Microsoft Corporation (MSFT) - NASDAQ
  • Dec. 13, 2012, 7:36 AM

    "We invest and will go where the users are, but they are not on Windows Phone or Windows 8 (MSFT)," says Google (GOOG) Apps product management chief Clay Bavor, explaining why his company has no plans to build out apps for the new platforms.

    | Dec. 13, 2012, 7:36 AM | 11 Comments
  • Dec. 11, 2012, 5:20 PM

    Some more Microsoft (MSFT) news: 1) The company is expanding Surface's distribution to non-Microsoft stores in the coming days - Microsoft claims it had planned to do so as of Jan. 1. Is it getting desperate thanks to disappointing early sales? 2) Due to its demand for a 30% cut on all in-app purchases, Apple has reportedly rejected an update to Microsoft's SkyDrive iOS app, and is also at odds over Microsoft's plans to sell Office 365 subscriptions via upcoming Office iOS apps. Amazon can relate. (earlier) Update: Staples and Best Buy are among the retail partners.

    | Dec. 11, 2012, 5:20 PM | 7 Comments
  • Dec. 11, 2012, 1:40 PM

    Microsoft (MSFT +1.8%) roundup: 1) Tags on Microsoft's support site are fueling new speculation Office iPad apps will soon arrive. The Verge reported last month the apps will arrive in early 2013, but have limited features. 2) Microsoft has added Europe's Hoeft & Wessel and EINS SE to its long list of Android licensees. 3) The Bing unit is working on augmented reality apps for Windows 8 tablets and other devices. 4) Surface RT accounted for a mere 0.13% of North American tablet Web traffic measured by Chitika from Nov. 12-18. The iPad made up 88%.

    | Dec. 11, 2012, 1:40 PM
  • Dec. 10, 2012, 7:04 PM

    More on Intel: Miller Tabak has become the latest in a line of firms to slash estimates on Intel and provide negative industry commentary along the way. The sales of Taiwanese contract manufacturers appear to have fallen 5% M/M in November, MT claims, even though November is seasonally strong. It now expects an 8% Y/Y sales drop for Q4, and argues Intel faces a "double headwind" of weak PC sales and excess inventory. Shares are still rated Neutral on account of Intel's valuation and dividend (4.5% yield). (previous: I, II)

    | Dec. 10, 2012, 7:04 PM | 1 Comment
  • Dec. 7, 2012, 4:09 PM
    Days after Nokia (NOK) announced China Mobile would sell two Windows Phone 8 models, Microsoft (MSFT) has announced a Windows Phone partnership with China Unicom (CHU). Analysts estimate WP accounted for only 3% of the Chinese smartphone market in Q3, ahead of the WP8 launches. Separately, Microsoft says it's launching 14 innovation centers in India this week to create a larger base of technical workers familiar with its software, and wants to launch 100 in the country over the next 2 years.
    | Dec. 7, 2012, 4:09 PM
  • Dec. 7, 2012, 2:31 PM

    U.S. retail sales of traditional video game hardware and software fell 13% and 11% Y/Y in November, claims NPD. Those might not be numbers to celebrate, but they're a nice improvement from October's 37% and 25% Y/Y drops. Healthy Xbox 360 sales, the Nintendo (NTDOY.PK) Wii U launch, and strong receptions for marquee gaming titles helped the struggling industry stabilize a bit.

    | Dec. 7, 2012, 2:31 PM
  • Dec. 7, 2012, 9:23 AM

    Now a sizable business, Google Apps (GOOG) will no longer be provided for free to groups of 10 users or less. Google charges $50/users/year to paid business users, who get customer support and 25GB inboxes for their trouble. Sources tell the WSJ Google is now generating ~$1B/year from Apps, used by 5M businesses, and mapping software sales. This has made it a headache for Microsoft's (MSFT) Office cash cow, though many large enterprises remain loyal to it. Office 2013's subscription pricing seems to have Google in mind.

    | Dec. 7, 2012, 9:23 AM | 8 Comments
  • Dec. 6, 2012, 12:36 PM

    Facebook (FB -0.9%) is in talks to acquire Microsoft's (MSFT -0.1%) Atlas ad-serving/measurement platform, sources tell Kara Swisher. Facebook reportedly thinks Atlas could help its efforts to build a display ad network rivaling Google's DoubleClick. The company has already announced a mobile ad network and has seen good early uptake for its Facebook Exchange ad re-targeting platform, as it tries to monetize its 1B+ users and mountains of data both on and off its site and apps. (previous)

    | Dec. 6, 2012, 12:36 PM | 4 Comments
  • Dec. 5, 2012, 4:06 PM

    While PC sales falter, IDC's tablet forecasts keep rising: the firm now expects 122.3M tablet shipments in 2012, up from 117.1M in September, 107.4M in June, and 106.1M in March. The iPad (AAPL) is expected to account for 53.8% (65.8M) of those shipments, down from a prior 60%, Android (GOOG) tablets 42.7% (52.2M), and Windows (MSFT) tablets just 2.9% (3.5M). IDC now expects 282.7M shipments in 2016 (261.4M prior), but as the 2012 forecast changes show, that's pretty hard for anyone to guess. (Barclays)

    | Dec. 5, 2012, 4:06 PM
  • Dec. 5, 2012, 2:50 PM

    Not surprisingly, Microsoft (MSFT) is joining Amazon and Google in the cloud storage price war: Redmond is cutting prices for Azure Storage by as much as 28%, its first big cut since March. The biggest market share impact of these cuts might end up being felt by companies whose cost structures leave them ill-suited to return fire, and have to find other ways to compete. H-P (HPQ), for example, is promoting its ability to offer enterprises 99.95% uptime guarantees and a "full-service relationship" for its cloud infrastructure services. (Rackspace)

    | Dec. 5, 2012, 2:50 PM | 1 Comment
  • Dec. 5, 2012, 12:01 PM
    Intel isn't the only PC industry name getting criticized today. Oppenheimer has downgraded Nvidia (NVDA -1.9%) to Perform, arguing its GPU share gains (at AMD's expense) are now reflected in estimates, and the absence of new share gains leaves Nvidia "increasingly exposed" to declining PC sales. Also, MKM has joined a long list of firms to cut its Microsoft (MSFT +0.7%) estimates: following store checks, it expects FY13 (ends in June) Surface sales to amount to just 3.3M. (Surface order cuts)
    | Dec. 5, 2012, 12:01 PM | 6 Comments
  • Dec. 4, 2012, 12:20 PM
    Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%.
    | Dec. 4, 2012, 12:20 PM | 16 Comments
  • Dec. 4, 2012, 11:42 AM

    Many U.S. firms are cash rich abroad but cash poor at home, and the SEC worries they aren’t presenting investors with an honest appraisal of their liquidity. “That doesn’t mean they could suddenly run out of money to pay their bills," WSJ's Kate Linebaugh writes. "But it does mean there could be unseen limits on their ability to pay dividends and buy back shares."

    | Dec. 4, 2012, 11:42 AM | 36 Comments
  • Dec. 3, 2012, 6:37 PM

    Some Microsoft (MSFT) news: 1) Microsoft has begun selling Office 2013, along with new versions of Exchange, SharePoint, Lync, Project, and Visio, to businesses. Office 2013 brings a touch-friendly UI, SkyDrive integration, and a stronger emphasis on subscriptions. Many of the complementary products are seeing price hikes. 2) A Microsoft insider claims Redmond will launch 3 new Surface models next year: an 8.6" RT model with a Qualcomm chip, an 11.6" Pro model with an AMD Temash chip, and a 14.6" "Surface Book" with an Intel Haswell chip. Surface RT sales have disappointed thus far.

    | Dec. 3, 2012, 6:37 PM | 15 Comments
  • Dec. 3, 2012, 1:39 PM

    A U.S. district court has ruled Motorola Mobility (GOOG) can't obtain an injunction on the sale of Xbox and Windows products that use Motorola's standard-essential video codec patents. The odds of an injunction going through were very low to begin with. Motorola has been seeking a 2.25% royalty on the sale of infringing products, something Microsoft (MSFT) doesn't consider acceptable under FRAND licensing terms. The FTC has been investigating Motorola's use of standards-essential IP in legal battles.

    | Dec. 3, 2012, 1:39 PM
  • Dec. 3, 2012, 12:06 PM
    Microsoft (MSFT -0.1%) roundup: 1) Davenport has slashed its estimates. Citing NPD's Windows 8 sales data, the firm expects Windows division GAAP revenue to fall 15% Y/Y in calendar Q4, after falling 33% in Q3. 2) A Chinese site has been ordered to pay Microsoft RMB36M ($5.8M) for enabling the piracy of Microsoft's software. Piracy has been a huge headache for Microsoft in China. 3) A Microsoft exec claims Windows Phone app downloads have more than doubled since the WP8 launch. No specific numbers are given.
    | Dec. 3, 2012, 12:06 PM | 1 Comment
Company Description
Microsoft Corp. develops and markets software, services and hardware that deliver new opportunities, greater convenience and enhanced value to people's lives. The company's products include operating systems for computing devices, servers, phones, and other intelligent devices; server... More
Sector: Technology
Industry: Application Software
Country: United States