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Microsoft Corporation (MSFT)

  • 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, 1:31 PM | 56 Comments
  • 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. 30, 2012, 12:06 PM | 4 Comments
  • 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. 28, 2012, 5:21 PM | 47 Comments
  • 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. 27, 2012, 4:25 PM | 6 Comments
  • 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, 6:57 PM | 2 Comments
  • 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. 25, 2012, 12:59 AM | 10 Comments
  • 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.
    | Jul. 24, 2012, 6:37 PM | 3 Comments
  • Jul. 24, 2012, 12:48 PM
    Microsoft (MSFT) strikes a patent cross-licensing deal with Amdocs (DOX) that results in payments being sent Microsoft's way. Interestingly, the deal partly covers Amdocs' use of Linux servers in its data servers - if merely using the open-source OS is deemed to violate Microsoft's IP, there's no shortage of companies Microsoft could target. Like others, Microsoft is now trying harder to monetize its IP. Its lucrative Android licensing deals serve as proof.
    | Jul. 24, 2012, 12:48 PM | 3 Comments
  • Jul. 23, 2012, 1:15 PM
    Privately-owned patent troll NTP has reached licensing deals with 13 tech and telecom companies: the list includes Apple (AAPL), Microsoft (MSFT), AT&T (T), Verizon (VZ), Sprint (S), Google (GOOG), Yahoo (YHOO), and Samsung (SSNLF.PK). Terms haven't been disclosed; NTP reached a $612.5M settlement with Research In Motion in '06.
    | Jul. 23, 2012, 1:15 PM | 4 Comments
  • Jul. 20, 2012, 6:34 PM
    Microsoft (MSFT) says its Azure cloud infrastructure/app platform now stores over 4T objects, up 4x from a year ago. Amazon (AMZN) recently said its S3 cloud storage platform stores over 1T objects, though its methodology is a little different. Azure leverages and supports many of the software products offered by Microsoft's highly profitable Server & Tools unit. However, its infrastructure needs are one reason why Microsoft's FY13 capex is expected to top $3B.
    | Jul. 20, 2012, 6:34 PM | 1 Comment
  • Jul. 20, 2012, 5:15 PM
    As the saying on Wall Street goes, “If Mama’s not happy, nobody’s happy.” Well, the mamas of the market are clearly unhappy - which could point to some rocky trading ahead. Downbeat earnings reports from GE and Microsoft (MSFT) this week are just the tip of a melting iceberg. Analysts have begun aggressively cutting Q3 forecasts as well. Consensus estimates now project the 30 companies that make up the Dow Jones Industrial average to post just 1% - 1.5% Y/Y top-line growth for the next quarter, down sharply from the 3% - 3.7% range projected just two months ago.
    | Jul. 20, 2012, 5:15 PM | 1 Comment
  • Jul. 20, 2012, 10:51 AM
    Microsoft (MSFT -1.2%) gives back the AH gains seen yesterday following an EPS beat driven by healthy enterprise demand. The fact Windows division sales would have fallen 13% Y/Y without the help of Windows 8 upgrade bookings could be bothering some. Goldman doesn't expect much share movement near-term, as investors look ahead to the Oct. 26 Windows 8 launch and board meeting expected in late August, where a dividend hike could be announced. (more) (transcript)
    | Jul. 20, 2012, 10:51 AM | 1 Comment
  • Jul. 19, 2012, 6:51 PM
    More details about Microsoft's FQ4: Subscription revenue growth was 12% Y/Y for Office, 20%+ for Server & Tools. Dynamics CRM revenue up over 25%. FY13 Windows revenue growth expected to be in-line with PC market growth, after trailing lately due to a mix shift towards emerging markets (lower fees/higher piracy). Entertainment & Devices is losing money due to Nokia payments. FY13 capex expected to top $3B (nearly 4% of consensus revenue), as cloud investments ramp. MSFT +3.6% AH.
    | Jul. 19, 2012, 6:51 PM | Comment!
  • Jul. 19, 2012, 4:35 PM
    More on Microsoft's FQ4: Enterprise strength drove the EPS beat: Office division sales +7% Y/Y and Server & Tools +13%. This offset a 1% drop in Windows sales (adjusting for Windows 8 upgrade revenue). Online Services +8% Y/Y, loss "narrows" to $472M exc. aQuantive write-down. Entertainment & Devices (Xbox, Skype, mobile) +20% Y/Y, but swings to a $263M loss. 1.1M Xboxes shipped vs. 1.7M prior. Server & Tools' $2.1B profit nearly even with Windows' $2.4B. MSFT +2.2% AH. (PR)
    | Jul. 19, 2012, 4:35 PM | 2 Comments
  • Jul. 19, 2012, 4:11 PM
    Microsoft (MSFT): FQ4 EPS of $0.73 beats by $0.11. Revenue of $18.6B (+7% Y/Y) beats by $470M. FY13 operating expense guidance re-affirmed.  Shares +2% AH. (PR)
    | Jul. 19, 2012, 4:11 PM | 5 Comments
  • Jul. 19, 2012, 2:12 PM
    More on Microsoft: Ahead of today's FQ4 report, Goldman suggests Street estimates might be aggressive, citing macro headwinds and mixed channel checks. Weak PC data and an expected lull ahead of Windows 8's arrival have depressed expectations for Microsoft, which sports a single-digit P/E (exc. net cash). One big question is whether enterprise strength can continue to offset consumer weakness, given Europe's woes and pending refreshes for Office and much else.
    | Jul. 19, 2012, 2:12 PM | 6 Comments
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Company Description
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising.Its products include operating systems for computing devices, servers, phones and other devices.
Sector: Technology
Country: United States