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$VRSN's 4Q15-end total deferred revenue totaled $961MM, a $71MM increase from 4Q14-end. Non-GAAP OpEx which excludes $12MM of stock based compensation totaled $103MM vs. $99MM in 3Q15 and down from $104MM in 4Q14. Non-GAAP operating margin for the quarter was 62.4% vs. 59.4% in 4Q14.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.