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Microsoft Corporation (MSFT)

  • Aug. 7, 2012, 2:25 PM
    Microsoft (MSFT) news roundup: 1) Microsoft has licensed its file system patents to Sharp for Android gear. A German court recently slapped an injunction on Motorola over its use of the patents. 2) Job postings suggest Microsoft is working on successors to its Surface tablets. New materials and battery tech could be included. 3) Office 2013 will feature an app ecosystem. But the Windows RT version will lack macros and other features - that could hurt RT's enterprise adoption. (earlier)
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  • Aug. 7, 2012, 2:00 PM
    With YouTube joining Google Maps in being removed from iOS 6 (perhaps at Google's insistence), MG Siegler wonders if Apple (AAPL) will part ways with Google (GOOG) search. Reasons for Apple not to: Google dominates mobile search, has far more user data than Microsoft (MSFT), and is paying Apple huge revenue-sharing fees. But there's no denying the animosity between the companies, and Bing does have a social media edge. Also, Microsoft is probably desperate enough to outbid Google.
  • Aug. 7, 2012, 9:29 AM
    Acer (ASIYF.PK) CEO J.T. Wang is warning Microsoft (MSFT) to "think twice" about launching Surface, predicting the tablets will "create a huge negative impact for the [PC] ecosystem." Microsoft has already warned about a potential OEM backlash in its 10-K, and its concerns are likely a reason why Surface will initially be sold only in Microsoft's online and retail stores. Fears of channel conflict might also affect Microsoft's pricing.
  • Aug. 7, 2012, 4:44 AM
    Opening bids for Eastman Kodak's patent portfolio came in at $150-250M, well below the $2.6B the bankrupt company said they could be worth, the WSJ reports. The bids came from two consortia, one of which included Apple (AAPL) and Microsoft (MSFT), and the other Google (GOOG) and Samsung. The auction is set for tomorrow.
  • Aug. 6, 2012, 2:40 PM
    Thus far, Android is proving much more profitable for Microsoft (MSFT) than Windows Phone: Trefis estimates Microsoft generated $792M in Android royalties from Samsung and HTC alone. It's a rough estimate, but maybe not far off the mark given Android activations have passed 1M/day, and Microsoft is believed to get $10-$15/unit from licensees. Meanwhile, Microsoft's WP payments to Nokia contributed to the $263M loss posted by its Entertainment & Devices unit in the June quarter.
  • Aug. 3, 2012, 9:11 AM
    Microsoft (MSFT) is abandoning the Metro name for the next-gen, tablet-centric user interface that will accompany Windows 8. The company says "discussions with an important European partner" led to the move. A trademark dispute with Germany's Metro AG could be responsible. Also: final copies of Windows 8 have leaked online, just a day after Microsoft announced development was finished. (previous)
  • Aug. 1, 2012, 2:28 PM
    Rackspace (RAX) has officially released cloud infrastructure services based on the OpenStack platform, which Rackspace and many others are pitching as an open-source alternative to Amazon and Microsoft's dominant proprietary solutions. CEO Lanham Napier says Rackspace doesn't expect to match Amazon's pricing, but hopes to have an edge in performance and service quality. He also claims OpenStack will help Rackspace lower capex by allowing it (like Amazon) to use commodity IT gear.
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  • Aug. 1, 2012, 2:05 PM
    Microsoft (MSFT) has finished developing Windows 8 and has released the OS to PC OEMs, the company announces. Though the consumer launch doesn't arrive until Oct. 26, the enterprise version will be available for download on August 16. Also, Microsoft says the latest version of the increasingly profitable Windows Server will be available on Sep. 4. Opinions continue to vary greatly on how Windows 8 and its radical Metro UI will be received.
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  • Jul. 31, 2012, 1:33 PM
    Microsoft (MSFT) launches, a free Web e-mail solution completely independent from the popular but oft-criticized Hotmail. offers fewer ads and a more polished, business-friendly UI than Hotmail, and comes with "virtually" unlimited storage and Skype integration. The solution, which complements Office 365's paid offerings, comes as Gmail (GOOG) continues to grab share in the enterprise from regular Outlook.
  • Jul. 30, 2012, 1:31 PM
    Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also)
  • Jul. 30, 2012, 12:06 PM
    Microsoft Surface (MSFT) will ship on Oct. 26, the software giant discloses in its FY12 10-K. Pricing details remain non-existent. Also in the 10-K is a paragraph claiming Microsoft is driven to compete with the "vertically-integrated model" of a rival (no doubt Apple), even at the risk of hurting margins and alienating partners. Steve Ballmer suggested as much recently.
  • Jul. 28, 2012, 5:21 PM
    Windows 8 and its dual interfaces represent a huge gamble, and some think it will backfire. Bronte Capital, worried the Metro UI won't function well with a keyboard and mouse: "This will wind up with a lower corporate take up rate than Vista." Valve CEO Gabe Newell, worried about Microsoft's (MSFT) proprietary approach: "Windows 8 is a catastrophe for everyone in the PC space." Matt Rosoff: "Windows 8 is for touch screens. Period." Developer Jeff Atwood is "cautiously optimistic." (also: I, II, III)
  • Jul. 27, 2012, 4:25 PM
    Two consortiums are bidding on Eastman Kodak's (EKDKQ.PK) 1,100 patents, the WSJ reports. One features Apple (AAPL), Microsoft (MSFT), and patent troll Intellectual Ventures. Another features Android partners Google (GOOG), Samsung (SSNLF.PK), LG, and HTC, along with RPX (RPXC). Bids are due on Monday. The report comes after the ITC dismissed a Kodak suit related to an image-preview patent, and Apple lost a bid to move a separate Kodak suit out of bankruptcy court.
  • Jul. 25, 2012, 6:57 PM
    The next version of Microsoft Outlook (MSFT), shipping as part of Office 2013, will feature tight LinkedIn (LNKD) integration. Profile information and network activity for connections who e-mail a user will automatically appear in his/her inbox. The tie-up should further cement LinkedIn's dominant status in professional social networking, and might also help if the company rolls out a private networking solution to compete with Jive (JIVE) and (ironically) Microsoft's Yammer, as some expect it to.
  • Jul. 25, 2012, 12:59 AM
    Regardless of how Windows 8 is received, Microsoft (MSFT) is clearly showing a newfound attention to detail. The company boasts it's using a wide range of techniques to improve Windows 8's graphics performance by 2x-5x over comparable Windows 7 hardware. Everything from HD video to text rendering is covered. That might not be great news for graphics chip vendors Nvidia (NVDA) and AMD, since it could lead to more mainstream PC users deciding integrated graphics are good enough.
  • Jul. 24, 2012, 6:37 PM
    Microsoft (MSFT) might grant just 4 PC OEMs the right to launch Windows RT tablets this fall before allowing more entrants in January, claims Taiwan's Economic Times.  Lenovo and Asus will partner with Nvidia (NVDA) to ship tablets, Toshiba with Texas Instruments (TXN), and Samsung with Qualcomm (QCOM). H-P was also going to ship a Qualcomm system, but it had a change of heart. Dell (DELL) reportedly could be working with Qualcomm to fill the gap, but the company has no comment.
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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