MSFT: Microsoft (MSFT) is working with OEMs on...

7:16 PM Microsoft (MSFT) is working with OEMs on "small devices powered by Windows," outgoing CFO Peter Klein confirms - given past reports, that's not too surprising. Microsoft's reasons why Windows division revenue was healthy in spite of PC weakness: Surface sales and volume licenses to enterprises. OEM Windows revenue (+17%) was bolstered by Win. 8 deferred revenue recognition, but that won't last. Server & Tools remains strong: multi-year licensing revenue rose 20%, System Center revenue +16%, and SQL Server +22%. Office division multi-year licensing +16%; Office 365 is on a $1B/year run rate. MSFT +2.7% AH. (FQ3: I, II) (slides) (prepared remarks) Read comments

MSFT price at time of publication: $28.79. Check MSFT price now »

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Transcripts on MSFT

• Microsoft's Management Discusses F2Q 2013 Results - Earnings Call Transcript
• Microsoft's Management Discusses F1Q13 Results - Earnings Call Transcript
• Microsoft's Management Discusses F4Q2012 Results - Earnings Call Transcript

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