FY09Q1: wow, I wonder what's going to be on everyone's mind during this quarter's webcast with the analysts?
- "How has the global economic crisis affected Microsoft?"
- "What product groups are the most affected? The least?"
- "How has your forward looking assessment changed for FY09?"
- "What kind of efficiency measures are you putting into place?"
- "According to reliable sources (ahem) the Microsoft hiring freeze through major parts of the corporation is real. How does this hamper Microsoft's ability to hire the best talent and to retain the best talent?"
- "Are you going to buy Yahoo! since it's so much cheaper?" (Please keep Mr. Ballmer away from any recording device during this question.)
etc. etc. Any big questions you're looking to be answered?
Pre-announcement portion: my suggested post-analysis sites for quarterly results:
- Mr. Joe Wilcox,
- Mr. Todd Bishop's new Microsoft hang-out over at TechFlash.com
- Mr. Joe Tartakoff's Microsoft Blog at the Seattle-PI. In fact, Mr. Tartakoff has an early look at earnings: What to watch in Microsoft's earnings report.
Interesting angle Microsoft has come with during the global economic crisis: when money is tight, drop those custom solutions and go with Microsoft to save money and be more cost effective. Nice. Post-analysis postings of note (to me):
Mr. Joe Wilcox:
Mr. Todd Bishop:
- Microsoft braces for economic turmoil, reduces earnings forecast for year
- Microsoft to cut up to $500m in spending
Mr. Joe Tartakoff:
Mr. Brier Dudley:
- Microsoft earnings A few jaw-droppers
- Microsoft earnings Netbooks soar, but may cannibalize traditional PC sales
It will be interesting to see the $500,000,000USD savings in action. There was some probing by the analysts on that but just a broad answer in response.