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Microsoft Corporation (MSFT)

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  • Jul. 16, 2012, 3:10 PM
    Steve Ballmer (MSFT) is talking about Microsoft's Office 2013, "designed from the get-go" for the cloud and with a heavier emphasis on the online-subscription version, Office 365. (earlier)
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  • Jul. 16, 2012, 1:47 PM
    A federal district judge has thrown out an ancient, drama-filled antitrust suit filed by Novell against Microsoft (MSFT). The suit alleged Microsoft's release of Windows '95 (remember that?) violated antitrust laws, due to its removal of a file-management feature needed by Novell's WordPerfect. Novell was seeking nearly $1B in damages.
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  • Jul. 16, 2012, 12:49 PM
    The next version of Microsoft's (MSFT) SQL Server database, which forms a big part of the company's growing Server & Tools unit, will amount to a huge upgrade, writes Network World. New business intelligence, data replication, and high-speed retrieval capabilities are touted. Accompanying those features are higher license fees. SQL Server is the #2 database on the market, behind Oracle's 11g. It also competes with the open-source MySQL (supported by Oracle), and IBM''s DB2. (previous)
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  • Jul. 16, 2012, 9:20 AM
    Microsoft (MSFT) will make an announcement in San Francisco at 3PM ET, with Steve Ballmer sharing the news. The last time Microsoft sprung a news event on short notice, a certain tablet arrived. Signs point to the release of Office 15. (PR)
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  • Jul. 16, 2012, 3:29 AM
    NBC parent Comcast (CMCSA) has bought out Microsoft's (MSFT) 50% stake in MSNBC.com, and has already rebranded the site as NBCNews.com. Financial terms weren't disclosed, but sources say the stake changed hands for ~$300M. (previously)
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  • Jul. 13, 2012, 5:39 PM
    NPD estimates total U.S. retail video game industry sales fell 29% Y/Y in June, slightly worse than May's 28% drop. Software sales fell 27%, as developers cope with aging consoles, a shortage of new titles, and mobile/social competition. The Xbox 360 was the best-selling console, but only 257K units were sold, down nearly 50% Y/Y. By contrast, one analyst thinks 20M iPads may have been sold globally in Q2. Those kinds of volumes are bound to impact the industry's balance of power.
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  • Jul. 13, 2012, 11:56 AM
    As if Gartner and IDC's data wasn't enough, Acer (ASIYF.PK) is providing more reason to be worried about PC demand. The Taiwanese OEM is slashing its 2012 PC shipment growth forecast to 5% from 10%, citing macro concerns and a more cautious stance on Windows 8's (MSFT) adoption. An Acer spokesman adds the iPad's popularity has made distributors more cautious about building up Windows 8 hardware inventory. There are already concerns PC demand will weaken ahead of the OS' launch.
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  • Jul. 13, 2012, 6:05 AM
    Vivendi (VIVHY.PK) Chairman Jean-Rene Fourtou confirms to Bloomberg reports that the conglomerate could sell its 61% stake in Activision (ATVI), although sources say potential suitors don't seem to be that interested. Those to demur include Microsoft (MSFT) and Disney (DIS), while China's Tencent and Japan's Nexon don't have the cash.
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  • Jul. 12, 2012, 6:22 PM
    How did Microsoft's (MSFT) $6.3B acquisition of aQuantive turn into a $6.2B write-down? Former execs interviewed by GeekWire blame a focus on search ads at the expense of display ads; interference from other Microsoft units (a common complaint); heavy brain drain; and difficulties integrating aQuantive's various products. It's suggested aQuantive's missteps have led Microsoft to take a more hands-off approach with Skype, another costly, highly-criticized purchase. (also: I, II)
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  • Jul. 12, 2012, 4:49 PM
    2/3 of all Q2 U.S. phone sales involved smartphones, according to Nielsen - a figure that demonstrates most of the market's growth is now tapped out, and emerging markets such as China will have to pick up the slack. Android (GOOG) made up 54.6% of sales, and the iPhone (AAPL) 36.3%. In spite of the Lumia 900 (NOK) launch, Windows Phone (MSFT) accounted for just 1.7% of sales, while BlackBerry (RIMM) devices made up a paltry 4%.
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  • Jul. 12, 2012, 1:42 PM
    Amazon (AMZN) has hired Windows Phone (MSFT) business development exec Robert Williams to be the new director of its Appstore for Android. The move comes 5 months after Amazon hired another Windows Phone exec, and arrives at a time when rumors are swirling about a smartphone launch. The Windows Phone unit, like Microsoft's online ad division, has seen a number of executive departures.
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  • Jul. 12, 2012, 1:32 PM
    PC-related names underperform a bit following weak Q2 data from Gartner and IDC. MSFT -1.6%. INTC -1.8%. DELL -1.4%. HPQ -1.8%. NVDA -1.5%. Dell and H-P's share losses are raising eyebrows: the companies are struggling to deal with competition from Apple, and from a slew of Asian manufacturers (headlined by Lenovo) competing aggressively on price. Intel has seen several estimate cuts in recent weeks, and Microsoft received one from Morgan Stanley yesterday.
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  • Jul. 12, 2012, 11:06 AM
    Microsoft (MSFT) says it cut advertising and marketing positions yesterday as part of a realignment process. Bloomberg reported in January that Mister Softee was planning such a move, which stems from worries the company isn't obtaining a sufficient return on its heavy marketing spending.
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  • Jul. 12, 2012, 6:57 AM
    Comcast (CMCSA) plans to buy out Microsoft's (MSFT) stake in MSNBC.com, according to reports. Talks have heated up again on a deal that has been bandied about ever since Comcast bought NBC in 2009. If a deal flies this time, the network is expected to rebrand MSNBC.com as NBCNews.com.
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  • Jul. 11, 2012, 5:52 PM
    Global PC shipments fell 0.1% Y/Y and 1.7% Q/Q in Q2 to 87.5M, according to Gartner's preliminary estimate. The downbeat figure, blamed on both macro issues and tablet cannibalization among consumers, dovetails with recent analyst checks, not to mention AMD's warning. U.S. sales fell 5.7%, offsetting slight growth in EMEA, Asia-Pac, and Japan. Intel's (INTC) ultrabook platform is declared to be "still in an early adopter's stage." (Q1 data: I, II)
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  • Jul. 11, 2012, 4:08 PM
    Microsoft (MSFT) news roundup: 1) Microsoft will reportedly charge OEMs license fees of $80-$100 for Windows 8 Pro and $50-$65 for Windows RT. The latter will make it tough to match Android tablets on price. 2) ZDNet's talks with CIOs turn up enthusiasm about Microsoft Surface. 3) Microsoft wants to boost its retail store count, currently below 20, to 44 by mid-2013. 4) Microsoft is releasing a version of its Azure cloud platform for web hosts, so as to better compete with VMware's (VMW) vCloud and OpenStack.
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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