Microsoft Corporation

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  • Oct. 2, 2012, 11:50 AM

    The Microsoft (MSFT) smartphone rumor refuses to go away. Though a company exec denied the rumor in June and suggested Microsoft won't compete with Windows Phone partners such as Nokia (NOK), BGR reports a "trusted source" indicates Redmond is working on a high-end smartphone, with a launch expected in the coming months. A Chinese site recently claimed Microsoft's phone will be sold under the Surface brand, and be available in 1H13.

    | Oct. 2, 2012, 11:50 AM | 29 Comments
  • Oct. 2, 2012, 11:15 AM

    Challenging Apple's high-end consumer notebook dominance isn't proving easy: IHS now expects only 10.3M ultrabooks to be sold this year, down from a prior forecast of 22M. The firm's 2013 forecast is lowered to 44M from 61M, and it's not hard to see a further revision if demand doesn't pick up. Intel (INTC) is hoping lower prices and the arrival of Windows 8 hardware will stoke demand. Weaker-than-expected ultrabook sales could be causing inventory problems for the chip giant.

    | Oct. 2, 2012, 11:15 AM | 8 Comments
  • Oct. 1, 2012, 6:48 PM
    Is this a sign of bottoming PC demand, or are the industry's inventory woes about to worsen? Digitimes reports Taiwanese contract manufacturers boosted their notebook shipments to top OEMs in September, as vendors increase supplies ahead of Windows 8's (MSFT) Oct. 26 launch - H-P (HPQ) saw a 70% M/M shipment increase, Asus 50%, and Acer 30%. Williams Financial is encouraged by the report, and says it's consistent with talks the firm has had with Taiwanese supply chain contacts. (Clover Trail delays)
    | Oct. 1, 2012, 6:48 PM | 3 Comments
  • Oct. 1, 2012, 4:46 PM

    Windows 8 Pro (MSFT) tablet development is being held up by Intel's (INTC) delayed delivery of power management software, Bloomberg reports. As a result, Microsoft hasn't yet approved any tablets running on Intel's Clover Trail Atom CPU, even though Intel just announced a long list of Clover Trail systems from top OEMs. Clover Trail is Intel's main alternative to the ARM-based processors that will run Windows RT systems. (Intel CEO remarks: I, II)

    | Oct. 1, 2012, 4:46 PM
  • Oct. 1, 2012, 2:07 PM

    Microsoft (MSFT), which just unloaded its 50% stake in MSNBC, is creating a news operation to support a revamped, touchscreen-centric The news division will primarily aggregate news from third parties, says a Microsoft exec, but it will also produce some original material. Microsoft's move comes as its Online Services division continues posting big losses, and MSN, the default home page for Internet Explorer, sees its traffic pressured by IE's share losses.

    | Oct. 1, 2012, 2:07 PM | 18 Comments
  • Oct. 1, 2012, 9:56 AM
    Google's (GOOG +0.6%) market cap has surpassed Microsoft's (MSFT -0.8%) for the first time, Bloomberg reports. The search giant is making new highs once again as it follows the market higher, while Mister Softee is suffering from a downgrade to Sector Perform from RBC. Apple surpassed Microsoft in May 2010.
    | Oct. 1, 2012, 9:56 AM | 1 Comment
  • Sep. 30, 2012, 5:40 AM

    An appeals court has ruled that Motorola (GOOG) can't enforce a patent injunction stopping Microsoft (MSFT) from selling its Xbox 360 and certain Windows software in Germany. As Microsoft had sued Motorola for breach of contract in the U.S. prior to the latter's suit in Germany, U.S. courts have the authority to stay the German injunction.

    | Sep. 30, 2012, 5:40 AM | 4 Comments
  • Sep. 27, 2012, 11:47 AM

    Businesses are unlikely to adopt Windows 8 (MSFT) in large numbers before next summer, says Dell (DELL) CFO Brian Gladden, as they wait for kinks to be ironed out. It's not uncommon for businesses to take a cautious approach to a new OS, but Gladden's remarks carry additional weight in light of Intel CEO Paul Otellini's rumored comments (later called "unsubstantiated" by Intel), and existing worries about poor enterprise Windows 8 adoption.

    | Sep. 27, 2012, 11:47 AM | 18 Comments
  • Sep. 27, 2012, 4:50 AM

    The EU is set to charge Microsoft (MSFT) for not fulfilling a 2009 ruling that it should provide consumers with a range of Web browsers. "It should not be a long investigation because the company itself explicitly recognized its breach of the agreement," says EU Competition Commissioner Joaquin Almunia. If found guilty, Microsoft could face penalties of up to 10% of its worldwide revenues.

    | Sep. 27, 2012, 4:50 AM | 4 Comments
  • Sep. 26, 2012, 5:20 PM

    Intel (INTC) issues a PR declaring yesterday's Bloomberg report about remarks made by CEO Paul Otellini to employees in Taiwan "unsubstantiated." Otellini was said to have told employees Windows 8 (MSFT) is buggy and being released before it's ready.

    | Sep. 26, 2012, 5:20 PM | 12 Comments
  • Sep. 25, 2012, 6:01 PM

    Though Eric Schmidt didn't sound enthusiastic about Google's relationship with Apple earlier today, he declared Google (GOOG) "would love" to replace Microsoft (MSFT) as Yahoo's (YHOO) search provider. Yahoo is dissatisfied with results of the Microsoft partnership, and has reportedly been in talks with Google about a deal. But regulators might stand in the way.

    | Sep. 25, 2012, 6:01 PM | 4 Comments
  • Sep. 25, 2012, 5:11 PM

    Here's something Microsoft (MSFT) doesn't want to hear: Intel (INTC) CEO Paul Otellini reportedly told employees in Taiwan Windows 8 is still plagued with bugs, and is being rolled out before it's ready. JMP's Alex Gauna recently aired similar comments. Microsoft, which is also reportedly scrambling to get Windows Phone 8 out on time, badly needs Windows 8 to provide a holiday season lift to PC sales, and turn the company into a worthy challenger to Apple in the tablet market.

    | Sep. 25, 2012, 5:11 PM | 14 Comments
  • Sep. 25, 2012, 3:53 AM

    AT&T (T), Verizon (VZ), Comcast (CMCSA) and Time Warner Cable (TWC) are looking to provide heavy duty video games - such as those from EA - to TVs over their cable infrastructure, Bloomberg reports. The move would provide another major threat to console makers such as Sony (SNE) and Microsoft (MSFT), adding to that from smartphone games. However, operators still need to get the technology right.

    | Sep. 25, 2012, 3:53 AM | 9 Comments
  • Sep. 21, 2012, 2:25 PM

    Though Seagate (STX +2.6%) and Western Digital (WDC +2.8%) are up following the former's analyst day guidance, hard drive controller chip suppliers LSI (LSI -1.1%) and Marvell (MRVL -1.8%) have ticked lower. That's a sign the Street is less pleased with Seagate's unit shipment guidance than it is with its pricing and margin commentary. The shipment guidance arguably has negative implications for PC sales.

    | Sep. 21, 2012, 2:25 PM | 1 Comment
  • Sep. 21, 2012, 1:17 PM

    Microsoft (MSFT) is accusing 4 state-owned Chinese firms of using pirated copies of its software, and has asked the government to put an end to it. 84% of China Railway Construction's copies of Office are unlicensed, Microsoft alleges, as are 97% of its Windows Server copies. Rampant piracy has made it hard for Microsoft to profit from China, now the world's biggest PC market. The Business Software Alliance claims China's illegal software market is 3x the size of its legal software market.

    | Sep. 21, 2012, 1:17 PM | 8 Comments
  • Sep. 21, 2012, 10:14 AM

    Weak top-line results and guidance aren't enough to keep Oracle (ORCL +1.8%) from trekking higher, as investors cheer the company's huge buybacks and decent software license growth. Mark Hurd used Oracle's earnings call to tout new customer wins for Oracle's high-end Exalogic and Exadata systems, but paid no heed to the weak sales seen for cheaper gear. Larry Ellison bragged Oracle continues to take database share from IBM and Microsoft, and predicts new sales investments will pay off in the coming quarters.

    | Sep. 21, 2012, 10:14 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