Seeking Alpha

Microsoft Corporation (MSFT)

  • 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."
  • 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)
  • 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.
  • 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.
  • 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. 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.
  • 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.
  • 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.
  • Sep. 7, 2012, 1:14 PM
    "We anticipate the worst 2H for PC sales since inception," says Citi's Gen Yeung, responding to Intel's (INTC -3.5%) Q3 warning. Yeung and many others have been raising alarm bells about PC demand in advance of Windows 8's (MSFT -1.8%) Oct. 26 consumer launch. FBR notes PC and storage inventories are at elevated levels, and Longbow believes Intel is seeing an inventory correction related to soft ultrabook uptake. The Intel Developer Forum kicks off on Tuesday.
  • 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, 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)
    | Comment!
  • 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)
Visit Seeking Alpha's
MSFT vs. ETF Alternatives
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