Earnings Call Summary | Microsoft(MSFT.US) Q4 2024 Earnings Conference
Earnings Call Summary | Microsoft(MSFT.US) Q4 2024 Earnings Conference
The following is a summary of the Microsoft Corporation 2024 Q4 - Results - Earnings Call Presentation:
以下是微軟公司2024財年第四季度-業績會展示的摘要:
Financial Performance:
金融業績：
Microsoft reported Q4 revenue of $64.7 billion, a 15% increase year-over-year.
Earnings per share were $2.95, reflecting a 10% increase year-over-year.
Microsoft Cloud revenue reached $36.8 billion, growing 21% year-over-year.
Operating income grew by 15% year-over-year, with operating margins remaining stable at 43%.
微軟報告了647億美元的Q4營業收入，同比增長15%。
每股收益爲2.95美元，同比增長10%。
微軟雲業務收入達到368億美元，同比增長21%。
營業利潤同比增長15%，營業利潤率保持在43%。
Business Progress:
業務進展：
Microsoft Cloud and AI platforms showed robust growth, with significant investments in datacenter expansions across four continents.
Azure AI customers grew to over 60,000, a nearly 60% increase year-over-year.
Microsoft 365 Copilot usage doubled quarter-over-quarter, with significant enterprise adoption.
Dynamics 365 revenue grew by 19%, driven by new AI-enhanced capabilities in business applications.
微軟雲和人工智能平台展現出強勁的增長勢頭，在四大洲大量投資於數據中心擴展。
Azure人工智能客戶增長超過60000，同比增長近60%。
Microsoft 365副駕駛的使用量季度環比翻番，企業採用率顯著提高。
Dynamics 365營收增長19%，由業務應用中的新增增強AI功能推動。
Opportunities:
機會：
Continued expansion and investment in Microsoft Cloud and AI infrastructure to meet growing demand.
Leveraging AI capabilities across various products including Azure, Microsoft 365, and Dynamics 365 to enhance user experience and efficiency.
Expansion in gaming through new titles and platforms, including mobile and cloud gaming services.
持續擴大和投資於微軟雲和人工智能基礎設施，以應對日益增長的需求。
利用Azure、Microsoft 365和Dynamics 365等各種產品中的人工智能功能，提升用戶體驗和效率。
通過新遊戲標題和平台（包括移動和雲遊戲服務）擴大遊戲業務。
Risks:
風險：
AI services growth is constrained by current capacity limitations, expected to continue into the first half of the next fiscal year.
Some softness in Azure consumption in European markets, impacting non-AI revenue growth.
預計到下一個財政年度上半年，AI服務增長受當前容量限制的制約。
歐洲市場Azure消費存在一定疲軟，影響非AI營收增長。
More details: Microsoft IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
更多詳情：微軟IR
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。