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Microsoft Corporation (MSFT)

- NASDAQ
  • 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)
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  • 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)
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  • 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)
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  • 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)
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  • 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)
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  • Jan. 24, 2013, 4:23 PM
    More on Microsoft: FQ2 Windows division revenue +11% Y/Y if adjusted for impact of  Windows 8 pre-sales, +24% otherwise (was -33% in FQ1). Office division +3% if adjusted for Office 2013 pre-sales, -10% otherwise (-2% prior). Server & Tools +9% (+8% prior), Online Services +11%, loss narrows to $283M from FQ1's $364M. E&D (Xbox, mobile, Skype) -11%. Opex +10% Y/Y to $8B. MSFT -1.5% AH. CC at 5:30PM ET (webcast). (PR)
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  • Jan. 24, 2013, 4:09 PM
    Microsoft (MSFT): FQ2 EPS of $0.76 beats by $0.01. Revenue of $21.46B (+3% Y/Y) misses by $70M. FY13 operating expense guidance of $30.3B-$30.9B reaffirmed. Shares -0.7% AH. (PR)
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  • Jan. 24, 2013, 10:31 AM
    Nokia (NOK -7.3%) remains lower following its Q4 report. The company said it received a fresh $250M payment from Microsoft (MSFT), but noted its agreement with Redmond requires "minimum software royalty commitments," and that these commitments will nearly equal Microsoft's payments over time. Devices & Services saw a 31% Y/Y drop in opex, and its gross margin fell only 190 bps in spite of a 36% drop in sales. North American sales +270% to €196M, but Chinese sales -79% to €213M. The 808 PureView will be the last Symbian phone. (Q1 guidance)
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  • Jan. 24, 2013, 12:10 AM
    Notable earnings after Thursday’s close: CPHD, CRUS, ED, EGHT, ETFC, FLEX, INFA, JBHT, JNPR, KLAC, MSFT, MXIM, QLGC, RMBS, RMD, SBUX, SCSS, SXL, SYNA, T, TKR, TPX, VRSN
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  • Jan. 23, 2013, 5:35 PM
    Notable earnings after Thursday’s close: CPHD, CRUS, ED, EGHT, ETFC, FLEX, INFA, JBHT, JNPR, KLAC, MSFT, MXIM, QLGC, RMBS, RMD, SBUX, SCSS, SXL, SYNA, T, TKR, TPX, VRSN
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  • Nov. 15, 2012, 6:45 PM
    More from Dell's FQ3 call and slides: Large enterprises (-8% Y/Y, +5% for enterprise solutions) are said to be deferring discretionary IT purchases; that's backed up by October's earnings reports. Dell was a little more positive about SMBs (-1%, +15% for ES). Sales of DCS servers, used by Internet companies for "scale-out" deployments, rose 126% Y/Y. Networking +40%, boosted by Force10. More than one analyst suggested a big change is needed in PC strategy: cost cuts, price cuts (to maintain scale), and a retreat from the consumer market were among the suggestions.
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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