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Earnings Call Summary | Microsoft(MSFT.US) Q4 2024 Earnings Conference

Earnings Call Summary | Microsoft(MSFT.US) Q4 2024 Earnings Conference

業績會總結 | 微軟(MSFt.US) 2024財年第四季度業績會
moomoo資訊 ·  07/31 23:57  · 電話會議

The following is a summary of the Microsoft Corporation 2024 Q4 - Results - Earnings Call Presentation:

以下是微軟公司2024財年第四季度-業績會展示的摘要:

Financial Performance:

金融業績:

  • Microsoft reported Q4 revenue of $64.7 billion, a 15% increase year-over-year.

  • Earnings per share were $2.95, reflecting a 10% increase year-over-year.

  • Microsoft Cloud revenue reached $36.8 billion, growing 21% year-over-year.

  • Operating income grew by 15% year-over-year, with operating margins remaining stable at 43%.

  • 微軟報告了647億美元的Q4營業收入,同比增長15%。

  • 每股收益爲2.95美元,同比增長10%。

  • 微軟雲業務收入達到368億美元,同比增長21%。

  • 營業利潤同比增長15%,營業利潤率保持在43%。

Business Progress:

業務進展:

  • Microsoft Cloud and AI platforms showed robust growth, with significant investments in datacenter expansions across four continents.

  • Azure AI customers grew to over 60,000, a nearly 60% increase year-over-year.

  • Microsoft 365 Copilot usage doubled quarter-over-quarter, with significant enterprise adoption.

  • Dynamics 365 revenue grew by 19%, driven by new AI-enhanced capabilities in business applications.

  • 微軟雲和人工智能平台展現出強勁的增長勢頭,在四大洲大量投資於數據中心擴展。

  • Azure人工智能客戶增長超過60000,同比增長近60%。

  • Microsoft 365副駕駛的使用量季度環比翻番,企業採用率顯著提高。

  • Dynamics 365營收增長19%,由業務應用中的新增增強AI功能推動。

Opportunities:

機會:

  • Continued expansion and investment in Microsoft Cloud and AI infrastructure to meet growing demand.

  • Leveraging AI capabilities across various products including Azure, Microsoft 365, and Dynamics 365 to enhance user experience and efficiency.

  • Expansion in gaming through new titles and platforms, including mobile and cloud gaming services.

  • 持續擴大和投資於微軟雲和人工智能基礎設施,以應對日益增長的需求。

  • 利用Azure、Microsoft 365和Dynamics 365等各種產品中的人工智能功能,提升用戶體驗和效率。

  • 通過新遊戲標題和平台(包括移動和雲遊戲服務)擴大遊戲業務。

Risks:

風險:

  • AI services growth is constrained by current capacity limitations, expected to continue into the first half of the next fiscal year.

  • Some softness in Azure consumption in European markets, impacting non-AI revenue growth.

  • 預計到下一個財政年度上半年,AI服務增長受當前容量限制的制約。

  • 歐洲市場Azure消費存在一定疲軟,影響非AI營收增長。

More details: Microsoft IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

更多詳情:微軟IR

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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