Microsoft with results out after hours. Nerds. Awesome results I must be honest, there were some concerns going into these numbers, but those were shelved. Office and Windows 7 OS (around 240 million licences sold since the launch last year) were the standouts, there were of course questions posed as to when the new products will start contributing heavily. Google and Apple are the obvious comparisons. Sales of 16.2 billion Dollars for the quarter, that was an increase of 25 percent. 62 cents per share worth of earning, heck the stock looks cheap at 27 bucks, up nearly three percent in the pre market. A trailing price to earnings multiple of 12 and a half. And a yield of around two and a half percent.
It might sound a little crazy, but I have been struggling to LIKE this one lately, PC sales are being cannibalized with tablet sales, and reminder, the PC market is where Windows have sewn up the PC OS, and not in the tablet space. The console space is interesting, rumours that Apple are looking at Sony continue to do the rounds, I guess net neutral for sales of the Xbox. The Xbox is a good reminder that Microsoft can be LATE to market and still make a big difference and capture market share. But what now? Handsets and tablets, the landscape changes so quickly and Microsoft again find themselves trailing the pack. Challenges in the coming quarters