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Microsoft Corporation (MSFT)

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  • Oct. 18, 2012, 12:10 AM
    Notable earnings after Thursday’s close: ACTG, AMD, ASBC, BGS, CBST, CMG, COF, CPHD, ETFC, FLEX, GOOG, MSFT, NCR, PBCT, RHI, RMBS, RVBD, SNDK
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  • Oct. 17, 2012, 5:35 PM
    Notable earnings after Thursday’s close: ACTG, AMD, ASBC, BGS, CBST, CMG, COF, CPHD, ETFC, FLEX, GOOG, MSFT, NCR, PBCT, RHI, RMBS, RVBD, SNDK
  • Oct. 16, 2012, 5:31 PM
    Mentioned during Intel's Q3 earnings call (webcast): Q4 gross margin weakness has much to do with capacity adjustments rather than price cuts or mix shifts. But the company is taking "aggressive tactical actions" to lower inventory, as PC demand stays soft and OEMs prove cautious about placing orders. Also, enterprise server demand has softened, though cloud sales are strong. Intel's inventory and capex guidance suggest it isn't counting on PC demand rebounding strongly anytime soon. INTC -3.3% AH.
  • 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, 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, 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. 9, 2012, 4:41 PM
    AMD -5.7% AH after warning it expects Q2 revenue to fall 11% Q/Q, well below a guidance range of +/- 3%. AMD blames weaker-than-expected distributor sales in China and Europe, and the impact of poor consumer spending on sales to OEMs. Archrival Intel (INTC) has already seen a raft of estimate cuts, and downbeat commentary about PC demand has been easy to find.
  • Apr. 24, 2012, 5:53 PM
    Apple states on its FQ2 earnings call (webcast, live blog) its conservative FQ3 guidance was partly due to a 2.6M Q/Q increase in iPhone channel inventory. Its strong FQ2 gross margin is attributed to lower commodity costs (i.e. cheaper flash memory) and product mix (more iPhones). Tim Cook adds Apple won't follow Microsoft's (MSFT) lead in offering "converged" PC/tablet devices. iTunes revenue was $1.9B, +35% Y/Y. China revenue rose over 3x to $7.9B. AAPL +7.1% AH.
  • Apr. 19, 2012, 6:29 PM
    Mentioned during Microsoft's FQ3 earnings call (webcast, live blog): PC market estimated to grow 2%-4% in Q1, led by 8% business growth (higher Windows license fees than consumers, and less piracy). Multi-year business license revenue now 40% of company's sales. Online ad revenue +9% (unimpressive relative to peers). Strong license and services growth forecast for Server & Tools. Entertainment & Devices expected to grow ~10% in FQ4, reversing FQ3's decline. MSFT +3% AH.
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  • Apr. 19, 2012, 4:21 PM
    More on Microsoft's FQ3: Windows division revenue +4% Y/Y, a sharp turnaround from FQ2's 6% drop and a positive for the PC industry. Office division +9%, a notable pickup from FQ2's +3%. Server & Tools +14% (+11% prior), fueled by SQL Server and System Center. Entertainment & Devices -16% (+15% prior) due to soft console market, swings from a $210M profit to a $229M loss. Online Services (Bing) remains a cash sinkhole, losing $479M. MSFT +2.5% AH. (PR)
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  • Apr. 19, 2012, 4:05 PM
    Microsoft (MSFT): FQ3 EPS of $0.60 beats by $0.02. Revenue of $17.41B (+6% Y/Y) beats by $230M. Shares +1.8% AH. Company lowers FY12 operating expense guidance to  $28.3B-$28.7B ($28.5B-$28.9B prior). Establishes preliminary FY13 opex guidance of $30.3B-$30.9B. (PR)
  • Apr. 19, 2012, 1:51 PM
    Microsoft (MSFT +0.2%), up 17% YTD, is treading water ahead of today's FQ3 report. Windows and Office sales will be closely by investors in PC-related names, given the mixed signals (I, II) provided lately about demand. Wells Fargo and Citi think better-than-expected PC sales will produce earnings upside, but the latter worries about negative Windows 8 datapoints emerging. Server & Tools is likely to be an area of strength.
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  • Apr. 19, 2012, 12:10 AM
    Notable earnings after Thursday's close: ALTR, AMD, ASBC, CB, COF, ETFC, GDI, HBI, MSFT, PLCM, RVBD, SNDK, TPX, WYNN
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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