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 Send to email | Microsoft Q4 Earnings: In Line, But Guidance Is Light (MSFT) in General |  By Silicon
el 17-Jul-2008 |
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 Release out. Microsoft's Q4 is mostly in line with consensus - thought it missed EPS by a penny. Guidance for the next quarter is a little light. And the online business continues to underwhelm: Q4 revenue was up 18%, but a third of that came from the aQuantive acquisition. Meanwhile losses more than doubled. OVer the last year Redmond has burned another $1.2 billion while trying to figure out the Web.
"Revenue growth was primarily driven by increased Windows Server and SQL Server revenue, increased licensing of the 2007 Microsoft Office system and Windows Vista, and increased Xbox 360 platform sales." FOREX responsible for $542 million - 4% - revenue increase. Headcount expenses up 15% y/y. A nice little raise from the Xbox - perhaps that money spent on bonus content for GTAIV paid off.
We are unable to access the conference call - we're either blaming our idiocy or an anti-Mac conspiracy - but PaidContent's Joe Weisenthal is able to get some kind of audio. You can read his notes here.
Key Metrics:
Revenue: $15.84 vs. 15.65 billion consensus, $15.5-$15.8 billion guidance
EPS: $0.46 cents vs. $0.47 consensus, $0.45-$0.48 guidance
Operating Income: $5.684 vs. $5.8-$6.2 billion guidance
Q1 Revenue Guidance: $14.7 billion - $14.9 billionvs. $15.06 billion consensus
Q1 EPS Guidance:$0.47 or $0.48 vs. $0.49 consensus
2009 Revenue Guidance: $67.3 b - $68.1b vs. $67.29 billion consensus, $66.9-$68.0 billion prior guidance
2009 EPS Guidance: $2.12 to $2.18 vs. $2.16 consensus, $2.13-$2.19 prior guidance
2009 Operating Income Guidance: $26.3 billion to $26.9 billion vs. $26.7-$27.4 billion prior guidance
Divisional Revenue Breakdown (Citi Est.)
Client: $4.37 billion vs. $4.19 billion est.
Server/Tools: $3.74 billion vs. $3.67 billion est.
Online Services: $838 million vs. $949 million est.
MBD: $5.26 billion vs. $5.37 billion est.
Entertainment/Devices: $1.58 billion vs. $1.55 billion est.
See Also: Google Blows Q2
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| Akamai's Q1 In Line With Expectations; Raises Earnings Guidance | | Akamai had a strong Q1, and revenue and earnings came in right where the Street wanted them. The news got better during the company's earnings call: It insists it's seeing no signs of an economic slowdown and isn't having to lower prices to fight low-end competitors. It also raised earnings guidance for the year by 29% to 32%, and said revenue would come in at the mid-to-high range of previous [..] Read complete article | | Published 30-Apr-2008 by Silicon in General
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| Qualcomm Beats Expectations, Raises Guidance (QCOM) | | A strong Q1 for Qualcomm(QCOM): The company beat expectations for revenues and earnings, and raised guidance for the year. The street isn't overwhelmed, though, and the stock is down 2.6% in the aftermarket. We'll hazard a couple guesses as to why: QCOM gives out conservative guidance, and investors wanted much more than what they got; revenues are increasing faster than earnings; concern about [..] Read complete article | | Published 23-Apr-2008 by Silicon in QCOM
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Don't worry about those Google (GOOG) numbers: ComScore (SCOR) blew away analyst EPS estimates for Q1 and raised revenue guidance for the year.
Revenue [..] 
A good Q1 from Salesforce.com: Mark Benioff and company beat the Street on sales and earnings and raised full-year guidance. But that new guidance -- and its forecast for Q2 -- is pret [..] 
Apple (AAPL) reports Q2 earnings after the close. We'll analyze the results live starting at 4 p.m. ET with the release and continue through the conference call, which begins at 5 p. [..] 
