Microsoft: $21.46 billion in revenue for Q4 2012

[Poke]

Good Quarter.

http://www.neowin.net/news/microsoft-2146-billion-in-revenue-for-q4-2012

 

[TheForce]

I would not flatter it with "Good Quarter" Rather I would say "Not bad" Microsoft seems to be an investor's friend. I picked up a couple hundred shares (after they announced Surface) for $27.10 and it has meandered around that number for a couple months now. Disappointing that nothing seems to drive MSFT up or down since it's previous disappointing qtr last year wich drove it down for me to buy in; and, the more disappointment that MSFT failed horribly in the launch of Surface RT. The distribution is horribly restricted by the company. As a share holder looking for a gain, this is very disappointing and I would vote to fire Ballmer.
I listened to the earnings call live and was rather bored with the entire report that lacked any enthusiasm or hope for a better outlook next quarter. They simply reminded us that Windows 8 sales continue as expected and Surface Pro will soon be released. In software, New Office will be released to give Office users a new look to the product. They didn't say what that look will be nor what benefit it will be to upgrade. Is it just cosmetic? The callers asking questions were equally boring and appeared to be half asleep. The only good news in this earnings call is they did not announce a disaster. With that, I guess I should be happy as I wait for a small pop to sell out.

 

[nelson61]

I would not flatter it with "Good Quarter" Rather I would say "Not bad" Microsoft seems to be an investor's friend. I picked up a couple hundred shares (after they announced Surface) for $27.10 and it has meandered around that number for a couple months now. Disappointing that nothing seems to drive MSFT up or down since it's previous disappointing qtr last year wich drove it down for me to buy in; and, the more disappointment that MSFT failed horribly in the launch of Surface RT. The distribution is horribly restricted by the company. As a share holder looking for a gain, this is very disappointing and I would vote to fire Ballmer.
I listened to the earnings call live and was rather bored with the entire report that lacked any enthusiasm or hope for a better outlook next quarter. They simply reminded us that Windows 8 sales continue as expected and Surface Pro will soon be released. In software, New Office will be released to give Office users a new look to the product. They didn't say what that look will be nor what benefit it will be to upgrade. Is it just cosmetic? The callers asking questions were equally boring a Reply With Quotend appeared to be half asleep. The only good news in this earnings call is they did not announce a disaster. With that, I guess I should be happy as I wait for a small pop to sell out.

I got a Surface when it first came out to help me learn how to use their new touch system . Ok, with lots of potential, but lacking in apps and does not fully support some of the web sites I use a lot (NOAA). Was thinking about getting the Pro which supports everything but hear it is a battery hog. Now I hear rumors that Intel has a new processor coming out later this year to address that problem. I can understand why they jumped into the market when they did but am guessing it is going to take them at least another year before they have a machine on the market that deserves to be a market leader. When they get it all going, it is going to be nice (the new browser is top notch, and the new search feature is neat). I have both touch desktop and surface devices and slowly am relearning how to effectively use the new system (very powerful and a long term winner). But, anyone that says it is a snap to switch is crazy. I'm guessing lots of users will have to die before the new system becomes a popular standard.

 

[harshness]

Given that Apple's quarterly profit was 154% higher, I'm not sure it is something to crow about.

I was looking at a OS market share pie chart from last month and it placed Windows 8 share at about 1/3 that of Vista. Windows 8 has not been great and Office 13 is a decided wait-and-see if they've done anything more than provide a platform for new training opportunities.

 

[The Insider]

I would not flatter it with "Good Quarter" Rather I would say "Not bad" Microsoft seems to be an investor's friend. I picked up a couple hundred shares (after they announced Surface) for $27.10 and it has meandered around that number for a couple months now. Disappointing that nothing seems to drive MSFT up or down since it's previous disappointing qtr last year wich drove it down for me to buy in; and, the more disappointment that MSFT failed horribly in the launch of Surface RT. The distribution is horribly restricted by the company. As a share holder looking for a gain, this is very disappointing and I would vote to fire Ballmer.
I listened to the earnings call live and was rather bored with the entire report that lacked any enthusiasm or hope for a better outlook next quarter. They simply reminded us that Windows 8 sales continue as expected and Surface Pro will soon be released. In software, New Office will be released to give Office users a new look to the product. They didn't say what that look will be nor what benefit it will be to upgrade. Is it just cosmetic? The callers asking questions were equally boring and appeared to be half asleep. The only good news in this earnings call is they did not announce a disaster. With that, I guess I should be happy as I wait for a small pop to sell out.

the company earned 21 billion dollars in 3 months.. and people want the ceo fired.. That of course is the problem with trying to run a company. To much focus on the short term and not enough on the overall strength and future.

not to mention 6.3 billion of that was profit... in 3 months time.....

 

[The Insider]

Given that Apple's quarterly profit was 154% higher, I'm not sure it is something to crow about.

I was looking at a OS market share pie chart from last month and it placed Windows 8 share at about 1/3 that of Vista. Windows 8 has not been great and Office 13 is a decided wait-and-see if they've done anything more than provide a platform for new training opportunities.

apples stock is also down what 300 bucks in the last few months? just doesnt make any sense does it. hey this company sucks it only made 100 billion in profit.. instead of 102 billion...... this is why kids should not be allowed in the casino (aka market)

 

[Peter Parker]

I would not flatter it with "Good Quarter" Rather I would say "Not bad" Microsoft seems to be an investor's friend. I picked up a couple hundred shares (after they announced Surface) for $27.10 and it has meandered around that number for a couple months now. Disappointing that nothing seems to drive MSFT up or down since it's previous disappointing qtr last year wich drove it down for me to buy in; and, the more disappointment that MSFT failed horribly in the launch of Surface RT. The distribution is horribly restricted by the company. As a share holder looking for a gain, this is very disappointing and I would vote to fire Ballmer.
I listened to the earnings call live and was rather bored with the entire report that lacked any enthusiasm or hope for a better outlook next quarter. They simply reminded us that Windows 8 sales continue as expected and Surface Pro will soon be released. In software, New Office will be released to give Office users a new look to the product. They didn't say what that look will be nor what benefit it will be to upgrade. Is it just cosmetic? The callers asking questions were equally boring and appeared to be half asleep. The only good news in this earnings call is they did not announce a disaster. With that, I guess I should be happy as I wait for a small pop to sell out.

MSFT has been disappointing as an investment for the better part of a decade. Unless you bought it during that dip in 2009 it would be hard to have made serious money with it. Good luck with your investment. I hope you got in at the right time and see an opportune time to get out. The stock just does not do it for me though------not lately anyway.

 

[harshness]

To much focus on the short term and not enough on the overall strength and future.

If their big splash product fails to generate much interest, there isn't much future to look forward to. Office 2013 (Office on the Cloud) doesn't look the be the savior product in terms of large-scale government or enterprise adoption so what are they left with? A decidedly long-in-the-tooth Xbox? A failure of Blackberry could be a sucking chest would for the ever-miserable Exchange Server and the associated Windows Server 2012 product that few are using yet.

The odd thing about stock is that what the engineers think should drive the stock will likely have little or even the opposite impact. The only thing certain these days is that earnings reports seem to cause just about any stock to plummet regardless of their polarity.