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Newsletters

Newsletters 2017-05-04T14:01:10+00:00

April 2017

Microsoft® narrowly missed their earnings expectations during the most recent quarter, but that doesn’t appear to have bothered investors, or anyone else for that matter. The share price closed up the day after earnings were released, and the miss was pretty much a non-event in the financial community. There were many years during which investors and the media anxiously awaited Microsoft’s earnings announcements, even if only to see how much they would surprise us this time. Now, no one seems to care. Microsoft’s financial numbers are no longer newsworthy.

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January 2017

I’m not sure how they’re doing it, but the public perception of Microsoft appears to have made a favorable turnaround. There appear to be a number of factors contributing to this. CEO Satya Nadella’s strategy of making Microsoft products available on all major platforms, rather than solely Windows, is certainly on the list. Microsoft reports that more than 65 million devices are running Office on Android or iOS.

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October 2016

With the ever changing licensing landscape and the rapidly evolving cloud offerings, Emerset and our clients need to evolve in order to keep pace with the rapidly changing environment. It is no longer enough to simply focus on an annual True-up or EA renewal.

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July 2016

Microsoft® closed their 2016 fiscal year with better than expected financial results as they appear to be transitioning to becoming a services company with minimal impact on earnings. It’s worth noting that the expectations had been lowered in anticipation of declining sales of perpetual Office and Windows®, but earnings were still up slightly from the same period a year ago.

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April 2016

We have seen a few surprises from Microsoft® during the past few months. After six consecutive quarters of meeting or exceeding analysts’ estimates, the software giant narrowly missed profit expectations during their third fiscal quarter. That wasn’t the only surprise, however.

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January 2016

The past few months seem to have focused largely upon Microsoft®’s increased emphasis on cloud computing and also their desire to maximize the revenue from existing business customers. With respect to the cloud, we saw new features added to Azure® and a sizeable jump in the number of consumer subscriptions to Office 365.

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October 2015

This has been a particularly busy quarter. The most noteworthy event for many in the tech sector was the release of Windows® 10, although that was a predicted event which we all knew was going to happen.

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July 2015

Microsoft® surprised many analysts by reporting better than expected earnings for the fourth quarter of their 2015 fiscal year, although expectations were rather conservative due to sluggish PC sales and conservative guidance from the company.
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April 2015

Microsoft® surprised many analysts by reporting better than expected earnings for the third quarter of their 2015 fiscal year, although expectations were rather conservative due to sluggish PC sales and conservative guidance from the company.

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January 2015

Microsoft® reports revenue by “Devices and Consumer” and “Commercial” divisions, and reports in the following six segments.

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October 2014

Microsoft® reports revenue by “Devices and Consumer” and “Commercial” divisions, and reports in the following six segments.

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July 2014

Microsoft® had another respectable quarter, although earnings per share failed to meet Wall Street expectations.

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April 2014

Earnings from Microsoft’s® third fiscal quarter of 2014 exceeded the expectation of analysts once again, but that is only one of the many elements of good news that has emerged from the company during recent months.

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January 2014

We seem to have been writing a lot about changes at Microsoft® lately. During recent months we learned that they would reorganize into a “Devices and Services” company. We also learned that Steve Ballmer will retire soon and that MS has been working on that which they refer to as “Next Generation Volume Licensing”.

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October 2013

When Microsoft® announced their reorganization into a Devices and Services company beginning with the current fiscal year it also resulted in significant changes to the way in which they report earnings.

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August 2013

Microsoft®, specifically Steve Ballmer, made two announcements during recent weeks which may have significant impact on the company, its customers, shareholders, and competitors.

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May 2013

This is a pivotal time for Microsoft®. They are fortunate (wise?) to have diversity in their product line, as evidenced by this and recent quarterly earnings, but the landscape is rapidly changing.

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November 2012

Over the past six months, we have seen the launch of a number of key products by Microsoft®, starting with SQL® 2012, Windows Server®2012, System Center® 2012 and more recently Windows® 8, Windows®RT and the new Office® 2012 suite.

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July 2012

Emerset is committed to helping corporations optimize licensing agreements with major vendors. As we enter into a new era of licensing complexity with the introduction of cloud computing and virtualization, we at Emerset have taken it upon ourselves to help clarify, simplify, and demystify the process and details inherent in the negotiation process.

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