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Microsoft Corporation (MSFT)

  • Sep. 10, 2012, 4:02 PM
    Hopes are up that Microsoft (MSFT) will announce a quarterly dividend hike during its September board meeting - analysts polled by Bloomberg forecast a $0.03/share hike on average, to $0.23/share. Recent moves from Cisco and Dell (I, II) have increased the pressure on Microsoft, which currently sports a 2.6% yield, to increase its payout. But the fact most of Microsoft's cash lies offshore could limit its flexibility.
    | Sep. 10, 2012, 4:02 PM | 2 Comments
  • Sep. 7, 2012, 4:18 PM
    H-P (HPQ) has hired Microsoft (MSFT) North American chief Robert Youngjohns to be the new head of its Autonomy enterprise search/analytics software unit. Like Autonomy itself, Youngjohns hails from the U.K. He arrives shortly after H-P kicked out Autonomy founder/ex-CEO Mike Lynch in response to a stunning license revenue drop, and as H-P struggles to overhaul Autonomy's sales infrastructure in the midst of widespread defections. H-P bought Autonomy for over $10B last year.
    | Sep. 7, 2012, 4:18 PM | 3 Comments
  • Sep. 7, 2012, 4:00 PM
    Bing (MSFT) was the default search engine on an 8.9" Kindle Fire HD unit previewed by Ubergizmo. If Bing has displaced Google (GOOG) as the default search option for Amazon's (AMZN) entire Fire lineup, that would be a huge coup for Microsoft, which has struggled to dent Google's mobile search dominance. It would also further drive home why the success of Google's version of Android matters a lot to the company.
    | Sep. 7, 2012, 4:00 PM | 3 Comments
  • Sep. 7, 2012, 1:14 PM
    "We anticipate the worst 2H for PC sales since inception," says Citi's Gen Yeung, responding to Intel's (INTC -3.5%) Q3 warning. Yeung and many others have been raising alarm bells about PC demand in advance of Windows 8's (MSFT -1.8%) Oct. 26 consumer launch. FBR notes PC and storage inventories are at elevated levels, and Longbow believes Intel is seeing an inventory correction related to soft ultrabook uptake. The Intel Developer Forum kicks off on Tuesday.
    | Sep. 7, 2012, 1:14 PM | 34 Comments
  • Sep. 7, 2012, 10:12 AM
    Intel's (INTC -2.8%) warning is hurting other chip stocks with strong PC exposure: AMD -3.4%. NVDA -4.5%. MU -4.6%. H-P (HPQ -1.4%), Microsoft (MSFT -1.3%), Seagate (STX -1.6%), and Western Digital (WDC -1.4%) are off moderately, though Dell (DELL +0.9%) is higher after declaring its first dividend. Analysts had been slashing estimates (I, II, III) for Intel ahead of the warning thanks to a torrent of negative PC data - that seems to be limiting the damage.
    | Sep. 7, 2012, 10:12 AM | 4 Comments
  • Sep. 7, 2012, 9:21 AM
    Nokia (NOK) and AT&T (T) plan to begin selling the just-announced Lumia 920 and 820 on Nov. 2, sources tell TechRadar and The Verge. That's a few days after Microsoft's official launch date for Windows Phone 8. Yesterday, Verizon Wireless confirmed to the WSJ it will sell Nokia WP8 devices, but declined to provide specifics. Nokia, which sold off sharply following its phone announcements, hasn't provided any details about pricing or launch partners.
    | Sep. 7, 2012, 9:21 AM | 42 Comments
  • Sep. 6, 2012, 12:26 PM
    Microsoft (MSFT) will hire 1,000 workers in China over the next year, a company exec says. That will raise the size of Mister Softee's Chinese workforce to ~5,500, nearly even with its 5,800-strong Indian workforce. Many of the new hires will be tied to R&D facilities and a new Shanghai cloud services data center. Though now a major R&D source, Microsoft has struggled to profit from China's huge PC market, due to rampant piracy.
    | Sep. 6, 2012, 12:26 PM | 3 Comments
  • Sep. 5, 2012, 7:10 PM
    A deal between Skype (MSFT) and financial clearing provider MACH will allow Skype credit purchases to be directly charged to mobile phone bills. Consider this one more step in the VoIP giant's emergence as a major carrier in its own right. TeleGeography estimates Skype, which Microsoft paid an eye-popping $8.5B to buy, accounted for 1/3 of all long-distance traffic last year. Skype claims it has over 250M monthly users, and that its call traffic rose 40% Y/Y in Microsoft's June quarter to 100B.
    | Sep. 5, 2012, 7:10 PM | 2 Comments
  • Sep. 5, 2012, 6:41 PM
    The number of U.S. consumers who at least occasionally play traditional video games has fallen 5% this year to 211.5M, estimates NPD, as casual gamers continue shifting their attention to mobile devices and social gaming platforms. That helps explain why the industry's U.S. sales data has been so dismal (though aging consoles aren't helping either). (mobile gaming session growth) (PopCap survey)
    | Sep. 5, 2012, 6:41 PM | Comment!
  • Sep. 5, 2012, 10:38 AM
    Nokia (NOK -8.1%) dives as it unveils the Lumia 920 at an NYC event. As expected, the Windows Phone 8-based 920 has a 4.5" display, supports wireless charging, and (perhaps critically) contains a PureView camera less impressive than the one in the Symbian-based 808. Also included is an augmented reality app called City Lens. Will this be enough for Nokia to gain significant ground against the iPhone 5 and Samsung's high-end lineup? (live blog)
    | Sep. 5, 2012, 10:38 AM | 48 Comments
  • Aug. 31, 2012, 1:15 PM
    Intel (INTC +1.7%) bounces in spite of receiving another estimate cut (previous), this time from Argus' Jim Kelleher. Kelleher suspects Intel's Q3 results will come at the low end of its guidance range due not only to weak PC demand, but an unfavorable CPU mix caused by soft ultrabook adoption, particularly in emerging markets. He also predicts enterprise Windows 8 (MSFT) adoption won't start in earnest until 2013 (ed: some are worried it might not happen much at all)
    | Aug. 31, 2012, 1:15 PM | 6 Comments
  • Aug. 31, 2012, 12:57 PM
    Microsoft (MSFT) has named 40 Xbox games that will be available for Windows 8. Among them are 29 Microsoft Studios titles, and popular mobile titles such as Angry Birds Space and Fruit Ninja. Microsoft, looking to provide a common interface and developer tools across its platforms, is planning to offer Kinect support for Windows 8 hardware, and has already rolled out a Metro-like UI for the Xbox 360.
    | Aug. 31, 2012, 12:57 PM | 3 Comments
  • Aug. 30, 2012, 5:43 PM
    Bing (MSFT) is now capable of searching Facebook photos added by a user's "friends." The feature is the latest in a series of social networking-related enhancements made to give Bing a leg up on Google (GOOG), whose deal-making ability is hurt by its social networking ambitions. But thus far, Microsoft and Bing-powered Yahoo (YHOO) haven't done much to dent Google's search dominance, thanks to their weak mobile position and dependence on Internet Explorer, which is steadily losing ground to Chrome.
    | Aug. 30, 2012, 5:43 PM | Comment!
  • Aug. 30, 2012, 1:47 PM
    IFA 2012 is producing a deluge of Windows 8/RT (MSFT) tablets. Notables include Dell's (DELL) XPS 10 tablet and XPS 12  onvertible; new tablet and ultrabook models for H-P's (HPQ) high-end ENVY line; and Toshiba's U925t ultrabook, which sports a slide-out display and Corning (GLW) Gorilla Glass. Between these products and Microsoft Surface, Windows 8 won't lack for quality hardware - its success will come down to the consumer/business response to its much-debated software. (Samsung) (Lenovo)
    | Aug. 30, 2012, 1:47 PM | Comment!
  • Aug. 29, 2012, 4:01 PM
    Microsoft (MSFT) has named Stephen Schueler its retail sales/marketing chief. Schueler, formerly general manager of Procter & Gamble's global retail ops, joins Microsoft at a time when the company is looking to rapidly grow its own retail store count. (PR)
    | Aug. 29, 2012, 4:01 PM | 7 Comments
  • Aug. 29, 2012, 2:22 PM
    Samsung (SSNLF.PK) has launched a follow-up to the surprisingly popular Galaxy Note. The Galaxy Note II features a 5.5" display (its predecessor has a 5.3" display), a quad-core Exynos processor, and a stylus with 1,024 levels of sensitivity. Universal Display (PANL) benefits from Note sales, since a larger display requires more of its OLED materials. Samsung is also launching an Android-based camera and Windows 8/RT tablets sporting built-in 4G. (live blog)
    | Aug. 29, 2012, 2:22 PM | 1 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