微软凭借强劲云业务打破盈利预期！连续四季度营收超400亿美元_老虎社区_美港股上老虎

微软凭借强劲云业务打破盈利预期！连续四季度营收超400亿美元

华尔街见闻2021-10-27

摘要：微软2022年第一财季调整后每股收益2.27美元；营收453.2亿美元，同比增长22%；净利润205亿美元，同比增长48%。财报公布后，微软股价盘后接近持平。该公司股价今年迄今上涨39%，同期标普500指数上涨约22%。自上季度营收创新高后，微软在美东时间 10 月 26 日周二收盘后，公布了其 2022 财年第一季度的收益，凭借强劲的云业务打破盈利预期，轻松超过了分析师对收入和利润的...

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aqing
·2021-10-27
微软是对B端业务最牛逼的网络巨头
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aqing
·2021-10-27
净利润率接近50%，微软真心厉害👍
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1
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云里梦里飞
·2021-10-27
大哥还是大哥
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3
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- 云里梦里飞:
  业绩太亮眼了
  2021-10-29
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- AliciaLing:
  长持
  2021-10-29
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- Feilaoka:
  太稳了
  2021-10-27
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CalvinChong
·2021-10-27
赞
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2
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DominicOu
·2021-10-27
赞
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1
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Tome
·2021-10-27
赞👍
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1
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BP小林
·2021-10-27
[财迷] [财迷] [财迷] [财迷]
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2
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- TEO3303:
  [微笑]
  2021-10-27
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mjng
·2021-10-27
Great
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Revenue exceeded 40 billion US dollars for the fourth consecutive quarter","themeId":"ba3635282aa74d6889bc65f2852f93a3","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3b7f9183f1684c2c76bf1b05811caf6b","symbols_score_info":{"MSFT":0.9},"content_text":"摘要：微软2022年第一财季调整后每股收益2.27美元；营收453.2亿美元，同比增长22%；净利润205亿美元，同比增长48%。财报公布后，微软股价盘后接近持平。该公司股价今年迄今上涨39%，同期标普500指数上涨约22%。\n\n自上季度营收创新高后，微软在美东时间 10 月 26 日周二收盘后，公布了其 2022 财年第一季度的收益，凭借强劲的云业务打破盈利预期，轻松超过了分析师对收入和利润的预期，连续四个季度营收超400亿美元。\n2022 Q1 微软实现收入 453 亿美元，市场预期为 439.3 亿美元，同比增长 22%；每股收益为 2.71 美元，市场预期为 2.07 美元；本季度实现净利润 205 亿美元，增长 48%。\n分业务具体来看：\n\n包括Azure公共云、企业服务、GitHub等在内的智能云业务实现营收 169.8 亿美元，预期 165.8 美元，同比增长31%。\n包含Dynamics、LinkedIn 和 Office 在内的生产力和业务流程部门贡献了 150.4 亿美元，预期 147 亿美元，同比增长22%。\n\n\n包含Windows、设备、游戏和搜索广告的更多个人计算业务营收为 133.1 美元，预期 126.8 亿美元，同比增长12%。\n\n云业务增长迅猛，推动微软市值持续超过 2 万亿美元\n微软的智能云部门表现强劲，包括 Azure 公共云、企业服务、GitHub、SQL Server、System Center、Visual Studio 和 Windows Server，实现了 169.6 亿美元的收入，同比增长 31%，超过了 StreetAccount 调查的分析师普遍估计的 165.1 亿美元。\n据 CNBC 此前对 12 位分析师的调查显示，微软 Azure 公共云收入增长预计为 47%，而 StreetAccount 调查的分析师预计 Azure 增长为 48%。该公司表示，预计固定汇率较上季度稳定增长，客户越来越多地签订长期合同。微软没有以美元披露 Azure 收入。\n回顾微软近三年的季度数据可以发现，智能云一直是微软增速最快的部门，本季度31%的增速再创近三年新高。同时，快速的扩张，使得智能云本季度再度稳坐微软最大部门的交椅，连续三个季度成为微软内部三大主要业务部门中最大的一个。\nAzure业务是微软内部最被寄予厚望的业务，也是市场最为关注的业务。此前，凯雷(Canalys)发布报告显示，今年一季度全球云计算市场规模同比增长35%达420亿美元，其中微软Azure市场占有率为19%仅次于亚马逊(AWS)的32%，谷歌排名第三，市场占有率为7%。报告还称，微软计划每年在全球建造50-100个新的数据中心。\nCanalys研究分析师 Blake Murray表示，尽管2020年出现了大规模的云基础设施支出，但大多数企业尚未过渡到云。随着 2021年客户信心增强，企业向云端的迁移将会继续，去年被推迟的大型项目将重新出现，包括5G在内的边缘计算的投资将是一个关键领域，特别是对超低延迟应用程序的开发，如自动驾驶。\nWindows 11 助推其他业务，芯片短缺或将影响销量\n稍早前，华尔街见闻文章曾介绍过，微软新操作系统Windows 11于10月正式上市，这是6年来首次推出新的Windows系统，也是微软历史上两次发布间隔时间最长的一次。Windows 11的发布可能会进一步确保该系列的未来，这也会使微软的其他业务受益，如Azure和Office。\n在本季度，微软推出了新的 Surface PC，同时还表示正在收购安全初创公司 CloudKnox 和 RiskIQ，并宣布计划增加商业 Office 365 订阅的成本。该公司还聘请了亚马逊云执行官 Charlie Bell 从事网络安全工作，并承诺在安全研发上投入更多资金。\n据相关媒体分析，全球芯片短缺预计至少会持续到 2022 年，这将限制微软的个人电脑销量。\n据研究公司 Gartner 称，虽然对台式电脑的商业需求强劲，但芯片危机正在限制笔记本电脑的可用性。根据 Gartner 研究总监 Mikako Kitagawa 的说法，新冠疫苗的可用性导致消费者在 PC 之外的其他商品上花钱。换句话说，随着人们重新回到这个世界，他们对在电脑之外的事情上花费更感兴趣。\n\n 根据 Gartner, Inc. 的初步结果，2021 年第三季度全球 PC 出货量总计 8410 万台，比 2020 年第三季度增长 1%。随着新冠疫苗变得越来越广泛，消费者和教育支出开始从个人电脑转向其他优先事项，减缓了市场势头。\n\n此外，微软的游戏部门也受到芯片短缺的困扰。对该公司的 Xbox Series X 和 Series S 游戏机的需求已大大超过供应，让消费者在二级市场上寻找系统，他们的要价分别高于 499 美元和 299 美元。\n微软高管将在今日下午美东时间 5:30 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