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.
科技評論員Alex Kantrowitz向投資者保證，儘管微軟公司（納斯達克：微軟）最近的盈利結果，其人工智能領域仍然非常強勁。
What Happened: On Wednesday, Kantrowitz commented on Microsoft's recent earnings report during CNBC's "Worldwide Exchange."
發生了什麼：週三，Kantrowitz在CNBC的“Worldwide Exchange”節目中評論了微軟的最近收益報告。
"I don't see it as time to panic," Kantrowitz said.
“我不認爲現在是恐慌時間，”Kantrowitz說。
"If you thought the AI story was working before yesterday, you still think it's working today."
“如果你認爲人工智能的故事在昨天之前正在發揮作用，那麼今天你仍然認爲它在發揮作用。”
"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."$MSFT pic.twitter.com/yuDOnOGvBm
— Worldwide Exchange (@CNBCWEX) July 31, 2024
“我不認爲現在是恐慌時間，”@Kantrowitz對@FrankCNBC說。“如果你認爲人工智能的故事在昨天之前正在發揮作用，那麼今天你仍然認爲它在發揮作用。”$微軟股票 pic.twitter.com/yuDOnOGvBm
—— Worldwide Exchange (@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.
爲什麼很重要：微軟的第四季度收益突出了營收最高點，雲營收同比增長21％，突顯了該公司在人工智能時代的強勢地位。然而，由於雲收入未達到預期，前瞻性指引也未達到某些預期，該公司的股價下跌了。
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.
儘管如此，該公司的電話會議非常看好，首席執行官薩提亞·納德拉和首席財務官艾米·胡德暗示在下半年Azure的收入將加速增長。
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.
微軟的人工智能開發工具Copilot，對GitHub的收入增長做出了巨大貢獻，該工具被超過77,000個組織採用，同比增長了180％。根據納德拉的說法，這導致了GitHub的年度營收預算達到了20億美元，Copilot佔據了今年GitHub營收增長的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.
價格行動：根據Benzinga Pro在週三撰寫的文章，在寫作時，微軟股票價格爲413.14美元，比前一交易日收盤價低2.32％。
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Image via Shutterstock
圖片來自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯