2:19 PM Microsoft (MSFT +1%) is ticking higher ahead of today's FQ2 report. Its valuation is low going in - less than 7x FY13E EPS exc. cash - but as Apple and Intel can vouch, that doesn't guarantee a smooth ride. A lot of Windows 8 pessimism seems priced in - the market's response could hinge on Microsoft's expectations for Office 2013, which is about to launch with a heavy focus on subscriptions, and the performance of Server & Tools, which has been growing rapidly and is in the midst of a giant refresh. Read comments
Focus Articles on MSFT
- Whisper Number Impact: Earnings Preview For Microsoft by WhisperNumber
- Microsoft Favors Short Trade Off Evening Earnings Reports by Midnight Trader
- Microsoft Needs To Deliver Some Good News On Windows 8 by Trefis
Press Releases on MSFT
- Survey Shows People Need More Help Controlling Personal Info Online (PR Newswire)
- Microsoft Grows Surface Family (PR Newswire)
- Microsoft Signs exFAT Licensing Agreement With BMW (PR Newswire)
Related Articles on MSFT
- Apple's Post-Earnings Weakness May Extend To Its Suppliers by Zvi Bar
- Is Apple Taking The Microsoft Path? by Bespoke Investment Group
- eBay Is Finally Set To Take On Amazon Head-To-Head by James Hartje
StockTalk on MSFT: MSFT StockTalk | Twitter MSFT | Twitter $MSFT | MSFT Instablogs
Recent Market Alerts on MSFT: All currents | Earnings | Dividends | M&A | On the move
Transcripts on MSFT
- Microsoft's Management Discusses F1Q13 Results - Earnings Call Transcript
- Microsoft's Management Discusses F4Q2012 Results - Earnings Call Transcript
- Microsoft's CEO Presents at On-Demand Keynote: Microsoft Surface Event (Transcript)
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