Market Overview

Chowdhry's Channel Checks Are In: Microsoft Holiday Sales A 'Non-Event,' Apple Stood Out

Share:
Chowdhry's Channel Checks Are In: Microsoft Holiday Sales A 'Non-Event,' Apple Stood Out
Related MSFT
Stifel Says Use Any Microsoft Weakness As A Buying Opportunity
Kevin Kelly's Bullish Microsoft Trade
Which Top Tech Stock Pays Big Dividends And Is In Buy Range? (Investor's Business Daily)
Related AAPL
Benzinga's Option Alert Recap From September 20
Internet Stock Catalysts: What's Ahead, Who Will Benefit And Who's At Risk
Stocks Close Narrowly Mixed After Fed News; Nasdaq Lags (Investor's Business Daily)
  • In a recent report, Global Equities Research’s Trip Chowdhry took a look into Microsoft Corporation (NASDAQ: MSFT)’s sales.
  • Based on the stores the firm monitored, below are some observations.

How were Microsoft’s sales? How did PCs, Xbox, the Band and other products fare? These are the questions that Chowdhry sought to respond.

According to the report, only “a handful of people” bought Xboxes and laptops. Moreover, the analysts did not see people purchasing the Microsoft Band.

What they were unable to monitor were Office 365 subscription sales, for which Microsoft offered a $50 discount.

The Eternal Rivalry

Chowdhry pointed out some significant differences between Apple Inc. (NASDAQ: AAPL)’s approach and Microsoft’s strategy for this holiday season. The former had “a platform based approach to holiday sales, which had been extremely well targeted to the customer interests."

  • Gamers
  • Photography
  • Music
  • Fitness
  • Learning
  • Travel

“The Apple expert sales people, both at the traditional retailers as well as at Apple Store, highlighted the Apps that fit the users interest,” he added.

"For instance, if a customer defined himself/herself as a gamer, the salesperson would make emphasis on the game apps on iPad, iPhone and Apple TV; if someone was into fitness instead, the salesperson would highlight the fitness apps on Apple Watch, and Apple TV."

Ultimately, it was the apps that differentiated Apple’s platform from the rest. On the other hand, Microsoft was “almost a non-event at the stores we monitored,” the report concluded.

Disclosure: Javier Hasse holds no positions in any of the securities mentioned above.

Latest Ratings for MSFT

DateFirmActionFromTo
Sep 2017Moffett NathansonInitiates Coverage OnNeutral
Jul 2017CitigroupMaintainsSell
Jul 2017Deutsche BankMaintainsBuy

View More Analyst Ratings for MSFT
View the Latest Analyst Ratings

Posted-In: Global Equities Research Trip ChowdhryAnalyst Color Long Ideas Analyst Ratings Movers Tech Trading Ideas Best of Benzinga

 

Related Articles (AAPL + MSFT)

View Comments and Join the Discussion!
Loading...
Loading...