Microsoft Corporation

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  • Nov. 27, 2012, 3:44 PM
    Checks indicate demand for Nokia's (NOK -5.2%) Lumia 920 is "solid" at AT&T, but well behind demand for the iPhone 5 and Galaxy S III, says Raymond James' Tavis McCourt, who reiterates an Underperform. Moreover, McCourt thinks commentary from AT&T reps about the 920 "was very similar to the April launch of the Lumia 900, but with a lot more supply issues." He adds the 900 was on Amazon's top-10 bestseller list for 2 months, and that HTC and Samsung's Windows Phone 8 models also face supply problems. (previous: I, II, III)
    | Nov. 27, 2012, 3:44 PM | 27 Comments
  • Nov. 20, 2012, 8:05 AM

    For whom H-P's (HPQ) FQ4 results toll: Dell (DELL) -1.9% premarket, Intel (INTC) -1.6%, AMD -1%. H-P reported a 14% Y/Y drop in PC revenue and 12% drops in both desktop and notebook shipments. The drop in commercial PC revenue (13%) was nearly as bad as the drop in consumer PC revenue (16%).

    | Nov. 20, 2012, 8:05 AM | 2 Comments
  • Nov. 19, 2012, 11:46 AM

    FuelCell Energy (FCEL +4.3%) gains after announcing a project utilizing a stationary fuel cell power plant to support Microsoft's (MSFT +0.7%) latest data center research project. The power plant will utilize renewable biogas generated by a wastewater treatment facility to generate ultra-clean and carbon-neutral electricity to power MSFT's Data Plant project in Cheyenne, Wyoming. The project could be groundbreaking for FCEL to demonstrate the effectiveness of using it's biogas technology as an efficient source of sustainable power.

    | Nov. 19, 2012, 11:46 AM | 2 Comments
  • Nov. 16, 2012, 12:12 PM
    Activision (ATVI +4.8%) registers a big gain after announcing it sold over $500M worth of copies of Call of Duty: Black Ops II in its first 24 hours of availability. GameStop (GME +2.9%), which reported strong initial sales for the game earlier this week, is also rallying. The solid early reception for Black Ops II and Microsoft's Halo 4 are fueling hopes the console game industry will cap what has been an ugly year with a decent holiday season.
    | Nov. 16, 2012, 12:12 PM
  • Nov. 13, 2012, 8:18 AM

    Microsoft (MSFT) -3.8% premarket after the departure of Windows chief and putative heir apparent Steven Sinofsky. As to the reason for his exit, the spin room is open. One source tells Owen Thomas, Sinofsky threatened to quit if not given the CEO nod, and Ballmer called his bluff. Maybe not helping are tepid sales of Surface, which reportedly may only reach 60% of company forecasts by year end.

    | Nov. 13, 2012, 8:18 AM | 15 Comments
  • Nov. 12, 2012, 4:05 PM
    Video game stocks closed higher as Microsoft (MSFT) announces it sold $220M worth of copies of the favorably-reviewed Halo 4 in its first 24 hours of availability, and expects to sell over $300M in in the first week. Though industry data remains bleak, hopes have grown that the holiday season will be relatively strong thanks to a healthy lineup of new titles. EA +1% ATVI +1.1%. TTWO +3.8%. GME +4.4%.
    | Nov. 12, 2012, 4:05 PM | 1 Comment
  • 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. 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. 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. 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. 9, 2012, 11:19 AM

    VMware (VMW -4.7%) sells off after OTR Global claims Microsoft's (MSFT) new virtualization and management software products are hurting VMware's sales. The latest version of Microsoft's Hyper-V virtualization platform, recently launched as a part of Windows Server 2012, has received favorable reviews, and so has an update to Microsoft's System Center management software. But the huge enterprise investments made in VMware's vSphere platform make it hard to dislodge.

    | Oct. 9, 2012, 11:19 AM | 5 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. 14, 2012, 1:00 PM
    Sony (SNE +7.5%), which is more than taking part in today's big Asian rally, says it has "no current plans" to support Windows Phone 8 (MSFT), though it doesn't rule out supporting an OS other than Android. The company's Xperia Android phones have seen modest success internationally, but its market share has fallen thanks to a high-end/low-end pincer movement from Samsung and Chinese OEMs. Big job cuts for Sony's mobile unit are on the way.
    | Sep. 14, 2012, 1:00 PM
  • Sep. 11, 2012, 5:49 PM
    More from Mark Zuckerberg: He once more claimed a Facebook phone doesn't make sense, in spite of rumors (I, II) that it's building one. He also mentioned Facebook is handling 1B queries/day, and suggests Facebook will eventually build a search engine. Many have called on Facebook to enter the search market, and Microsoft (MSFT) execs reportedly once floated the idea of selling Bing to Facebook, only to have Zuckerberg turn them down. Should Google (GOOG) be worried? FB +3.2% AH. ZNGA +2.9%.
    | Sep. 11, 2012, 5:49 PM | 12 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. 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
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