MSFT zahlen

Startbeitrag von Michael P am 27.01.2006 05:15

im grossen und ganzen in line mit consensus, auch nachbörslich über 1% up. Dienstag ist dann Google nach Börsenschluss dran.

Zitat

SEATTLE, Jan 26 (Reuters) - Microsoft Corp. (MSFT.O: Quote, Profile, Research) posted a 5 percent rise in quarterly profit on Thursday, boosted by strong personal computer sales and demand for its corporate database software.

The company, which also launched its Xbox 360 game console during the quarter, posted earnings in line with Wall Street expectations, although revenue was light. The current-quarter outlook was roughly in line with analysts' targets.

That alleviated some investor concerns about soft PC demand that were raised after chip giant Intel (INTC.O: Quote, Profile, Research) missed fourth-quarter earnings expectations last week. Microsoft shares rose nearly 2 percent to $27.01 in after-hours trade.

Bill Kornitzer, portfolio manager at Buffalo Funds, said many investors had been concerned that expectations were too high, so Microsoft's report was reassuring.

"It was more a sense of relief than anything else," he said. "Deferred revenue was a little light but guidance for the next quarter was a little better than I expected."

The world's largest software maker said net income totaled $3.65 billion, or 34 cents per share, in its fiscal second quarter ended Dec. 31, compared to $3.46 billion, or 32 cents per share, a year earlier.

Quarterly revenue rose to $11.84 billion versus sales of $10.82 billion in the year-earlier period and slightly below analysts' forecast of $11.97 billion, according to Reuters Estimates.

Excluding a 1 cent per share tax benefit, earnings were in line with the 33 cent consensus of analysts' forecasts .

In November, Microsoft launched the Xbox 360 and SQL Server 2005, the first in a series of crucial product launches over the next few quarters for the software giant.

Citing supply shortages with certain components, Microsoft scaled back its Xbox 360 shipment target for the first 90 days of launch to 2.5 million units from the initial range of 2.75 million to 3 million units.

The company confirmed it still plans to ship between 4.5 million and 5.5 million Xbox game consoles by the end of June.

"The customer reaction to our newly launched products has been fantastic," Chris Liddell, Microsoft's chief financial officer, said in a conference call with analysts. "We feel confident about how we will end the year."

The new product launches, including the next version of its flagship Windows operating system, stand at the core of Microsoft's efforts to revive a stock that has underperformed against every major stock index since the start of 2003.

Liddell affirmed the company's target to launch the Windows Vista operating system in the second half of calendar 2006.

ESTIMATES MEET EXPECTATIONS

Microsoft forecast current-quarter earnings of 32 cents to 33 cents per share, compared with the analyst consensus of 33 cents, and revenue was projected at $10.9 billion to $11.2 billion, compared with a consensus view of $11.0 billion.

For the full fiscal year, Microsoft sees earnings excluding legal charges and tax benefits to come in between $1.29 and $1.32 versus analysts' estimates of $1.31.

The company expects revenue in the range of $44.0 billion to $44.5 billion versus forecasts for $44.2 billion.

"It's going pretty smoothly here. They're tracking to a number that's very good for the year," said Charles Di Bona, analyst at Sanford C. Bernstein & Co.

At Microsoft's Client division, which oversees the Windows business, revenue rose 8 percent and profit gained 4 percent in the second quarter on the back of strong multimedia PCs catering to entertainment use.

Microsoft forecast PC unit growth of between 11 percent to 13 percent in the fiscal third quarter, underpinned by healthy spending for information technology, the company said.

The server business enjoyed a 14 percent jump in sales, and profit grew 16 percent, helped by the launch of SQL Server 2005. The Windows mobile and embedded devices business had its first-ever profitable quarter as sales surged 40 percent.

Sales and profit both declined at its MSN Internet division as it rolls out its own comprehensive online advertising system, called MSN adCenter.

Microsoft shares have risen 7 percent since the company announced fiscal first-quarter results on Oct. 27, compared to an 8 percent increase on the S&P Information Technology index . (Additional reporting by Lisa Baertlein in Los Angeles)

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