Diese Woche erscheinen die Quartalszahlen der größten Techunternehmen. Nach Microsoft sind Apple, Facebook, Amazon, Google und Alibaba an der Reihe. (Nächste Woche folgen unter anderem Yelp, Twitter und LinkedIn.)
neunetz.com wird auf die wichtigsten Erkenntnisse und besten Analysen der Quartalsergebnisse verweisen.
Als erstes Unternehmen an der Reihe ist Microsoft.
Hardware, ein wichtiges Feld, in dem Microsoft noch Erfahrungen als Unternehmen sammeln muss: Microsoft hat 10,5 Millionen Lumia-Smartphones und 6,6 Millionen Xboxes (minus 11% gegenüber 2013) verkauft.
Aus dem Email-Newsletter des unabhängigen Analysten Neil Cybart:
Microsoft has $90 billion of cash available ($10.96/share), which goes a long way in buying time (and finding relevancy).
Even though Surface held its own during the busy holiday shopping season, there is no evidence of widespread market demand for such a device, which undoubtedly has to do with both the software and hardware.
Add Microsoft to the list of tech companies that issued weak guidance due to FX issues. Even though Apple has a hedging program, I would expect the strong dollar to have an impact on guidance. There is only one question. How big of an impact? This question is especially relevant considering revenue from the Apple Watch launch may potentially offset some of the headwind.
Wie immer lesenswert sind auch die Kommentare des Analysten Jan Dawson, etwas über Microsofts Onlinewerbesegment:
As you can see, search advertising is now well over 75%, while display advertising is rapidly approaching 15%. I’ve talked before about these businesses, and my conviction that at this point Microsoft should simply pull out of the display advertising business, sacrificing a small amount of revenue but in the process bolstering its claim to be more sensitive to users’ data privacy concerns than Google, and this just reinforces the case. Bing is, at any rate, far more strategically important to Microsoft, especially given the integration with Cortana that’s critical to Windows Phone today and Windows 10 going forward.
Die Zukunft von Office, "Office 365"-Subscribers, ist noch klein, wächst aber viel versprechend:
