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Microsoft Corporation (MSFT)

  • 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).
  • Jul. 3, 2012, 2:45 PM
    More on Microsoft: Relying on interviews and e-mails, Vanity Fair takes an in-depth look at the culture that led Microsoft (MSFT) to become an also-ran in mobile devices and Internet services. Much of the blame is directed towards a ranking system that led to in-fighting, and the failure of the company, obsessed with propping up Windows and Office, to see the disruptive impact of concepts such as touchscreens and news feeds. (also)
  • Jul. 3, 2012, 2:17 PM
    With Microsoft's (MSFT +0.7%) cash-burning Online Services division having just taken a $6.2B write-down, Nomura's Rick Sherlund asks whether it's time for Microsoft to unload Bing to Facebook, as it once reportedly considered doing. Increasing revenue/search is proving harder than expected, and the rest of Microsoft's online ad ops can survive without Bing. MKM Partners is slashing estimates for Microsoft on concerns about weak PC sales and Windows 8 uncertainty.
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  • Jul. 2, 2012, 4:40 PM
    Microsoft (MSFT) falls slightly AH after stating its Online Services division will take a $6.2B non-cash charge, primarily related to the all-cash, $6.3B, 2007 acquisition of online ad agency aQuantive. Online Services has been posting enormous losses for years. (PR)
  • Jul. 2, 2012, 4:16 PM
    Current Windows users will be able to upgrade their PCs to Windows 8 Pro for just $40. That's notably less than the $50 and $99 Microsoft (MSFT) respectively charged to upgrade to Windows 7 Home Premium and Pro, and drives home the company's interest in seeing rapid adoption of the OS and its Metro UI. Microsoft might also be trying to win over enterprises worried about the consumer tilt of Windows 8's new features.
  • Jul. 2, 2012, 1:48 PM
    Nvidia (NVDA) has a lead on Qualcomm (QCOM) and Texas Instruments (TXN) in fielding ARM processors ready for Windows RT (MSFT) hardware, thinks prominent chip industry analyst Patrick Moorhead. Moorhead argues Nvidia, whose Tegra processors will power the Windows RT version of Microsoft Surface, is ahead partly due to its experience (courtesy of its GPU business) working with Windows drivers. H-P just postponed plans to sell a Windows RT system featuring a Qualcomm chip.
  • Jun. 30, 2012, 4:31 PM
    Steven Guggenheimer, the Microsoft (MSFT) exec in charge of handling relationships with hardware clients, has been reassigned to an unspecified management position. Microsoft claims the move is the result of long-term planning, but it might not be a coincidence it comes shortly after the introduction of Microsoft Surface, which has upset many Windows OEMs. Guggenheimer will be replaced by marketing exec Nick Parker.
  • Jun. 29, 2012, 5:52 PM
    Ultrabooks accounted for 15% of $700+ U.S. retail notebook sales in May, NPD estimates. That's up from less than 7% in January, and is evidence Intel's (INTC) costly efforts to boost sales of the MacBook Air-like Windows (MSFT) systems is starting to bear fruit after a slow start. However, NPD adds the ASP for ultrabooks was $885. While down $15 from April, that's still above Intel's targets, and far above a Windows notebook ASP of $510. (more)
  • 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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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