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

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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Comments (3)
    , contributor
    Comments (6334) | Send Message
    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
  • amphion
    , contributor
    Comments (24) | Send Message
    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
  • Eric Jhonsa
    , contributor
    Comments (1276) | Send Message
    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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