Microsoft News Update: Q1'08 Financial Announcement

Microsoft 3Q profit falls from Vista-heavy 2007 quarter


Highlight:
Microsoft reported more than $1 billion in deferred revenue tied to delays in the launch of the Windows Vista operating system.

Outlook:
1. Microsoft upped its fiscal Q4 guidance to a profit of $0.45 to $0.48 per share, at or below Wall Street's current view for $0.48 per share.

2. Company forecast $15.5 billion to $15.8 billion in sales. Analysts are expecting revenue of $15.56 billion.

3. Microsoft's first guidance for next fiscal year: profit of $2.13 to $2.19 per share, on sales from $66.9 billion to $68.0 billion. Wall Street is currently looking for a profit of $2.10 per share on $66.52 billion in sales.

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Motorola News Update: Q1'08 Financial Announcement

Motorola 1Q loss widens as phone sales fall


Highlight:

Mobile Device segment:
1. Sales were $3.3 billion, down 39% compared to year-ago quarter.
2. The operating loss was $418 million, compared to an operating loss of $233 million in the year-ago quarter.
3. Company shipped 27.4 million handsets on Q1'08.

Home & Network Mobility segment:
1. Sales were $2.4 billion, up 2% compared to the year-ago quarter.
2. Operating earnings were $153 million, compared to operating earnings of $167 million in the year-ago quarter.

Enterprise Mobility Solution segment:
1. Sales were $1.8 billion, up 5% compared to the year-ago quarter.
2. Operating earnings increased to $250 million, compared to operating earnings of $131 million in the year-ago quarter.

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Xilinx News Update: Q4'08 Financial Announcement

Xilinx reports 10% profit rise

Highlights:



Other:
Revenue almost flat from Q2Q, which fall into high side of company forecast (flat to down 4%).

Outlook:
Q1 '09 sales would range between a 1% sequential decline to a 3% sequential increase, which translates to a range of $471 million to $490 million. Analysts were looking for $488.2 million.

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Previous Quarter Forecast

Apple News Update: Q2'08 Financial Announcement

Apple 2Q profit, sales beat Wall Street, but stock wobbles on guidance below estimates

Highlight:

Revenue:
Sequential Quarter decline 21% from $9.608 billion to $7.51 billion as usual due to Q1 was X'mas/Holiday session.
Y2Y of Q2 rose 42% from $5.264 billion to $7.51 billion

EPS:
Y2Y of Q2 rose 33% from $0.87 (with $0.77 billion Net Profit) to $1.16 (with 1.05 billion Net Profit)

Other:
2.29 million Mac Computers and 10.6 million iPods sold, a 51% & 1% increase over past year for Q2 respectively.
1.7 million iPhones sold and on-track with 10-million unit target.
Gross margin was decline from 35% to 33% a year ago.

Q3 Outlook:
Expects to earn $1 a share on revenue of $7.2 billion vs. Analysts forecast Apple to earn $1.09 a share on $7.23 billion in sales.

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Previous Q1 Result

Global mobile handset - Market Share 2007

Global mobile handset market share across major players:



Global mobile handset shipments in millions of units:

Sony Ericsson News Update: Q1'08 Financial Announcement

Highlight:

Sony Ericsson's first-quarter profit drops 48%

Revenue:
Y2Y of Q1 drop 7.6% from $4.63 billion to $4.30 billion

Net Profit:
Y2Y of Q1 drop 48% from $404 million to $212 million

Other:
Sony Ericsson estimated its market share at around 8% in the quarter, down from 9.7% in the fourth quarter.

Sony Ericsson shipped 22.3 million phones in the quarter, up 2% compared with the year-ago period and in line with consensus forecasts. Still, shipments fell 26% sequentially, a bigger drop than the typical seasonal decline of 10% to 15%.

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