微软：按恒定汇率来看，第四财季Azure料将增长34%-35%。第四财季云利润率料将达到67%左右。第四财季智能云销售料将为287.5亿-290.5亿美元。第四财季更多个人电脑销售料为123.5亿-128.5亿美元。第四财季生产力销售料为320.5亿-323.5亿美元。第四财季汇率因素料将对营收增长贡献1个百分点。

Group 1: Cloud Services - The company expects Azure to grow by 34%-35% in the fourth fiscal quarter when adjusted for constant currency [1] - The cloud profit margin for the fourth fiscal quarter is projected to be around 67% [1] - Intelligent Cloud sales are anticipated to be between $28.75 billion and $29.05 billion in the fourth fiscal quarter [1] Group 2: Personal Computer and Productivity Sales - Personal computer sales for the fourth fiscal quarter are estimated to be between $12.35 billion and $12.85 billion [2] - Productivity sales are projected to be between $32.05 billion and $32.30 billion for the fourth fiscal quarter [2] Group 3: Currency Impact - Currency factors are expected to contribute 1 percentage point to revenue growth [3]