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Friday, October 23, 2009

Liveblogging the Microsoft First-Quarter Earnings Call: Look, Wall Street–Jazz Hands!

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Well, well, well, that financial imp at Microsoft–CFO Chris Liddell–pulled a fast one on Wall Street and turned in first-quarter earnings that blew away all estimates and even whisper numbers.

BoomTown liveblogged the morning conference call, which took place at 7:30 am PT–thanks for the Kiwi-laced wake-up call, Chris!

While revenue and net income in Q1 were down significantly from the same period a year ago, they were not as bad as investors expected.

Which apparently passes for terrific these days!

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Microsoft Earnings Preview: Move on, Nothing to See Here

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Microsoft has had a high-profile week, between launching its new Windows 7 operating system and striking real-time feed partnerships with both Twitter and Facebook.

But Wall Street is not expecting quite as much excitement from the software giant’s first-quarter earnings, which will be announced before the markets open this morning.

So any beating of expectations would be seen as a big deal by investors.

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Thursday, July 30, 2009

Live From Redmond: Microsoft’s He-Man Ballmer Says to Stop Kicking Sand at Yahoo! (Also, He’s Counting Apples!)

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First up at Microsoft’s Financial Analyst Meeting today, as you might imagine, is CEO Steve Ballmer, who is as bouncy and braggy as I have ever seen him, probably because he is fresh from getting his mitts on a long-sought-after prize–the search business of Yahoo.

But, while Wall Street thinks Microsoft made out well in the deal, the opinion about Yahoo’s side of the deal has been not so positive, with its shares down another five percent today already, after plummeting 12 percent yesterday.

Thus, Ballmer to the rescue!

“This is the one that stuns me, that people haven’t figured it out,” said Ballmer. “It’s sort of, like, unbelievable.”

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Microsoft’s Financial Analyst Meeting Today: Billion-Dollar Belly Flop With a Side of Yahoo

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The fun never stops at Microsoft, it seems.

Well, not fun–more like a long march of khaki-clad Softies.

They will be on display bright and early this morning at the company’s annual Financial Analyst Meeting, a cavalcade of top execs at the tech giant blabbing away.

Big topics? I am interested in the recent billion-dollar revenue miss in earnings and, of course, more details about the Yahoo search deal.

BoomTown will be there covering it in person, natch!

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Thursday, July 23, 2009

Liveblogging the Microsoft Fourth-Quarter Earnings Call: Look Out Below!

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How low can Microsoft go?

Very low, it seems, in announcing really bad fourth-quarter earnings, missing Wall Street revenue estimates by an astonishing $1 billion.

Talk about a game of extreme limbo.

No surprise–Microsoft shares have been taking a beating in after-hours trading.

BoomTown liveblogged the earnings call.

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Monday, July 20, 2009

Hang On, It’s Going to Be a Bumpy Night: Yahoo Earnings Tomorrow, Microsoft Earnings Thursday

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Yahoo and Microsoft are still seriously talking about a search and partnership deal, never-ending discussions that might or might not come to fruition. But most investors will be focused on real results this week, as both tech giants report quarterly earnings.

Yahoo reports tomorrow, while Microsoft clocks in Thursday.

But, after a ho-hum performance last week from Google, Wall Street is not expecting much from either, as the econalypse continues to take its toll on financial performance.

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Wednesday, October 1, 2008

The Entire D6 Interview With Dell Computer’s Michael Dell (3 of 3)

We’re posting all the interviews from the sixth D: All Things Digital conference that took place in late May.

Here’s an interview that Walt Mossberg did with Michael Dell, the founder of the once-high-flying computer company who has returned as its CEO. Dell was forced to resume the role in 2007 after changing market conditions caused the company to falter and competition from Apple, Hewlett-Packard and Sony increased.

This is part three of three parts.

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Monday, September 29, 2008

The Entire D6 Interview With Dell Computer’s Michael Dell (1 of 3)

We’re posting all the interviews from the sixth D: All Things Digital conference that took place in late May.

Here’s an interview Walt Mossberg did with Michael Dell, the founder of the once-high-flying computer maker who has returned as its CEO. Dell was forced to resume the role in 2007 after changing market conditions caused the company to falter and competition from Apple, Hewlett-Packard and Sony increased.

This is part one of three parts.

In this first part, Dell talks about how Dell stumbled and how it is trying to right itself.

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Wednesday, September 3, 2008

The Entire D6 Interview With Sony’s Sir Howard Stringer (2 of 4)

We’re posting all the interviews from the sixth D: All Things Digital conference that took place in late May.

Here’s Part 1 of 4 of an interview Walt Mossberg did with Sony Chairman and CEO Sir Howard Stringer.

The consumer electronics giant has been under enormous pressure to innovate and compete better in all its many businesses, and still has not proved it can knit them all together into a cogent whole.

In this video, Stringer talks about the next direction for the PlayStation gaming business, Blu-ray discs, the impact of digital distribution, digital changes in the movie industry, personal computers and the “joy of craplets.”

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Tuesday, September 2, 2008

Welcome Back to School, Techies: Now Get Back to Work!

BoomTown is back from a seasick cruise vacation in the wilds of Alaska–official sightings: lots of icebergs, 16 glaciers, a passel of jellyfish and starfish, four lumberjacks, three orcas, two seals, one otter, no moose or bears and, yep, one Republican Vice Presidential candidate’s lovely house in Juneau–just in time for school.

Or, more precisely, a little schooling for some of the tech companies that I cover in a mildly obsessive-compulsive manner.

All of them, I predict, are in for a news-filled fall.

Thus, here is a rundown of what to expect and also what some of those companies need to focus on over the next several months.

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Monday, August 11, 2008

Apple iPhone Apps: Fast-Growing but Not Quite Fast Enough for the ADD Set

Someone get a dose of Ritalin stat to the noisy but deeply misguided critics who took news of a huge number of downloads of apps for the Apple iPhone and immediately concluded it was just not good enough.

Thus, as reported today in The Wall Street Journal, 60 million downloads in 30 days–mostly for free apps, but with about $30 million in revenue, and a runway of three million more new iPhones out there too–is a chance to talk about how it all is just so unexciting and how the apps market is officially saturated?

Am I missing something here? One would assume that were these pundits pioneers, they would get to Ohio and declare that going farther west held very little promise, thank you very much!

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About Kara

Kara Swisher started covering digital issues for The Wall Street Journal's San Francisco bureau in 1997 and also wrote the BoomTown column about the sector. With Walt Mossberg, she co-produces and co-hosts D: All Things Digital, a major high-tech and media conference. Read more »

Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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