Microsoft hits 10 quarters of record-breaking revenue in a row
Microsoft hits 10 quarters of record-breaking revenue in a row
Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another quarterly revenue record on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter. Microsoft has now reported record-breaking revenue for 10 quarters in a row.
无论人工智能的未来如何，微软目前的处境依然非常有利。这家科技巨头周三再次创下季度营收纪录：923 亿美元，较去年同期增长 19%。至此，微软已连续 10 个季度实现营收破纪录。
This is profitable revenue, too. Microsoft reported that net income reached $36.6 billion, an increase of 32% on a GAAP basis, over the year-ago quarter. The record-breaking income was largely driven on the strength of Microsoft Cloud, which reached $63.9 billion in revenue this quarter, an increase of 30% over the year-ago quarter, Microsoft said.
这也是盈利性的收入。微软报告称，净利润达到 366 亿美元，按通用会计准则（GAAP）计算，较去年同期增长 32%。微软表示，创纪录的利润主要得益于微软云业务的强劲表现，该业务本季度营收达到 639 亿美元，较去年同期增长 30%。
Microsoft has reorganized its business reporting into two basic segments: 1) Agents and Infra and 2) Devices and Consumer. On the flip side, revenue in Devices and Consumer was $15.5 billion, decreased of 3%, with Windows OEM and devices revenue falling 22% from the year-ago quarter.
微软已将其业务报告重组为两个基本部门：1) 代理与基础设施 (Agents and Infra) 和 2) 设备与消费者 (Devices and Consumer)。另一方面，设备与消费者部门的营收为 155 亿美元，下降了 3%，其中 Windows OEM 和设备营收较去年同期下降了 22%。
True, not all of Microsoft’s healthy cloud revenue can be attributed to AI. Microsoft 365 accounted for nearly $28 billion. But Azure brought in the most, at $33.2 billion. And again, not all of that is necessarily AI-related. Enterprises run all sorts of the traditional software and SaaS applications on Azure. Still, a good chunk of the revenue was from AI, because Microsoft also reported $10 billion in revenue from OpenAI.
诚然，微软健康的云收入并非全部归功于人工智能。Microsoft 365 贡献了近 280 亿美元。但 Azure 的收入最高，达到 332 亿美元。同样，这些收入也未必全部与人工智能相关。企业在 Azure 上运行着各种传统的软件和 SaaS 应用程序。不过，其中很大一部分收入确实来自人工智能，因为微软还报告称从 OpenAI 获得了 100 亿美元的收入。
Despite branching out to AWS, Oracle, and others, OpenAI still runs a lot of its services on Microsoft’s cloud. (Anthropic runs on Azure as well.) Microsoft also said its “commercial remaining performance obligation increased 73% to $677 billion.” That represents future revenue committed under existing contracts of the AI labs.
尽管 OpenAI 已扩展至 AWS、甲骨文及其他平台，但其仍有大量服务运行在微软云上。（Anthropic 也运行在 Azure 上。）微软还表示，其“商业剩余履约义务增加了 73%，达到 6770 亿美元”。这代表了人工智能实验室在现有合同下承诺的未来收入。
But, like all the big cloud providers, Microsoft is also spending big to prepare to deliver on those commitments. Capital expenditures topped $45.2 billion, another all-time quarterly record.
然而，像所有大型云服务提供商一样，微软也在投入巨资以准备履行这些承诺。资本支出超过了 452 亿美元，创下了又一个季度历史新高。