Ge Long Hui A P P·2025-10-29 22:50Core Insights - Microsoft reported a 12% year-over-year increase in net profit for the first fiscal quarter ending September, reaching $27.7 billion, with adjusted earnings per share of $4.13, surpassing market expectations of $3.67 [1] - Revenue for the quarter grew 18% year-over-year to $77.67 billion, exceeding market expectations of $75.33 billion [1] - The Intelligent Cloud segment, which includes Azure, generated $30.9 billion in revenue, a 28% increase year-over-year, also above the expected $30.25 billion [1] - The Productivity and Business Processes segment reported revenue of $33 billion, exceeding the forecast of $32.33 billion [1] - Microsoft CEO Satya Nadella emphasized the company's commitment to increasing investments in artificial intelligence, both in terms of funding and talent, to seize future opportunities [1] Revenue Performance - Total revenue for the quarter was $77.67 billion, reflecting an 18% increase compared to the previous year [1] - The Intelligent Cloud segment revenue was $30.9 billion, up 28% year-over-year [1] - The Productivity and Business Processes segment revenue reached $33 billion, showing strong performance [1] Market Reaction - Following the earnings report, Microsoft's stock price initially dropped by 3% in after-hours trading [1] Strategic Focus - Microsoft plans to continue investing heavily in artificial intelligence to leverage future growth opportunities [1]