微軟(MSFT.US)2022財年Q2營收同比增長20%,Azure雲計算服務增速放緩引市場擔憂
智通財經APP獲悉,週三美股收盤後,微軟(MSFT.US)公佈了2022財年第二季度財報。
財報顯示,公司Q2營收同比增長20%至517.28億美元,高於市場普遍預期的503億美元。攤薄後每股收益同比增長22%至2.48美元,同樣高於市場預期的2.32美元。淨利潤同比增長21%至187.65億美元。
按業務劃分,公司Q2智能雲業務營收同比增長25.5%至183.27億美元;包括微軟Office套件的生產力和業務流程營收同比增長19.3%至159.36億美元;包括Windows、Surface、Xbox 和Bing搜索的更多個人計算(More Personal Computing)業務營收同比增長15.5%至174.65億美元。
公司Q2營業利潤爲222.47億美元,同比上漲24.3%,營業利潤率爲43%,同比下降2%;Q2毛利潤爲347.68億美元,同比增長20.4%,毛利率爲67%,同比下滑3%。
一直以來,在雲服務市場上,微軟的雲計算服務--Azure在該市場上的份額穩居第二,僅次於亞馬遜(AMZN.US)。雖然微軟的雲業務收入一直保持穩步增長,但在爭奪大合同方面,微軟正面臨着來自亞馬遜和谷歌(GOOG.US)的激烈競爭。然而,最新的財報顯示,投資者最爲關注的數據--Azure及其他雲服務的營收增長年率在GAAP和Non-GAAP準則下都僅爲46%,這一增幅並沒有達到最樂觀的預期,也落後於前兩個季度的增幅。

Azure的營收增長逐漸減緩
微軟首席財務長Amy Hood則表示,儘管Azure第二財季的營收增長低於上一季度的50%和上上季度的51%,但需求實際上好於微軟的預期。
此外,這家科技巨頭是首批公佈業績的大型科技公司之一,市場正密切關注它的業績,並將其視爲蘋果(AAPL.US)和谷歌(GOOG.US)等公司業績的晴雨表。而蘋果也將於本週內公佈業績,谷歌則將於下週公佈業績。傑富瑞的分析師布倫特•蒂爾(Brent Thill)則表示:“大型科技公司的增長似乎已經達到了一段時間內的最高峯值。目前,科技公司正面臨增長減速,和競爭加劇等難題。”
據瞭解,在最新財報公佈後,微軟(MSFT.US)盤後價曾一度跌逾5%,但隨後上漲。截至發稿,該股盤後上漲1.22%。
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