As Microsoft Shares Crack After Earnings Miss, Analyst Says It's Not 'Time To Panic'
As Microsoft Shares Crack After Earnings Miss, Analyst Says It's Not 'Time To Panic'
Tech commentator Alex Kantrowitz reassures investors that Microsoft Corporation's (NASDAQ:MSFT) AI narrative remains strong, despite the company's recent earnings results.
科技评论员亚历克斯·坎特罗维茨向投资者保证，尽管微软公司（纳斯达克股票代码：MSFT）最近公布了财报，但该公司的人工智能叙述仍然强劲。
What Happened: On Wednesday, Kantrowitz commented on Microsoft's recent earnings report during CNBC's "Worldwide Exchange."
发生了什么：周三，坎特罗维茨在CNBC的 “全球交易所” 上对微软最近的收益报告发表了评论。
"I don't see it as time to panic," Kantrowitz said.
坎特罗维茨说：“我认为现在不是惊慌失措的时候。”
"If you thought the AI story was working before yesterday, you still think it's working today."
“如果你在昨天之前认为人工智能的故事行之有效，那么你仍然认为它在今天行之有效。”
"I don't see it as time to panic," says @Kantrowitz to @FrankCNBC. "If you thought the AI story was working before yesterday, you still think it's working today."$MSFT pic.twitter.com/yuDOnOGvBm
— Worldwide Exchange (@CNBCWEX) July 31, 2024
@Kantrowitz 对 @FrankCNBC 说：“我认为现在不是惊慌失措的时候。”“如果你在昨天之前认为人工智能的故事行之有效，那么你仍然认为它在今天行之有效。”$msft pic.twitter.com/yudonogV
— 全球交易所 (@CNBCWEX) 2024 年 7 月 31 日
Why It Matters: Microsoft's fourth-quarter earnings highlighted a revenue beat and a 21% YoY increase in cloud revenue, underlining the company's strong position in the AI era. However, the company's shares fell as cloud revenue missed forecasts and forward guidance fell short of some estimates.
为何重要：微软第四季度的收益突显了收入超过预期，云收入同比增长了21％，凸显了该公司在人工智能时代的强大地位。但是，由于云收入未达到预期且前瞻性指导未达到某些预期，该公司的股价下跌。
Despite this, the company's conference call was bullish, with CEO Satya Nadella and CFO Amy Hood hinting at an acceleration in Azure revenue in the second half of the year.
尽管如此，该公司的电话会议还是看涨的，首席执行官萨蒂亚·纳德拉和首席财务官艾米·胡德暗示下半年Azure收入将加速。
Microsoft's AI-powered developer tool, Copilot, has significantly contributed to GitHub's revenue growth, with the tool being adopted by over 77,000 organizations, marking a 180% increase year-over-year. This has led to GitHub's annual revenue run rate hitting $2 billion, with Copilot accounting for over 40% of GitHub's revenue growth this year, according to Nadella.
微软的人工智能开发工具Copilot为GitHub的收入增长做出了重大贡献，该工具已被超过77,000个组织采用，同比增长180％。根据纳德拉的说法，这使GitHub的年收入增长率达到20亿美元，其中Copilot占GitHub今年收入增长的40％以上。
Price Action: Microsoft stock was trading at $413.14, which is 2.32% lower than its previous day's close, at the time of writing on Wednesday, according to Benzinga Pro.
价格走势：根据Benzinga Pro的数据，截至周三撰写本文时，微软股票的交易价格为413.14美元，比前一天的收盘价下跌2.32％。
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Image via Shutterstock
图片来自 Shutterstock
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
这个故事是使用 Benzinga Neuro 创作的，由 Pooja Rajkumari