Microsoft - wann wieder up?? (Seite 414)

[luckiluckimarakeschi]

Antwort auf Beitrag Nr.: 24.878.421 von Turboverdichter am 26.10.06 22:29:28

Hallo Turbo, ja du sagst es mit den Gutscheinen z.B. sobald es Richtung 30 geht

bitte erklärst Du einem Laien, warum der Kurs grad so sinkt, wenn es positiv aussieht? Nur kleine Konsolidierung?

[Turboverdichter]

Antwort auf Beitrag Nr.: 24.878.444 von Turboverdichter am 26.10.06 22:30:40

Hatten die Erwartungen nicht bei 0,31$ gelegen!?

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 24.878.421 von Turboverdichter am 26.10.06 22:29:28

Erwartet wurden doch nur 0,31 ,oder?

[Turboverdichter]

Antwort auf Beitrag Nr.: 24.878.421 von Turboverdichter am 26.10.06 22:29:28

Habe ich das richtig gelesen!?

[Turboverdichter]

Antwort auf Beitrag Nr.: 24.878.377 von Birgit.Tersteegen am 26.10.06 22:27:39

$0.35 per share ????

[Birgit.Tersteegen]

26.10.2006 22:16
Microsoft Reports First Quarter Earnings

REDMOND, Wash., Oct. 26 /PRNewswire-FirstCall/ -- Microsoft Corp. (Nachrichten/Aktienkurs) today announced first quarter revenue of $10.81 billion for the period ended September 30, 2006, an 11% increase over the same quarter of the prior year. Operating income for the quarter was $4.47 billion, an 11% increase compared with $4.05 billion in the prior year period. Net income and diluted earnings per share for the first quarter were $3.48 billion and $0.35 per share. For the same quarter of the previous year, net income and diluted earnings per share were $3.14 billion and $0.29, including a $0.02 per share charge for certain legal charges.

"The solid revenue results for the quarter were at the top end of our expectations and represent a very good start to the fiscal year," said Chris Liddell, chief financial officer at Microsoft.

Server&Tools revenue increased 17% over the comparable quarter in the prior year, reflecting healthy performance for offerings such as SQL Server(TM) 2005, Windows Server(R), Visual Studio(R) 2005 and BizTalk(R) Server. SQL Server experienced revenue growth of over 30%, as customers are increasingly deploying SQL Server for their mission critical, transaction- oriented databases.

Entertainment and Devices Division revenue growth of 70% over the prior year was driven by demand for Xbox 360(TM) consoles, software, peripherals, and Xbox Live(R). Xbox 360 has sold 6 million consoles worldwide life to date and achieved record cumulative attach rates for software and peripherals in the United States, while Xbox Live passed the four million member mark during the quarter.

The company has made considerable progress toward delivering two highly anticipated products to customers with the forthcoming releases of Windows Vista(TM) and the 2007 Microsoft(R) Office system. During the quarter, the first release candidate for Windows Vista was made available to nearly 5 million customers worldwide, and the beta 2 version of the 2007 Microsoft Office system was in use by over 3 million customers.

"The strong results are a reflection of our solid execution and ongoing focus on operational excellence," said Kevin Turner, chief operating officer at Microsoft. "As we look to the upcoming releases of Windows Vista, the 2007 Microsoft Office system and Exchange Server 2007, we are excited about these products and believe they will deliver unprecedented levels of business value to our customers."

Business Outlook

Microsoft management offers the following guidance for the fiscal second quarter ending December 31, 2006:

-- Revenue is expected to be in the range of $11.8 billion to $12.4 billion, which reflects approximately $1.5 billion of revenue deferrals that will be captured in the fiscal third quarter as noted below. -- Operating income is expected to be in the range of $2.9 billion to $3.1 billion, which reflects approximately $1.5 billion of deferrals noted below. -- Diluted earnings per share are expected to be $0.22 to $0.24, which includes an $0.11 per share impact for deferrals noted below.

Note: The guidance above includes the impact of an approximately $1.5 billion of revenue deferral from the second to the third quarter, primarily related to the technology guarantee programs announced on October 24, 2006 for Windows Vista and the 2007 Microsoft Office system.

Management offers the following guidance for the full fiscal year ending June 30, 2007:

-- Revenue is expected to be in the range of $50.0 billion to $50.9 billion. -- Operating income is expected to be in the range of $19.1 billion to $19.5 billion. -- Diluted earnings per share are expected to be in the range of $1.43 to $1.46. Webcast Details

Microsoft will hold an audio webcast at 2:30 p.m. PDT (5:30 p.m. EDT) today with Chris Liddell, senior vice president and chief financial officer, Frank Brod, corporate vice president and chief accounting officer, and Colleen Healy, general manager of Investor Relations, to discuss details of the company's performance for the quarter and certain forward-looking information. The session may be accessed at http://www.microsoft.com/msft . The webcast will be available for replay through the close of business on October 26, 2007.

About Microsoft

Founded in 1975, Microsoft is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

Forward-Looking Statements

Statements in this release that are "forward-looking statements" are based on current expectations and assumptions that are subject to risks and uncertainties. Actual results could differ materially because of factors such as:

-- challenges to our core business model; -- intense competition in all our markets; -- our continued ability to protect the company's intellectual property rights; -- claims that we have infringed the intellectual property rights of others; -- the possibility of unauthorized disclosure of significant portions of our source code; -- actual or perceived security vulnerabilities in our products that could reduce revenue or lead to liability; -- government litigation and regulation affecting how we design and market our products; -- our ability to attract and retain talented employees; -- delays in product development and related product release schedules; -- significant business investments that may not produce offsetting increases in revenue; -- the level of corporate spending and changes in general economic conditions that affect demand for computer hardware or software; -- adverse results in legal disputes; -- unanticipated tax liabilities; -- key component shortages and delays in Xbox 360 product delivery; -- impairment of goodwill or amortizable intangible assets causing a charge to earnings; -- changes in accounting that may affect our reported earnings and operating income; -- exposure to increased economic and regulatory uncertainties from operating a global business; -- general economic and geo-political conditions; -- natural disaster, cyber-attack or other catastrophic event disrupting our business; -- acquisitions and joint ventures that adversely affect the business; -- limitations on the availability of insurance and resulting uninsured losses; -- sales channel disruption such as the bankruptcy of a major distributor; -- implementation of operating cost structures that align with revenue growth; -- continued access to third party distribution channels for MSN(R); and -- foreign currency, interest rate, fixed income, equity and commodity price risks.

For further information regarding risks and uncertainties associated with Microsoft's business, please refer to the "Management's Discussion and Analysis of Financial Condition and Results of Operations" and "Risk Factors" sections of Microsoft's SEC filings, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q, copies of which may be obtained by contacting Microsoft's Investor Relations department at [phone] or at Microsoft's Investor Relations website at http://www.microsoft.com/msft .

All information in this release is as of October 26, 2006. The company undertakes no duty to update any forward-looking statement to conform the statement to actual results or changes in the company's expectations.

NOTE: Microsoft, Windows Server, Xbox 360, Xbox Live, Visual Studio, BizTalk Server and Windows Vista are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries. The names of actual companies or products mentioned herein may be the trademarks of their respective owners.

Microsoft Corporation Income Statements (In millions, except per share amounts) (Unaudited) Three Months Ended September 30, 2006 2005 Revenue $10,811 $9,741 Operating expenses: Cost of revenue 1,696 1,253 Research and development 1,786 1,515 Sales and marketing 2,191 1,945 General and administrative 664 982 Total operating expenses 6,337 5,695 Operating income 4,474 4,046 Investment income and other 567 506 Income before income taxes 5,041 4,552 Provision for income taxes 1,563 1,411 Net income $3,478 $3,141 Earnings per share: Basic $ 0.35 $ 0.29 Diluted $ 0.35 $ 0.29 Weighted average shares outstanding: Basic 9,929 10,696 Diluted 10,010 10,772 Cash dividends declared per common share $ 0.10 $ 0.08 Microsoft Corporation Balance Sheets (In millions) September 30, June 30, 2006 2006(1) (Unaudited) Assets Current assets: Cash and equivalents $ 9,076 $ 6,714 Short-term investments (including securities pledged as collateral of $3,580 and $3,065) 22,756 27,447 Total cash, equivalents, and short-term investments 31,832 34,161 Accounts receivable, net of allowance for doubtful accounts of $143 and $142 6,879 9,316 Inventories, net 2,521 1,478 Deferred income taxes 2,068 1,940 Other 2,058 2,115 Total current assets 45,358 49,010 Property and equipment, net 3,193 3,044 Equity and other investments 8,762 9,232 Goodwill 4,153 3,866 Intangible assets, net 720 539 Deferred income taxes 1,881 2,611 Other long-term assets 1,287 1,295 Total assets $65,354 $69,597 Liabilities and stockholders' equity Current liabilities: Accounts payable $ 2,406 $ 2,909 Accrued compensation 1,401 1,938 Income taxes 1,994 1,557 Short-term unearned revenue 8,310 9,138 Securities lending payable 3,645 3,117 Other 4,216 3,783 Total current liabilities 21,972 22,442 Long-term unearned revenue 1,787 1,764 Other long-term liabilities 5,494 5,287 Commitments and contingencies Stockholders' equity: Common stock and paid-in capital - shares authorized 24,000; outstanding 9,820 and 10,062 57,657 59,005 Retained deficit, including accumulated other comprehensive income of $1,364 and $1,229 (21,556) (18,901) Total stockholders' equity 36,101 40,104 Total liabilities and stockholders' equity $65,354 $69,597 (1) Derived from audited financial statements Microsoft Corporation Cash Flows Statements (In millions) (Unaudited) Three Months Ended September 30, 2006 2005 Operations Net income $3,478 $3,141 Depreciation, amortization, and other noncash items 249 234 Stock-based compensation expense 456 464 Net recognized gains on investments (206) (130) Excess tax benefits from stock- based payment arrangements (40) (31) Deferred income taxes 166 (128) Unearned revenue 3,217 3,032 Recognition of unearned revenue (4,050) (3,419) Accounts receivable 2,501 1,408 Other current assets (1,080) (340) Other long-term assets (135) 2 Other current liabilities (842) (209) Other long-term liabilities 347 305 Net cash from operations 4,061 4,329 Financing Common stock issued 385 1,001 Common stock repurchased (7,683) (3,116) Common stock cash dividends (897) (857) Excess tax benefits from stock- based payment arrangements 40 31 Other (20) 0 Net cash used for financing (8,175) (2,941) Investing Additions to property and equipment (411) (213) Acquisition of companies, net of cash acquired (336) (187) Purchases of investments (12,855) (19,410) Maturities of investments 834 949 Sales of investments 18,701 15,600 Net proceeds from securities lending 528 0 Net cash from (used for) investing 6,461 (3,261) Net change in cash and equivalents 2,347 (1,873) Effect of exchange rates on cash and equivalents 15 (4) Cash and equivalents, beginning of period 6,714 4,851 Cash and equivalents, end of period $9,076 $2,974 Microsoft Corporation Segment Revenue and Operating Income / (Loss) (In millions) (Unaudited) Three Months Ended Revenue September 30, 2006 2005 Segments Client $3,303 $3,161 Server and Tools 2,499 2,127 Online Services Business 539 564 Microsoft Business Division 3,425 3,283 Entertainment and Devices Division 1,030 606 Unallocated and Other 15 0 Total revenue $10,811 $9,741 Three Months Ended Operating Income / (Loss) September 30, 2006 2005 Segments Client $2,637 $2,570 Server and Tools 827 608 Online Services Business (136) 68 Microsoft Business Division 2,253 2,244 Entertainment and Devices Division (96) (173) Corporate-Level Activity (1,011) (1,271) Total operating income $4,474 $4,046


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[Turboverdichter]

Antwort auf Beitrag Nr.: 24.866.443 von luckiluckimarakeschi am 26.10.06 14:49:39

Ich denke das ist die Geschichte mit den Gutscheinen!?

[luckiluckimarakeschi]

Antwort auf Beitrag Nr.: 24.864.546 von Turboverdichter am 26.10.06 13:25:10

Turbo, danke für deine Kommentare, vielleicht bald schon happy hour

mainz05-svwerder 2:5

mein Lehrgeld reicht mir, kleine Summen OS in Zukunft, max. 500,-

Gehst du gern zu Championsleg. Spielen?

[luckiluckimarakeschi]

Antwort auf Beitrag Nr.: 24.864.546 von Turboverdichter am 26.10.06 13:25:10

bei web.de las ich heute, das Micr. von Verzögerungen ausgehen würde bei Vista. Stimmt das? Hast Du auch entsprechendes gehört?

[Turboverdichter]

Kommentar: Optimistische Investoren

Von Anette Dowideit

In Deutschland liegen schon wieder die Dominosteine und Zimtsterne in den Supermarktregalen, und auch in den USA fällt am heutigen Donnerstag der Startschuss für das Weihnachtsgeschäft. Pünktlich dazu geben die Computerbauer, die Microsoft für seine Vista-Rettungsaktion gewinnen konnte, mit jedem Gerät Gutscheine für die neue Betriebssoftware aus.

Tatsächlich ist diese Aktion die einzige Möglichkeit für Microsoft, das PC-Weihnachtsgeschäft noch zu retten. Deshalb reagierten die Anleger an der Wall Street gelassen, obwohl die Gutschein-Verteilung 1,5 Mrd. Dollar kosten wird. Auch die heute anstehenden Quartalszahlen, die voraussichtlich ein langsameres Wachstum widerspiegeln werden, lassen die Anleger nicht nervös werden.

Den Investoren kommt es einzig darauf an, ob Microsoft zum Jahresende kräftig verdienen kann. Und momentan sieht es gut aus: Für die neue Generation der Spielekonsole "Xbox 360" erwarten Technologieexperten steigende Verkaufszahlen. Zudem kommt in den USA am 14. November der digitale Musikspieler Zune auf den Markt - das Gerät, das als einziger ernst zu nehmender Konkurrent für Apples iPod gilt. Die Bilanz könnte so am Ende doch noch festlich strahlen.

www.welt.de
Artikel erschienen am 26.10.2006