Thursday, October 18, 2012

GOOG: Google (GOOG) states on its Q3 earnings call...

4:56 PM Google (GOOG) states on its Q3 earnings call (webcast, live blog) its mobile business (ads + Google Play) is now on an $8B/year run rate, up from just $2.5B a year ago. Larry Page, who was sidelined for some time by an ailment that caused him to lose his voice, still doesn't sound like his usual self. Shares +0.7% AH after falling 8% in regular trading. (more) (Read the comments on this)

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Why I Don't Worry About Google by Dana Blankenhorn


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MSFT: More on Microsoft's FQ1: Non-GAAP revenue and...

4:28 PM More on Microsoft's FQ1: Non-GAAP revenue and EPS (includes deferred revenue related to Windows 8/Office upgrades and pre-sales) were $17.36B and $0.65, respectively. Windows division sales fell a stunning 33% Y/Y on GAAP basis (-9% non-GAAP) after falling 13% in FQ4. Office division -2% (+7% in FQ4), Server & Tools +8% (+13% in FQ4). Entertainment & Devices -1%, reversal from FQ4's +20%. Online Services +9% with $346M operating loss ($472M in FQ4). CC at 5:30PM ET (webcast). MSFT -2% AH. (PR) (Read the comments on this)

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