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Microsoft Corporation (MSFT)

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  • 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. 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. 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, 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)
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  • 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)
  • 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, 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. 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.
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  • 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)
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  • 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, 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)
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  • Aug. 29, 2012, 10:50 AM
    More on Nokia: The company has also received another bearish note from Bernstein's Pierre Ferragu, a long-time critic. Ferragu joins others in taking a cautious view of the impact of the Apple-Samsung verdict; thinks Q3 results could miss estimates; notes Lumia models are being heavily discounted in the UK, and says global surveys have consistently shown a "lack of consumer interest" in Windows Phone. He views Nokia's recent rally as a good shorting opportunity.
  • Aug. 29, 2012, 10:45 AM
    Nokia (NOK -5.9%) is selling off again today. A less-than-flattering WSJ article about the early U.S. uptake seen by Windows Phone (MSFT) could be playing a role. An AT&T reseller claimed the Lumia 900 only made up 2% of its sales, even though profits on 900 sales are higher than for the iPhone or Galaxy S III, and a T-Mobile reseller claimed WP devices made up just 3% of its sales. The column also notes developer reluctance to write for WP in the absence of a large user base. (yesterday)
  • Aug. 27, 2012, 6:06 PM
    Notebook display panel prices have dropped in August due to weak demand, claims DisplaySearch. This comes on top of recent reports of falling PC DRAM prices, and is another sign PC component suppliers could be facing intense pricing pressure in 2H to go with soft unit shipments, thanks to the industry's woes. All eyes are on Windows 8's (MSFT) Oct. 26 launch. (Intel estimate cuts)
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  • Aug. 27, 2012, 1:07 PM
    In tandem with the start of its VMworld conference, VMware (VMW -0.2%) is introducing upgrades to its vSphere virtualization platform and vCloud cloud management suite. vSphere, which has ditched a DRAM-based license fee structure that gave rivals Microsoft (MSFT) and Citrix (CTXS) an opening, now includes more advanced networking and data protection capabilities, and vCloud now promises the ability to provision "virtual data centers" featuring thousands of virtual servers.
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  • Aug. 27, 2012, 11:34 AM
    Intel (INTC -0.2%) is receiving some estimate cuts after a swell of negative PC industry data arrived last week, including from top customers H-P and Dell. Davenport thinks Intel could miss Q3 and Q4 Street estimates, and Citi believes there's a "high likelihood" the chip giant will warn. JMP has cut both its 2012 and 2013 estimates, citing concerns about Windows 8 (MSFT) demand.
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Company Description
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising to a global customer audience. Its products include operating systems for computing devices, servers, phones, and other intelligent devices.
Sector: Technology
Country: United States