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Microsoft Corporation (MSFT)

- NASDAQ
  • Oct. 24, 2013, 12:10 AM
  • Oct. 23, 2013, 5:35 PM
  • Oct. 21, 2013, 3:26 AM
    • Sales of Nokia's (NOK) Lumia phones reportedly rose to at least 8M devices in Q3 from 7.4M in Q2, with the figure more than double that of Q3 2012.
    • The speculation comes ahead of an event in Abu Dhabi tomorrow, where Nokia is set to launch six new products, including the company's first tablet computer and phablets.
    | 38 Comments
  • Jul. 18, 2013, 6:36 PM
    Windows OEM revenue (65% of division sales) is expected to show a "mid-teens" adjusted Y/Y drop in FQ1, Microsoft (MSFT) states on its FQ4 CC. OEM sales fell 15% in FQ4, as a 20%+ drop in consumer sales and pricing "incentives" offset healthy enterprise demand. CFO Amy Hood says Microsoft is still looking at ways to adjust Windows pricing, including for smaller devices. Server & Tools is expected to grow in the high-single-digits again. The Office division's business sales (85% of total) are seen growing in the mid-single-digits; consumer sales will be soft. Entertainment & Devices is seen declining in the low-single-digits ahead of the Xbox One launch. Capex is expected to keep growing thanks to Azure investments. Shares -6.4% AH. (FQ4: I, II) (slides - .ppt) (prepared remarks - .doc)
    | 5 Comments
  • Jul. 18, 2013, 4:47 PM
    More on Microsoft: $900M ($0.07/share) charge taken on Surface RT inventories. FQ4 Windows division revenue -6% Y/Y adjusted for Win. 8 pre-sales, +6% otherwise (flat and +23% in FQ3). Division OEM revenue -15% adjusted, +1% otherwise. Office division revenue (affected by subscription shift) +2% adjusted for pre-sales, +14% otherwise (+5% and +8% prior). Server & Tools +9% (+11% prior). Online Services +9%, op. loss of $372M (up from FQ3's $262M). Entertainment & Devices (Xbox, Skype, etc.) +8% (+33% prior). Office 365 now on $1.5B+ run rate (up from $1B+ in April). Opex (exc. charges) +9% Y/Y. Unearned revenue balance +12% Y/Y to $22.4B. MSFT -5% AH. (PR)
    | 14 Comments
  • Jul. 18, 2013, 4:08 PM
    Microsoft (MSFT): FQ4 EPS of $0.66 misses by $0.09. Revenue of $19.9B (+10% Y/Y) misses by $830M. Shares -4.2% AH. CC at 5:30PM ET (webcast). (PR)
    | 32 Comments
  • Jul. 18, 2013, 12:10 AM
    Notable earnings after Thursday’s close: GOOG,MSFT, AMD, CMG, ISRG, SWKS, SYK, COF, BGS , RMBS, PBCT, CBST, ACTG, ATHN, CPHD,ALGN, CE, WAL, CYT
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  • Jul. 17, 2013, 5:35 PM
    Notable earnings after Thursday’s close: GOOG,MSFT, AMD, CMG, ISRG, SWKS, SYK, COF, BGS , RMBS, PBCT, CBST, ACTG, ATHN, CPHD,ALGN, CE, WAL, CYT
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  • Apr. 19, 2013, 1:26 PM
    Cost controls, Office/Server & Tools strength, and perhaps the news of CFO's Peter Klein's pending departure are helping Microsoft (MSFT +3.2%) trade near $30 again following its FQ3 report. Bernstein, encouraged by the Office 365 disclosure, thinks "Microsoft is already the 2nd largest enterprise cloud vendor," with a $1.4B-$1.6B/year run rate (ed: Microsoft's estimated FY13 revenue is $79B). ReadWrite's Mark Hachman, however, doesn't like the fact no fresh details are provided on Win. 8 licenses. If Klein was pushed out, he doesn't suggest it in a memo. (CC transcript)
    | 2 Comments
  • Apr. 18, 2013, 7:16 PM
    Microsoft (MSFT) is working with OEMs on "small devices powered by Windows," outgoing CFO Peter Klein confirms - given past reports, that's not too surprising. Microsoft's reasons why Windows division revenue was healthy in spite of PC weakness: Surface sales and volume licenses to enterprises. OEM Windows revenue (+17%) was bolstered by Win. 8 deferred revenue recognition, but that won't last. Server & Tools remains strong: multi-year licensing revenue rose 20%, System Center revenue +16%, and SQL Server +22%. Office division multi-year licensing +16%; Office 365 is on a $1B/year run rate. MSFT +2.7% AH. (FQ3: I, II) (slides) (prepared remarks)
    | 5 Comments
  • Apr. 18, 2013, 4:50 PM
    More on Microsoft's FQ3: GAAP EPS beat estimates, revenue missed slightly. Windows division revenue flat Y/Y adjusted for Windows 8 pre-sales, +23% otherwise (was +11% and +24% in FQ2). Office division revenue +5% adjusted for Office 2013 pre-sales, +8% otherwise (+3% and -10% prior). Server & Tools +11% (+9% prior), 26% of op. profit. Online Services +18%, division loss down to $262M.  Entertainment & Devices (Xbox, Skype, mobile) +33% adjusted. FY13 opex guidance lowered to $30.2B-$30.5B from $30.3B-$30.9B. Preliminary FY14 opex guidance of $31.6B-$32.2B. MSFT +1.9% AH. CC at 5:30PM ET (webcast). (PR)
    | 13 Comments
  • Apr. 18, 2013, 4:03 PM
    Microsoft (MSFT): FQ3 EPS of $0.72 beats by $0.04. Revenue of $20.49B misses by $71M. Shares +1.7% AH. (PR)
    | 12 Comments
  • Apr. 18, 2013, 7:49 AM
    It's set to be a heavyweight late afternoon for the tech sector, with Google (GOOG), IBM (IBM) and Microsoft (MSFT) due to release quarterly results. Google's Q1 EPS is expected to have risen to $10.69 from $10.08 while revenue is seen surging 72.5% to $14.04B. IBM's Q1 EPS is estimated to have increased to $3.05 from $2.78 as revenue edged up 0.1% to $24.69B. Microsoft's FQ3 EPS is seen growing to $0.68 from $0.60 and its revenue 18.1% to $20.56B.
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  • Apr. 18, 2013, 12:10 AM
    Notable earnings after Thursday’s close: ACTG, ALGN, AMD, BGS, CBST, CE, CMG, COF, CPHD, ETFC, GOOG, IBM, ISRG, LSCC, MSFT, RMBS, VMI, WIT
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  • Apr. 17, 2013, 5:35 PM
    Notable earnings after Thursday’s close: ACTG, ALGN, AMD, BGS, CBST, CE, CMG, COF, CPHD, ETFC, GOOG, IBM, ISRG, LSCC, MSFT, RMBS, VMI, WIT
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  • Jan. 24, 2013, 7:25 PM
    Though often overshadowed by Windows/Office, Microsoft (MSFT) does have some growth businesses, execs tried to point out during the FQ2 call. Server & Tools bookings were up 15% Y/Y in the quarter, fueled by a refreshed Windows Server, System Center (18% rev. growth) and SQL Server (16%). Also, Exchange, SharePoint, and Lync collectively saw 10%+ revenue growth. Unearned revenue rose 13% to $17.4B. But no guidance was given for FY13 Windows revenue, which remains a point of concern. Shares -1.4% AH. (slides - .ppt) (prepared remarks) (FQ2: I, II)
    | 3 Comments
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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