微軟財報點評:你大爺還是你大爺,Q3營收超預期,Azure成長迅猛
4月27日,資本邦瞭解到,美股上市公司微軟(MSFT.US)發佈了2022財年第三季度財務業績。據財報披露,在美國通用會計準則下,微軟第三財季營收493.6億美元,2021年同期爲417.1億美元,同比增長18%,高於市場預期的475億美元;淨利潤167.3億美元,2021年同期爲154.6億美元,同比增長8%;每股攤薄後收益2.22美元,2021年同期爲1.95美元,同比增長9%。
文 | 資本邦
按照業務部門來看,微軟第三財季的生產力和業務流程收入158億美元,同比增長17%。其中Office商用產品和雲服務營收同比增長12%,Office個人產品和雲服務營收同比增長11%,LinkedIn營收同比增長34%,Dynamics產品和雲服務營收同比增長22%。
更多個人計算業務(MPC)收入145億美元,同比增長11%。其中,Windows OEM收入同比增長11%,Windows商業產品和雲服務收入同比增長14%,Xbox內容和服務營收同比增長4%,不包括流量獲取成本的搜索和新聞廣告收入同比增長23%,Surface收入同比增長13%。
智能雲收入191億美元,同比增長26%,主要受Azure和其他雲服務收入增長46%的推動,其服務器產品和雲服務收入增長29%。
據財報顯示,微軟在 2022 財年第三季度以股票回購和分紅的形式向股東返還124億美元,較2021財年第三季度增長25%。
微軟表示,數字技術將成爲推動世界經濟產出的關鍵投入。微軟執行副總裁兼首席財務官Amy Hood稱,客戶對雲平臺的持續承諾和強大的銷售執行力推動商業預訂量增長28%,微軟雲營收達到234億美元,同比增長32%,要好於預期。
截至美東時間4月26日收盤,微軟盤後收漲4.47%。
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