Microsoft Corporation

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  • Jul. 27, 2011, 3:47 PM

    "There should be a war crimes trial about that deal," says VC honcho Roger McNamee, contending Microsoft stole Skype from Silver Lake Partners. "They bought the last global, integrated telco left for half the value of Sprint (S)." MSFT shares were up 10% since the May purchase before today's 2.9% swoon.

    | Jul. 27, 2011, 3:47 PM | 6 Comments
  • Jul. 27, 2011, 3:46 PM

    Acxiom (ACXM +17.8%) reported an in-line FQ1 with slightly better revenues earlier today, but the stock is soaring as investors applaud the appointment of former Microsoft (MSFT -2.8%) executive Scott Howe as its new CEO.

    | Jul. 27, 2011, 3:46 PM
  • Jul. 26, 2011, 11:06 AM

    Following in the footsteps of Baidu (BIDU) and Alibaba (ALBCF.PK), Mozilla plans to develop its own mobile OS, featuring apps that run primarily on the web. In addition to the intense competition Mozilla's OS will face from Apple (AAPL), Google (GOOG), and Microsoft (MSFT), it's likely to face skepticism from those who frequently use apps while offline.

    | Jul. 26, 2011, 11:06 AM
  • Jul. 26, 2011, 8:41 AM
    In the aftermath of an adverse ITC ruling, HTC (HTCCF.PK) CEO Winston Yung talks of wanting to "sit down" with Apple (AAPL) regarding a settlement to their patent dispute. This suggests HTC, which has already agreed to a licensing deal with Microsoft (MSFT), is willing to cut a similar deal with Apple.
    | Jul. 26, 2011, 8:41 AM
  • Jul. 26, 2011, 7:50 AM
    Microsoft (MSFT) is investing $100M in Linux certificates for a variant of the rival OS known as SUSE Linux. One of Microsoft's goals with this move, which might seem counter-intuitive at first, is to help optimize SUSE Linux for its Hyper-V virtualization platform, which still faces stiff competition from VMware (VMW) and Citrix (CTXS).
    | Jul. 26, 2011, 7:50 AM
  • Jul. 25, 2011, 9:35 AM
    Quick take on Asian PC demand: The PC industry's greater reliance on Asia-Pac is a positive for Lenovo (LNVGY.PK), whose market share in this region is much higher than its global share, and a negative for HP (HPQ), for whom the opposite is true. It may also be a negative for Microsoft (MSFT), given the higher rates of Windows piracy in the region.
    | Jul. 25, 2011, 9:35 AM
  • Jul. 25, 2011, 9:34 AM

    While tablets and macro issues are hurting PC demand in Western economies, Asia remains a bastion of growth: IDC estimates the Asia-Pacific region (exc. Japan) saw 13% Y/Y PC shipment growth in Q2, well above the 2.6% growth estimated for the entire world. Microsoft (MSFT) and Intel (INTC) spoke last week of emerging markets PC demand remaining healthy.

    | Jul. 25, 2011, 9:34 AM
  • Jul. 22, 2011, 3:16 PM
    With Yahoo's (YHOO) search revenues down 15% Y/Y and Microsoft's (MSFT) Online Services division losing a stunning $2.56B in FY11, it's safe to say the search partnership between the two isn't going smoothly. Analyst Mark Ballard puts much of the blame on Microsoft doing a poor job of delivering ads for inexact queries.
    | Jul. 22, 2011, 3:16 PM
  • Jul. 22, 2011, 2:48 PM

    Imagine how big a combined Microsoft (MSFT) and Intel (INTC) would have been 20 years ago. John Gruber thinks that's where Apple (AAPL) - which controls the dominant software platform and reaps the majority of the profits from hardware - is headed. "When people argue that Apple has somehow already grown as big as it can get, they're not seeing the size of the opportunity ahead."

    | Jul. 22, 2011, 2:48 PM | 2 Comments
  • Jul. 22, 2011, 1:12 PM

    The market is taking Microsoft's (MSFT +0.5%) healthy FQ4 results and cautious CC remarks in stride. But Davenport is responding with an upgrade to Buy, expecting strong enterprise PC and server demand to offset consumer PC weakness. However, Goldman is reiterating a Neutral, noting how earnings were boosted by a favorable tax rate. (PR) (transcript)

    | Jul. 22, 2011, 1:12 PM | 2 Comments
  • Jul. 22, 2011, 7:56 AM

    Microsoft (MSFT) is down 1.2% premarket after providing cautious words on consumer PC demand during its FQ4 CC - similar to Intel's (INTC) remarks. Windows revenue fell 1%, and consumer Office sales fell 7% even as one-time business sales rose 20%. One bright spot: the company's unearned (deferred) revenue was $17.1B, well ahead of the $15.6B consensus. (results) (PR)

    | Jul. 22, 2011, 7:56 AM
  • Jul. 21, 2011, 5:15 PM
    With the FTC breathing down its neck, Google (GOOG) has decided to ramp its lobbying budget: the company spent $2.06M on lobbying in Q2, up 54% Y/Y and higher than Microsoft's (MSFT) quarterly spending ($1.85M) for the first time.
    | Jul. 21, 2011, 5:15 PM
  • Jul. 21, 2011, 4:24 PM

    More on Microsoft's (MSFT) FQ4: Y/Y revenue growth down from 13% in FQ3; Business Division revs. up 7%; Server & Tools up 12%; Windows down 1%; Online Services up 17%; Entertainment & Devices up 30%; Online Services reports $728M loss, $2.56B loss for FY2011; company reaffirms FY2012 operating expense guidance. Shares +0.7% AH. (PR)

    | Jul. 21, 2011, 4:24 PM
  • Jul. 21, 2011, 4:11 PM
    Microsoft (MSFT): FQ4 EPS of $0.69 beats by $0.11. Revenue of $17.3B (+8% Y/Y) beats by $120M. Shares +2.3% AH. (PR)
    | Jul. 21, 2011, 4:11 PM | 1 Comment
  • Jul. 21, 2011, 2:33 PM

    As HP (HPQ), Microsoft (MSFT), and RIM (RIMM) dream of enterprise tablet dominance, Apple (AAPL) may have already beaten them to the punch. Mobile device management firm Good Technology says over 25% of activated devices in Q2 were iPads. During its FQ3 CC, Apple said 86% of Fortune 500 companies are testing or deploying the iPad.

    | Jul. 21, 2011, 2:33 PM | 3 Comments
  • Jul. 21, 2011, 8:37 AM

    Microsoft (MSFT) Q4 earnings are due out later, when it's expected to report net profit rose to $0.57 from $0.51 and revenue to $17.23B from $16B. Investors will want to know about Windows, the new online Office offering, and whether the Internet ops will ever make a profit.

    | Jul. 21, 2011, 8:37 AM
Company Description
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising. Its products include operating systems for computing devices, servers, phones and other devices.
Sector: Technology
Country: United States