Microsoft - wann wieder up?? (Seite 116)

[thoenes01]

Die Zahlen waren ja nicht so Doll, damit haben aber die meisten sicherlich gerechnet, dennoch gab es im Aftermarkt einen Minus von 5%.
Für das nächste Quartal sehe ich nicht viel Potential einer Steigerung. Erst Ende des Jahres erwarte ich wieder stark wachsende Umsätze. Ich habe kontakt zu vielen Unternehmen, die alle im Spätsommer einen Umstieg auf Windows10 planen. im selben Zuge passen viele ihre Verträge bzgl. Office an.
Ich bleibe Vorerst an der Seitenlinie, die nächsten Wochen erwarte ich eine weitere Talfahrt. Sollten wir unter 40€ kommen werde ich aber gerne kurzfristig wieder einsteigen.

[NOrdendFelix]

April 8, 2016, 3:43 P.M. ET

Microsoft Office Shines in the Cloud, Azure Will Be Profitable, Says Bernstein
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By Tiernan Ray

Bernstein’s Mark Moerdler today provides an update on how well he thinks Microsoft (MSFT) has moved its “Office” productivity suite to the era of cloud computing.

In sum, the future looks bright ahead, writes Moerdler, who has an Outperform rating on the stock, and a $67 price target.

Office is the company’s biggest source of revenue counting both sales to businesses — “commercial” — and consumer versions.

Moerdler estimates the commercial part of Office 365, the cloud version, had annual sales trending to $6.5 billion at the end of the most recent quarter, fiscal Q2 of 2016. That’s out of total “commercial cloud” revenue that Microsoft disclosed as being $9.4 billion.

And after the commercial sales hit a trough in the second quarter of last fiscal year, things started to grow again, he observes. Now, sales of Office for both commercial and consumer are primed to rise next fiscal year:

Disclosures provided by Microsoft for first-half FY16 show accelerations in both Commercial and Consumer Office revenue. In fact, when we look at the businesses in constant currency, Commercial Office revenue has not shown a Y/Y decline in over 10 consecutive quarters as of this writing, but FX has had a negative impact of a few percentage points the last few quarters. – The trough in Commercial Office growth (in constant currency) was in Q215 where total Commercial Office revenue (both on-premise and Cloud) was flat Y/Y. Since then, the combined revenue growth of Commercial Office has reaccelerated to 5% Y/Y growth in Q1 and Q2 of FY16 (in constant currency). We expect this acceleration to continue for many quarters as license declines become smaller and the faster growing Office 365 becomes a larger portion of the mix. – We expect the net result to be 7-12% Y/Y growth in combined Commercial Office revenue in FY17. We expect this reacceleration combined with margin expansion in Office 365 to be highly accretive to total Microsoft profits.

Moerdler notes that commercial Office has benefitted from the fact that most of the revenue collected is part of Microsoft’s subscription plan, called “Software Assurance.” That means that there’s no decline in revenue when customers move from the old versions they ran on their computers to the versions running in Microsoft’s cloud.

Moerdler also updates his thinking on “Azure,” the cloud computing service that is becoming bigger and bigger as a part of Microsoft. Right now, it’s costing a lot of money, but someday it’ll be very profitable for Microsoft, he writes:

Azure growth accelerated last quarter to 140% in constant currency, growing even faster than we expected and suggesting that the trend of extremely high Azure growth is likely to continue for many years. Furthermore, we had previously estimated that Azure may have been roughly breakeven or only slightly negative, but deeper analysis suggests that Azure gross margins over the last few quarters were much more negative than we believed as the company continues to aggressively invest in building out world-wide coverage. Therefore near term revenue is likely to be slightly higher than we believed over the next couple quarters, but the high growth rate of Azure combined with a negative margin profile will lead to margin dilution in 2H16. This is likely to have a small drag on EPS, but should be considered net positive as the long-term value of Azure is significant and the value will accrue to EPS as growth slows and margins expand.

Moerdler thinks Azure was on a “run rate” for annual revenue of $1.8 billion at the end of Q2.

Microsoft shares today are down 6 cents at $54.40.
http://blogs.barrons.com/techtraderdaily/2016/04/08/microsof…

[NOrdendFelix]

REDMOND, Wash., April 8, 2016 /PRNewswire/ -- Microsoft Corp. will publish fiscal year 2016 third-quarter financial results after the close of the market on Thursday, April 21, 2016, on the Microsoft Investor Relations website at https://www.microsoft.com/en-us/Investor/. A live webcast of the earnings conference call will be made available at 2:30 p.m. PDT.
http://finance.yahoo.com/news/microsoft-announces-quarterly-…

[IngChris]

.....aber die Windows Insider testen ganz brav ....
http://www.drwindows.de/windows-10-desktop/

[IngChris]

Sind alle Windows 10 testen ....

[Durando]

Es hat schon länger keiner mehr was hier gepostet !

Gibt's dafür einen Grund ?

[comiter [Blogger]]

Die Umstellung aufs Cloudgeschäft ist in den Kursen bereits enthalten. Ich würde hier erstmal abwarten da KGV doch sehr hoch auch wenn hier immer noch viele Werte vorhanden sind:

http://www.investresearch.net/microsoft-aktienanalyse/

[NOrdendFelix]

Microsoft to file amicus brief to support Apple
CNBC Videos by CNBC Videos 1:48 mins

CNBC's Josh Lipton reports the details behind Microsoft filing an amicus brief to support Apple.
http://finance.yahoo.com/video/microsoft-file-amicus-brief-s…

[NOrdendFelix]

Microsoft is launching a Windows 10 Update History site today, February 9, which will provide users with information on what's in the Windows 10 updates the company is pushing.

The new Windows 10 Update History page will provide release notes about previous and current updates to Windows 10.

Microsoft's official statement about the new site, courtesy of a spokesperson:

"After listening to feedback regarding the level of disclosure for Windows 10 updates, we decided to implement a new system for communicating updates to the operating system. Today we are rolling out the Windows 10 update history site, a hub for the release notes that will accompany each update and serve as a historical record of prior release notes."

Microsoft Windows and Devices chief Terry Myerson said last October that Microsoft would provide users with more information about what is in the Cumulative Updates they are receiving for Windows 10. In October, 2015, Myerson said "starting next month," Microsoft planned to take a first stab at providing more documentation to both consumers and business users about what the company is delivering with each new update for Windows 10. Today is the first time Microsoft is providing this information.

In October, Myerson also said Microsoft would not provide a full code change list, but would try to provide the right amount of information for different audiences. IT pros, for example, will want and need information about different features than consumers will.

Today's new Windows 10 site also will be providing information on Microsoft apps, such as Edge, Groove, the Windows 10 Mail client and more, officials said. The site will be updated concurrently with new updates as they are made available, they said.

Update: The Windows 10 Update history site currently is showing information about two updates Microsoft will deliver today, February 9.

For those on the November update (Version 1511), KB3135173 (Build number 10586.104) provides fixes for authentication, update installation, Edge, Groove and more. For those on the original RTM version, KB3135174 (Build 10240.16682) provides fixes for update installation time, Edge, Silverlight performance and more.

Update No. 2 (February 10): Here's another Microsoft resource with branch and historical data for those attempting to keep up with what's in the various Windows 10 updates.

Microsoft starts providing release notes for Windows 10 updates
Microsoft is starting to provide users with information about what is in the updates it's delivering for Windows 10, as officials promised last Fall.
Mary Jo Foley
http://www.zdnet.com/article/microsoft-starts-providing-rele…
By Mary Jo Foley for All About Microsoft | February 9, 2016 -- 18:04 GMT (18:04 GMT) | Topic: Windows 10

[NOrdendFelix]

Microsoft (MSFT - Get Report) might be sinking your cloud. The company’s special research division, which works on breakthrough technologies, recently concluded a test of its first seabed data center. The innovation aims to bring the data demands of coastal cities together with ocean currents that provide reliable cooling and electricity generation. It might also give users a faster computing experience.

Microsoft Research’s Project Natick could represent the convergence of two epoch-shaping realities in computing. The first is the massive shift of data storage and processing on to cloud computing’s remote servers; last quarter Microsoft reported that revenues at its Intelligent Cloud division were up $6.3 billion, or 11%. The company operates more than 100 data centers to support the traditional Internet and emerging “Internet of Things.” The second is the cooling off of Moore’s Law, which for decades projected rapidly doubling of computational power owing to smaller and smaller transistors on integrated circuits. Gordon E. Moore, an Intel co-founder for whom the observation was named (it’s not an actual scientific law), said last year that he sees silicon chip progress soon hitting the physical walls inherent in the materials used and the finite velocity of light.


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Microsoft Seeks to Sink Your Data Beneath the Sea, Literally
By
Erik Baard
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| 02/05/16 - 04:49 PM EST
Exclusive FREE Report: Jim Cramer's Best Stocks for 2016
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“With the end of Moore’s Law, the cadence at which servers are refreshed with new and improved hardware in the data center is likely to slow significantly," said Ben Cutler, Project Natick Manager, with Microsoft Research NExT (New Experience and Technologies)."We see this as an opportunity to field long-lived, resilient data centers that operate ‘lights out’ – nobody on site – with very high reliability for the entire life of the deployment, possibly as long as ten years.” Cutler adds that his small Natick data centers will use fewer materials and will be “fully recycled.”

The Natick prototype was placed 30’ deep in the Pacific, about a half mile off of central California. Proximity to where data demands are concentrated -- think a short sail from Wall Street -- would also give a speed boost that new chips might no longer deliver. Networks are defined by bandwidth, or capacity, and latency, which is the amount of time it takes for a packet of information to travel across it. Half of all people, or three-quarters of all large cities, are under 40 miles from the sea, according to the UN Environment Programme. In a Natick world, those billions would be clustered near their briney data.
. . .
http://www.thestreet.com/story/13450144/1/microsoft-seeks-to…
Microsoft Seeks to Sink Your Data Beneath the Sea, Literally
By
Erik Baard
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| 02/05/16 - 04:49 PM EST