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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)
Comments (3)
  • Derek A. Barrett
    , contributor
    Comments (3534) | Send Message
     
    Hyper-V is the sleeper growth story everybody is overlooking.
    24 Jan 2013, 07:33 PM Reply Like
  • MexCom
    , contributor
    Comments (3057) | Send Message
     
    These actual facts need to be studied and considered. Otherwise, opinion is worthless.
    25 Jan 2013, 06:55 AM Reply Like
  • kmi
    , contributor
    Comments (4088) | Send Message
     
    "But no guidance was given for FY13 Windows revenue, which remains a point of concern."

     

    This really needs to be watched. Apple has been eating into MSFT's desktop share and so has Google via it's Chromebook product.

     

    The world still runs on Windows but cloud based services may allow minimalist OS products like Chromebook and even potentially Android to grow at MSFT's expense.
    25 Jan 2013, 07:27 AM Reply Like
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