Seeking Alpha

Microsoft (MSFT): FQ4 EPS of $0.66 misses by $0.09. Revenue of $19.9B (+10% Y/Y) misses by...

Microsoft (MSFT): FQ4 EPS of $0.66 misses by $0.09. Revenue of $19.9B (+10% Y/Y) misses by $830M. Shares -4.2% AH. CC at 5:30PM ET (webcast). (PR)
Comments (32)
  • criticalbear
    , contributor
    Comments (81) | Send Message
     
    this is a HUGE miss, holy crap
    18 Jul 2013, 04:09 PM Reply Like
  • wigit5
    , contributor
    Comments (4104) | Send Message
     
    all the big tech names are missing it seems
    18 Jul 2013, 04:12 PM Reply Like
  • WisPokerGuy
    , contributor
    Comments (875) | Send Message
     
    Not IBM - just sayin
    18 Jul 2013, 04:21 PM Reply Like
  • mobyss
    , contributor
    Comments (2013) | Send Message
     
    IBM missed on revenue.

     

    "International Business Machines Corp. (NYSE:IBM) posted an earnings beat during its turn in the confessional yesterday, netting $3.91 per share, excluding items. Revenue, however, fell 3% to $24.9 billion. Analysts were calling for adjusted per-share earnings of $3.77 on $25.4 billion in sales. (CNBC)"
    18 Jul 2013, 05:51 PM Reply Like
  • labas112
    , contributor
    Comments (321) | Send Message
     
    Agree IBM's numbers were not good either even with the EPS beat.
    18 Jul 2013, 07:11 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9039) | Send Message
     
    Still grew sales Y/Y. Can't wait to get back in lower...
    18 Jul 2013, 04:15 PM Reply Like
  • criticalbear
    , contributor
    Comments (81) | Send Message
     
    word is this time last year, windows 8 was awaiting to come out. So it's really not that impressive.
    18 Jul 2013, 04:18 PM Reply Like
  • Randy_J.
    , contributor
    Comments (30) | Send Message
     
    That is pretty much the norm. As history shows their stock is still a long-dog... Just like INTC.
    18 Jul 2013, 07:28 PM Reply Like
  • Morrison International Acco...
    , contributor
    Comments (470) | Send Message
     
    Thanks Ashraf

     

    I use a lot of your work to understand the Tech sector. I feel your ideas will make me money one day.
    18 Jul 2013, 08:16 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    are MSFT's margins going down to "free" Android and cheaper Mac OS upgrades.

     

    And Win 8 following with cheaper upgrades ...
    19 Jul 2013, 12:09 AM Reply Like
  • WisPokerGuy
    , contributor
    Comments (875) | Send Message
     
    Apparently I wasn't the only person who thought Windows 8 was a incredible piece of __(fill in expletive of choice)__.

     

    The curse of Steve Balmer strikes again. LOL
    18 Jul 2013, 04:23 PM Reply Like
  • Deja Vu
    , contributor
    Comments (1277) | Send Message
     
    Windows 8 was made for monkeys with no thumb to hold a mouse, that what you get for letting mr. Monkey Dance run the company. However I anticipated this miss at the last earnings and got my head handed to me.
    18 Jul 2013, 04:42 PM Reply Like
  • Uncle Ben B.
    , contributor
    Comments (9) | Send Message
     
    And Apple products are designed with such complexity, only an elite few can use their products, like High School girls, or my grandma.
    19 Jul 2013, 09:35 AM Reply Like
  • nlitwinetz
    , contributor
    Comments (99) | Send Message
     
    Did I read that right...$0.07 of the $0.09 miss was due to the Surface RT? Or was some of that charge already incorporated into their forecasts?
    18 Jul 2013, 04:24 PM Reply Like
  • wigit5
    , contributor
    Comments (4104) | Send Message
     
    I'm not sure but probably Surface RT was a huge gamble and a huge waste of money...
    18 Jul 2013, 04:48 PM Reply Like
  • jonrice80
    , contributor
    Comments (173) | Send Message
     
    No, it was a much larger miss, .09 miss if you take out the Surface RT right down.
    18 Jul 2013, 07:06 PM Reply Like
  • Transcripts&10-K's
    , contributor
    Comments (743) | Send Message
     
    Kudos to SA Editor Eric on correctly predicting RT charge/inventory issues
    18 Jul 2013, 04:31 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (829) | Send Message
     
    Thanks. Though to be honest, I didn't expect a write-down of this size.
    19 Jul 2013, 12:46 AM Reply Like
  • TBKV
    , contributor
    Comments (20) | Send Message
     
    Revenue grew 10%, sounds good to me.
    18 Jul 2013, 04:45 PM Reply Like
  • kkd
    , contributor
    Comments (9) | Send Message
     
    The stock is down almost 5% in AHs. some people dont agree.
    18 Jul 2013, 05:05 PM Reply Like
  • Day Trader001
    , contributor
    Comments (706) | Send Message
     
    MSFT, what a dog!
    ..."Sell and move on to something new!"...
    18 Jul 2013, 04:46 PM Reply Like
  • Day Trader001
    , contributor
    Comments (706) | Send Message
     
    (Fly On The Wall 3:24 PM ET 07/18/2013)

     

    On news that MSFT fails to meet expectations, and notably on weaker forecasts than consensus, downside objectives may be found at $34.52, the 50-day moving average, and then at $32.50 and $30.72. It would be price-bearish if the uptrend was broken at the 50-day, which might set the stock up for a longer period of decline.
    18 Jul 2013, 04:56 PM Reply Like
  • Carlos Sanchez
    , contributor
    Comments (13) | Send Message
     
    The reorganization is intended to correct past failures; henceforth, Ballmer had a good insight that he was not getting the results he expected in Q4. If something works, why change it?
    18 Jul 2013, 05:26 PM Reply Like
  • Teodor Rasa
    , contributor
    Comments (213) | Send Message
     
    I never understood it hitting 36ish... between MSFT & GOOG... AAPL earnings may not look so bad next week.
    18 Jul 2013, 05:27 PM Reply Like
  • rjj1960
    , contributor
    Comments (1366) | Send Message
     
    How many phones and computers does a person need????
    18 Jul 2013, 05:33 PM Reply Like
  • Day Trader001
    , contributor
    Comments (706) | Send Message
     
    Now a days it depends on the size of your household.
    When I was a kid we didn't get everything our parents did until we worked for it ourselves, and earned it!
    18 Jul 2013, 05:43 PM Reply Like
  • sikkabooyah
    , contributor
    Comments (473) | Send Message
     
    Could this be the "buy" signal we've all been waiting for?

     

    Naaaaaaaah. Not until Da Ballmer is put out to pasture.
    18 Jul 2013, 05:35 PM Reply Like
  • mobyss
    , contributor
    Comments (2013) | Send Message
     
    Microsoft 2013 = General Motors 1979. The marketplace is changing and they will be left behind.

     

    Windows 8? Surface? Like a 1980 Chevy Citation competing against Honda Accords.
    18 Jul 2013, 05:54 PM Reply Like
  • youngdividend
    , contributor
    Comments (54) | Send Message
     
    Steve Ballmer is effing useless! This guy needs to go, what has he done for shareholders? Good for you pal you have raised dividends! How much cash does MSFT have and this incompetent moron cant even take advantage of it?
    18 Jul 2013, 06:42 PM Reply Like
  • Morrison International Acco...
    , contributor
    Comments (470) | Send Message
     
    So since the liquidity (Volume and small lot orders) is lower in the AH's, the price can fall and rise more rapidly right?

     

    If we see a rush into it in the morning, does that mean we have a divergence of the AH and regular secession traders?

     

    MSFT is supposed to be safe. I think it is in a secular decline, but this is unwarranted to such a studied stock.
    18 Jul 2013, 08:20 PM Reply Like
  • Ed's perspective
    , contributor
    Comments (262) | Send Message
     
    Y'all are focusing on the ...noise.

     

    Watch how the board reacts now that ValueAct is a major holder. They are patient but not naive. There are a LOT of pieces moving underneath the "old microsoft" and I for one think the stock shakes this off and makes money for holders while many don't. Medium term / 18-36 month bull.

     

    If VA sells their stake, I'm gone.
    18 Jul 2013, 08:44 PM Reply Like
  • Spencer Knight
    , contributor
    Comments (383) | Send Message
     
    Hey MSFT, instead of wasting your money by "investing" in other companies and their worthless products, just buy back even more shares to at least make your EPS number look good. All the big boys are doing it and people fall for that trick everyday.
    19 Jul 2013, 11:33 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector