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IEObserve 國際經濟觀察@ieobserve P.1947
IEOBSERVE Telegram 1947
微軟Q2營收年增8%至562億,高於預期的554億。淨利成長20%至201億,EPS $2.69也高於預期的 $2.55。

其中 Azure 的年增率繼續放緩至26%,但高於預期的25%,已經佔Cloud收入超過一半。Windows OEM 仍然扮演拖累的角色年減12%,不過已經比上季減幅28%明顯趨緩。

$MSFT Q3財測營收年增8%至543億,低於預期的549億。PC業務預估127億低於預期的132億。

Intelligent Cloud 預估年增15%至234.5億,預計Azure的成長將繼續放緩。微軟表示未來會繼續逐季增加資本支出擴大雲端與AI服務,但AI的收入只會漸進成長。

更多最新資訊,可以看Twitter帳號 https://ieobserv.com/Twitter



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微軟Q2營收年增8%至562億,高於預期的554億。淨利成長20%至201億,EPS $2.69也高於預期的 $2.55。

其中 Azure 的年增率繼續放緩至26%,但高於預期的25%,已經佔Cloud收入超過一半。Windows OEM 仍然扮演拖累的角色年減12%,不過已經比上季減幅28%明顯趨緩。

$MSFT Q3財測營收年增8%至543億,低於預期的549億。PC業務預估127億低於預期的132億。

Intelligent Cloud 預估年增15%至234.5億,預計Azure的成長將繼續放緩。微軟表示未來會繼續逐季增加資本支出擴大雲端與AI服務,但AI的收入只會漸進成長。

更多最新資訊,可以看Twitter帳號 https://ieobserv.com/Twitter

BY IEObserve 國際經濟觀察




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