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Microsoft Corporation (MSFT)

  • Jun. 29, 2012, 4:54 PM
    The FTC, which already has an axe to grind with Google (GOOG) over a number of issues, is now joining the E.U. in formally investigating whether Motorola Mobility is honoring its commitments to license patents on FRAND terms. In focus are Motorola's wide-reaching disputes (I, II) with Microsoft (MSFT) and Apple (AAPL). The ITC is also taking a close look at whether Motorola is honoring FRAND licensing obligations for certain patents.
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  • Jun. 29, 2012, 2:18 PM
    H-P (HPQ) says it won't initially launch ARM-based (ARMH) Windows RT (MSFT) tablets, and will focus on selling Intel (INTC) and AMD-based Windows 8 gear. H-P claims the decision was influenced by customer input, and suggests the backwards compatibility of Intel/AMD systems with existing Windows apps was a factor. Last week, the ARM version of Microsoft Surface - thinner, lighter, and probably less expensive - received more attention than the Intel version. (previous)
  • Jun. 29, 2012, 4:56 AM
    Microsoft (MSFT) CEO Steve Ballmer approached RIM (RIMM) in the past few months about Windows Phone becoming the OS used by the BlackBerry, Reuters reports, adding that Microsoft would possibly buy a stake in RIM. However, RIM doesn't want to lose its independence. Meanwhile, P-E firms have been considering how to separate RIM's handset and network ops. (See RIM earnings)
  • Jun. 28, 2012, 7:13 PM
    Is Apple (AAPL) Google's (GOOG) biggest rival? Or is it Microsoft (MSFT)? Or Facebook (FB)? You can make a case for any one after going over Om Malik's list of Google products and services that now compete with these companies, and/or with Amazon (AMZN), Twitter, and a variety of startups. The situation reminds Malik of imperial overstretch, and leads him to declare Google "lacks the star power to win on all fronts," given an intensely competitive market for tech talent. (more on GOOG)
  • Jun. 28, 2012, 6:32 PM
    Microsoft (MSFT) plans to make Internet Explorer's Do Not Track feature activated by default on the next version of the browser. That isn't sitting well with the online ad industry, which sees the move upending the targeting efforts of display ad networks. Google's (GOOG) DoubleClick network tracks users across different sites, and Facebook (FB) is planning to launch an ad solution that would also rely on multi-site tracking.
  • Jun. 28, 2012, 2:38 PM
    Microsoft (MSFT) has big plans for its recently-announced Xbox Music service, Bloomberg reports. Steve Ballmer & co. plan to offer both a Spotify-like subsription streaming service and iTunes-like downloads and cloud storage, while providing access via the Xbox, PCs, and Windows Phone devices. However, it's added negotiations with music studios are in the early stages. (iTunes overhaul)
  • Jun. 28, 2012, 2:21 PM
    Announced on day 2 of Google I/O: 1) Compute Engine, a rumored cloud infrastructure platform that competes with Amazon Web Services, Microsoft Azure, and Rackspace's OpenStack. 2) The launch of Google Chrome (GOOG) on iOS devices. Unlike searches on the default Safari browser, Chrome searches won't require revenue-sharing payments to Apple. 3) Offline editing support for Google Docs, a long-requested feature. 4) Gmail now has 425M users, and Chrome 310M. (live blog)
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  • Jun. 28, 2012, 9:25 AM
    Seagate (STX) -5.4% and Western Digital (WDC) -3.7% following downgrades to Hold from ThinkEquity. The firm says checks indicate emerging markets PC demand is weakening, and what's bad from the PC market is bad for the hard drive market. While commentary about soft U.S./Euro PC demand has been widespread, an emerging markets slowdown seems to be a wrinkle the market hasn't yet priced in.
  • Jun. 27, 2012, 2:20 PM
    Caris' Craig Ellis slashes his Q2 and 2012 estimates for Intel (INTC) after checks indicate Euro PC sales growth is "tracking 250 bps or so" below prior expectations. That, along with a "lean inventory bias" among PC vendors, leads him to think there's "300-800 bps of downside risk" to Intel's 2H revenue growth. Baird and JPMorgan on Intel earlier this month for similar reasons, and others have also made downbeat assessments about near-term PC demand.
  • Jun. 27, 2012, 1:16 PM
    Microsoft (MSFT) Office 365 cloud suite, launched last year to much fanfare, receives an upgrade that adds support for 46 new markets and 11 new languages. Office 365 represents an attempt to better compete with Google Apps and other cloud rivals, and has seen decent uptake among small businesses drawn to its low rates. However, questions remain about whether Microsoft can succeed in both thwarting Google and preventing regular Office sales from being cannibalized.
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  • Jun. 27, 2012, 8:14 AM
    Nokia (NOK +1.85%) CEO Stephen Elop rejects speculation that Microsoft (MSFT) is planning to make its own smartphone, telling Finish newspaper Kaleva that the U.S. company has "made a clear decision with Nokia." Perhaps more convincing is a denial from Microsoft exec. Greg Sullivan in an interview with Information Week.
  • Jun. 27, 2012, 4:06 AM
    Europe's second-highest court "essentially upholds" the 2008 antitrust ruling against Microsoft (MSFT) but reduces the fine by €39M to €860M.
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  • Jun. 26, 2012, 6:02 PM
    Deutsche's Chris Whitmore questions the ability of the ARM-based/Windows RT version of Microsoft Surface (MSFT) to halt the iPad's enterprise momentum. His argument: the RT version will have limited app support, no backwards-compatibility with Windows apps, and (probably) a higher price tag than the iPad, and has lingering questions about its 3G/4G support and Office implementation. He's more positive on the Intel-based Pro version, but expects it to cost $900+. (more)
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  • Jun. 26, 2012, 4:12 PM
    Glu Mobile (GLUU +5.2%) closed with a healthy gain thanks to a new round of M&A chatter. The latest rumors appear to involve Microsoft (MSFT). Zynga (ZNGA) has been named as a prospective suitor for the mobile game developer in prior speculation.
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  • Jun. 26, 2012, 10:43 AM
    The Verge's review of Nokia's (NOK) 808 PureView phone declares its camera, replete with a 41MP sensor, to be "astounding, breathtaking, stupefying." It adds, "this phone’s image quality is so far ahead of the competition that it really has no competition." It isn't crazy about the phone otherwise - the 808 runs Symbian, and has a mediocre display - but the camera comments could bode well for upcoming Windows Phone (MSFT) devices that are expected to contain PureView tech.
  • Jun. 26, 2012, 10:07 AM
    Jive Software (JIVE +4.1%) CEO Tony Zingale boasts he has been receiving calls from customers of rival Yammer who are worried about its sale to Microsoft (MSFT). However, he admits the deal could cause prospective Jive customers to hold off on buying, as they wait to see how Microsoft integrates Yammer with SharePoint. Separately, Capstone predicts LinkedIn (LNKD +1.9%) will offer its own private social networking platform, and notes the company is testing a solution internally.
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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