微软“调表”，只为AI增速“更好看”

华尔街见闻08-23

微软周三表示，将重新调整其报告结构，其中最重要的变化可能是微软打算重新调整其Azure云计算业务中包含的内容。微软表示，这一变化将使投资者能够更清楚地看到Azure业务的实际情况。华尔街见闻周四报道，微软宣布将一些来自搜索和新闻广告的收入纳入Azure，将Office商业产品和云服务、Power BI等原属于Azure云的业务，归属到生产力和业务流程部门。这种调整看似无关紧要，因为它不会影响...

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href=https://wallstreetcn.com/articles/3725384><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软周三表示，将重新调整其报告结构，其中最重要的变化可能是微软打算重新调整其Azure云计算业务中包含的内容。微软表示，这一变化将使投资者能够更清楚地看到Azure业务的实际情况。\n华尔街见闻周四报道，微软宣布将一些来自搜索和新闻广告的收入纳入Azure，将Office商业产品和云服务、Power BI等原属于Azure云的业务，归属到生产力和业务流程部门。\n这种调整看似无关紧要，因为它不会影响...</p>\n\n<a 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BI等原属于Azure云的业务，归属到生产力和业务流程部门。\n这种调整看似无关紧要，因为它不会影响公司整体的收入和盈利数字。然而事实上，Azure的增长速度一直被密切关注，以观察微软在人工智能技术方面的投资是否会带来其云计算服务使用量的增加。\n调表以后，智能云部门的收入预计将在238亿至241亿美元之间，低于之前的展望为286亿至289亿美元。但是，这一调整预计会提升云计算业务增长率。\n微软表示，在新的报告结构下，预计本季度Azure和其他云服务的收入将比去年增长33%，而在先前结构下的增长率为28%至29%。花旗分析师在一份研究报告中写道：\n\n“虽然这些变化本质上是机械性的，总收入/营业收入/每股收益未变，但它们确实表明Azure消费业务的稳定性有所增强。”\n\n更重要的是，人工智能对Azure增长的贡献可能会显得更大。在新的报告结构下，微软在今年第二季度的Azure业务将报告35%的增长，其中11个百分点来自AI服务。相比之下，原先报告的数字是增长30%，其中8个百分点来自AI。\n需要注意的是，这种重组不会改变微软的整体业务，但这种变化可能会让微软的云计算业务增长看起来更好。目前，投资者正在密切关注微软、亚马逊、谷歌等在AI领域的云计算平台是否获得优势。风险提示及免责条款\n\n            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