《美股業績》微軟(MSFT.US)上季多賺逾1% 雲業務優預期 股價盤後升4%
微軟(MSFT.US)公布截至今年6月底止2022財年第四財季業績,錄盈利增長1.7%至167.4億美元,經調整後每股盈利為2.23美元,低於預期的2.29美元。收入上升12.4%至518.7億美元,不及市場預期,因美元強勢、個人電腦銷售放緩以及廣告商開支減少。
季內強美元導致收入減少近6億美元,個人電腦市場放緩導致Windows業務收入下降3億多美元,同時廣告開支放緩亦對LinkedIn、搜尋及新聞廣告收入帶來超過1億美元的負面影響。另外,消費者需求疲弱拖累遊戲業務收入下跌7%,當中Xbox設備、遊戲及服務全面下降,預計今財年仍會有低至中單位數的跌幅。
上季智能雲業務收入增長20%至209億美元,高於市場預期,當中Azure收入增長40%,低於市場預期的43%,但若果剔除匯兌因素則上升46%。微軟預計截至9月底至首財季智能雲業務將帶來203億至206億美元的收入,高於市場預期,消息刺激公司股價於盤後上升近4%至261.9美元。
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