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Microsoft Corporation (MSFT)

  • 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. 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.
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  • 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.
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  • 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)
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  • 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.
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  • 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, 4:11 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, 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, 2:03 PM
    The EU is expanding its antitrust investigation of Microsoft (MSFT) to cover Windows 8 and Windows RT. In a complaint that will sound familiar, regulators are worried Microsoft is blocking access to Windows 8/RT APIs needed by rival browser vendors such as Mozilla and Google (GOOG). On Tuesday, the EU threatened Microsoft with massive new fines for failing to make good on promises to offer browser choices (ed: consumers seem to be taking care of that problem on their own).
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  • Jul. 19, 2012, 9:25 AM
    Google (GOOG) and Microsoft (MSFT) are due to report earnings after the bell that could contrast how Google is still a growth story while Microsoft appears to be treading water (until Windows 8?). Google's Q2 EPS is expected at $10.04 vs. $8.74 last year and revenue of +21.6% to $8.41B. Microsoft's FQ4 EPS is seen falling to $0.62 from $0.69 despite revenue of +4.4% to $18.13B.
  • Jul. 19, 2012, 12:10 AM
    Notable earnings after Thursday’s close: ALGN, AMD, ASBC, CMG, CPWR, ETFC, GOOG, ISRG, MSFT, PBCT, SNDK, SWFT
  • Jul. 18, 2012, 7:39 PM
    Google's (GOOG) Motorola Mobility unit says it's taking steps to ensure its phones remain on U.S. market by making changes to the way some of its mobile devices synchronize calendars after losing a patent battle with Microsoft Corp. (MSFT) over how communication gadgets operate. A review period ended Wednesday without changes to a May ruling that included an order halting import of Motorola devices using the technology.
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  • Jul. 18, 2012, 5:36 PM
    Strategy Analytics offers a downbeat view on Windows Phone, predicting the OS will account for only 4% of the 123M smartphone it expects to be sold in the U.S. this year. Microsoft (MSFT) is hoping the fall arrival of Windows Phone 8, together with a flurry of device launches from Nokia (NOK) and others with AT&T and Verizon, will let the OS break out in Q4. Nielsen estimates WP only made up 1.7% of smartphone sales in Q2.
  • Jul. 18, 2012, 5:35 PM
    Notable earnings after Thursday’s close: ALGN, AMD, ASBC, CMG, CPWR, ETFC, GOOG, ISRG, MSFT, PBCT, SNDK, SWFT
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  • Jul. 18, 2012, 5:07 PM
    Microsoft (MSFT) will launch Windows 8 on October 26. Prior reports have indicated general availability will arrive in late October, though some businesses could get access as early as August. Investors will be paying close attention to how consumers and businesses respond to Microsoft Surface and other Windows 8 and (ARM-based) Windows RT tablets, as well as to the arrival of the Metro UI on traditional PCs. Early feedback on the latter has been mixed.
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  • Jul. 18, 2012, 9:06 AM
    HTC continues its habit of counter-suing Apple (AAPL) using purchased IP (previous). The struggling smartphone vendor has filed suit over 2 patents it bought from H-P: one covers providing network services via an embedded server, while another covers centrally managing a network. Meanwhile, an ITC ban obtained by Microsoft (MSFT) on 18 Motorola Mobility (GOOG) Android devices goes into effect today - Motorola says it has an undescribed plan for keeping the hardware available.
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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