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Microsoft Corporation (MSFT)

  • Jul. 10, 2012, 11:46 AM
    Steve Ballmer refuses to dismiss the possibility of a Microsoft (MSFT) smartphone down the line, even as his company shoots down rumors about near-term plans. Ballmer also tells channel partners Microsoft will stick to selling its Surface tablet through its own site and company stores, and makes clear whom it now considers to be public enemy #1. "We are trying to make absolutely clear we are not going to leave any space uncovered to Apple." (earlier)
  • Jul. 10, 2012, 9:11 AM
    Microsoft (MSFT) aims to sell a "few million" Suface tablets in the coming year, says Steve Ballmer. For reference, Apple (AAPL) sold 11.8M iPads in the March quarter. The fact Microsoft only plans to sell Surface online and through its (very few) retail stores, perhaps to avoid competing with OEMs in retail channels, is likely to limit sales. Also, reports have popped up that Microsoft is having yield issues with Surface's case. (more)
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  • Jul. 9, 2012, 6:10 PM
    Microsoft's (MSFT) $6.2B aQuantive write-down has much to do with execution, but a tough display ad market didn't help either. The industry's CPM fell 14% from 2009 to 2011, as an explosion of new supply from Facebook (FB) and other sites drove down prices. In addition to Microsoft, Facebook and Yahoo (YHOO) have each seen their display ad ops face intense scrutiny. Google (GOOG), however, has been growing its display business quickly with the help of its ad targeting tech.
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  • Jul. 9, 2012, 4:41 PM
    AMD -5.7% AH after warning it expects Q2 revenue to fall 11% Q/Q, well below a guidance range of +/- 3%. AMD blames weaker-than-expected distributor sales in China and Europe, and the impact of poor consumer spending on sales to OEMs. Archrival Intel (INTC) has already seen a raft of estimate cuts, and downbeat commentary about PC demand has been easy to find.
  • Jul. 9, 2012, 2:15 PM
    In spite of recent warnings and negative commentary, Gartner is hiking its 2012 IT spending growth forecast to 3% from a prior 2.5%. While still cautious on near-term spending, the firm claims there was little change in business and consumer sentiment in Q2, which leaves it slightly more optimistic. Spending on public cloud services (key players: AMZN, MSFT, RAX, CRM) is expected to grow 20% this year to $109B, and reach $207B in 2016.
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  • Jul. 9, 2012, 1:52 PM
    Samsung (SSNLF.PK) reportedly plans to release a Windows RT tablet in October that features a Qualcomm (QCOM) Snapdragon CPU. Samsung's efforts should provide a useful shot in the arm for Qualcomm's Windows ambitions - H-P, perhaps upset over the release of Microsoft Surface (MSFT), recently said it would hold off on releasing a Windows RT tablet, after having previously suggested it would release a model featuring a Snapdragon. (previous)
  • Jul. 9, 2012, 11:14 AM
    Microsoft (MSFT) is acquiring Perceptive Pixel, a developer of giant multi-touch display panels. Perceptive's tech, which can detect dozens of points of contact, will likely be used in Microsoft's PixelSense display tables, and also might have applications for Windows 8 tablets and all-in-one desktops. Separately, ZDNet reports Windows 8 will be released to OEMs by the first week of August (business users should get early access), with general availability arriving in late October.
  • Jul. 6, 2012, 6:20 PM
    Twitter rolls out a major search overhaul. Key changes include search auto-complete, and the ability to search only tweets that come from followed accounts. The changes stand to make Twitter, whose search feature is widely used for tracking news and buzz, an even bigger thorn in Google's (GOOG) side. Twitter has a deal to provide its content within Bing (MSFT) search results, but a similar deal with Google lapsed last year.
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  • Jul. 6, 2012, 5:30 PM
    Microsoft's (MSFT) plans to make Internet Explorer's "Do Not Track" feature a default setting isn't just upsetting the online ad industry - Microsoft's ad division is reportedly up in arms about it as well. Some sources even claim Microsoft, which just took a $6.2B write-off related to aQuantive, might exit the online ad business, already reeling from executive departures. The fact the browser division made the Do Not Track decision without advertising's input has upset many (ed: that sounds familiar).
  • Jul. 6, 2012, 2:41 PM
    Microsoft (MSFT) vet Stephen Toulouse questions Vanity Fair's assertion that his ex-employer has seen a "lost decade," given the success of Windows 7 and the Xbox. But ex-Microsoft engineer Michael Chery thinks the magazine didn't go far enough in documenting problems such as Microsoft's obsession with creating another Windows-like business, and its failure to turn huge R&D investments into products. Ex-MSN chief Naveen Jain thinks spin-offs are needed to right the ship.
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  • Jul. 6, 2012, 1:55 PM
    Vivendi (VIVHY.PK) has reportedly hired an i-bank to gauge the market for 61%-owned Activision (ATVI -1.5%). It's added bankers are "sounding out" tech and media companies such as Tencent, Time Warner, and Microsoft, as well as P-E firms. Vivendi's efforts to sell Activision, first reported last week, are pivotal to its restructuring plans. But a buyer for the $13.3B company could be hard to come by, and many think a spin-off of Vivendi's stake is more likely. (earlier)
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  • Jul. 6, 2012, 10:31 AM
    For whatever it's worth, Digitimes claims H-P (HPQ) will indeed launch a Windows RT (MSFT) tablet in Q4, in spite of company statements suggesting otherwise. It's added Dell (DELL) will also launch an RT tablet in Q4 (as expected), and that the PC vendors will use processors from Texas Instruments (TXN) and Qualcomm (QCOM).
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  • Jul. 5, 2012, 2:01 PM
    Microsoft (MSFT) offers details about Windows Server 2012, due this fall. Prices range from $4,809/processor for a high-end version aimed at virtualization and cloud deployments, to $425/server for a no-frills version aimed at small businesses. Pricing has been greatly simplified relative to Windows Server 2008. Windows Server, which has been gaining share against UNIX solutions, is a big reason why Microsoft's Server & Tools unit has turned into a major profit engine.
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  • Jul. 5, 2012, 11:46 AM
    Though Windows Phone (MSFT) has gained a small following in China, local phone vendors such as ZTE and Huawei are reportedly cool to offering domestic models. With Android phones selling for CNY1,000 ($157) or less, local vendors see the higher cost of Windows Phone hardware as a deterrent. The concerns drive home the challenges Nokia (NOK) faces in competing with low-end Android hardware in developing nations, as Symbian and feature phone sales plummet.
  • Jul. 5, 2012, 9:10 AM
    A "super slim" PlayStation 3 model will be arriving soon, judging by documents filed by Sony (SNE) with the FCC. Labeled the 4000 series, the new PS3 model would go on sale only a year before a next-gen PlayStation is expected to ship. PS3 sales have tanked due the platform's age and tough competition from the Xbox 360 (MSFT).
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  • Jul. 4, 2012, 9:40 AM
    Apple (AAPL) is reportedly planning to roll out a smaller, cheaper iPad by the end of the year, with a screen that's 7-8 inches diagonally vs. the current 9.7 inch version. Apparently Apple's at least a little bit worried about the Nexus 7 (GOOG) and Surface (MSFT).
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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