Core Viewpoint - Microsoft reported strong financial results for Q4 and the full fiscal year 2025, driven by significant growth in its cloud business and overall revenue increases across various segments [1][2][4]. Financial Performance - Q4 total revenue reached $76.441 billion, an 18% increase from $64.727 billion year-over-year, with a 17% increase when adjusted for constant currency [1][4]. - Net profit for Q4 was $27.233 billion, up 24% from $22.036 billion year-over-year, with a 22% increase on a constant currency basis [1][5]. - For the full fiscal year 2025, total revenue was $281.724 billion, a 15% increase from $245.122 billion in fiscal year 2024 [1]. - Full-year net profit was $101.832 billion, a 16% increase from $88.136 billion in the previous year [1]. Segment Performance - Productivity and Business Processes segment revenue was $33.112 billion, a 16% increase from $28.627 billion year-over-year [4]. - Intelligent Cloud segment revenue was $29.878 billion, a 26% increase from $23.785 billion year-over-year, with Azure and other cloud services revenue growing by 39% [4][6]. - More Personal Computing segment revenue was $13.451 billion, a 9% increase from $12.315 billion year-over-year [4]. Shareholder Returns - Microsoft returned $9.4 billion to shareholders through dividends and stock buybacks in Q4 [5]. Stock Performance - Following the earnings report, Microsoft's stock price surged over 7% in after-hours trading, reaching $551.50 [3].

*美国二季度GDP增长3%。 周三美股涨跌互现， 美国二季度GDP好于预期，投资者关注美联储决议和大型科技股财报。截至收 盘，道指下跌0.38%，至44461.28点，纳指上涨0.15%，收于21129.67点，而标普500指数下跌0.12%，收 于6362.90点。 Meta，微软盘后公布利好业绩。美联储公布利率决议，维持联邦基金利率不变，符合市场预期。美联 储主席鲍威尔表示，9月是否降息尚未作出决定。 *三大股指分化，纳指涨0.15%； *美联储主席鲍威尔称，尚未决定9月会议结果； Meta表示，第三季度的总收入预计为475亿至505亿美元，而分析师的平均估计为461.7亿美元。2025年 全年支出将在660亿美元至720亿美元之间。 Meta预计，2026年总支出和资本支出都将大幅增加，主要原因是基础设施成本上升和支持人工智能计 划的持续投资。 Meta CEO扎克伯格表示，Meta能够依赖其稳定的广告业务，为扩大AI市场份额提供充足资金支持。受 利好财报提振，公司股价盘后一度涨超11%。 微软二季度营收764.4亿美元，同比增长18%，市场预期738.9亿美元。每股收益（EPS）3.65美元，同比 增 ...

Core Insights - Microsoft reported fourth-quarter revenue of $76.44 billion, representing an 18% year-over-year growth [1] - The intelligent cloud segment generated revenue of $29.88 billion [1] - Net profit for the fourth quarter reached $27.2 billion, a 24% increase year-over-year, with earnings per share of $3.65 compared to $2.95 in the same period last year [1]

智通财经7月31日电，微软首席财务官称，第一财季资本支出预计超过300亿美元。 ...

预计第一财季Azure增速为37%，那将高于预期。 微软CFO：预计第一财季资本开支将超过300亿美元。 ...

Core Insights - Microsoft has reported that the total number of monthly active users for its Copilot series applications has exceeded 100 million, covering both business and consumer sectors [1] Company Summary - The Copilot series applications have achieved significant user adoption, indicating strong market demand and potential for further growth in both commercial and consumer markets [1]

Core Insights - Microsoft's cloud business growth exceeded expectations, with significant investments in AI infrastructure reaching a historical high [1] Group 1: Financial Performance - Azure cloud computing sales increased by 39% in the fourth fiscal quarter [1] - For the year ending June 30, cloud computing sales grew by 34%, surpassing $75 billion, marking the first disclosure of Azure's revenue data [1] - Following the earnings report, Microsoft's stock surged approximately 7% in after-hours trading [1] Group 2: Strategic Initiatives - Microsoft has integrated AI tools into its products, including those powered by OpenAI, focusing on conversational chatbots and enhanced automation technologies [1] - The company anticipates that these AI advancements will drive sales growth in its productivity software and cloud services [1]

微软美股盘后涨幅扩大至将近7.86%，报553.57美元。 若7月31日美股开盘保持这样的状态，将和英伟达共同跻身4万亿美元市值"俱乐部"。 ...

Core Insights - Microsoft (MSFT.O) reported a strong finish to the fiscal year, with cloud revenue reaching $46.7 billion, representing a growth of 27% [1] Group 1: Financial Performance - The fiscal year ended on a strong note for Microsoft, highlighting robust financial results [1] - Cloud revenue for Microsoft was $46.7 billion, showcasing significant growth [1] - The growth rate of 27% indicates a strong demand for Microsoft's cloud services [1]

Core Viewpoint - Amazon's stock rose by 3.3% in after-hours trading following the earnings reports released by Microsoft and Meta [1] Group 1 - Amazon's stock performance indicates positive market sentiment influenced by the earnings results of major tech companies [1]