Microsoft reveals strong cloud growth amid financial reporting overhaul

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Microsoft reveals strong cloud growth amid financial reporting overhaul.

微软在财务报告全面调整之际，披露了强劲的云业务增长。

Windows and Xbox revenues have declined during Microsoft’s first quarter of the 2027 financial year.

在微软 2027 财年第一季度，Windows 和 Xbox 的营收均出现下滑。

Microsoft just posted the first quarter of its 2027 fiscal financial results. The software maker made $92.3 billion in revenue and a net income of $33.6 billion during Q1. Revenue is up 19 percent, and net income has increased by 32 percent.

微软刚刚公布了 2027 财年第一季度的财务业绩。这家软件制造商在第一季度实现营收 923 亿美元，净利润为 336 亿美元。营收同比增长 19%，净利润增长 32%。

It’s a new financial year for Microsoft, so the company is changing up how it reports its finances by splitting its businesses into two segments for the first time. Gone are the previous segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. It’s now just Agents and Infra, and Devices and Consumer.

对于微软来说，这是一个新的财年，因此该公司首次改变了财务报告方式，将业务拆分为两个部门。此前的“生产力和业务流程”、“智能云”以及“更多个人计算”部门已不复存在，现在仅分为“代理与基础设施”以及“设备与消费者”两个部门。

Agents and Infra, which includes businesses like Azure, Microsoft 365 commercial and consumer, and server products, makes up 83 percent ($76.8 billion) of the overall $92.3 billion of Microsoft’s revenue and has increased 25 percent year-over-year. The big changes to Microsoft’s financial reporting also mean we will now see the company disclose Azure revenue on a quarterly basis. Azure contributed $33.17 billion in revenue this quarter, up 48 percent year-over-year.

“代理与基础设施”部门涵盖了 Azure、Microsoft 365 商业与消费者业务以及服务器产品，占微软 923 亿美元总营收的 83%（768 亿美元），同比增长 25%。微软财务报告的重大调整也意味着该公司现在将按季度披露 Azure 的营收。本季度 Azure 贡献了 331.7 亿美元的营收，同比增长 48%。

Devices and Consumer, which includes Windows, Xbox, Surface, and Microsoft’s search and advertising businesses, makes up the remaining 17 percent ($15.5 billion) of Microsoft’s $92.3 billion in revenues this quarter — a decrease of three percent.

“设备与消费者”部门包括 Windows、Xbox、Surface 以及微软的搜索和广告业务，占本季度微软 923 亿美元总营收的其余 17%（155 亿美元），同比下降 3%。