Microsoft: Missing the Bigger Picture


Microsoft (MSFT) continues to churn out impressive results in spite of fear the Windows division cash cow era will come to an end.  The intense focus on Windows misses the traction taking hold in other business segments helping to fuel strong overall results. Revenue increased primarily due to strong sales of Server and Tools products, the Xbox 360 entertainment platform, and the 2010 Microsoft Office system.

Microsoft announced record fourth-quarter revenue of $20.89 billion for the quarter ended December 31, 2011, a 5% increase from the same period of the prior year. Operating income, net income and diluted earnings per share for the quarter were $7.99 billion, $6.62 billion and a record $0.78 per share.

We’ll take a look at the numbers then share our valuation analysis.


The TTM revenue and operating income for each segment through 12/31 is shown below.

….Continue reading the full article at SA

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