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Microsoft Corporation (MSFT)

- NASDAQ
  • 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.
    | 2 Comments
  • 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.
    | 2 Comments
  • Jun. 28, 2012, 9:25 AM
    Seagate (STX) -5.4% and Western Digital (WDC) -3.7% following downgrades to Hold from ThinkEquity. The firm says checks indicate emerging markets PC demand is weakening, and what's bad from the PC market is bad for the hard drive market. While commentary about soft U.S./Euro PC demand has been widespread, an emerging markets slowdown seems to be a wrinkle the market hasn't yet priced in.
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  • Jun. 26, 2012, 4:12 PM
    Glu Mobile (GLUU +5.2%) closed with a healthy gain thanks to a new round of M&A chatter. The latest rumors appear to involve Microsoft (MSFT). Zynga (ZNGA) has been named as a prospective suitor for the mobile game developer in prior speculation.
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  • Jun. 26, 2012, 10:07 AM
    Jive Software (JIVE +4.1%) CEO Tony Zingale boasts he has been receiving calls from customers of rival Yammer who are worried about its sale to Microsoft (MSFT). However, he admits the deal could cause prospective Jive customers to hold off on buying, as they wait to see how Microsoft integrates Yammer with SharePoint. Separately, Capstone predicts LinkedIn (LNKD +1.9%) will offer its own private social networking platform, and notes the company is testing a solution internally.
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  • Jun. 25, 2012, 11:46 AM
    Nokia (NOK -9.7%) and Alcatel-Lucent (ALU -7.5%) are off sharply, as investors fret Europe's debt crisis will prevent the cash-burning companies from raising fresh capital. Nokia is now at levels last seen in 1996, and speculation is growing newly-minted tablet seller Microsoft (MSFT) will consider buying its Windows Phone partner. Nonetheless, a Microsoft exec asserts his company has no interest in making its own phones, shooting down prior speculation.
    | 22 Comments
  • Jun. 19, 2012, 10:27 AM
    Microsoft (MSFT +3.5%) jumps following the introduction of Surface (I, II), as hopes grow that Windows 8 will emerge as a legit rival to the iPad (AAPL). Analysts are praising Surface - S&P is upgrading Microsoft to Strong Buy - but also note the tablet's potential to create tension with Windows OEMs; Dell (DELL -1.5%) is notably selling off today. Aware of this issue, Microsoft suggests Surface will be priced on par with other Windows 8 tablets, and, for now at least, only plans to sell it online and at Microsoft Stores.
    | 9 Comments
  • Jun. 19, 2012, 9:51 AM
    Nvidia (NVDA +4.1%) rallies after the company discloses the ARM-based version of Microsoft Surface will run on a Tegra app processor (the specific Tegra chip remains a mystery). Google's (GOOG) upcoming Nexus tablet, which really has its work cut out for it now, is expected to use a Tegra 3 processor. Microsoft's (MSFT) decision to go with Nvidia is a minor disappointment for Qualcomm (QCOM), which announced a Windows 8 partnership with Microsoft at CES.
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  • Jun. 14, 2012, 9:46 AM
    Jive Software (JIVE +9.2%) jumps following reports Microsoft (MSFT -0.7%) is in talks to buy Jive rival Yammer, potentially for $1B+. AllThingsD's Arik Hesseldahl suggests Yammer's lack of IPO preparation (unlike Jive) and challenges in getting users to pay make a Microsoft deal logical. ZDNet's Eileen Brown notes Yammer is used by 85% of the Fortune 500, and could bolster Microsoft's efforts to add cloud and social networking features to its Dynamics business apps.
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  • Jun. 8, 2012, 2:49 PM
    Strength in OCZ Tech (OCZ +10.2%) is attributed to a report suggesting the computer hardware manufacturer has won Microsoft's (MSFT) Azure business. Among various features added to Azure, sources say new "storage hardware" is thought to include OCZ solid state drives.
    | 5 Comments
  • May 23, 2012, 10:28 AM
    For whom the Dell tolls: As the IT giant's FQ1 miss and commentary lead to a tech selloff, PC-related names get hit harder than most, no doubt thanks to the 10% drop seen in Dell's (DELL -15.8%) notebook sales. Rival H-P (HPQ -4.4%), due to report this afternoon, is among the biggest losers. Also selling off: INTC -3.1%. MSFT -3.2%. AMD -3.1%. LOGI -3.3%. (more on DELL)
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  • Apr. 30, 2012, 7:27 AM
    Barnes & Noble (BKS) +79% premarket as Microsoft (MSFT) wades into e-books with a $300M investment in the company's Nook and College operation. 9to5mac notes the deal seemingly puts an end to patent litigation between the companies and that BKS would seem to be abandoning Android as their future e-Reader OS.
    | 1 Comment
  • Apr. 20, 2012, 10:42 AM
    Microsoft (MSFT +5.6%) jumps towards new 52-week highs following its FQ2 beat, which was fueled by strong enterprise Windows sales, and growing subscription license revenue for Office and server solutions. BofA (Buy) expects a still-low valuation and a giant upcoming product refresh to drive shares higher. Goldman (Neutral) is more guarded, expecting shares to be range-bound until Windows 8's fall arrival. (transcript)
    | 5 Comments
  • Apr. 20, 2012, 9:00 AM
    Premarket gainers: WOLF +7%. AMRN +6%. CPST +6%. BPOP +6%. ETFC +5%. ING +4%. ARNA +4%. HON +4%. DB +4%. SLB +4%. MSFT +3%. DANG +3%. HERO +3%. E +3%.
    Losers: RVBD -26%. TPX -13%. SNDK -13%. EXPD -6%. NOK -3%.
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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)
    | 2 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