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Microsoft Corporation (MSFT)

  • Oct. 18, 2012, 4:12 PM
    Microsoft (MSFT): FQ1 EPS of $0.53 misses by $0.03. Revenue of $16.01B (-8% Y/Y) misses by $410M. FY13 operating expense guidance of $30.3B-$30.9B re-affirmed. Shares -1% AH. (PR)
    | Oct. 18, 2012, 4:12 PM | 20 Comments
  • Oct. 18, 2012, 12:14 PM
    More on Nokia: 1) Stephen Elop suggests he wouldn't object to a Microsoft (MSFT) smartphone, claiming one would be "a stimulant to the [Windows Phone] ecosystem." Elop has said he has "no indications" a Microsoft phone is one the way, but the rumor mill has been busy (I, II). 2) China Mobile (CHL), the world's biggest carrier, will sell a Lumia 920 variant starting in November. 3) WPCentral reports AT&T's (T) U.S. exclusive on the Lumia 920 will last for 6 months.
    | Oct. 18, 2012, 12:14 PM | 9 Comments
  • Oct. 18, 2012, 12:10 AM
    Notable earnings after Thursday’s close: ACTG, AMD, ASBC, BGS, CBST, CMG, COF, CPHD, ETFC, FLEX, GOOG, MSFT, NCR, PBCT, RHI, RMBS, RVBD, SNDK
    | Oct. 18, 2012, 12:10 AM | Comment!
  • Oct. 17, 2012, 5:35 PM
    Notable earnings after Thursday’s close: ACTG, AMD, ASBC, BGS, CBST, CMG, COF, CPHD, ETFC, FLEX, GOOG, MSFT, NCR, PBCT, RHI, RMBS, RVBD, SNDK
    | Oct. 17, 2012, 5:35 PM | 3 Comments
  • Oct. 17, 2012, 1:39 PM
    Microsoft (MSFT) has acquired MarketingPilot, a developer of marketing automation software, for an undisclosed sum. Microsoft plans to integrate MarketingPilot's products, currently aimed at marketing and ad agencies, with its Dynamics CRM software line. Eloqua (ELOQ) and ExactTarget (ET) are two providers of cloud-based marketing automation software. (StorSimple acquisition)
    | Oct. 17, 2012, 1:39 PM | 1 Comment
  • Oct. 17, 2012, 12:12 PM
    More on Windows 8: 1) A recent Forrester survey adds to fears of poor enterprise adoption. Only 1/3 of respondents said they expect/plan to use Windows 8, compared with 2/3 who said the same about Windows 7 in '09. 2) Shipping times for the $499 Windows RT Microsoft Surface model have risen - Microsoft reportedly ordered 3M-5M Surface units for Q4. 3) Windows RT and its pre-installed apps consume 12GB of storage (12x more than iOS).
    | Oct. 17, 2012, 12:12 PM | 22 Comments
  • Oct. 17, 2012, 12:00 PM
    Walt Mossberg's review of Windows 8 (MSFT) is fairly positive, but also features some qualifiers. Microsoft's new tablet-centric interface (formerly called Metro) "worked very well, very smoothly and holds its own with iPad and Android," says Mossberg, but he adds (echoing the concerns of others) it "risks confusing traditional PC users, who will be jumping back and forth between two ways of doing things." He's also a fan of Win. 8's multi-touch gestures and Charms control strip. (more)
    | Oct. 17, 2012, 12:00 PM | 12 Comments
  • Oct. 17, 2012, 6:16 AM
    Best Buy (BBY) plans to sell its own-brand tablet, the "Insignia Flex," for $239-$259, Reuters reports. That's well below the $499 starting price for Apple's (AAPL) 9.7-inch iPad and Microsoft's (MSFT) new Surface device, but above the $199 for Amazon's Kindle Fire HD and Google's Nexus 7. The Insignia Flex, which runs Android, is due to go on sale on November 11.
    | Oct. 17, 2012, 6:16 AM | 7 Comments
  • Oct. 16, 2012, 5:31 PM
    Mentioned during Intel's Q3 earnings call (webcast): Q4 gross margin weakness has much to do with capacity adjustments rather than price cuts or mix shifts. But the company is taking "aggressive tactical actions" to lower inventory, as PC demand stays soft and OEMs prove cautious about placing orders. Also, enterprise server demand has softened, though cloud sales are strong. Intel's inventory and capex guidance suggest it isn't counting on PC demand rebounding strongly anytime soon. INTC -3.3% AH.
    | Oct. 16, 2012, 5:31 PM | 40 Comments
  • Oct. 16, 2012, 1:03 PM
    Microsoft (MSFT) is acquiring StorSimple, a developer of storage appliances and related software sporting advanced cloud backup capabilities. Though buying an enterprise hardware firm is off the beaten path for Microsoft, the purchase ties into its efforts to pitch its Azure platform as an ideal solution for "hybrid" cloud environments that support both locally-hosted ("private") and service provider-controlled ("public") cloud infrastructures. Many top rivals, such as Amazon and Salesforce, have a much stronger public cloud tilt.
    | Oct. 16, 2012, 1:03 PM | 1 Comment
  • Oct. 16, 2012, 8:31 AM
    More on Microsoft Surface: The WSJ reports Microsoft has placed Q4 orders for 3M-5M Surface tablets, a level said to be on par with initial production for the Kindle Fire and Nexus 7. The pricing for the RT models, which don't support existing Windows apps, indicates Microsoft is either: a) Comfortable competing against the iPad without a pricing edge, in spite of the iPad's huge lead in mindshare and apps. b) Keeping prices relatively high in order to placate disgruntled OEMs.
    | Oct. 16, 2012, 8:31 AM | 6 Comments
  • Oct. 16, 2012, 8:24 AM
    Microsoft (MSFT) finally announces pricing for its Windows RT (ARM-based) Surface tablets. The cheapest version (32GB, no Touch Cover) will cost $499, while the costliest model (64GB, Touch Cover included) goes for $699. The RT models run on an Nvidia (NVDA) Tegra 3 processor. Still no word on prices for the Intel-based Windows 8 Pro models (they'll likely be higher). Surface goes on sale on Oct. 26.  (more)
    | Oct. 16, 2012, 8:24 AM | 25 Comments
  • Oct. 15, 2012, 2:40 PM
    Topeka's Brian White found sentiment regarding Windows 8 (MSFT) to be "overwhelmingly negative" during meetings with PC supply chain sources, with suppliers warning facilities could be idle in December. Ultrabook sentiment has also worsened, as high price tags limit sales. Given how depressed PC industry expectations have already become, a moderately enthusiastic consumer response to Windows 8 could be enough to pleasantly surprise the Street. (more)
    | Oct. 15, 2012, 2:40 PM | 14 Comments
  • Oct. 15, 2012, 11:21 AM
    Pandora (P -2.7%) falls as details arrive about the long-rumored Xbox Music (MSFT) a day ahead of its launch. The service bears a strong resemblance to Spotify: an ad-supported version that works on PCs and tablets will be free (it'll be Windows 8's default music service), while an ad-free version that supports the Xbox and smartphones will go for $10/month. However, iOS and Android apps won't arrive until next year. Pandora's Internet radio share thus far hasn't been hurt badly by growing competition. (more)
    | Oct. 15, 2012, 11:21 AM | 1 Comment
  • Oct. 12, 2012, 4:09 PM
    4 of the FTC's 5 commissioners reportedly believe an antitrust case should be brought against Google (GOOG) for using its search dominance to promote other services. The FTC is also examining complaints the company doesn't provide data that would allow advertisers to compare the effectiveness of ad campaigns on different search engines. Meanwhile, Microsoft (MSFT) has specifically added Google as a defendant in a German patent suit against Motorola Mobility. (more)
    | Oct. 12, 2012, 4:09 PM | 14 Comments
  • Oct. 12, 2012, 12:58 PM
    More on Citi's downgrade of Seagate (STX -0.7%) and Western Digital (WDC -2.4%): Analyst Joe Yoo thinks Q4 hard drive sales could total just 140M units, below Seagate's lowered guidance of 150M-155M. Moreover, he think Windows 8 will "largely be a non-event for traditional PCs;" and that high-margin enterprise drive sales (Seagate has more exposure here) may have fallen 27% Q/Q in Q3. But he's still bullish on the industry long-term, viewing it as a play on general data storage growth.
    | Oct. 12, 2012, 12:58 PM | Comment!
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