Microsoft Corporation

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  • Jul. 8, 2013, 10:50 AM

    Microsoft (MSFT +0.6%) has bought partner Blue Horseshoe's transportation and warehousing software products, and plans to integrate them with the supply-chain management software found in its Dynamics AX ERP software line. Microsoft has made a string of acquisitions (I, II) to bolster its Dynamics business app lineup, which aims to give SMBs who don't need SAP and Oracle's top-of-the-line solutions relatively cheap alternatives. Dynamics posted double-digit Y/Y sales growth in the March quarter.

    | Jul. 8, 2013, 10:50 AM
  • Jun. 19, 2013, 4:14 PM

    Nokia (NOK) +2.6% AH after the WSJ reports Microsoft (MSFT) held advanced talks to buy Nokia's phone business, and was "close to an oral agreement" at one point, but adds discussions broke down in part due to price and concerns about Nokia's competitive positioning. One source says the talks "took place as recently as this month, but aren't likely to be revived."

    | Jun. 19, 2013, 4:14 PM | 51 Comments
  • Jun. 12, 2013, 4:16 PM
    Microsoft (MSFT) isn't interested in Nook Media's (BKS -6.1%) digital assets, sources tell dealReporter. The report led Barnes & Noble shares to dive over the final 15 minutes of trading. TechCrunch reported of Microsoft's interest in Nook Media last month, but a source later told Insider Monkey Microsoft "has no intention" of making a deal.
    | Jun. 12, 2013, 4:16 PM
  • May 13, 2013, 1:52 PM

    "This deal was nothing more than a rumor ... [Microsoft] has no intention of acquiring the NOOK unit. NOOK is closely integrated with Android ... The acquisition is not happening in the foreseeable future as Microsoft Corporation is assessing its options at this time." Thus speaks a Microsoft (MSFT) source to Insider Monkey, strongly refuting a TechCrunch report about an offer to buy Nook Media's digital assets for $1B. Barnes & Noble (BKS -14.1%) shares have plunged, but for now are still up 13% from where they stood prior to the report.

    | May 13, 2013, 1:52 PM | 3 Comments
  • May 8, 2013, 10:52 PM

    Microsoft (MSFT) is offering $1B for Nook Media's (BKS) e-reader, tablet, and e-book ops (but not its college bookstore arm), TechCrunch reports. If true, the valuation assigned to NM is well below the $1.7B given when Microsoft bought a 17.6% stake (diluted to 16.8% by Pearson's investment) in April '12. Documents indicate NM (exc. the college ops) is expected to post FY13 (ended in April) revenue of $1.09B (-10% Y/Y) and an EBITDA loss of $360M, plans to discontinue its tablet line (makes sense, given market share trends), and will focus on content sales. Is such a business worth $1B? Regardless, Barnes & Noble ($1.06B market cap) should see a pop on the report. (FY13 warning) (FQ3 results)

    | May 8, 2013, 10:52 PM | 4 Comments
  • Apr. 8, 2013, 1:57 PM
    The price tag for Ericsson's (ERIC +1.1%) purchase of Microsoft's (MSFT -0.6%) Mediaroom IPTV unit is in between the $99M Ericsson paid for network management software firm Optimi and the $234M it paid for a majority stake in the LG Nortel JV, says a company exec. Analyst Alexander Peterc points out Mediaroom complements the video assets Ericsson acquired from Tandberg. Meanwhile, chairman Leaf Johansson is striking a positive tone about 2013 mobile infrastructure demand. "I am a little more optimistic on the U.S ... Perhaps Europe too has stabilized."
    | Apr. 8, 2013, 1:57 PM
  • Apr. 8, 2013, 9:44 AM
    Microsoft (MSFT) unloads its Mediaroom IPTV infrastructure platform business to Ericsson (ERIC) for an undisclosed sum; Bloomberg reported about this deal a couple weeks ago. Ericsson claims the deal will give it a 25%+ share of the IPTV/multi-screen infrastructure market, and points out the global IPTV subscriber base is expected to grow to 105M in 2015 from 76M in 2013. In a blog post, Microsoft says it will now dedicate all its TV resources to the Xbox. The remarks come as The Verge reports the next-gen Xbox will be revealed at a May 21 event.
    | Apr. 8, 2013, 9:44 AM
  • Mar. 5, 2013, 9:33 AM

    Microsoft (MSFT) acquires MetricsHub, a developer of tools that automate cloud management with the goal of optimizing performance. Naturally, MetricsHub will be integrated with Microsoft's Azure cloud infrastructure/app development platform. News of the purchase comes shortly after Microsoft updated Azure's enterprise security/management tools - the company has long tried to differentiate Azure through its support for hybrid clouds and integration with Microsoft's enterprise software ecosystem. (Red Hat/ManageIQ) (VMware/DynamicOps)

    | Mar. 5, 2013, 9:33 AM | 1 Comment
  • Feb. 28, 2013, 4:36 PM

    Facebook (FB) finally makes its long-rumored purchase of Microsoft's (MSFT) Atlas ad-serving/tracking business official. Terms haven't been disclosed, but past reports have suggested the price is below $100M. The purchase strengthens Facebook's efforts to create a platform for serving targeted display ads that can rival Google's (GOOG) DoubleClick.

    | Feb. 28, 2013, 4:36 PM
  • Feb. 5, 2013, 9:38 AM

    More on Dell's LBO: Microsoft (MSFT) will provide a $2B loan rather than an equity investment, as had been reported. Michael Dell will remain chairman/CEO. The deal is expected to close before the end of the July quarter. Dell will have a 45-day "go-shop" period to solicit alternate bids; a $180M termination fee applies. Look for disgruntled shareholders to challenge the deal, particularly given Michael Dell's conflict of interest. But finding a higher bid could be easier said than done. DELL halted. (PR)

    | Feb. 5, 2013, 9:38 AM | 5 Comments
  • Feb. 4, 2013, 11:49 PM

    Dell's (DELL) board reportedly scheduled a meeting for tonight to vote on a deal valued at $13.50-$13.75/share. In-line with prior reports, the contributions are said to be as follows: $1B+ in equity from Silver Lake, $2B from Microsoft (MSFT), $700M from Michael Dell's P-E firm, Dell's personal 15.6% stake (valued at $3.6B), $15B in debt, and billions in cash from the company itself. If the deal goes through, there could be blowback from Southeastern Asset Management and/or other major shareholders.

    | Feb. 4, 2013, 11:49 PM | 1 Comment
  • Feb. 4, 2013, 11:24 AM

    Dell (DELL -2.4%) is "very, very close" to striking a $13.50/share LBO deal, David Faber reports - he thinks an announcement could come tomorrow, and that Microsoft (MSFT -0.5%) will put in $2B. Dell shares have slumped to $13.30 following the WSJ's report of a $13-$14/share deal price. Update (12:34PM ET): The WSJ now reports the price is likely to be in the $13.50-$13.75/share range. Microsoft is expected to invest ~$2B, Silver Lake over $1B, and Michael Dell's P-E firm ~$700M.

    | Feb. 4, 2013, 11:24 AM | 6 Comments
  • Feb. 1, 2013, 6:00 AM

    The deal to take Dell (DELL) private could reportedly be finalized over the weekend and announced on Monday. As already speculated, Michael Dell will gain majority control, while Silver Lake and Microsoft (MSFT) will become minority shareholders, although there's no word on the final price. Barclays (BCS), Bank of America (BAC), Credit Suisse (CS) and RBC Capital (RY) will provide $15B of debt financing.

    | Feb. 1, 2013, 6:00 AM | 2 Comments
  • Jan. 30, 2013, 4:59 AM

    Michael Dell is reportedly looking to gain majority control of Dell (DELL) by adding $500M-$1B of his own money to his $3.6B, 15.7% stake in the efforts to take the company private. Such a combination would mean that Dell would contribute over half of the $8-9B equity payment in the deal, with more money coming from Silver Lake and possibly Microsoft (MSFT). DELL has so far received no other bids, while it's also considering paying a special dividend.

    | Jan. 30, 2013, 4:59 AM | 1 Comment
  • Jan. 29, 2013, 3:47 PM

    Dell (DELL +1.8%) spikes to $13.26 after the FT reports Silver Lake is willing to pay $15/share. Would that be enough to satisfy shareholders who view a $13-$14/share offer as inadequate? (more) Update: The WSJ reports Microsoft's (MSFT) role in the deal remains one of several issues that need to be worked out. However, sources insist the deal remains on track.

    | Jan. 29, 2013, 3:47 PM | 5 Comments
  • Jan. 22, 2013, 11:34 AM

    Microsoft (MSFT -0.5%) - yes, Microsoft - is in now a participant in Dell (DELL +2.7%) LBO talks, David Faber reports. Faber's sources claim Microsoft could provide $1B-$3B in mezzanine financing for its third-biggest PC OEM client to help facilitate a deal. No word on whether Microsoft is also looking to further its hardware ambitions along the way. (more on Dell)

    | Jan. 22, 2013, 11:34 AM | 10 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