IEOBSERVE Telegram 2095
微軟Q2 資本支出190億,年增77.5%。大部分幾乎都用在雲端和AI。Q2營收年增15%至647億,營業利潤也同樣年增15%至280億,營業利潤率持平在43%。EPS $2.95 基本上都略優於預期。

$MSFT 預計Q3營收在643億,換算年增約在14%,低於預期的654億。預估Q3營業利潤在290億年增再降速到+7.8%。

Azure增速從上季的31%降至29%,8個百分點來自AI服務,目前客戶AI需求仍然高於公司的capacity,增速下滑的原因主要來自於歐洲區的非AI業務疲軟

Microsoft 365 Copilot客戶數量季增60%,超過萬個seats的大企業客戶數量翻倍。

AI 軍備競賽離結束還遠,誰退誰是烏龜
https://ieobserv.com/MSFT_24Q2



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微軟Q2 資本支出190億,年增77.5%。大部分幾乎都用在雲端和AI。Q2營收年增15%至647億,營業利潤也同樣年增15%至280億,營業利潤率持平在43%。EPS $2.95 基本上都略優於預期。

$MSFT 預計Q3營收在643億,換算年增約在14%,低於預期的654億。預估Q3營業利潤在290億年增再降速到+7.8%。

Azure增速從上季的31%降至29%,8個百分點來自AI服務,目前客戶AI需求仍然高於公司的capacity,增速下滑的原因主要來自於歐洲區的非AI業務疲軟

Microsoft 365 Copilot客戶數量季增60%,超過萬個seats的大企業客戶數量翻倍。

AI 軍備競賽離結束還遠,誰退誰是烏龜
https://ieobserv.com/MSFT_24Q2

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On Tuesday, some local media outlets included Sing Tao Daily cited sources as saying the Hong Kong government was considering restricting access to Telegram. Privacy Commissioner for Personal Data Ada Chung told to the Legislative Council on Monday that government officials, police and lawmakers remain the targets of “doxxing” despite a privacy law amendment last year that criminalised the malicious disclosure of personal information. Your posting frequency depends on the topic of your channel. If you have a news channel, it’s OK to publish new content every day (or even every hour). For other industries, stick with 2-3 large posts a week. For crypto enthusiasts, there was the “gm” app, a self-described “meme app” which only allowed users to greet each other with “gm,” or “good morning,” a common acronym thrown around on Crypto Twitter and Discord. But the gm app was shut down back in September after a hacker reportedly gained access to user data. With the administration mulling over limiting access to doxxing groups, a prominent Telegram doxxing group apparently went on a "revenge spree." Telegram Channels requirements & features
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