Seeking Alpha
 

Microsoft Corporation (MSFT)

- NASDAQ
  • Sep. 20, 2012, 7:43 AM
    The most over-owned stocks at the top 50 mutual funds are GOOG, MSFT, T, AMZN, and HD, according to a Citigroup report. The most under-owned: CSCO and WMT. (h/t tradefast)
    | 10 Comments
  • Sep. 18, 2012, 4:33 PM
    Along with its dividend hike, Microsoft (MSFT) is announcing Merck CEO Raymond Gilmartin is retiring from the company's board. No replacement is named for now. Also, Microsoft says it has hired former CBS Network President Nancy Tellem to be its Entertainment & Digital Media chief. Tellem will run a new L.A. studio that will develop content for the other Xbox and other devices. The hiring comes as the Xbox rapidly emerges as a major home entertainment platform.
    | Comment!
  • Sep. 18, 2012, 4:09 PM
    Microsoft (MSFT) declares $0.23/share quarterly dividend, 15% increase from prior dividend of $0.20. Forward yield 2.94%. For shareholders of record Nov 15. Payable Dec 13. Ex-div date Nov 13. (PR)
    | 19 Comments
  • Sep. 18, 2012, 1:15 PM
    More on Microsoft: EU regulators are preparing an antitrust complaint alleging Microsoft has failed to comply with a settlement requiring it to display a browser choice screen to Windows users: 10% of users who were supposed to see the screen following a Service Pack installation didn't. Regardless, European PC users seem to be having little trouble finding their way to Firefox and Chrome. Microsoft has been fined $2.2B by the EU over the years. (other EU investigation)
    | 3 Comments
  • Sep. 18, 2012, 12:54 PM
    Microsoft (MSFT) has signed a patent licensing deal with Research In Motion (RIMM) covering its exFAT file system for flash memory devices. The deal follows an exFAT licensing agreement with Sharp. Microsoft is asserting its patents for the older FAT file system in a case against Motorola Mobility. (PR)
    | 6 Comments
  • Sep. 18, 2012, 11:05 AM
    Microsoft's (MSFT) Office 2013 pricing reveals a stronger emphasis on multi-device support and cloud/mobile app bundling. A Home Premium version will be available for a $100/year subscription that covers 5 PCs, and comes with monthly Skype minutes and extra SkyDrive storage. A Small Business Premium version costs $150/year/user and comes with free Exchange and SharePoint storage. Both plans include support for "select smartphones and tablets." Meanwhile, pricing for non-subscription versions of Office 2013 is up 10%-14% over Office 2010.
    | 6 Comments
  • Sep. 17, 2012, 7:02 PM
    A July E.U. court ruling sanctioning the re-sale of software licenses could damage the European sales of enterprise software vendors such as Microsoft (MSFT), Oracle (ORCL), and SAP, as cost-sensitive companies opt for second-hand "copies" selling at a 30%-70% discount. Germany's UsedSoft, the winning party in the E.U. ruling, says it has seen demand triple since the decision was made. Most U.S. software contracts forbid the re-sale of licenses.
    | 2 Comments
  • Sep. 17, 2012, 11:12 AM
    In a PR-heavy interview with the Seattle Times, Steve Ballmer suggests Microsoft Surface tablets will sell for "probably $300 to about $700 or $800," declaring that area to be the "sweet spot" of the PC/tablet market. Ballmer, who seems intent on remaining Microsoft's (MSFT) CEO for now even though many want him to leave, also belittles Google (GOOG) as "just another big company at this stage."
    | 14 Comments
  • Sep. 14, 2012, 2:48 PM
    Microsoft (MSFT) needs to hike its quarterly dividend by $0.03/share at next week's board meeting to keep investors happy, says MKM. The company announced a $0.04/share hike at last year's meeting, though a more modest increase is expected this time. MKM, which rates Microsoft a Neutral, is cutting its estimates due to both the usual set of PC-related concerns, and worries mixed reviews and OEM concerns about Windows 8 spell "a more elongated upgrade cycle." (previous)
    | 12 Comments
  • 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.
    | Comment!
  • Sep. 14, 2012, 9:25 AM
    Microsoft (MSFT) is handing out free Surface tablets, Windows Phone 8 devices, and Windows 8 PCs to its 90K+ employees in an effort to stoke interest in its latest products. Separately, Microsoft confirms the Windows RT version of Office 2013 will be provided for free, and will arrive at some point between November and January. But the company also cautions it will lack some of the advanced features found on the Windows 8 Pro version of Office won't be included.
    | 20 Comments
  • Sep. 11, 2012, 7:18 PM
    Microsoft (MSFT) isn't finished developing Windows Phone 8, The Verge reports, and is "working overtime" with Nokia (NOK) to make sure the OS meets its Oct. 29 launch date. Any major delay would be a huge problem for Nokia, whose Lumia 920 and 820 WP8 phones already appear fated to begin selling weeks after sales of the next iPhone commence. AT&T (T) reportedly has plans to start selling the 920 and 820 on Nov. 2.
    | 14 Comments
  • 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%.
    | 12 Comments
  • 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.
    | 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.
    | 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.
    | 3 Comments
Visit Seeking Alpha's
MSFT vs. ETF Alternatives
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