社区
首页
集团介绍
社区
资讯
行情
学堂
TigerGPT
登录
注册
RayDalio62
IP属地:江苏
+关注
帖子 · 1
帖子 · 1
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
RayDalio62
RayDalio62
·
2020-10-28
厉害了
微软Q1业绩超预期,Azure公共云营收大增48%
10月28日讯,周二美股盘后微软公布2021财年第一财季财务报告,受Azure公共云高增速推动,微软营收、利润均超市场预期。具体来看:微软第一财季营收372亿美元,去年同期330.55亿美元,市场预期
微软Q1业绩超预期,Azure公共云营收大增48%
看
2,480
回复
1
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3437072477804693","uuid":"3437072477804693","gmtCreate":1481086183512,"gmtModify":1602899516120,"name":"RayDalio62","pinyin":"raydalio62","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/fb0ec2385a4d20d188af6bfabaad96e3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":31,"tweetSize":1,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":308985239,"gmtCreate":1603840430021,"gmtModify":1703830894771,"author":{"id":"3437072477804693","authorId":"3437072477804693","name":"RayDalio62","avatar":"https://static.tigerbbs.com/fb0ec2385a4d20d188af6bfabaad96e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437072477804693","authorIdStr":"3437072477804693"},"themes":[],"htmlText":"厉害了","listText":"厉害了","text":"厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308985239","repostId":"1180232169","repostType":4,"repost":{"id":"1180232169","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1603838819,"share":"https://www.laohu8.com/m/news/1180232169?lang=&edition=full","pubTime":"2020-10-28 06:46","market":"us","language":"zh","title":"微软Q1业绩超预期,Azure公共云营收大增48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180232169","media":"老虎资讯综合","summary":"10月28日讯,周二美股盘后微软公布2021财年第一财季财务报告,受Azure公共云高增速推动,微软营收、利润均超市场预期。具体来看:微软第一财季营收372亿美元,去年同期330.55亿美元,市场预期","content":"<p>10月28日讯,周二美股盘后<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布2021财年第一财季财务报告,受Azure公共云高增速推动,微软营收、利润均超市场预期。具体来看:</p><ul><li>微软第一财季营收372亿美元,去年同期330.55亿美元,市场预期357.20亿美元;</li><li>调整后每股收益1.82美元,去年同期1.38美元,同比增长32%,市场预期1.55美元;</li><li>净利润139亿美元,去年同期106.78亿美元,同比增长30%,市场预期119.16亿美元。</li></ul><p>微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云,营收同比增长48%,高于上一季度47%的增幅,分析师此前预期增长约44%。</p><p>分业务看:</p><ul><li>第一财季智能云业务营收同比增长20%至129.9亿美元,分析师预期127.3亿美元,该部门包括Azure、企业服务、GitHub和服务器产品;</li><li>生产力与业务流程部门营收同比增长11%,至123.2亿美元,分析师预期117.8亿美元,该部门包括Dynamics、LinkedIn和Office;</li><li>个人计算部门营收增长6%至118亿美元,分析师预期112.7亿美元,该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。</li></ul><p>包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的<b>商业云合计收入达 152 亿美元,占总收入的 41%,而上一季度约为 38%。商业云毛利率为 71%,首次超过 70% 大关。</b>主要原因是, 受益于会计变更,将服务器设备的使用寿命从三年延长到四年。排除此影响,商业云的毛利率还是略有上升。</p><p>此外,<b>微软给出了下一季度业绩指导。微软预计,第二财季度收入为395亿至404亿美元,同比增长约8%,低于Refinitiv一致估计的404.3亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/5b6090cc51f73ca8180548d8052e6352\" tg-width=\"1910\" tg-height=\"882\">受先前指出的会计估计变更的推动,公司的毛利率同比增长2个百分点至70%。排除这种影响,公司的毛利率百分比略有下降。</p><p>本季度,微软宣布以75亿美元收购Zenimax Media,而微软未能达成涉及视频共享应用程序TikTok的交易。</p><p>今年1月,微软宣布了一个目标,即到2030年消除比其排放更多的碳。在第一季度,微软提供了最新消息,称已将内部碳税扩大到其运营的所有部分,并更新了供应商的行为准则,以便供应商必须具体说明其排放。</p><p><b>财报公布后,微软盘后股价由涨转跌,现跌超1%。</b>今年以来,微软涨幅超30%,标普500指数年内仅上涨约5%。</p><p><img src=\"https://static.tigerbbs.com/8c427d006af470401ed74922b1a4745f\" tg-width=\"873\" tg-height=\"519\"></p>","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>微软Q1业绩超预期,Azure公共云营收大增48%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软Q1业绩超预期,Azure公共云营收大增48%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-10-28 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月28日讯,周二美股盘后<a href=\"https://laohu8.com/S/MSFT\">微软</a>公布2021财年第一财季财务报告,受Azure公共云高增速推动,微软营收、利润均超市场预期。具体来看:</p><ul><li>微软第一财季营收372亿美元,去年同期330.55亿美元,市场预期357.20亿美元;</li><li>调整后每股收益1.82美元,去年同期1.38美元,同比增长32%,市场预期1.55美元;</li><li>净利润139亿美元,去年同期106.78亿美元,同比增长30%,市场预期119.16亿美元。</li></ul><p>微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云,营收同比增长48%,高于上一季度47%的增幅,分析师此前预期增长约44%。</p><p>分业务看:</p><ul><li>第一财季智能云业务营收同比增长20%至129.9亿美元,分析师预期127.3亿美元,该部门包括Azure、企业服务、GitHub和服务器产品;</li><li>生产力与业务流程部门营收同比增长11%,至123.2亿美元,分析师预期117.8亿美元,该部门包括Dynamics、LinkedIn和Office;</li><li>个人计算部门营收增长6%至118亿美元,分析师预期112.7亿美元,该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。</li></ul><p>包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的<b>商业云合计收入达 152 亿美元,占总收入的 41%,而上一季度约为 38%。商业云毛利率为 71%,首次超过 70% 大关。</b>主要原因是, 受益于会计变更,将服务器设备的使用寿命从三年延长到四年。排除此影响,商业云的毛利率还是略有上升。</p><p>此外,<b>微软给出了下一季度业绩指导。微软预计,第二财季度收入为395亿至404亿美元,同比增长约8%,低于Refinitiv一致估计的404.3亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/5b6090cc51f73ca8180548d8052e6352\" tg-width=\"1910\" tg-height=\"882\">受先前指出的会计估计变更的推动,公司的毛利率同比增长2个百分点至70%。排除这种影响,公司的毛利率百分比略有下降。</p><p>本季度,微软宣布以75亿美元收购Zenimax Media,而微软未能达成涉及视频共享应用程序TikTok的交易。</p><p>今年1月,微软宣布了一个目标,即到2030年消除比其排放更多的碳。在第一季度,微软提供了最新消息,称已将内部碳税扩大到其运营的所有部分,并更新了供应商的行为准则,以便供应商必须具体说明其排放。</p><p><b>财报公布后,微软盘后股价由涨转跌,现跌超1%。</b>今年以来,微软涨幅超30%,标普500指数年内仅上涨约5%。</p><p><img src=\"https://static.tigerbbs.com/8c427d006af470401ed74922b1a4745f\" tg-width=\"873\" tg-height=\"519\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180232169","content_text":"10月28日讯,周二美股盘后微软公布2021财年第一财季财务报告,受Azure公共云高增速推动,微软营收、利润均超市场预期。具体来看:微软第一财季营收372亿美元,去年同期330.55亿美元,市场预期357.20亿美元;调整后每股收益1.82美元,去年同期1.38美元,同比增长32%,市场预期1.55美元;净利润139亿美元,去年同期106.78亿美元,同比增长30%,市场预期119.16亿美元。微软增长最快的业务为用于托管应用程序和网站的 Azure 公共云,营收同比增长48%,高于上一季度47%的增幅,分析师此前预期增长约44%。分业务看:第一财季智能云业务营收同比增长20%至129.9亿美元,分析师预期127.3亿美元,该部门包括Azure、企业服务、GitHub和服务器产品;生产力与业务流程部门营收同比增长11%,至123.2亿美元,分析师预期117.8亿美元,该部门包括Dynamics、LinkedIn和Office;个人计算部门营收增长6%至118亿美元,分析师预期112.7亿美元,该部门包括Windows软件、Xbox游戏机、搜索广告和Surface。包括 Azure、Dynamics 365、商用 LinkedIn 和 Office 365 服务在内的商业云合计收入达 152 亿美元,占总收入的 41%,而上一季度约为 38%。商业云毛利率为 71%,首次超过 70% 大关。主要原因是, 受益于会计变更,将服务器设备的使用寿命从三年延长到四年。排除此影响,商业云的毛利率还是略有上升。此外,微软给出了下一季度业绩指导。微软预计,第二财季度收入为395亿至404亿美元,同比增长约8%,低于Refinitiv一致估计的404.3亿美元。受先前指出的会计估计变更的推动,公司的毛利率同比增长2个百分点至70%。排除这种影响,公司的毛利率百分比略有下降。本季度,微软宣布以75亿美元收购Zenimax Media,而微软未能达成涉及视频共享应用程序TikTok的交易。今年1月,微软宣布了一个目标,即到2030年消除比其排放更多的碳。在第一季度,微软提供了最新消息,称已将内部碳税扩大到其运营的所有部分,并更新了供应商的行为准则,以便供应商必须具体说明其排放。财报公布后,微软盘后股价由涨转跌,现跌超1%。今年以来,微软涨幅超30%,标普500指数年内仅上涨约5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}