Microsoft Restructures Reporting Segments, Revises Guidance
Microsoft Restructures Reporting Segments, Revises Guidance
In addition, the company shifted Copilot Pro revenue to "Search and news advertising" in the More Personal Computing (MPC) segment, renaming it as "Microsoft 365 Consumer products and cloud services."On Wednesday, Microsoft Corporation (NASDAQ:MSFT) disclosed segment restructuring and revised guidance.
週三，微軟-t公司（納斯達克代碼：MSFT）披露了板塊重組和修訂的指引。
The company stated it will now report the revenue from the commercial components of Microsoft 365 in the Productivity and Business Processes (PBP) segment.
該公司表示將在生產力和業務流程（PBP）板塊報告Microsoft 365商業元件的營收。
Also, the company will now report the cloud portion of Microsoft 365 commercial as "Microsoft 365 Commercial Cloud" and the on-premises part as "Microsoft 365 Commercial products".
此外，公司將把Microsoft 365商業的雲部分報告爲"Microsoft 365商業雲"，將本地部分報告爲"Microsoft 365商業產品"。
In addition, the company shifted Copilot Pro revenue to "Search and news advertising" in the More Personal Computing (MPC) segment, renaming it as "Microsoft 365 Consumer products and cloud services."
此外，公司將Copilot Pro的營收轉移到更個人計算（MPC）板塊的"搜索和資訊廣告"中，並將其重命名爲"Microsoft 365消費者產品和雲服務"。
Also, Microsoft stated that Search and news advertising revenue moved to Azure in the Intelligent Cloud (IC) segment, which is now part of Microsoft Cloud metrics. Moreover, Nuance Enterprise revenue is moved to "Dynamics products and cloud services" in PBP.
此外，微軟表示，搜索和資訊廣告的營收轉移到了智能雲（IC）板塊的Azure，現在是微軟雲指標的一部分。此外，Nuance Enterprise的營收轉移到了生產力和業務流程（PBP）板塊的"Dynamics產品和雲服務"中。
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還閱讀：Xbox Game Pass更新：核心、標準會員可能需要等待長達12個月才能獲得新遊戲版本
Q1 Outlook Update: The company revised guidance for IC revenue to $23.80 billion-$24.10 billion (from $28.6 billion-$28.9 billion prior), Personal Computing revenue to $12.25 billion-$12.65 billion (from $14.9 billion to $15.3 billion) and, PBP revenue to $27.75 billion-$28.05 billion (from $20.3 billion-$20.6 billion).
Q1展望更新：公司修訂了智能雲（IC）營收至238億-241億美元（之前爲286億-289億美元），個人計算營收至122.5億-126.5億美元（之前爲149億至153億美元），PBP營收至277.5億-280.5億美元（之前爲203億-206億美元）。
Microsoft expects Azure revenue to decline by 1-2 percentage points sequentially, with growth around 33% in constant currency.
微軟預計Azure的營收將按常規貨幣約1-2個百分點順序下降，增長率約爲33%。
In July, Microsoft reported fourth-quarter revenue of $64.7 billion, beating a Street consensus estimate of $64.36 billion and earnings per share of $2.95, exceeding a Street consensus estimate of $2.92.
7月，微軟公司公佈第四季度營業收入爲647億美元，超過了分析師預期的643.6億美元，並且每股收益爲2.95美元，超過了分析師預期的2.92美元。
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閱讀現在 ：微軟Azure的錯過將導致人工智能股份下跌，但交易仍然強勁，基因·芒斯特預測 —— 增加雷德蒙德資本支出對英偉達和台積電來說是「好消息」
Price Action: MSFT shares are down 0.13% at $424.80 at last check Thursday.
股價走勢：截至上週四最後一次查詢時，微軟股票跌0.13%，報424.80美元。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
Photo: Shutterstock
Photo: shutterstock
