Microsoft shows Commercial side strength
Microsoft shares rose after it indicated Q2 commercial sales rising, even though it is also lowering its FY14 (ends June '14) opex guidance range to $31.2bn-$31.5bn from a prior $31.3bn-$31.9bn.
Microsoft is proud of its FQ2 enterprise numbers: server product sales rose 12% yr/yr, and Office Commercial and Windows volume licensing sales 10% apiece. It also estimates Hyper-V gained 5 points of virtualization share; Hyper-V has been taking share from VMware's market-leading vSphere platform for some time. Office consumer sales fell 24% Yyr/yr however with Microsoft attributing 2/3 of the drop to a shift to Office 365 Home Premium, which now has over 3.5 million subs (up from 2 million in October).