微软周三盘后公布第二财季财报显示，该公司季度资本支出飙升至历史新高，同时云业务销售增速放缓，引发投资者担忧其在人工智能领域的 大规模投入可能需要比预期更长的时间才能见效，导致公司盘后股价下跌约5%。 微软第二财季营收812.7亿美元，分析师预期803.1亿美元。 智能云营收329.1亿美元，预期323.9亿美元。 微软周三盘后公布第二财季财报显示，该公司季度资本支出飙升至历史新高，同时云业务销售增速放缓，引发投资者担忧其在人工智能领域的大 规模投入可能需要比预期更长的时间才能见效，导致公司盘后股价下跌约5%。 以下是微软财报要点： 主要财务数据： 营收： 第二财季营收为813亿美元，同比增长17%，高于分析师预期803.1亿美元。 营业利润： 营业利润为383亿美元，同比增长21%。 净利润： 按GAAP口径计算，净利润为385亿美元，同比增长60%；按非GAAP口径计算，净利润为309亿美元，同比增长23%；按固定汇率计算，同比增 长21%。 每股收益： 按GAAP口径计算，稀释后每股收益为5.16美元，同比增长60%，高于分析师预期的3.92美元；按非GAAP口径计算，稀释后每股收益为4.14 美元，同比 ...

本文源自：金融界AI电报 微软：按固定汇率计算，第三财季Azure及其他云服务收入增长预期为37%至38%。 ...

Core Insights - Microsoft reported Q2 revenue of $81.27 billion, with a significant contribution from its cloud and productivity segments [1] - The intelligent cloud segment generated $32.91 billion, while the productivity and business processes segment brought in $34.12 billion [1] - Adjusted earnings per share for the second quarter were $4.14, but the stock fell over 7% in after-hours trading [1] Revenue Breakdown - Total revenue for the second fiscal quarter was $81.27 billion [1] - Intelligent cloud revenue accounted for $32.91 billion [1] - Productivity and business processes revenue reached $34.12 billion [1] Earnings Performance - Adjusted earnings per share for the quarter stood at $4.14 [1] - The market reacted negatively, with shares dropping more than 7% after the earnings announcement [1]

Microsoft Corporation (NASDAQ:MSFT) is in the spotlight Wednesday ahead of its second-quarter earnings report today after the market closes. Microsoft Heads Into Earnings With AI Initiatives In Focus The earnings report comes amid its recent announcement of a significant partnership with Richtech Robotics Inc. (NASDAQ:RR) in AI which adds both opportunity and pressure to the narrative. With shares down just over 6% in the past six months, the company must clear the high bar of $80.27 billion in revenue to ...

格隆汇1月29日｜微软(MSFT.US)的股价盘后一度下跌8%，尽管这家科技巨头公布了超出预期的第二财 季业绩。微软公布的调整后每股收益为4.14美元，营收为813亿美元。FactSet调查的分析师此前预计每 股收益为3.91美元，营收为803亿美元。投资者可能是在对该公司在Azure云服务方面的业绩做出反应。 该季度Azure的营收增长了39%。这一数据超过了华尔街预期的37.8%，但较第一财季40%的增速略有下 降。 ...

Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the software giant reported its latest quarterly earnings on Wednesday, it dropped this rather large nugget in: Its net income increased by $7.6 billion from its investment in OpenAI. OpenAI reportedly has a 20% revenue share agreement with Microsoft (though neither company has ever publicly confirmed that). The so ...

Core Viewpoint - Samsung Electronics reported a significant increase in operating profit, which more than tripled to a record high of 20 trillion won ($13.98 billion) in the fourth quarter, driven by the growing demand for artificial intelligence technologies [1] Financial Performance - The operating profit reached 20 trillion won, marking a substantial increase compared to previous quarters [1] - The growth in profit is attributed to the intensified competition in the artificial intelligence sector, which has led to increased investments and demand for related technologies [1]

Core Insights - Microsoft is significantly benefiting from its investment in OpenAI, reporting a net income increase of $7.6 billion attributed to this investment [1] - OpenAI is experiencing unprecedented revenue growth and is reportedly seeking additional funding at a valuation between $750 billion and $830 billion [2] Investment and Financial Performance - Microsoft has invested over $13 billion in OpenAI and has a 20% revenue share agreement with the AI lab [2] - OpenAI has committed to purchasing an additional $250 billion of Azure services, contributing to Microsoft's "commercial remaining performance obligations," which rose to $625 billion from $392 billion in the previous quarter, with 45% of this increase attributed to OpenAI [3] Revenue Growth and Future Prospects - Microsoft reported $81.3 billion in revenue for the quarter, exceeding Wall Street expectations of $80.27 billion, marking a 17% year-over-year increase [7] - Microsoft Cloud revenue reached $50 billion for the first time this quarter, with all business units showing double-digit growth except for Windows devices and Xbox content and services [7] Strategic Investments - Microsoft is investing heavily in AI infrastructure, spending $37.5 billion on capital expenditures in the quarter, primarily for GPUs and CPUs for Azure [5] - The company also announced a $5 billion investment in Anthropic, which is expected to enhance future revenue through commercial bookings that grew by 230% [4]

Meta stock price today: Meta shares surged more than 9% in extended trading on Wednesday after the company delivered a strong fourth-quarter earnings report that beat Wall Street expectations, while also laying out a sharply higher spending plan tied to its AI ambitions.Meta Stock Jumps After Earnings Beat and AI Spending OutlookMeta Platforms (META) reported earnings per share of $8.88 on revenue of $59.9 billion, topping analysts’ expectations of $8.16 in EPS and $58.4 billion in revenue, as per Bloomberg ...

【加密货币】比特币徘徊在8.9万美元附近，以太坊徘徊在3000美元附近。 【金属】黄金日内大涨220美元 创下单日涨幅之最。现货黄金首次突破5400美元/盎司，日内暴涨220美 元。纽约期金现报5393美元/盎司，日内上涨约310美元，均创下单日最大上涨幅度。 【原油】原油升至四个月高点，美国总统特朗普威胁将再次打击伊朗，敦促德黑兰进行磋商以达成核协 议。WTI 3月期货价格上涨1.3%，结算价报每桶63.21美元；布伦特3月期货结算价上涨1.2%，报每桶 68.40美元。 【宏观消息】 美联储如期维持利率不变 沃勒和米兰投下反对票。美联储今日维持利率不变，理由是通胀仍处于较高 水平且经济增长稳健。政策声明几乎未就何时再次降息给出线索。美联储以10票赞成、2票反对的结 果，决定将基准利率维持在3.50%—3.75%区间。声明表示："经济活动持续以稳健步伐扩张。"理事沃 勒以及米兰投下反对票，主张降息25个基点。声明未就下一次降息的时间释放任何信号，仅指出"进一 步调整"的幅度和时点将取决于后续数据和经济前景。与此同时，美联储称通胀"仍然略高"，而就业市 场"已显现出一些企稳迹象"。尽管美联储指出"就业增长仍然 ...