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Microsoft Corporation (MSFT)

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  • Jun. 22, 2012, 4:04 PM
    Google (GOOG) will likely launch a cloud infrastructure platform at next week's Google I/O conference, sources tells GigaOm. It's suggested the service will compete more with Microsoft's (MSFT) Azure than Amazon Web Services (AMZN) - the latter is wildly popular with Internet companies, but the former has more of an enterprise/app development focus. Rackspace (RAX) and its OpenStack platform also stands to be in Google's crosshairs. Google is late to the game, but there's plenty of growth left.
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  • Jun. 22, 2012, 12:12 PM
    With Microsoft Surface having sent the Windows 8 hype cycle into overdrive, some blowback was probably inevitable. Time's Harry McCracken thinks Surface amounts to vaporware, and notes Microsoft's (MSFT) long history of providing "extremely rough drafts" of products that weren't close to finished (ed: some journalists did receive a small amount of hands-on time with Surface). ABI Research, meanwhile, predicts Windows tablets will only account for 1.3% of 2012 shipments. (earlier)
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  • Jun. 22, 2012, 9:13 AM
    The ARM-based version of Microsoft Surface (features an NVDA chip) will cost more than $599, and the Intel (INTC) version more than $799, according to sometimes-accurate Digitimes. The reported price for the ARM-based version would make challenging the iPad's dominance, not an easy thing to begin with, quite difficult. Separately, Computerworld's analysis of the battery info provided by Microsoft (MSFT) leads it to speculate Surface's battery life will be worse than the iPad's.
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  • Jun. 21, 2012, 6:53 PM
    Though Windows 8 is still months away from shipping, the hype is growing. Microsoft's (MSFT) ability to offer a common developer environment and interface between PCs, mobile devices, and the Xbox leads Bernstein to predict its tablet share will surpass Android's by 2014/15. Gizmodo's Adrian Covert declares Microsoft "the most exciting company in tech," both for its integration efforts, and its willingness to abandon existing products/features if it sees a long-term benefit. (previous)
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  • Jun. 21, 2012, 5:17 PM
    BlackBerry OS (RIMM) apps generate more revenue on average - $3,853, compared with $3,693 for iOS, $2,735 for Android, and $1,234 for Windows Phone - than any other mobile platform, according to a Vision Mobile study. Unfortunately, this edge (partly the result of fewer BlackBerry apps being available) isn't enough to stop 41% of surveyed BlackBerry developers from stating they plan to abandon the platform. 52% of Symbian developers also plan to jump ship.
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  • Jun. 21, 2012, 2:47 PM
    Microsoft (MSFT), whose tablet launch this week drew a bit of media attention, may also be developing its own smartphone, "industry sources" tell Nomura's Rick Sherlund. If the rumor is true, Nokia (NOK), which has bet its increasingly threatened future on Windows Phone, can't be thrilled about it. (Windows Phone 8)
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  • Jun. 21, 2012, 12:50 PM
    In order to help settle their bitter patent dispute, Motorola Mobility (GOOG) is proposing Microsoft (MSFT) pay it a $0.50 royalty for every copy of Windows containing Motorola's H.264 video encoding tech, in exchange for Motorola paying a $0.33 royalty on every smartphone it ships that supports Microsoft's ActiveSync software. Microsoft has dismissed the offer, and suggests Motorola is obligated to license its patents under FRAND terms. ITC injunctions (I, II) may be pending.
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  • Jun. 20, 2012, 6:23 PM
    More on Windows Phone 8: AT&T, Verizon, and T-Mobile have promised to support WP8, and Samsung, HTC, and Huawei are joining Nokia as initial hardware partners. Also, Zynga (ZNGA) says it will develop games for WP, and Qualcomm (QCOM) boasts all WP devices currently available run on its processors, while adding WP8 models will use multi-core Snapdragon chips. Broad industry support for WP8 could leave little room for BlackBerry 10 (RIMM) to emerge as a "third ecosystem."
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  • Jun. 20, 2012, 6:09 PM
    Early feedback on Windows Phone 8 is positive, as pundits praise both its features and code compatibility with Windows 8. But many are disappointed Windows Phone 7 devices can't be upgraded - this could hurt Nokia's (NOK) near-term Lumia sales, even if some features will be made available via Windows Phone 7.8. However, one rumor suggests Verizon Wireless will begin selling a Nokia WP8 device as soon as September 5. High-end devices are already expected for Q4.
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  • Jun. 20, 2012, 4:57 PM
    Apple (AAPL) news roundup: 1) iCloud suffers an outage that affects iMessage and some other services. 2) "Leaked" images for the next iPhone's case suggest the device will have a 4" screen and be just 7.6mm thick, in-line with earlier rumors. 3) Barclays' Ben Reitzes argues Microsoft Surface is a bigger threat to Android tablets than to the iPad. 4) Foxconn chairman Terry Gou claims the next iPhone "will put Samsung's Galaxy S III to shame."
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  • Jun. 20, 2012, 1:14 PM
    Microsoft (MSFT) continues a big week by introducing Windows Phone 8 (Apollo) at a developer's conference. WP8 will support multi-core processors, removable memory cards, new screen resolutions, and other hardware improvements. On the software side, changes include Skype integration, Nokia (NOK) mapping software, new enterprise features, NFC-based mobile payments, and the ability to customize live tiles. WP8 won't run on existing WP7 devices. (live blog) (previous)
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  • Jun. 20, 2012, 12:36 PM
    Gartner lowers its growth forecast for the enterprise application software space to 4.5% from 5%, citing macro worries. The biggest chunks of total sales will be claimed by ERP software (top vendors: SAP, ORCL), office suites (dominated by MSFT), BI software (top vendors: SAP, ORCL, IBM, MSTR), and CRM software (top vendors: CRM, ORCL, SAP). Cloud services (offered by CRM, MSFT, AMZN) are expected to account for 16% of industry revenue by 2016, up from 11% in 2010.
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  • Jun. 20, 2012, 9:26 AM
    Microsoft Surface roundup: 1) Steve Ballmer sends an upbeat memo to Microsoft (MSFT) employees about the news. 2) Acer claims Microsoft just wants to boost Windows 8 tablet adoption, and will eventually exit the market. 3) Ashlee Vance thinks Surface drives home the failure of PC OEMs to compete with Apple (AAPL). 4) Mary-Jo Foley notices a lot of big questions remain unanswered. 5) Jesus Diaz gushes over Surface's design. 6) #1 Apple fan MG Siegler is as unenthusiastic as you'd expect.
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  • Jun. 19, 2012, 6:13 PM
    IDC expects global PC sales to rise 5% this year to 382.6M. Most of the growth is expected to come from a 12% increase in emerging markets notebook sales - just 1.7% growth is expected for developed markets. This works to the benefit of Lenovo (LNVGY.PK), which has been picking up share, and to the detriment of Dell (DELL), whose PC ops just had a dismal quarter. In spite of tablet cannibalization, IDC is staying positive about 2013, estimating PC sales will rise 8.1%.
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  • Jun. 19, 2012, 2:18 PM
    Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)
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  • Jun. 19, 2012, 10:48 AM
    More on Microsoft: The NYT's Sam Grobart argues Surface may not entirely be an iPad (AAPL) rival, but a solution for tablet buyers who crave the added functionality of a notebook. Peter Rojas likes Microsoft's attention to detail, but thinks it erred in not giving the ARM-based version a display that matches the new iPad's. Those trying Surface (I, II, III) mostly have good things to say about its hardware and keyboard covers, but think more hands-on use is needed for a final verdict.
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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