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Thursday, Jan 24
Though often overshadowed by Windows/Office, Microsoft (MSFT) does have some growth businesses,...
Though often overshadowed by Windows/Office, Microsoft (MSFT) does have some growth businesses, execs tried to point out during the FQ2 call. Server & Tools bookings were up 15% Y/Y in the quarter, fueled by a refreshed Windows Server, System Center (18% rev. growth) and SQL Server (16%). Also, Exchange, SharePoint, and Lync collectively saw 10%+ revenue growth. Unearned revenue rose 13% to $17.4B. But no guidance was given for FY13 Windows revenue, which remains a point of concern. Shares -1.4% AH. (slides - .ppt) (prepared remarks) (FQ2: I, II)