Microsoft reports sinking Xbox revenue as its cloud business climbs
Microsoft reports sinking Xbox revenue as its cloud business climbs
微软财报：Xbox 营收下滑，云业务持续攀升
Microsoft’s Xbox hardware revenue continues to tumble, with the company revealing a 33 percent decline as part of its earnings report released on Wednesday. Even though the rest of Microsoft’s consumer-focused division took a dip, the company’s cloud and productivity businesses continue to soar, driving the company toward $82.9 billion in revenue.
微软的 Xbox 硬件营收持续下滑，公司在周三发布的财报中披露该业务下降了 33%。尽管微软其他面向消费者的部门表现疲软，但其云业务和生产力业务持续飙升，推动公司总营收达到 829 亿美元。
Along with declining Xbox hardware revenue, Microsoft reported a 5 percent drop in Xbox content and services as well. Microsoft has seen a significant amount of executive turnover over the past few months, with the retirement of Xbox chief CEO Phil Spencer and the departure of former Xbox president Sarah Bond. This has left former Microsoft CoreAI head Asha Sharma in charge of the gaming giant, which has struggled with its identity in recent years. Already, Sharma has lowered the price of Xbox Game Pass and has taken steps to rebuild Xbox’s identity.
除了 Xbox 硬件营收下滑外，微软还报告称 Xbox 内容和服务业务下降了 5%。过去几个月里，微软经历了大规模的高管变动，包括 Xbox 负责人 Phil Spencer 的退休以及前 Xbox 总裁 Sarah Bond 的离职。这使得前微软 CoreAI 负责人 Asha Sharma 接管了这家近年来一直在品牌定位上挣扎的游戏巨头。目前，Sharma 已经下调了 Xbox Game Pass 的价格，并采取措施重塑 Xbox 的品牌形象。
Microsoft CEO Satya Nadella reflected on these changes during an earnings call, saying it’s part of efforts to “win back fans” across its brands, including Xbox. “The team is recommitting to our core fans and players and shaping the future of play,” Nadella said. “Last week’s Game Pass changes are one example of how we are staying responsive to customer feedback.”
微软首席执行官萨提亚·纳德拉（Satya Nadella）在财报电话会议上谈及这些变化时表示，这是公司努力“赢回粉丝”计划的一部分，涵盖了包括 Xbox 在内的所有品牌。“团队正重新致力于服务核心粉丝和玩家，并塑造游戏的未来，”纳德拉说道，“上周对 Game Pass 的调整就是我们积极响应客户反馈的一个例子。”
Nadella also cited changes to Windows, which have “brought performance improvements for lower memory devices, streamlined the Windows Update experience, and brought back focus to core features and fundamentals.” The company recently started letting customers pause Windows Updates indefinitely, and also got rid of “unnecessary” Copilot buttons across Windows 11 apps.
纳德拉还提到了 Windows 的改进，称其“为低内存设备带来了性能提升，简化了 Windows 更新体验，并将重心重新聚焦于核心功能和基础体验。”该公司最近开始允许用户无限期暂停 Windows 更新，并取消了 Windows 11 应用中“不必要”的 Copilot 按钮。
In addition to an executive shuffle, Microsoft has only pushed further into AI in recent months, with the company reporting $54.5 billion in revenue from its cloud business, marking a 29 percent year over year increase. “We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,” Nadella said in the press release. “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Revenue earned by Azure and other cloud services went up 40 percent.
除了高管调整外，微软近几个月在人工智能领域持续发力。公司报告云业务营收为 545 亿美元，同比增长 29%。纳德拉在新闻稿中表示：“我们专注于提供云和人工智能基础设施及解决方案，赋能每家企业在智能体计算时代实现成果最大化。我们的人工智能业务年化营收运行率已超过 370 亿美元，同比增长 123%。”其中，Azure 及其他云服务的营收增长了 40%。
Microsoft 365 Copilot saw growth as well, with paid seats jumping from 15 million in the previous quarter to 20 million. Microsoft has continued building out its productivity suite with new AI features, including the launch of “vibe working” features across Excel, Word, and PowerPoint. The company says Microsoft 365 consumer cloud revenue increased 33 percent during this quarter, while its commercial segment increased 19 percent.
Microsoft 365 Copilot 也实现了增长，付费席位从上一季度的 1500 万增加到 2000 万。微软持续为其生产力套件增加新的 AI 功能，包括在 Excel、Word 和 PowerPoint 中推出“氛围办公”（vibe working）功能。公司表示，本季度 Microsoft 365 消费者云业务营收增长了 33%，商业部门增长了 19%。
Meanwhile, revenue earned by Microsoft’s Windows OEM and devices business decreased by 2 percent as it grapples with a global memory shortage that has led it to hike the prices of its Surface devices. The launch of new Surface Pro and Surface Laptop models in the coming months could help reverse the decline.
与此同时，受全球内存短缺影响，微软被迫提高 Surface 设备价格，导致其 Windows OEM 和设备业务营收下降了 2%。未来几个月即将推出的新款 Surface Pro 和 Surface Laptop 机型或许有助于扭转这一颓势。