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]

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。 ...

当地时间1月28日，美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。 存储概念股走高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 微软公司第二季度营收812.7亿美元，预估803.1亿美元；第二季度智能云业务营收329.1亿美元，预估 323.9亿美元。微软盘后一度跌超7%。 特斯拉第四季度每股收益0.24美元，上年同期0.66美元；第四季度调整后每股收益0.50美元，上年同期 0.73美元，预估0.45美元；第四季度营收249.0亿美元，同比减少3.1%，预估251.1亿美元；第四季度经 营利润14.1亿美元，同比减少11%，预估13.2亿美元；第四季度自由现金流14.2亿美元，同比减少30%， 预估15.9亿美元；第四季度毛利率20.1％，预估17.1％。特斯拉盘后一度涨超4%。 META第四季度营收598.9亿美元，同比增长24%，预估584.2亿美元；第四季度广告收入581.4亿美元， 同比增长24%，预估567.9亿美元；第四季度每股收益8.88美元，上年同期8.02美元；第四季度经营利润 247.5亿美元，同比增长5.9%。M ...

凤凰网科技讯北京时间1月29日，微软公司(NASDAQ:MSFT)今天发布了截至12月31日的2026财年第二 季度财报。财报显示，按照美国通用会计准则(GAAP)计算，微软第二财季总营收为812.73亿美元，较 上年同期的696.32亿美元增长17%，按固定汇率计算同比增长15%；净利润为384.58亿美元，较上年同 期的241.08亿美元增长60%，按固定汇率计算同比增长57%。(作者/箫雨) 微软 ...

Core Viewpoint - Microsoft's quarterly revenue slightly exceeded expectations, but the significant growth in its cloud computing business disappointed investors seeking higher returns, leading to a more than 7% drop in its stock price in after-hours trading [1] Group 1: Financial Performance - Microsoft's Azure cloud division reported a revenue growth of 39% in the second fiscal quarter, surpassing the market expectation of 38.8% [1] Group 2: Competitive Landscape - Microsoft has maintained a first-mover advantage in the AI race among major tech companies due to its early investment in OpenAI, which supports many of its products, including M365 Copilot [1] - The recent launch of Google's Gemini model and the release of autonomous agents like Anthropic's Claude Cowork pose risks to Microsoft's AI business and its long-standing software products [1] Group 3: Investor Sentiment - Ongoing investor skepticism regarding whether large tech companies can deliver sufficient returns to justify their investments in AI has put pressure on Microsoft's stock price [1]

Core Insights - Microsoft reported a slowdown in cloud business growth, leading to an over 8% drop in stock price during after-hours trading, which later narrowed [2][10] - The adjusted earnings per share were $4.14, exceeding the expected $3.97, while total revenue reached $81.27 billion, above the anticipated $80.27 billion [10] - For the second quarter of fiscal year 2026, Microsoft announced a year-over-year revenue growth of 17% [10] Financial Performance - The net profit for the quarter was $38.46 billion, translating to an earnings per share of $5.16, up from $24.11 billion (or $3.23 per share) in the same quarter last year [10] - Azure and other cloud services revenue grew by 39%, slightly down from 40% in the previous quarter, with market expectations for this segment being 39.4% and 38.9% [10] - Other income for the quarter was $9.97 billion, a significant increase from an expense of $2.29 billion in the same quarter last year [10] Business Obligations - As of year-end, Microsoft's commercial remaining performance obligations reached $625 billion, a year-over-year increase of approximately 110%, largely due to a $250 billion cloud services agreement with OpenAI [11] - 45% of the commercial remaining performance obligations are related to OpenAI [11] Business Activity - The growth rate of commercial order volume surged from 112% in the first quarter to 230% [12] Segment Performance - Intelligent Cloud segment, which includes Azure, reported revenue of $32.91 billion, a nearly 29% year-over-year increase, surpassing analyst expectations of $32.40 billion [7] - Productivity and Business Processes segment, which includes Office software, Dynamics, and LinkedIn, generated revenue of $34.12 billion, a year-over-year growth of about 16%, exceeding the expected $33.48 billion [7] - More Personal Computing segment, covering Windows, Xbox, Surface, and Bing, reported revenue of $14.25 billion, a decline of about 3%, falling short of the expected $14.38 billion [7] Capital Expenditure and Strategic Moves - Microsoft is continuing to build data centers equipped with specialized chips to support generative AI models, and has also leased computing resources from CoreWeave and Nebius [8][14] - Capital expenditures and financing leases totaled $37.5 billion, a 66% year-over-year increase, exceeding analyst expectations of $34.31 billion [8][14] - Microsoft announced a price increase for commercial Office software subscriptions and secured a $30 billion cloud services deal with AI company Anthropic, which includes an additional agreement for up to 1 billion watts of computing power [8][14]

本文源自：金融界AI电报 微软(MSFT.O)盘后下跌8.1%。 ...

Core Insights - Microsoft (MSFT.O) reported second-quarter intelligent cloud revenue of $32.91 billion, exceeding institutional expectations of $32.423 billion [1] Group 1 - Microsoft achieved intelligent cloud revenue of $32.91 billion in the second fiscal quarter [1] - The revenue surpassed the market expectation of $32.423 billion [1]

本文源自：金融界AI电报 微软(MSFT.O)第二财季Azure和其他云服务收入增长38%。 ...

Core Insights - Microsoft reported Q2 revenue of $81.27 billion, exceeding analyst expectations of $80.31 billion [1] - Intelligent Cloud revenue reached $32.91 billion, surpassing the forecast of $32.39 billion [1]