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Oct 22, 2015
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>> more lay-offs at microsoft. microsoft saying this is not associated with their prestructuring they previously announced. it is around 1,000 people, less than 1% of the work force. these are new part of a regular rhythm of the business, they say. not associated with the quarter that they are reporting. certainly shows that they have an eye toward the bottom line. they lowered their operating expense guidance just in april, appear to be continuing to look at that. you worry about morale, death by 1,000 cuts can be an issue. clearly satya nadella and the management team sending a message they will remain lean. >>> in terms of what all these companies, john made an earlier great point about the cloud. all these companies tonight have the deep pockets to outspend their competitors and to endure price cuts which is what amazon talked about in its conference call. it cut prices more than half a dozen times to win this war. >> ibm has the capacity to outspend all these companies and they choose to do it in a different w
>> more lay-offs at microsoft. microsoft saying this is not associated with their prestructuring they previously announced. it is around 1,000 people, less than 1% of the work force. these are new part of a regular rhythm of the business, they say. not associated with the quarter that they are reporting. certainly shows that they have an eye toward the bottom line. they lowered their operating expense guidance just in april, appear to be continuing to look at that. you worry about morale,...
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Oct 23, 2015
10/15
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microsoft is opening the doors. their partnerships with dell and dropbox and others, all they are going to do is help drive their business forward. emily: meeting him for the first time, he seems very focused. he is winning over people with his strategies. he is winning over analysts. how bullish are you on the future of microsoft and his -- reinvent this company. reporter: what they have done is a smart move to convert to the cloud. that has taken a lot of money to come up with that infrastructure. what they are also doing is selling value-added services to the cloud. they might be matching amazon price to price but they have had-on services with a higher margin structure which is what , is going to give them not just the revenue growth, but profit growth going forward. emily: given your role on the yahoo! board, we are seeing the changes in leadership that microsoft. we are seeing him navigating this transition well. how would you compare that to what is happening at yahoo! right now under marissa mayer's leadersh
microsoft is opening the doors. their partnerships with dell and dropbox and others, all they are going to do is help drive their business forward. emily: meeting him for the first time, he seems very focused. he is winning over people with his strategies. he is winning over analysts. how bullish are you on the future of microsoft and his -- reinvent this company. reporter: what they have done is a smart move to convert to the cloud. that has taken a lot of money to come up with that...
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Oct 23, 2015
10/15
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microsoft hit a 15-year high. >> it is not so much about microsoft as it is about the formation. we tried the same thing with apple four months ago and it went the wrong way. you want to play breakouts. if you are wrong, take your losses an move on. if you are right, stick with it or reduce some. but breakouts over time are a good hand to play. >> mike? >> you know what is very frustrating is that he made a great call and i did not play it the right way. and the reason for that was -- >> this is the structure. >> this is an issue of the structure. we were long on a calendar spread. we were modestly bullish and we should have been wildly lullish. and this was not a wildly bullish trade. we been better off buying the weekly 48 calls and -- >> can i give you a hand. >> if you don't mind. >> from someone who gets too cute, too cute on the structure, and i think you made the point right there. listen, if the main input is that it will break out, don't try to finance to get in there and just do it, right. >> one of the things about the long calendar trades because i don't want to talk
microsoft hit a 15-year high. >> it is not so much about microsoft as it is about the formation. we tried the same thing with apple four months ago and it went the wrong way. you want to play breakouts. if you are wrong, take your losses an move on. if you are right, stick with it or reduce some. but breakouts over time are a good hand to play. >> mike? >> you know what is very frustrating is that he made a great call and i did not play it the right way. and the reason for...
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Oct 22, 2015
10/15
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an important nugget on microsoft. remember i said the cloud comparison between microsoft and amazon was going to be important. we saw the amazon web services number beat. well, it turns out from microsoft the cloud revenue run rate microsoft tells me was up 70% year over year. of covers, up sequentially so now it's north of $8.2 billion just in general for that cloud arena. so that revenue run rate is important. we will have to see what the azure specific breakdown is because that relates directly to amazon, but that shows growth rate rise, that they appear to be keeping pace with amazon who they are trying to run down, kelly. >> jon, thank you. you would agree, steph? >> absolutely. i think this was set up to be a confusing read as soon as the numbers came out because they've changed these reporting structures. digging to it is helpful and the numbers seem to be the good numbers and the growth is where you want it to be. that's really cloud. >> and at the end of the day that's what people are excited about. >> those
an important nugget on microsoft. remember i said the cloud comparison between microsoft and amazon was going to be important. we saw the amazon web services number beat. well, it turns out from microsoft the cloud revenue run rate microsoft tells me was up 70% year over year. of covers, up sequentially so now it's north of $8.2 billion just in general for that cloud arena. so that revenue run rate is important. we will have to see what the azure specific breakdown is because that relates...
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Oct 18, 2015
10/15
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long microsoft. >> more defensive way to play is to buy a counter spread into earnings, microsoft. >> i like offensive about defense, i like the iwm put spreads in separate. >> see you back here next friday for "options action." "mad money" starts right now. >> announcer: the following paid presentation for the power pressure cooker xl is brought to you by tristar products incorporated. introducing the power pressure cooker xl, the revolutionary kitchen miracle with one-touch technology that infuses flavor into your food while cooking up to 70% faster. the power pressure cooker xl is sweeping the nation with over 1 million sold. it's getting five-star reviews and has been featured in bon apetit and cooking light magazines. and now the big news -- the power pressure cooker xl is larger than ever, with a full 10-quart size. imagine being able to cook an entire whole turkey in under an hour, prepare a succulent, mouth-watering ham that will feed an entire family three times fast.
long microsoft. >> more defensive way to play is to buy a counter spread into earnings, microsoft. >> i like offensive about defense, i like the iwm put spreads in separate. >> see you back here next friday for "options action." "mad money" starts right now. >> announcer: the following paid presentation for the power pressure cooker xl is brought to you by tristar products incorporated. introducing the power pressure cooker xl, the revolutionary...
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Oct 24, 2015
10/15
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earlier today the former microsoft ceo compared microsoft's business with amazon and it got personal. steve ballmer: there's intense competition between microsoft and amazon is also intense competition just in the city of seattle over talent. i think they are a place that people don't want to work. anybody who ever left microsoft can count on them coming back within a year or two because it's not a great place to work to do innovative stuff as an engineer. emily: fighting words there, but ballmer's latest tech focus is twitter. last week he announced he had taken a 4% stake in twitter. he's now the second biggest individual shareholder behind the cofounder at williams, any bigger shareholder than ceo jack dorsey. since disclosing, ballmer's praise dorsey's leadership. today he made a point to say that dorsey has more point over the company than ever before. there is a huge difference between being on the board and running the place. boards do not run things. ceo's do. it's incredibly different to be a ceo than just a board member. >> when did you take your position on twitter? steve b
earlier today the former microsoft ceo compared microsoft's business with amazon and it got personal. steve ballmer: there's intense competition between microsoft and amazon is also intense competition just in the city of seattle over talent. i think they are a place that people don't want to work. anybody who ever left microsoft can count on them coming back within a year or two because it's not a great place to work to do innovative stuff as an engineer. emily: fighting words there, but...
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Oct 23, 2015
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because it's included in -- >> david that's a -- >> it gets hurt by microsoft. >> microsoft will be a 15 year high today. google amazon will be record highs. >> at one point i got up this morning and i said to myself, i am not as smart as anyone who works at those companies. i just felt very defeated. i was patting .315. >> don't kick yourself like that. you're good enough. you're strong enough. and you're smart enough. >> these are nfl. okay. google is the patriots, okay. all right. amazon is green bay. all right. and microsoft, we're trying to figure out which is real the panthers, are the panthers real? that's who they are. i got to say, i know, i know. >> who is facebook which hasn't reported earnings yet but see its market cap eclipse $300 billion today. >> who comes out? >> the cardinals. >> carson palmer is real. these are nfl, there's a great piece about pa rrrity in the "n york times". there's two leagues developing. there's the ibm league, no offense because they are sweet and this other league where, honestly, these guys got 840 on their s.a.t.s. do they still have s.a.t.s?
because it's included in -- >> david that's a -- >> it gets hurt by microsoft. >> microsoft will be a 15 year high today. google amazon will be record highs. >> at one point i got up this morning and i said to myself, i am not as smart as anyone who works at those companies. i just felt very defeated. i was patting .315. >> don't kick yourself like that. you're good enough. you're strong enough. and you're smart enough. >> these are nfl. okay. google is the...
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Oct 1, 2015
10/15
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microsoft up 2%. google up 1.3%. >> microsoft set to open it's first flag ship store in manhattan on october 26th. it's located on 5th avenue at more than 22,000 square feet it has some features similar to an apple store including an answer desk for technical help and repairs and a community theater where customers can learn to use microsoft products. i want to come back to the dropping of the patent war. i wonder what triggered that. we don't know how much money changed hands. are they tired of it? they saw it made no sense to go forward with it? >> i bet these guys have been on discussions for ages until some kind of mutual number is found but a lot of news off the back of this because two massive tech titans from the u.s. and so any kind of clash or agreement is big news but they very rarely come to going to court because it's not worth either of them doing that. >> except for apple and samsung. that was very high profile. unless they we seem burying the hatchet i don't believe in the big truce. so
microsoft up 2%. google up 1.3%. >> microsoft set to open it's first flag ship store in manhattan on october 26th. it's located on 5th avenue at more than 22,000 square feet it has some features similar to an apple store including an answer desk for technical help and repairs and a community theater where customers can learn to use microsoft products. i want to come back to the dropping of the patent war. i wonder what triggered that. we don't know how much money changed hands. are they...
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Oct 23, 2015
10/15
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earlier today the former microsoft ceo compared microsoft's business with amazon and it got personal. >> there's intense competition isween microsoft and amazon also intense competition just in the city of seattle over talent. i think they are a place that people don't want to work. anybody who ever left microsoft can count on them coming back within a year or two because it's not a great place to work to do innovative stuff as an engineer. emily: fighting words there, but focus is latest tech twitter. last week he announced he had taken a 4% stake in twitter. he's now the second biggest individual shareholder behind the cofounder at williams, any bigger shareholder than ceo jack dorsey. allmer's praise dorsey's leadership. today he made a point to say that dorsey has more point over the company than ever before. >> boards do not run things. ceo's do. it's incredibly different to be a ceo than just a board member. >> when did you take your position on twitter? >> it was before i knew jack dorsey would be taking over. i was glad the board was looking for a new ceo. there is incredible
earlier today the former microsoft ceo compared microsoft's business with amazon and it got personal. >> there's intense competition isween microsoft and amazon also intense competition just in the city of seattle over talent. i think they are a place that people don't want to work. anybody who ever left microsoft can count on them coming back within a year or two because it's not a great place to work to do innovative stuff as an engineer. emily: fighting words there, but focus is latest...
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Oct 23, 2015
10/15
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amazon and microsoft shirt -- shares surged. microsoft is now at a 15 year high. the rise of microsoft shares added a cool $272 million to .allmer's network jeff bezos is still worth more. still had. -- still ahead. it will keep matching lower fares. how about the will that hurt american's bottom line? ♪ betty: welcome back. american airlines reporting earnings this morning that beat estimates. the company said it had profited to 49. the ceo reiterated about to keep ticketg discount rivals prices is extending the eight domestic fare wars that are sapping revenue. mary, tell us exactly what is american bowing to do -- vowing to do? fares withwill match discounters like spirit, frontier, southwest airlines because they cannot afford to let customers walk away and lose those customers. those airlines have been adding capacity in some of america's biggest market. people -- ac it is critical to hang onto this customers. betty: what kind of discounts are we talking about that they are competing with? about 40were talking to $50 to fly from dfw to new york. they're not
amazon and microsoft shirt -- shares surged. microsoft is now at a 15 year high. the rise of microsoft shares added a cool $272 million to .allmer's network jeff bezos is still worth more. still had. -- still ahead. it will keep matching lower fares. how about the will that hurt american's bottom line? ♪ betty: welcome back. american airlines reporting earnings this morning that beat estimates. the company said it had profited to 49. the ceo reiterated about to keep ticketg discount rivals...
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Oct 27, 2015
10/15
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the corporate vice president at microsoft. she is profiled in this week's bloomberg businessweek cover story. i asked her about sales compared compared to the previous model. >> it is a misnomer that sales are down with xbox with the 360, one. we have sold more, so it is a very healthy ecosystem. with halo is a groundbreaking five, halo game that is taking halo in an iconic and new direction for the game. emily: how much do you worry about keeping halo fresh with all the competition out there? what is your number one priority about keeping this the game that everyone wants to play? >> i think that halo has a huge fan base. we have a story fan base. we have multiplayer fan base, single-story fan base, so it is our job to push the story forward for the story fans and continue to innovate on multiplayer. we have a lot of feedback. there is an iconic feeling for halo multiplayer. we took that feedback with halo five. there is something for everyone, competitive arena mode, harkening back to true competitive halo, and then with hal
the corporate vice president at microsoft. she is profiled in this week's bloomberg businessweek cover story. i asked her about sales compared compared to the previous model. >> it is a misnomer that sales are down with xbox with the 360, one. we have sold more, so it is a very healthy ecosystem. with halo is a groundbreaking five, halo game that is taking halo in an iconic and new direction for the game. emily: how much do you worry about keeping halo fresh with all the competition out...
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Oct 25, 2015
10/15
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. ♪ >> cheesy, but that's what microsoft shares did this week. if you miss the move, another stock could follow in its footsteps. >>> how could you like to make money if apple goes up or down or nowhere at all on earnings? >> is that possible. >> it's not only possible but it's the sim plist options trade around and we'll teach you how to do it. >> you won't believe which stock traders see having a huge move on earnings next week. >> please tell me. >> we will, jack, because the action starts right now. ♪ >> the big story of the day is clearly tech the nasdaq 100 soared 3% with microsoft alphabet and amazon making up half of the gains. will the tech breakout continue? let's get in the money. dan is the rally sustainable? >> we've said it on numerous occasions here, when we're look at the nasdaq 100, it's apple and amazon and facebook and google make up 35, almost 40% of the entire weight of that thing. you have these four or five stocks doing most of the heavy lifting and there's a lot of stocks in that index that are basically in a bear market
. ♪ >> cheesy, but that's what microsoft shares did this week. if you miss the move, another stock could follow in its footsteps. >>> how could you like to make money if apple goes up or down or nowhere at all on earnings? >> is that possible. >> it's not only possible but it's the sim plist options trade around and we'll teach you how to do it. >> you won't believe which stock traders see having a huge move on earnings next week. >> please tell me....
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Oct 23, 2015
10/15
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microsoft made an investment. in a way, a you say that might've been the craziest thing we ever did but they have taken the foundation of great innovation, some cash, entered into the most valuable company in the world. microsoft gave them a good run for their money and nobody else is tried to compete with them seriously in hardware. who is really going after the mass? who is going after the ipad? you can basically say microsoft and samsung. one that is the only has a software and hardware capability. if there is going to be cop as -- competition for apple, it will come from microsoft i believe in that. stephanie: do you have to take market share from apple or is the pie getting bigger? nobody had a tablet two years ago. it looked like every kid in central park had a device. >> you don't have to take from the other guy but you got to at least take the new innovations that are coming. imac ore book is not an an ipad but it's a new category. it's an innovative category. who was going to get to those categories first
microsoft made an investment. in a way, a you say that might've been the craziest thing we ever did but they have taken the foundation of great innovation, some cash, entered into the most valuable company in the world. microsoft gave them a good run for their money and nobody else is tried to compete with them seriously in hardware. who is really going after the mass? who is going after the ipad? you can basically say microsoft and samsung. one that is the only has a software and hardware...
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Oct 23, 2015
10/15
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the ceo of microsoft put it best when he said he's trying to make microsoft's products what you want, not just what you feed. he says people are moving from needing to choosing to loving windows. can you imagine that arc? alphabet has a similar mantra. google's ceo, and i quote, organizing the world's information is turning out to be something that has a lot of room ahead of it. everybody loves it. amazon seems genuinely unhappy that not everyone on earth is a member of amazon prime. give them a couple of quarters, they'll make it happen. for google, it's all about, come on, if we were a sports show, you would be looking. for google, it's all about the gem that is youtube. they recognize it can be the world's second video channel after netflix or if doesnne rig make it look like channel 36. you know the amazing momentum it has in mobile. he says, people turn to youtube when they want to do research, buy or fix a product. mobile watch time for videos has doubled this year. videos about toys have doubled. we see the same growth in advertising on the platform too and we continue to inves
the ceo of microsoft put it best when he said he's trying to make microsoft's products what you want, not just what you feed. he says people are moving from needing to choosing to loving windows. can you imagine that arc? alphabet has a similar mantra. google's ceo, and i quote, organizing the world's information is turning out to be something that has a lot of room ahead of it. everybody loves it. amazon seems genuinely unhappy that not everyone on earth is a member of amazon prime. give them...
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Oct 26, 2015
10/15
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they pushed microsoft -- microsoft was one of the best calls last week. they did a good job valueact at microsoft in terms of pushing. pushing. valeant is important. it could be the key to the market. >> various analysts giving their take on the call. barclays saying they did a good job calming things down. answered a lot of specific questions. they do have this ad hoc committee that will be looking into things. >> you wouldn't do an ad hoc committee if there was just a smoking gun. you wouldn't bring in a tough law firm. i don't know. i want more questions answered. but if they answer them, people will say the cash flow is big at valiant. >> it is. but the strategy of using stock in part -- they also have done cash deals to pursue that strategy of roll up. that's done. they can use cash as they did he leave they delever. how do you use a multiple stock to do these deals. i don't know. it puts a lot into question here, jim. i wanted to hear you on perigo. they are going around the world saying please don't take our share, don't take our company away from
they pushed microsoft -- microsoft was one of the best calls last week. they did a good job valueact at microsoft in terms of pushing. pushing. valeant is important. it could be the key to the market. >> various analysts giving their take on the call. barclays saying they did a good job calming things down. answered a lot of specific questions. they do have this ad hoc committee that will be looking into things. >> you wouldn't do an ad hoc committee if there was just a smoking gun....
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Oct 23, 2015
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our next stock milestone is microsoft. it's trading at a 15-year high on the back of solid earnings. ed mcguire is an analyst who covers that stock which is up 10% right now. ed, do you think a jump of that magnitude is warranted? >> well, it certainly reflects the improved operating performance and the really strong organic growth of their segments. i think investors are finally coming around and realizing a lot of the changes that the ceo put in place a year ago are now bearing fruit and you can see it in the numbers. it makes sense to be rewarded. >> they're increasingly shifting to software and clous services but what about the hardware side? smartphone, windows phone, about 2% of the global smartphone market? >> yeah. the phone is an after thought at this point and it is fading away. i think the hardware makes a lot of sense on the surface side where microsoft is actually using the surface to restore some hipness to the windows software platform. so they actually have some real cachet with the new surface book and sur
our next stock milestone is microsoft. it's trading at a 15-year high on the back of solid earnings. ed mcguire is an analyst who covers that stock which is up 10% right now. ed, do you think a jump of that magnitude is warranted? >> well, it certainly reflects the improved operating performance and the really strong organic growth of their segments. i think investors are finally coming around and realizing a lot of the changes that the ceo put in place a year ago are now bearing fruit...
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Oct 16, 2015
10/15
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we're going to look at microsoft. so let's look at the charts and watch them together and see the setup here. so what we know is a lot of big stocks, if you look at tech names in particular, how they've performed off of the low. what i have here is these are household names. these are huge performers off the low of august 24th. meaning they are up a lot, they are up relative to the market. the market is only up 10%. all of these names, everybody knows. here is the first panel. here is the second. markets up 10% off the low. massive outperformance. but the biggest one of all, intel, is up the most. and who is most incorporated with that? that is microsoft. and here is the 1.5 year picture. and it is higher with intel than any other stock on the list. and it looks to my eye, that they are setting up well for a break-out. so here is the plunge. and we've recovered and we have this formation that is starting -- this tight, tight trading and the presumption is you will get something of a breakout out of this setup. so we a
we're going to look at microsoft. so let's look at the charts and watch them together and see the setup here. so what we know is a lot of big stocks, if you look at tech names in particular, how they've performed off of the low. what i have here is these are household names. these are huge performers off the low of august 24th. meaning they are up a lot, they are up relative to the market. the market is only up 10%. all of these names, everybody knows. here is the first panel. here is the...
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Oct 6, 2015
10/15
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a top voice from microsoft. q4 expected to be big for ipo's with names like ferrari, square, and first data set to go public, but according to a top ipo watcher, some of these offerings could be in trouble. we'll talk about why when "squawk alley" comes back. important than your health. or the freedom to choose what doctor you want to see. so if you have medicare parts a and b, consider an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, these let you choose any doctor who accepts medicare patients. you're not stuck in a network, because there aren't any. plus, these plans help cover some of the part b medical expenses medicare doesn't pay. so why wait? call now to request your free decision guide and find the aarp medicare supplement plan that works for you. like all medicare supplement plans, you'll be able to stay with the doctor or specialist you trust, or look for someone new - as long as they accept medicare p
a top voice from microsoft. q4 expected to be big for ipo's with names like ferrari, square, and first data set to go public, but according to a top ipo watcher, some of these offerings could be in trouble. we'll talk about why when "squawk alley" comes back. important than your health. or the freedom to choose what doctor you want to see. so if you have medicare parts a and b, consider an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all...
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Oct 26, 2015
10/15
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bonnie ross, corporate vice president at microsoft. we will be watching halo five as it goes out tomorrow. still with me is tim o'reilly of o'reilly media. i want to talk you about your big conference coming up the second week of november. you have great guests, but some other people -- how do all of these people relate to each other? what do they have to do with one another? >> everyone is wrestling with the impact of technology on the structure of the economy and the nature of work, and this is a time to figure out how you take advantage of disruptive technology, how do traditional companies do this, and how do we as a society come to grips with all the changes of the on demand economy, artificial intelligence, robotics, affecting jobs and company structure? you have to understand what these disruptors are doing, how policy response, how we think about the future -- how policy responds, and how we think about the future. emily: what is the one take away that you want attendees to leave with? >> i want people to understand that what i
bonnie ross, corporate vice president at microsoft. we will be watching halo five as it goes out tomorrow. still with me is tim o'reilly of o'reilly media. i want to talk you about your big conference coming up the second week of november. you have great guests, but some other people -- how do all of these people relate to each other? what do they have to do with one another? >> everyone is wrestling with the impact of technology on the structure of the economy and the nature of work, and...
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Oct 1, 2015
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i don't see microsoft doing that right now. the other ones don't have the balance sheet, the ibm, the oracle. >> don't have the balance sheet to buy? >> not for what benioff wants to sell. you have to look down at workday or service now. >> this market cap as of today closed $46 billion company at the close. >> as far ahead as sales force is oracle and sap, the premium is going to be enormous. the question is is oracle a buyer? larry ellison, if anybody can put that deal together it's probably him. sales force is interesting. if you look at their pipeline so many think these guys are are ahead. growth is not in big cap tech is root there for the taking. as heather points out, cash balances are up 46% over the last five years. there is a lot to do. we know big cap tech can be a value trap. >> heather is the analyst who wrote that note at goldman sachs. in terms of the cycle, what does it saying we could be thinking about what would be the largest tech deal on the books in this market environment? >> you could say struggling for
i don't see microsoft doing that right now. the other ones don't have the balance sheet, the ibm, the oracle. >> don't have the balance sheet to buy? >> not for what benioff wants to sell. you have to look down at workday or service now. >> this market cap as of today closed $46 billion company at the close. >> as far ahead as sales force is oracle and sap, the premium is going to be enormous. the question is is oracle a buyer? larry ellison, if anybody can put that deal...
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microsoft has changed. it used to be, oh, yeah, microsoft is coming out with something, but they've got their-- i don't know if they're super hip, but hipper. >> that's accurate. it's safe to say there's an excitement in the air and a lot of technologists and reporters were pretty excited about the announcements that were made. >> which announcements in particular? >> the surface book, i would say, is a historic announcement. the first laptop ever created by microsoft. so this is microsoft heading in the direction of apple and trying to control the user's experience from end to end. they're creating the hardware and the software. all of their products have something to be excited about and i would say the augmented reality head set, that virtual reality head set is for guys like mere, the most exciting. neil: really? it's like, people putting on these big old glasses and like like the human fly. >> it seems silly when you're on the outside watching, but when you're inside the helmet or geared toward product
microsoft has changed. it used to be, oh, yeah, microsoft is coming out with something, but they've got their-- i don't know if they're super hip, but hipper. >> that's accurate. it's safe to say there's an excitement in the air and a lot of technologists and reporters were pretty excited about the announcements that were made. >> which announcements in particular? >> the surface book, i would say, is a historic announcement. the first laptop ever created by microsoft. so this...
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Oct 27, 2015
10/15
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BLOOMBERG
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he says biggest competitors are microsoft and amazon. tim, do you think oracle is too late to the cloud here? >> in some ways i do, and it's not just a matter of being late. it is a matter of how they got -- have they got the right business model? they fundamentally have the same business model. they do not have the same business model as amazon or microsoft is crafting. emily: maybe it's better? >> i think ultimately the cloud teaches us that we can move more quickly at lower cost with a flexible pay-as-you-go business model. that's not oracle's strong suit. it could be a bloodbath for them. emily: it could be a bloodbath. i like that. strong words. coming up, yahoo! says its first ever live stream of an nfl game was a great success. how many people actually tuned in? we dig into the numbers next. ♪ emily: new problems for blood testing firm theranos. walgreens has decided to hold off on opening more testing centers. the drugstore chain made the decision after reports about its technology. it is there biggest business partner. walgree
he says biggest competitors are microsoft and amazon. tim, do you think oracle is too late to the cloud here? >> in some ways i do, and it's not just a matter of being late. it is a matter of how they got -- have they got the right business model? they fundamentally have the same business model. they do not have the same business model as amazon or microsoft is crafting. emily: maybe it's better? >> i think ultimately the cloud teaches us that we can move more quickly at lower cost...
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Oct 22, 2015
10/15
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BLOOMBERG
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a company like microsoft trying to transform itself. are dell and microsoft leaders or are they followers? are they reacting? alexis: there are only a handful of companies that are doing that kind of amazing, really awesome kind of leader type stuff. likeook at a company facebook. i have lots of issues with facebook, but they are shipping world-class software, a leader type position. look, i also say this, at reddit, i think you cannot discount the fact that there are lots of companies that have clearly known what they're are doing and working at this for a while that will take advantage of the fact that incumbents start losing sight of their focus. the great thing about the free market is that you do not know what to expect. i would not count any company out, even if they aren't leaders today. they very well could be in the future. emily: we will be watching. you will be with us the rest of the show. i want to talk about some other things going on in technology today. slowing growth and rising cost continuing to drive a wave of consoli
a company like microsoft trying to transform itself. are dell and microsoft leaders or are they followers? are they reacting? alexis: there are only a handful of companies that are doing that kind of amazing, really awesome kind of leader type stuff. likeook at a company facebook. i have lots of issues with facebook, but they are shipping world-class software, a leader type position. look, i also say this, at reddit, i think you cannot discount the fact that there are lots of companies that...
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and update from microsoft. it is made and produced by microsoft. the first time that has happened ever. that is just coming out. we have this big meeting in manhattan, new york right now. the stock is up. a brand new microsoft made laptop. >> surface both. you got it. >> apple. they are going up. they are going after apple. stuart: all day breakfast. we keep going on about this. >> we do. stuart: not me. everybody else. all day breakfast at mcdonald's. after 10:30 a.m. local time, i know you can get breakfast, but can you get a hash brown ♪ ♪jake reese, "day to feel alive"♪ ♪jake reese, "day to feel alive"♪ ♪jake reese, "day to feel alive"♪ . stuart: all day long we have been discussing all-day breakfast at mcdonald's. i don't know why we've spent so much time on it but apparently it's a grave importance both investors and the culture. >> the issue of the day. stuart: been the issue of the day. look at this. i want to bring in the author of what great brands do. a popular guest on this program and branding expert. welcome back. >> tha
and update from microsoft. it is made and produced by microsoft. the first time that has happened ever. that is just coming out. we have this big meeting in manhattan, new york right now. the stock is up. a brand new microsoft made laptop. >> surface both. you got it. >> apple. they are going up. they are going after apple. stuart: all day breakfast. we keep going on about this. >> we do. stuart: not me. everybody else. all day breakfast at mcdonald's. after 10:30 a.m. local...
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Oct 17, 2015
10/15
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CNBC
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it looks to my eye that microsoft is setting up well for a breakout. here is our plunge and we've recovered and we have this formation that started this tight, tight trading and the presumption is that you are going to get something of a breakout out of this setup. so we're back to the level or the scene of the crime, market has not done that, the setup is perfect and i think you get this breakout. now, we closed here today -- take a look at where that is in relation to the longer term picture. here is our move from the lows of 2011, td last time the market was down 20% to where we are now, you can draw the lines this way. again, we have a big range, a nice setup, we're toying with these tops, our daily charts suggest that. you think it's just right. i think it's going to do what intel has done and then yield. you get a 3.1% yield out of this stock that is better than ten year treasuries, much better than the s&p, it's up there with things like utilities. i think it's a heads you win, tails you wind kind of setup. >> winner both ways. mike, you agree?
it looks to my eye that microsoft is setting up well for a breakout. here is our plunge and we've recovered and we have this formation that started this tight, tight trading and the presumption is that you are going to get something of a breakout out of this setup. so we're back to the level or the scene of the crime, market has not done that, the setup is perfect and i think you get this breakout. now, we closed here today -- take a look at where that is in relation to the longer term picture....
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Oct 23, 2015
10/15
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KQED
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and then microsoft. strong quarter from them as well. beat on the pc line. though the expectations were low. the one thing to look at there is the growth in cloud. microsoft saying the cloud annualized run rate revenue was up 70% year over year to $8.2 billion, keeping pace with amazon. for "nightly business report" i'm jon fortt. >>> and the latest results from mcdonald's gave investors hope that the fast food chain is beginning to turn around. the company's u.s. sales rose for the first time in two years, and investors were loving it. sending shares up 8% to an all-time high. mary thompson has more now on mcdonald's tasty quarter. >> reporter: less than a year on the job mcdonald's ceo steve easterbrook making good on his promise to revive the fast food giant. >> whilst we're still in the early phases our turnaround plan is working. >> reporter: evidence of his plan to include quality, service, and to simplify mcdonald's menu reflected in the company's first increase in global same-store sales in a year and the first increase in u.s. same-store sales in tw
and then microsoft. strong quarter from them as well. beat on the pc line. though the expectations were low. the one thing to look at there is the growth in cloud. microsoft saying the cloud annualized run rate revenue was up 70% year over year to $8.2 billion, keeping pace with amazon. for "nightly business report" i'm jon fortt. >>> and the latest results from mcdonald's gave investors hope that the fast food chain is beginning to turn around. the company's u.s. sales rose...
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Oct 22, 2015
10/15
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FBC
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microsoft, melissa. melissa: microsoft report first quarter results. ashley what numbers do you have there? >> microsoft on earnings per share, actual 67 cents. estimate was 59 pents. revenue also beat the estimate of 21.03. billion, microsoft cutting or segmenting their report into three areas, productivity and business, intelligent cloud as they like to say, and personal computing. the cloud revenue by the way which they are really making a push into, up 8% in this report, guys. melissa: okay. let me go back over to scott martin about this one. i love intelligent cloud as opposed to stupid cloud. what else were they going to name it. >> notice it is microsoft. you never know. melissa: right. this is another company that is looking to the cloud to drive the future. amazon got there early. microsoft, you know, jpmorgan saying this will be one of the great drivers for them. if you look at 8% increase, is that enough? >> it's okay. it is probably a little bit disappointing to me, but like you said, they're getting into this foray and i think they have a
microsoft, melissa. melissa: microsoft report first quarter results. ashley what numbers do you have there? >> microsoft on earnings per share, actual 67 cents. estimate was 59 pents. revenue also beat the estimate of 21.03. billion, microsoft cutting or segmenting their report into three areas, productivity and business, intelligent cloud as they like to say, and personal computing. the cloud revenue by the way which they are really making a push into, up 8% in this report, guys....
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Oct 23, 2015
10/15
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CNBC
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then microsoft at 15-year highs. the cloud, as john says, a big focus in all three companies results helping to boost revenues. we've been asking people to choose one story or a pair of stories that you think is more important than another. how do you choose on a day like today? >> well, it's very hard, but i got to tell you, the earnings yesterday showed that the money isn't the cloud, and microsoft amazon, and google showed you the money. >> can you see that we know the who's, have's, and have-not's in the big tech world. >> i wonder what happens next is the question. there's still this tussle, i think, going on to figure out where the profitability is going to be in the cloud era. it's one thing to have scale as amazon and microsoft clearly do in cloud infrastructure, but when you look three years from now, where is the big profit going to be? it's probably not going to be in just the raw infrastructure, right? it's going to be in applications letting on top of that. perhaps in certain components if dell and emc,
then microsoft at 15-year highs. the cloud, as john says, a big focus in all three companies results helping to boost revenues. we've been asking people to choose one story or a pair of stories that you think is more important than another. how do you choose on a day like today? >> well, it's very hard, but i got to tell you, the earnings yesterday showed that the money isn't the cloud, and microsoft amazon, and google showed you the money. >> can you see that we know the who's,...
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Oct 28, 2015
10/15
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halo which is exclusive to microsoft's xbox is considered a key way to help the tech giant recoup its investment in the xbox 1, which is lagging its rival sony's playstation 4. xbox chief phil spencer says microsoft knows consumers carefully evaluate a console's exclusive games and halo is microsoft's biggest exclusive. >> it's critical to xbox's success that it is successful. they're a very sbim is by ot tick relationship between xbox and halo's success. i'm encouraged but the early signs that this is going to do well for us. >> microsoft faces competition. sony's playstation 4 has outso would it by nearly 2 to 1 and halo is against activision's blizzard's call of duty games have sold over $11 billion at retail. activision's next install thement call of duty back ops 3 launch aweek from friday. it has the advantage of selling versions for both major consoles. still, xbox's spencer says he's not concerned about the competition. >> it's really a great time in the game industry. you see sony having great success with their console. we're selling more xbox 1s than we've solved any previo
halo which is exclusive to microsoft's xbox is considered a key way to help the tech giant recoup its investment in the xbox 1, which is lagging its rival sony's playstation 4. xbox chief phil spencer says microsoft knows consumers carefully evaluate a console's exclusive games and halo is microsoft's biggest exclusive. >> it's critical to xbox's success that it is successful. they're a very sbim is by ot tick relationship between xbox and halo's success. i'm encouraged but the early...
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Oct 2, 2015
10/15
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BLOOMBERG
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microsoft will still be collecting royalties on android when it can. emily: david, how significant is this for both of these companies in terms of how much they spent on litigation over these patents , and what potential deals it could open the door for? it is significant and giving them certainty as far as resolving the dispute between them. when you look at it, google kind of inherited this case, which was brought by motorola mobility, back when it was its own independent company. the business justifications for bringing the lawsuit when it first was brought changed after google acquired them. in fact, google sold the motorola mobility hardware to lenovo. so the business justification for the case changed even more after that. it gives them certainty. it allows them to focus on the things that their interests are aligned in, both with patents and otherwise. emily: susan, we saw apple and samsung go all the way to the wall in the united states over patents, and now we are seeing the truth here. -- the truce. is this a start of a trend? susan: it certa
microsoft will still be collecting royalties on android when it can. emily: david, how significant is this for both of these companies in terms of how much they spent on litigation over these patents , and what potential deals it could open the door for? it is significant and giving them certainty as far as resolving the dispute between them. when you look at it, google kind of inherited this case, which was brought by motorola mobility, back when it was its own independent company. the...
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Oct 1, 2015
10/15
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microsoft will still be collecting royalties on android. david, how significant is this for both of these companies in terms of how much they spent on litigation over these patents and what potential deals it could open the door for? it gives them certainty as far as resolving the dispute between them. when you look at it, google aherited this case, which was , so of motorola mobility the business justifications for bringing the lawsuit when it was first brought changed after google acquired them. , google sold the motorola mobility hardware to lenovo. it allows them to focus on things that their interests are aligned in. seeing deals happen outside the u.s.. is this a trend? it marks the end of the smartphone wars. we still have samsung and apple fighting, but there is some maturation in the smartphone market. there is not a need for a lawsuit. david, if this is the end of the smartphone patent wars, what is the next phase in technology patents? case, it is a good example of the ab and flow we see in patent law. when ever there is a new te
microsoft will still be collecting royalties on android. david, how significant is this for both of these companies in terms of how much they spent on litigation over these patents and what potential deals it could open the door for? it gives them certainty as far as resolving the dispute between them. when you look at it, google aherited this case, which was , so of motorola mobility the business justifications for bringing the lawsuit when it was first brought changed after google acquired...
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Oct 23, 2015
10/15
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CNBC
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microsoft has their heads in the clouds. shares are spiking in after hours on a solid revenue beat and optimistic outlook for its cloud products. >> out of the jungle for amazon. shares soar on a surprise profit as the e-commerce tie ttan gets boost from its home market. >> investors are cheering a share buy back and profit beat sending shares in alphabet up to an all time high. >> getting disconnected, ericsson disappoints on the top and the bottom line as brazil and russia weigh in on earnings. we speak first to the ceo in just a few minutes. >> tgif folks. thank you for tuning in and for joining us on the program today. let's check in on the markets as we have earnings from europe and the u.s. here's a look at futures after that 320 point bounce for the dow just yesterday. the dow and the s&p are seeing their best month since 2011. the implied open is telling us we'll be up again above fair value. the s&p 500 calls higher by 12 points. dow jones industrials should be higher by 44 and the tech heavy nasdaq should be seeing
microsoft has their heads in the clouds. shares are spiking in after hours on a solid revenue beat and optimistic outlook for its cloud products. >> out of the jungle for amazon. shares soar on a surprise profit as the e-commerce tie ttan gets boost from its home market. >> investors are cheering a share buy back and profit beat sending shares in alphabet up to an all time high. >> getting disconnected, ericsson disappoints on the top and the bottom line as brazil and russia...
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Oct 27, 2015
10/15
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KWWL
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right now, microsoft the company is totally uncool. microsoft the products are either cool or ret kro cool t. problem is, microsoft doesn't seem to know it. hey, sacha, in the black tee-shirt, that's cool. i love that look. the next time i see you, i will wear a plaque tee-shirt with a it's an absolutely good company. i think people are starting to like their products. shh, some are good. let me set the stage for another one, many people are rich. shocker. that's what working on wall street is all about why not save it for someone on wall street that isn't trying to just get rich. flying first class all the way. wall streeters have no idea what it looks to use priceline, when regular people are trying to save money, they block the price, which is why it's on the 52-week high list once again priceline has the new easy travel mode. i wouldn't know any of this if ico wrote it for new jersey. we hear about these people within they ask people how they found their place. unless are you in the hospitality business, i don't know if you can und
right now, microsoft the company is totally uncool. microsoft the products are either cool or ret kro cool t. problem is, microsoft doesn't seem to know it. hey, sacha, in the black tee-shirt, that's cool. i love that look. the next time i see you, i will wear a plaque tee-shirt with a it's an absolutely good company. i think people are starting to like their products. shh, some are good. let me set the stage for another one, many people are rich. shocker. that's what working on wall street is...
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Oct 2, 2015
10/15
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BLOOMBERG
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microsoft and google on patent lawsuits, but why? we will tell you, next. ♪ emily: a three-year old fight continues to escalate. a lawsuit in london today seeking $160 million from hp. the autonomy founder, michael lynch, says he suffered a significant amount of damage to his reputation and unable to pursue business opportunities, lynch said. they agreed to a $10 billion merger in 2011, but hp wrote it down and accused of ptolemy -- autonomy of accounting fraud. hp sued him for more than $5 billion. microsoft and google have agreed to a monumental truth over patents -- they have been clashing over royalties related to patents. in a joint statement, microsoft and google say they anticipate working together in other areas in the future to benefit our customers. joining me now is patent reporter susan decker and david long. susan, you have been reporting on this today. this deal is significant for what it does cover and what does it not cover. lay it out for us -- what is included in here and what is not? reporter: first, they are dro
microsoft and google on patent lawsuits, but why? we will tell you, next. ♪ emily: a three-year old fight continues to escalate. a lawsuit in london today seeking $160 million from hp. the autonomy founder, michael lynch, says he suffered a significant amount of damage to his reputation and unable to pursue business opportunities, lynch said. they agreed to a $10 billion merger in 2011, but hp wrote it down and accused of ptolemy -- autonomy of accounting fraud. hp sued him for more than $5...