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As Microsoft readies Q2 earnings report, non-financial questions swirl

Juan Carlos Perez | Jan. 24, 2014
Microsoft will detail Thursday its second quarter financial performance, but it's not clear whether the company will take the opportunity to also clear up some of the uncertainty over key products and corporate changes.

The analysts expect Microsoft to report Surface sales of 1.4 million units, up from an estimated 900,000 last quarter, driven by the Surface 2 rollout, although they point out that still puts the Microsoft product at below 5 percent of the overall tablet market. But despite sales of about 3 million Xbox One units, Morgan Stanley sees margin pressure in the devices market segment overall, affecting Microsoft negatively.

"Looking ahead, waning expectations around potential impacts of a new CEO, execution risk around Nokia and near-term model disruptions stemming from business model changes leave us on the sidelines," the analysts wrote.


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