Microsoft Corporation

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  • Oct. 25, 2012, 12:46 PM
    Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can’t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more)
    | Oct. 25, 2012, 12:46 PM | 35 Comments
  • Oct. 25, 2012, 10:16 AM

    Logitech (LOGI -10.5%) becomes the latest PC-centric name to fall after a weak earnings report. In addition to missing FQ2 estimates, the company warned its fiscal 2H sales and operating income will be down Y/Y. FQ2 OEM sales fell 27% Y/Y (weaker keyboard/mouse sales), echoing Microsoft's huge Windows sales drop, while retail sales fell 5%. Audio sales -14%, Video -17%, Harmony remote sales -14%, with units falling 31%. Gross margin was up 500 bps Q/Q and 210 bps Y/Y. (prepared remarks, slides - PDF)

    | Oct. 25, 2012, 10:16 AM
  • Oct. 24, 2012, 6:24 AM

    The EU charges Microsoft (MSFT) with failing to comply with a 2009 order to offer a choice of web browsers on its Windows 7 operating system. Microsoft had agreed to the order to settle an antitrust investigation and blamed technical issues for not fulfilling it. The company could face fines of up to 10% of its global revenues. (PR)

    | Oct. 24, 2012, 6:24 AM | 2 Comments
  • Oct. 24, 2012, 12:33 AM

    The consensus among Microsoft Surface RT (MSFT) reviews: build quality and battery life are solid; the performance of the Nvidia (NVDA) processor is somewhat lacking; the tile-based UI is impressive and flexible, but needs fine-tuning and remains tied to the desktop UI (particularly when using Office); there's a big shortage (for now) of apps, and the ones provided are often buggy; and the costly touch/type covers work well ... as long as you don't put them on your lap. Many reviewers see potential, but almost none give a strong endorsement. (reviews: I, II, III, IV, V, VI)

    | Oct. 24, 2012, 12:33 AM | 23 Comments
  • Oct. 23, 2012, 12:51 PM

    Nokia (NOK -3.7%) has unveiled the Lumia 510, a ~$200 (unsubsidized) Windows Phone 7.5 model aimed at emerging markets. The 510, which sports a 4" display, 5MP camera, and 800MHz. Qualcomm (QCOM) processor, is the cheapest Lumia model yet. But it's still more costly than many of the low-end Android phones that have been eating into Nokia's sales in emerging markets. Nokia and Microsoft have said they want to eventually offer $100 Windows Phones. (debt offering)

    | Oct. 23, 2012, 12:51 PM | 23 Comments
  • Oct. 23, 2012, 5:37 AM

    Not only is Microsoft (MSFT) about to start selling Windows 8, it's also launching new products and services based around its Xbox device. Among the most eye-catching is an app called SmartGlass, which will enable users to control the Xbox via a W8 tablet, laptop or phone, and will provide extra information about programming, such as players stats in a sports game.

    | Oct. 23, 2012, 5:37 AM | 4 Comments
  • Oct. 22, 2012, 6:29 PM

    Gartner now expects 2012 global IT spending of $3.6T (hurt by forex), down a bit from a prior forecast of $3.75T. Spending is expected to grow a muted 3.8% next year to $3.7T. Microsoft and IBM's Q3 reports and commentary (I, II) have already raised fears of a soft IT spending environment. Also: Gartner expects half of all non-PC devices sold in 2016, and half of all business IT devices sold at the end of the decade, will be bought by employees - that's a long-term trend that could benefit Apple and hurt Microsoft.

    | Oct. 22, 2012, 6:29 PM | 5 Comments
  • Oct. 22, 2012, 6:02 PM

    Half of Yahoo's (YHOO) workforce should be focused on mobile (a current weak spot), says Marissa Mayer during her first call as CEO. Improving ad targeting and site integration are also named priorities. Mayer claims most of Yahoo's acquisitions will be in the sub-$100M range (MM and OPEN, reportedly drawing Yahoo's interest, are much bigger), and that Yahoo plans to continue working with Microsoft (MSFT) in spite of "disappointment" with the search partnership. Shares +4.1% AH. (live blogs: I, II) (Q3 results: I, II)

    | Oct. 22, 2012, 6:02 PM | 1 Comment
  • Oct. 22, 2012, 2:26 PM

    More on Microsoft: 1) The WSJ notes Microsoft is making unprecedented retail efforts to promote Windows 8, even dictating retailer demo PCs show e-mails and photos belonging to a fictional "Allison Brown" (she's Franziska Fiegler in Germany). 2) CNET provides an in-depth profile of secretive Windows chief Steven Sinofsky: he receives high marks for his intelligence and passion, but his hierarchial management tactics are said to have alienated workers and hurt innovation. (marketing plans)

    | Oct. 22, 2012, 2:26 PM | 5 Comments
  • Oct. 22, 2012, 2:04 PM

    Microsoft (MSFT -2.3%) heads south as a harsh Barron's column is followed up by a flurry of media articles related to Windows 8, some of them critical. The NY Times becomes the latest to observe many early Windows 8 users have become confused by its radical, tile-based UI. Reuters, meanwhile, joins others in noting early corporate interest in Windows 8 is limited. Gartner predicts Windows 8's PC penetration within large organizations will only reach 20% at its peak. A shift towards subscription-based licensing could buffer Microsoft a bit.

    | Oct. 22, 2012, 2:04 PM | 12 Comments
  • Oct. 20, 2012, 10:12 AM

    Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here.

    | Oct. 20, 2012, 10:12 AM | 225 Comments
  • Oct. 19, 2012, 4:13 PM

    "[Windows 8] was very difficult to get used to," says a user who installed a preview version. "I have an 8-year-old and a 10-year-old, and they never got used to it. They were like, 'We're just going to use Mom's computer.'" Microsoft (MSFT) needs to hope such complaints, which are echoed by some reviewers, just amount to initial discomfort with a very different UI. Meanwhile, CEO Marc Benioff, in typical hyperbole, is declaring the OS "the end of Windows" (for enterprises). (also: I, II)

    | Oct. 19, 2012, 4:13 PM | 46 Comments
  • Oct. 19, 2012, 11:13 AM

    Microsoft (MSFT) is in talks to sell its Atlas display ad-serving/measurement business to private AppNexus, sources tell AdAge. There have already been reports Microsoft, whose Online Services unit just reported a $364M loss for FQ1, is thinking of exiting the online ad market, as it struggles to compete with Google. Microsoft took a $6.2B write-down related to its '07 purchase of online ad agency aQuantive this year, and its ad ops have seen major executive losses. (MSFT FQ1 results: I, II)

    | Oct. 19, 2012, 11:13 AM | 2 Comments
  • Oct. 19, 2012, 7:54 AM

    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.

    | Oct. 19, 2012, 7:54 AM | 3 Comments
  • Oct. 18, 2012, 4:28 PM

    More on Microsoft's FQ1: Non-GAAP revenue and EPS (includes deferred revenue related to Windows 8/Office upgrades and pre-sales) were $17.36B and $0.65, respectively. Windows division sales fell a stunning 33% Y/Y on GAAP basis (-9% non-GAAP), was -13% in FQ4. Office division -2% (+7% in FQ4), Server & Tools +8% (+13% in FQ4). Entertainment & Devices -1%, reversal from FQ4's +20%. Online Services +9% with $364M operating loss ($472M in FQ4). CC at 5:30PM ET (webcast). MSFT -2.6% AH. (PR)

    | Oct. 18, 2012, 4:28 PM | 3 Comments
  • 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
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