Yonny
2023-10-25
微软，真硬啊
Q3全面碾压预期！微软Azure云意外加速激增29%，盘后一度跳涨逾6%
聚焦美股财报季
美股财报季来袭，随着对美股的担忧，投资者将希望寄托在了大型科技公司身上。
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05:28","market":"us","language":"zh","title":"Q3全面碾压预期！微软Azure云意外加速激增29%，盘后一度跳涨逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2378055197","media":"华尔街见闻","summary":"财报公布后，本周二小幅收涨近0.4%的微软股价在美股盘后跳涨，一度涨近6%，目前盘后涨幅收窄到5%以内。三季度稀释后EPS为2.99美元，同比增长27%，较分析师预期2.65美元高12.8%，二季度同比增近21%。三季度净利润223亿美元，同比增长27%，二季度同比增长20%；三季度营业利润269亿美元，同比增长25%，二季度增18%。服务器产品和云服务收入增长21%，也较二季度的增速17%加快增长。","content":"<html><head></head><body><blockquote><p>得益于AI热潮刺激云需求，三季度<a href=\"https://laohu8.com/S/MSFT\">微软</a>的季度营收一年来首次增超10%，ESP盈利同比增27%、较预期高近13%；Azure云营收未如预期继续放缓，Office相关业务收入增长加快至13%，含Windows、电脑和游戏机的业务收入增3%，未继续负增长。微软CEO称，正通过Copilot让AI惠及所有人和企业，正快速将AI融入所有技术堆栈层和业务流程。</p></blockquote><p style=\"text-align: justify;\">微软新财年开门红，从销售收入到盈利全方位碾压华尔街预期。</p><p style=\"text-align: justify;\">云时代微软的两大核心业务——以Azure为核心的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云和以Office为主的生产力与商业流程业务收入均未如市场所料放缓，反而加速增长，“现金牛”业务微软云Azure的增速接近30%。</p><p style=\"text-align: justify;\">微软在季度财报的公告中明确指出，微软云的强劲表现是新近季度业务的推手。微软首席财务官（CFO）Amy Hood介绍，当季微软云的营收同比增长24%至318亿美元。以318亿美元计算，微软云的销售较分析师预期的311.9亿美元高近2%。</p><p style=\"text-align: justify;\">评论称，微软的销售加快增长体现出，AI热潮下云计算服务的需求高涨。</p><p style=\"text-align: justify;\">财报公布后，本周二小幅收涨近0.4%的微软股价在美股盘后跳涨，一度涨逾6%，目前盘后涨幅收窄到5%以内。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10c359adc3ade9c9a7ba237aa35359a1\" title=\"\" tg-width=\"858\" tg-height=\"829\"/></p><p><strong>季度营收一年来首次增超10% ESP盈利较预期高近13%</strong></p><p style=\"text-align: justify;\">美东时间10月24日周二美股盘后，微软公布，截至自然年2023年9月30日第三季度、即公司2024财年第一财季（下称三季度），营业收入、每股收益（EPS）均比分析师预期增长更快，均较前一季度、即二季度加快增长，营收实现一年来首次两位数增长，EPS今年内保持每个季度两位数大增的势头。</p><ul style=\"\"><li><p>三季度营收为565亿美元，同比增长13%，这是自然年<strong>2022年第三季度以来首次季度增速超过10%</strong>，较分析师预期545.4亿美元高3.6%，二季度同比增速8%。</p></li><li><p>三季度稀释后EPS为2.99美元，同比增长27%，较分析师预期2.65美元高12.8%，二季度同比增近21%。</p></li><li><p>三季度净利润223亿美元，同比增长27%，二季度同比增长20%；三季度营业利润269亿美元，同比增长25%，二季度增18%。</p></li></ul><p><strong>Azure未如预期继续放缓 Office相关业务加快增长 Windows、电脑和游戏机所在业务未继续负增长</strong></p><p>分业务看，微软的云业务收入保持两位数的猛增势头：</p><ul style=\"\"><li><p>包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务三季度营收243亿美元，同比增长19%，高于分析师预期的236.1亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e716c697cd552ee3d242367029671e73\" title=\"\" tg-width=\"590\" tg-height=\"343\"/></p><ul style=\"\"><li><p>其中，<strong>Azure和其他云服务的收入</strong>三季度增长29%，虽然未达到一季度31%的高增速，但并未像二季度那样继续放缓至27%，<strong>高于25%到26%的公司自身增速指引，也高于分析师预期增速26%</strong>。服务器产品和云服务收入增长21%，也较二季度的增速17%加快增长。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c4641d80718c62bba4ffbdbc0fa590\" title=\"\" tg-width=\"640\" tg-height=\"530\"/></p><p style=\"text-align: justify;\">其他两大业务的收入也都高于预期，其中Office所在的业务加快增长，Windows、电脑和游戏机所在的业务收入意外未继续同比下滑，增速由负转正：</p><ul style=\"\"><li><p>包括面向企业和个人消费者的<strong>Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与商业流程”业务收入</strong>185.9亿美元，<strong>同比增长13%</strong>，分析师预期182.9亿美元，二季度增长10%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6956604fa3e83c12de702ba078736d18\" title=\"\" tg-width=\"596\" tg-height=\"250\"/></p><ul style=\"\"><li><p>包括<strong>Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务</strong>收入136.7亿美元，<strong>同比增长3%</strong>，分析师预期128.9亿美元，二季度同比下降4%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f617b65e399c47b6965eae2d2bcc21af\" title=\"\" tg-width=\"593\" tg-height=\"268\"/></p><p><strong>CEO强调Copilot 称正快速将AI融入所有技术堆栈层和业务流程</strong></p><p style=\"text-align: justify;\">作为投资OpenAI并积极应用人工智能（AI）技术的科技巨头，微软的AI应用进展备受关注。</p><p style=\"text-align: justify;\">三季度财报的公告中，微软CEO纳德拉特别提到，所谓办公“智能副驾”Microsoft 365 Copilot，也就是微软将大型语言模型（LLM）功能与业务数据和Microsoft 365应用相结合的AI组件。</p><p style=\"text-align: justify;\">微软将从11月开始正式推出Microsoft 365 Copilot，向每位用户每月收费30美元。纳德拉说：</p><blockquote><p style=\"text-align: justify;\">“<strong>通过Copilot，我们正在让AI时代真正惠及世界各地的人们和企业</strong>。我们<strong>正在快速将AI融入技术堆栈的每一层、每个角色和业务流程</strong>，以此提高客户的生产力。”</p></blockquote><p style=\"text-align: justify;\">今年7月末的二季度业绩电话会上，纳德拉表示，Azure AI服务的收入增长50%左右，在Azure的收入增速中贡献约2个百分点，当季Azure首次贡献了公司一半以上的云收入。</p><p style=\"text-align: justify;\">纳德拉说，公司看到了AI需求非常强劲的信号，预计AI对微软的提振将在2024财年下半年逐渐显现。微软CFO Amy Hood当时预计，AI相关业务的毛利率增长将比云转型时期更快。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Q3全面碾压预期！微软Azure云意外加速激增29%，盘后一度跳涨逾6%</title>\n<style 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href=\"https://finance.sina.com.cn/world/2023-10-25/doc-imzshefw2591971.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"BK4504":"桥水持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","MSFT":"微软","BK4548":"巴美列捷福持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4528":"SaaS概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H 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SGD-H"},"source_url":"https://finance.sina.com.cn/world/2023-10-25/doc-imzshefw2591971.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378055197","content_text":"得益于AI热潮刺激云需求，三季度微软的季度营收一年来首次增超10%，ESP盈利同比增27%、较预期高近13%；Azure云营收未如预期继续放缓，Office相关业务收入增长加快至13%，含Windows、电脑和游戏机的业务收入增3%，未继续负增长。微软CEO称，正通过Copilot让AI惠及所有人和企业，正快速将AI融入所有技术堆栈层和业务流程。微软新财年开门红，从销售收入到盈利全方位碾压华尔街预期。云时代微软的两大核心业务——以Azure为核心的智能云和以Office为主的生产力与商业流程业务收入均未如市场所料放缓，反而加速增长，“现金牛”业务微软云Azure的增速接近30%。微软在季度财报的公告中明确指出，微软云的强劲表现是新近季度业务的推手。微软首席财务官（CFO）Amy Hood介绍，当季微软云的营收同比增长24%至318亿美元。以318亿美元计算，微软云的销售较分析师预期的311.9亿美元高近2%。评论称，微软的销售加快增长体现出，AI热潮下云计算服务的需求高涨。财报公布后，本周二小幅收涨近0.4%的微软股价在美股盘后跳涨，一度涨逾6%，目前盘后涨幅收窄到5%以内。季度营收一年来首次增超10% ESP盈利较预期高近13%美东时间10月24日周二美股盘后，微软公布，截至自然年2023年9月30日第三季度、即公司2024财年第一财季（下称三季度），营业收入、每股收益（EPS）均比分析师预期增长更快，均较前一季度、即二季度加快增长，营收实现一年来首次两位数增长，EPS今年内保持每个季度两位数大增的势头。三季度营收为565亿美元，同比增长13%，这是自然年2022年第三季度以来首次季度增速超过10%，较分析师预期545.4亿美元高3.6%，二季度同比增速8%。三季度稀释后EPS为2.99美元，同比增长27%，较分析师预期2.65美元高12.8%，二季度同比增近21%。三季度净利润223亿美元，同比增长27%，二季度同比增长20%；三季度营业利润269亿美元，同比增长25%，二季度增18%。Azure未如预期继续放缓 Office相关业务加快增长 Windows、电脑和游戏机所在业务未继续负增长分业务看，微软的云业务收入保持两位数的猛增势头：包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务三季度营收243亿美元，同比增长19%，高于分析师预期的236.1亿美元。其中，Azure和其他云服务的收入三季度增长29%，虽然未达到一季度31%的高增速，但并未像二季度那样继续放缓至27%，高于25%到26%的公司自身增速指引，也高于分析师预期增速26%。服务器产品和云服务收入增长21%，也较二季度的增速17%加快增长。其他两大业务的收入也都高于预期，其中Office所在的业务加快增长，Windows、电脑和游戏机所在的业务收入意外未继续同比下滑，增速由负转正：包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与商业流程”业务收入185.9亿美元，同比增长13%，分析师预期182.9亿美元，二季度增长10%。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136.7亿美元，同比增长3%，分析师预期128.9亿美元，二季度同比下降4%。CEO强调Copilot 称正快速将AI融入所有技术堆栈层和业务流程作为投资OpenAI并积极应用人工智能（AI）技术的科技巨头，微软的AI应用进展备受关注。三季度财报的公告中，微软CEO纳德拉特别提到，所谓办公“智能副驾”Microsoft 365 Copilot，也就是微软将大型语言模型（LLM）功能与业务数据和Microsoft 365应用相结合的AI组件。微软将从11月开始正式推出Microsoft 365 Copilot，向每位用户每月收费30美元。纳德拉说：“通过Copilot，我们正在让AI时代真正惠及世界各地的人们和企业。我们正在快速将AI融入技术堆栈的每一层、每个角色和业务流程，以此提高客户的生产力。”今年7月末的二季度业绩电话会上，纳德拉表示，Azure AI服务的收入增长50%左右，在Azure的收入增速中贡献约2个百分点，当季Azure首次贡献了公司一半以上的云收入。纳德拉说，公司看到了AI需求非常强劲的信号，预计AI对微软的提振将在2024财年下半年逐渐显现。微软CFO Amy Hood当时预计，AI相关业务的毛利率增长将比云转型时期更快。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1140,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/234191326208256"}
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