.
    19 Oct 2012, 01:10 PM Reply Like
  • Those percentages are for total revenue. Windows division revenue is -9% if you include the deferred revenue, and -33% if you don't.
    19 Oct 2012, 01:43 PM Reply Like
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