Seeking Alpha
 

Microsoft Corporation (MSFT)

- NASDAQ
Show Summaries  |  Hide Summaries
  • 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. 2, 2013, 10:24 AM
    Zynga (ZNGA +10.3%) is matching yesterday's gains as investors give a thumbs-up to the hiring of Don Mattrick as CEO. Jim Cramer: "[$1.6B] in cash for a [$2.4B] market cap with a new ceo - that seems pretty hopeful. I am mindful about how well GRPN did after sacking Mason." The WSJ reports ~95% of Mattrick's compensation will be in stock. Fast Company reports Microsoft's (MSFT) pending reorg and the fact Mattrick "would not be getting a bigger role" spurred his departure. It also points out Mattrick was "the force behind The Sims" at Electronic Arts, and championed the Kinect at Microsoft. A Microsoft exec: "Don has this really ambitious vision ... Then he’s just relentless, dogged about pushing people beyond their comfort zones."
    | Comment!
  • Jul. 1, 2013, 1:08 PM
    Zynga (ZNGA +11%) soars as Kara Swisher reports Microsoft (MSFT -0.2%) Interactive Entertainment (Xbox division) chief Don Mattrick is leaving, and is set to take a "top job" at Zynga, quite possibly that of CEO. Sources claim an announcement could arrive today. Zynga chairman/CEO Mark Pincus has taken plenty of heat from both investors and employees for his performance; his giant share of Zynga's voting rights should guarantee he'll maintain control of the company whether or not a new CEO is named.
    | 6 Comments
  • Jun. 19, 2013, 5:05 PM
    Microsoft (MSFT) does an about-face, dropping the Xbox One's Internet verification requirements and all of its used game restrictions. GameStop (GME) investors are very pleased, shares +7.8% AH. Microsoft's change-of-heart follows a major backlash from gamers (they were far from appeased by Redmond's initial response), and plenty of gamer enthusiasm being shown for the PlayStation 4 (SNE), both due to its lack of similar restrictions and its lower price.
    | 14 Comments
  • Jun. 19, 2013, 4:14 PM
    Nokia (NOK) +2.6% AH after the WSJ reports Microsoft (MSFT) held advanced talks to buy Nokia's phone business, and was "close to an oral agreement" at one point, but adds discussions broke down in part due to price and concerns about Nokia's competitive positioning. One source says the talks "took place as recently as this month, but aren't likely to be revived."
    | 51 Comments
  • Jun. 12, 2013, 4:16 PM
    Microsoft (MSFT) isn't interested in Nook Media's (BKS -6.1%) digital assets, sources tell dealReporter. The report led Barnes & Noble shares to dive over the final 15 minutes of trading. TechCrunch reported of Microsoft's interest in Nook Media last month, but a source later told Insider Monkey Microsoft "has no intention" of making a deal.
    | Comment!
  • Jun. 6, 2013, 7:19 PM
    Microsoft (MSFT) won't charge a fee for Xbox One used game sales to "retailers, publishers, or consumers," the company states in a blog post. GameStop (GME) investors are relieved, shares +5% AH. Other details: 1) With games/data stored in the cloud, users will be able to access owned games on friends' consoles by logging in. 2) Users are required to be online once every 24 hours on their home console, and once an hour on a friend's console, to verify usage rights. 3) Games can be shared with up to 10 family members, who can play them on any console (though only one can play from a shared library at a given time). (previous)
    | 3 Comments
  • May 30, 2013, 7:29 AM
    Vringo (VRNG) subsidiary I/P Engine settles with Microsoft (MSFT) to resolve patent litigation pending in federal court. Shares +11.9% premarket. (PR)
    | 15 Comments
  • May 13, 2013, 1:52 PM
    "This deal was nothing more than a rumor ... [Microsoft] has no intention of acquiring the NOOK unit. NOOK is closely integrated with Android ... The acquisition is not happening in the foreseeable future as Microsoft Corporation is assessing its options at this time." Thus speaks a Microsoft (MSFT) source to Insider Monkey, strongly refuting a TechCrunch report about an offer to buy Nook Media's digital assets for $1B. Barnes & Noble (BKS -14.1%) shares have plunged, but for now are still up 13% from where they stood prior to the report.
    | 3 Comments
  • Apr. 22, 2013, 9:19 AM
    Microsoft (MSFT) +1.6% after David Faber reports ValueAct Capital has taken a $2B stake (0.8%) in the company. Shares are now up 5% since Mister Softee delivered mixed FQ3 results Thursday afternoon.
    | 9 Comments
  • 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, 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. 17, 2013, 11:54 AM
    H-P (HPQ -2.1%), Seagate (STX -2.6%), and Western Digital (WDC -2.8%) underperform after UBS' Maynard Um argues Intel's (INTC -1.3%) Q1 report backs up his thesis that "PC pricing needs to come down ... to entice upgrades." Um thinks this will lead to margin pressure for OEMs, and an unfavorable mix shift for hard drive vendors. He also notes H-P/Dell might not benefit from Intel's server CPU strength, since it's fueled by cloud buyers who often rely on white-label gear. Also: Paul Otellini stated on Intel's Q1 call he expects Window 8 (MSFT) touch devices (7" tablets?) using Intel's upcoming Bay Trail Atom CPU to eventually sport ~$200 price points.
    | 3 Comments
  • Apr. 11, 2013, 4:02 PM
    No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in part on Win. 8) and Goldman's downgrade. Goldman now sees the PC/tablet sales ratio falling to 59/41 in 2014, and thinks Microsoft could respond with price cuts or SG&A spending cuts. Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft. He notes March was better than Jan. or Feb. for PC sales, but is still downbeat. "It really takes your breath away, just how bad the quarter was." Separately, Argus has downgraded Intel (INTC -2%) to Hold.
    | 26 Comments
  • Apr. 11, 2013, 7:54 AM
    Goldman Sachs cuts Microsoft (MSFT -3.4% to $29.25) to "sell" from "neutral" and says there is an 11% downside to the software giant's $27 12-month price target. Goldman cites falling PC sales and not enough traction in tablets and smartphones as a reason for the downgrade, which comes a day after IDC said that global PC sales slumped 13.9% in Q1.
    | 12 Comments
  • Apr. 10, 2013, 4:52 PM
    PC-exposed names trade lower AH in response to IDC's bleak Q1 data. HPQ -1.8% AH. MSFT -1%. INTC -1.3%. Will the numbers give Michael Dell and Silver Lake more ammo to justify their $13.65/share LBO offer?
    | Comment!
Visit Seeking Alpha's
MSFT vs. ETF Alternatives
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