微软连续六个季度营收超过400亿美元，智能云收入再超预期

华尔街见闻2022-04-27

微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的...

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精彩评论

aqing
2022-04-27
aqing
微软的生意模式很厉害啊！智能云到底是什么业务？求解释
- 179c06e8回复aqing:
  阿里只能赚国内的钱微软赚全世界的钱
- ABEL123回复aqing:
  国内民企这几年一个个都不好过没钱上云，而且阿里系一直被打压.......
- aqing:
  那为什么阿里的云服务不赚钱现在好像还在亏损？
- ABEL123:
  和阿里云一样吧就是给别的公司提供云服务

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365商业收入同比增长17%、Office商业产品和云服务收入同比增长12%、LinkedIn收入同比增长34%、Dynamics产品和云服务收入同比增长22%、365收入同比增长35%。第三财季包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入190.5亿美元，同比增长26%，高于分析师预期189亿美元。其中，Azure和其他云服务收入同比增长46%，服务器产品和云服务收入增长29%。第三财季包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务收入145.2亿美元，同比增长11%，高于分析师预期143.3亿美元。其中，Windows OEM收入同比增长11%，Windows商用产品和云服务收入增长14%，Xbox内容和服务收入增长4%，搜索和新闻广告收入（不包括流量获取成本）增长23%，Surface收入增长13%。微软表示，本季度来自个人电脑制造商的Windows授权销售收入增长了11%。微软曾在1月份预测过高个位数的增长。研究公司Gartner估计，本季度个人电脑出货量下降了6.8%，这是自2020年第一季度以来的最大幅度下降，此前疫情期间一度推动了市场扩张。不包括运行谷歌Chrome OS操作系统的个人电脑，出货量增长了3.9%。此外，微软第三财季以回购股票和派发股息形式向股东回馈124亿美元，与2021财年第三季度相比，同比增加了25%。微软公司董事长兼首席执行官Satya Nadella表示：展望未来，数字技术将是推动世界经济产出的关键投入，在整个技术堆栈中，我们正在扩大我们的机会和市场份额，因为我们帮助客户实现差异化并建立弹性，并以更少的钱做更多的事。微软执行副总裁兼首席财务官Amy Hood表示，客户对我们的云平台的持续承诺和强大的销售执行力推动了28%的商业预订增长，微软云收入为234亿美元，同比增长32%，好于预期。游戏机Xbox硬件销售好于（公司原来的）预期，控制器的供应增加，这推动Xbox的销售；Azure云计算服务增速超过我本人的想象。华尔街见闻稍早前文章也提及，在本报告期，微软宣布了以687亿美元收购视频游戏发行商动视暴雪的计划，这是微软47年历史上最大的交易。微软此前还完成了对Nuance 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就是给别的公司提供云服务","text":"和阿里云一样吧 就是给别的公司提供云服务","html":"和阿里云一样吧 就是给别的公司提供云服务"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":19,"commentSize":1,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1157961031"}