Core Insights - Microsoft (MSFT) shares are gaining momentum due to strong Office 365 subscription metrics indicating increased demand in both commercial and consumer segments [1] - The company's fiscal first-quarter 2026 results show a 17% increase in Microsoft 365 Commercial cloud revenues and a 6% growth in seat count, primarily driven by small and medium-sized businesses [1][7] - Consumer cloud revenues surged by 26%, with subscriptions exceeding 90 million, reflecting strong traction in personal productivity [2] Commercial Segment Performance - Microsoft 365 Commercial cloud revenues increased by 17%, with seat growth of 6%, indicating successful monetization of the installed base through higher-tier offerings [1] - The growth in revenue per user is largely attributed to the adoption of Microsoft 365 E5 and the Copilot AI assistant, which has reached 150 million monthly active users [2] - Remaining performance obligations in the commercial segment reached $392 billion, suggesting strong future revenue visibility [3] Consumer Segment Performance - Microsoft 365 Consumer cloud revenues rose by 26%, with subscriptions climbing 7% to surpass 90 million [2] - The rapid adoption of AI-enhanced productivity tools, particularly Copilot Chat, which saw a 50% quarter-over-quarter increase in usage, indicates strong enterprise acceptance [2] Pricing Strategy and Market Position - Microsoft announced price increases effective July 2026, with monthly fees rising by up to three dollars across subscription tiers, while extending promotional offers through June 2026 to encourage Copilot adoption [3] - The company's pricing strategy contrasts with Apple and Google, which have also raised prices to enhance subscription margins, but Microsoft maintains a stronger position in dedicated enterprise productivity platforms [4] Valuation and Market Performance - MSFT shares have declined by 4.7% over the past six months, outperforming the Zacks Computer – Software industry's decline of 7.8% but underperforming the broader Computer and Technology sector's return of 18.1% [5] - The stock is currently trading at a forward Price/Sales ratio of 10.5X, compared to the industry's 9.08X, with a Zacks Consensus Estimate for fiscal 2026 earnings at $15.59 per share, indicating a 14.3% year-over-year growth [8]

JPMorgan has replaced Goldman Sachs as the issuer of "Apple Card,†marking a significant shift in the tech titan's financial services strategy. On the surface, it's a seismic shift that offers Apple Inc. (NASDAQ: AAPL) a stronger, more stable banking partner with unmatched scale, credibility, and infrastructure. In short, the switch is strategically sound, but financially modest – leaving AAPL stock largely unaffected. The switch was not Apple's decision in the first place Copy link to section However, the d ...

Apple (AAPL) is a global technology company that designs and sells smartphones, computers, tablets and wearables as well as offers a fast-growing portfolio of high-margin services. Its ecosystem spans iPhone, Mac, iPad, Apple Watch, Apple TV, and more, as well as platforms like the App Store, iCloud, Apple Music, Apple Pay, and Apple TV+, making hardware a gateway into recurring subscription revenue. Founded in 1976, Apple is headquartered in Cupertino, California. The company operates and sells products ...

智通财经APP获悉，投资公司 Evercore ISI 表示，尽管游戏领域仍然表现疲软，但苹果App Store的营收 在 12 月似乎已趋于稳定。该行分析师阿米特·达里亚纳尼对苹果(AAPL.US)的评级为"跑赢大盘"，目标 价为 325 美元。 按地区划分，美国同比增长了 3%，而中国和日本分别同比下降了 5% 和 3%。 达里亚纳尼在分析中写道："当前，游戏业务表现疲软，在中国和日本市场这一状况尤为突出，这依旧 是阻碍整体业务发展的一个关键因素。不过，从预期情况来看，整体游戏业务的业绩对比有望在 2026 年第一季度迎来改善。" "我们持续估算，App Store营收约占服务业务总收入的 20% 。苹果有能力凭借增长更为迅猛的领域，诸 如 Apple Pay、iCloud 以及授权业务等，来弥补游戏业务增长乏力的短板。这正如 2025 财年第四季度所 呈现的情况一样，当时App Store营收与所报告的服务业务整体增长之间，存在约 4% 的差距 。" 达里亚纳尼表示，苹果App Store12月的营收实现了同比增长，增幅达6%。尽管游戏类应用营收在该月 出现了下滑，同比下降4%(相比之下，11月的降幅为 ...

The chart tells a story of recovery forged through volatility. After sliding into the $200 zone in early August, AAPL found a firm footing and began a disciplined climb. Momentum carried the stock past $280 in December, peaking at $288.62 on Dec. 3 before profit-taking dragged it back toward the $270 range. Over the past month, shares have declined roughly 3% with volume thinning, suggesting hesitation rather than panic.Apple may wear the crown of innovation, but AAPL stock has not had a smooth coronation t ...

冬日，来到北京颐和园，漫步园林间，处处可见古人"借景"的巧思。 苏州街水巷借两岸古树，成林掩水街之观，是为"近借"；昆明湖借玉泉山上玉峰塔，成玉峰塔影之景， 是为"远借"；十七孔桥借冬至斜晖轨迹，成金光穿洞之象，是为"应时而借"……作为中国园林的重要设 计手法，"借景"既讲究师法自然，又注重融于全局，其中蕴含的思维与智慧，对于地方推动高质量发展 颇有启发。 明辨"有"与"能"，借势而上。 "借景"，不是随意纳引，而是基于对自身特色与外部环境的深刻洞察，随形依势，实现一景一境"虽由 人作，宛自天开"的效果。地方发展亦然，根据新一轮科技革命与产业变革趋势，厘清"我有什么"与"能 干什么"，才能在错位中实现抢位发展。 如何在区域协调发展中走出特色之路？安徽"逆袭"启示我们，找准定位、主动进位，用好优势、因地制 宜，以融合之姿参与协同，就能整合资源为我所用，既为一域增光又为全局添彩。 推动"借景"创"新景"，生生不息。 "借景"的更高境界为"造景"。比如，园林花窗从来不只是为了采光通风，而是每窗一景，四时各有特 色。这种"一窗一世界"的创造，使游人在行走中不断领略新的景致。地方发展也是一样，无论是受援之 借，还是协作 ...

来源：环球网 据悉，该案只是多起集体诉讼中的一部分。在这一系列集体诉讼案件中，苹果和谷歌被指控在其应用商店中向英国消费者和开发者收取过高 的费用；苹果还被指控利用其 iCloud 数据存储服务"诱骗"客户并收取过高的费用。（思瀚） 伦敦国王学院的学者雷切尔·肯特博士曾代表3600万英国消费者赢得了针对苹果公司15亿英镑的诉讼。她说，"人们正在抵制数字世界带来的 危害，他们每天都不得不生活在其中，并受到其经济影响。" 外媒称，如果苹果的上诉失败，那么2015年至2024年间在英国App Store购买过应用的每个人都可能获得赔偿。 【环球网科技综合报道】12月29日消息，据《卫报》报道，苹果公司正寻求推翻一项具有里程碑意义的法院裁决。该裁决认定该公司多年来 在其应用商店中向英国用户收取过高的费用，涉及金额约 15 亿英镑。 ...

Apple is seeking to overturn a landmark £1.5bn court ruling on behalf of millions of UK customers, which found the company overcharged them for years in its App Store.The iPhone maker has applied to the court of appeal to challenge a verdict that campaigners heralded as the start of a “tidal shift against big tech”.It is one of a cluster of cases heading towards trial in 2026 as consumers realise the mounting cost of paying up to 30% commission – what campaigners call the “Apple tax” – on apps and in-app pu ...

Apple (AAPL) has just dropped a game-changing artificial intelligence (AI) model that’s got Wall Street buzzing. The tech titan is racing to gain ground in the AI revolution, unveiling a breakthrough called SHARP that can instantly turn ordinary 2D photos into lifelike 3D images. The stock’s allure is shifting from phones and wearables to intelligent software and machine learning innovation. SHARP uses a neural network to generate a 3D Gaussian representation in under a second on a standard GPU, enabling ...

以下文章来源于时代财经APP ，作者庞宇 时代财经APP . 聚焦于企业财经新闻，互联网新闻信息服务许可证编号：44120230006 导语： 最后谁说了算？ 当地时间 12 月 18 日， TikTok 首席执行官周受资向全体员工发出一封内部信，首次详细披露了 TikTok 在美国业务的全新架构方案。 根据内部信，字节跳动、TikTok已与三家投资者签署协议，将共同成立一家新的TikTok美国合资公司——TikTok美国数据安全合资有限责任公司 （ TikTok USDS Joint Venture LLC，以下简称TikTok USDS）。 这家新合资公司将负责美国的数据安全、内容与软件保障和相关本土业务。与此同时，由 字节跳动全资控股的、TikTok在美国的其他实体将继续 负责电商、广告、市场运营等商业活动，以及TikTok产品的全球互联互通 。这与国内媒体此前曝光的TikTok美国方案一致。 据悉，协议相关事宜将在不晚于2026年1月22日完成。 "目前的方案，字节跳动通过全球公司TikTok保留了核心知识产权资产，且 字节跳动TikTok美国公司负责商业变现部分 ，等于字节尽可能最大程 度保持了从美 ...