微软净利润降14%创两年多最大降幅，营收增速五年最慢，盘后跌近8%

华尔街见闻2022-10-26

第一财季微软营收和净利润等指标均超预期，但今年的个人电脑销量有所下降，Azure云计算平台和其他云服务的收入增长了35%，和去年同期的50%相比明显放缓。电话会上，微软高管预计汇率因素将造成全年销售增幅被砍掉5%，预计全年将面临8亿美元额外的能源/电力成本，预计第二财季Azure销售增速季环比恐将放缓5%，个人电脑需求糟糕将降低全财年经营利润。10月25日周二美股盘后，微软公布截至9月30日的...

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哥登
·2022-10-26
good
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回心转意
·2022-10-26
至少是增加的
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看一眼
·2022-10-26
全球化的公司美國企業最多，美元升值最終傷害了他們自己，加息不會太久了
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- A_Isopod:
  [冷漠]
  2022-10-26
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18%。这家技术分析公司表示，笔记本电脑的出货量受到的打击尤其严重。此外，美元走强也阻碍了微软的增长。美元指数自年初以来上涨了近15%。微软接近一半的销售额来自海外，强势美元意味着它所赚取的外币收入会转化为更少的美元。在财报发布后的电话会上，微软高管预计汇率因素将造成全年销售增幅被砍掉5%，预计全年将面临8亿美元额外的能源/电力成本，预计第二财季Azure销售增速季环比恐将放缓5%，预计个人电脑收入为145-149亿美元、预计运营开支143-144亿美元，个人电脑需求糟糕将降低全年经营利润。相关消息发布后，微软盘后股价跌幅一度扩大至7.8%，当前跌幅为6.5%。在新业务方面，电脑游戏正在成为微软越来越重要的一项业务，但该公司不得不面临的现实是，随着疫情的结束，人们花在游戏上的时间正在减少。尽管如此，微软还是以750亿美元的价格收购了动视暴雪公司，在该行业投入了巨大的赌注。世界各地的监管机构正在审查这笔交易，该公司表示，预计该交易将在明年6月底之前完成。随着企业努力应对高通胀、利率上升和经济担忧，微软表示，他们更多地使用其软件和云服务来提高效率和灵活性。微软董事长兼首席执行官Satya Nadella表示：在一个面临越来越大不确定性的世界中，数字技术是最终的确定性。在这种环境下，我们专注于帮助我们的客户事半功倍，同时投资于长期增长领域，并以严格的方式管理我们的成本结构。早些时候，微软表示将裁员以适应不断变化的前景。微软7月表示，它计划裁员，在其超过20万名员工中影响不到1%。今年到目前为止，微软股价已下跌约25%，略好于以科技股为主的纳斯达克综合指数，后者该指数下跌了28%。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9988679162,"gmtCreate":1666748287956,"gmtModify":1676537799899,"author":{"id":"3565850817552619","authorId":"3565850817552619","name":"哥登","avatar":"https://static.tigerbbs.com/fc6316850f79380890b4f78ed3b1d02a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3565850817552619","authorIdStr":"3565850817552619"},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988679162","repostId":1189366403,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":662478292,"gmtCreate":1666744941221,"gmtModify":1676537798847,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"htmlText":"至少是增加的","listText":"至少是增加的","text":"至少是增加的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/662478292","repostId":1189366403,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662444145,"gmtCreate":1666740450397,"gmtModify":1676537797132,"author":{"id":"3473239093042706","authorId":"3473239093042706","name":"看一眼","avatar":"https://static.tigerbbs.com/5a84f5e344772736e621cec9cf6efdc2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3473239093042706","authorIdStr":"3473239093042706"},"htmlText":"全球化的公司美國企業最多，美元升值最終傷害了他們自己，加息不會太久了","listText":"全球化的公司美國企業最多，美元升值最終傷害了他們自己，加息不會太久了","text":"全球化的公司美國企業最多，美元升值最終傷害了他們自己，加息不會太久了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/662444145","repostId":1189366403,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104517982,"gmtCreate":1666770113436,"gmtModify":1666770116592,"authorId":4090234319856510,"author":{"id":4090234319856510,"idStr":"4090234319856510","authorId":4090234319856510,"name":"A_Isopod","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662444145,"type":1,"supId":0,"prevId":0,"content":"[冷漠]","text":"[冷漠]","html":"[冷漠]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":44,"commentSize":3,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}