Friday, February 15, 2013

MSFT: Microsoft (MSFT) roundup: 1) Telegeography...

2:38 PM Microsoft (MSFT) roundup: 1) Telegeography estimates international call traffic between Skype users rose 44% in 2012 to 167B minutes, and made up 34% of total international traffic. The report comes as Skype adds support for recorded video messages. 2) NPD estimates U.S. Xbox sales totaled 281K in January, giving it a 44% share. However, total console are estimated to have fallen an adjusted 17% Y/Y. 3) Comments from CFO Peter Klein suggest smaller and larger Windows tablets will arrive; given the competitive environment, OEM partners could definitely use them. Read comments

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