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.

From other sites
Comments (3)
  • MSF INVESTMENTS
    , 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
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs