Microsoft Restructures Reporting Segments, Revises Guidance
Microsoft Restructures Reporting Segments, Revises Guidance
On Wednesday, Microsoft Corporation (NASDAQ:MSFT) disclosed segment restructuring and revised guidance.
週三，微軟公司（納斯達克代碼：MSFT）披露了業務結構調整和修訂後的指引。
The company stated it will now report the revenue from the commercial components of Microsoft 365 in the Productivity and Business Processes (PBP) segment.
該公司表示，現在將將Microsoft 365商業元件的收入報告在「生產力和業務流程（PBP）」板塊中。
Also, the company will now report the cloud portion of Microsoft 365 commercial as "Microsoft 365 Commercial Cloud" and the on-premises part as "Microsoft 365 Commercial products".
此外，公司將Microsoft 365商業的雲部分報告爲「Microsoft 365 商業雲」，本地部分報告爲「Microsoft 365 商業產品」。
In addition, the company shifted Copilot Pro revenue to "Search and news advertising" in the More Personal Computing (MPC) segment, renaming it as "Microsoft 365 Consumer products and cloud services."
此外，公司將Copilot Pro 的營收調整到「搜索和資訊廣告」板塊，重命名爲「Microsoft 365 消費者產品與雲服務」。
Also, Microsoft stated that Search and news advertising revenue moved to Azure in the Intelligent Cloud (IC) segment, which is now part of Microsoft Cloud metrics. Moreover, Nuance Enterprise revenue is moved to "Dynamics products and cloud services" in PBP.
此外，微軟表示，搜索和資訊廣告的營收已轉移到智能雲（IC）板塊的Azure中，現已成爲微軟雲指標的一部分。此外，Nuance Enterprise 的營收已轉移到PBP中的「Dynamics產品和雲服務」。
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還閱讀：Xbox Game Pass 更新：核心和標準版將等待長達12個月才能獲得新發布的遊戲。
Q1 Outlook Update: The company revised guidance for IC revenue to $23.80 billion-$24.10 billion (from $28.6 billion-$28.9 billion prior), Personal Computing revenue to $12.25 billion-$12.65 billion (from $14.9 billion to $15.3 billion) and, PBP revenue to $27.75 billion-$28.05 billion (from $20.3 billion-$20.6 billion).
一季度展望更新：IC收入指引修訂爲238億-241億美元（之前爲286億-289億美元），個人計算機收入指引修訂爲122.5億-126.5億美元（之前爲149億-153億美元），PBP收入指引修訂爲277.5億-280.5億美元（之前爲203億-206億美元）。
Microsoft expects Azure revenue to decline by 1-2 percentage points sequentially, with growth around 33% in constant currency.
微軟預計Azure收入按季度下降1-2個百分點，按照固定匯率計算，增長約33%。
In July, Microsoft reported fourth-quarter revenue of $64.7 billion, beating a Street consensus estimate of $64.36 billion and earnings per share of $2.95, exceeding a Street consensus estimate of $2.92.
7月份，微軟公司報告了第四季度營業收入爲647億美元，超過了街頭共識預測的643.6億美元，並且每股收益爲2.95美元，超過了街頭共識預測的2.92美元。
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立即閱讀：微軟Azure錯過領先AI股票，但交易仍然強勁，Gene Munster預測——增加紅木開支是英偉達、台積電的「好消息」
Price Action: MSFT shares are down 0.13% at $424.80 at last check Thursday.
價格走勢：截至週四最後一次檢查，微軟公司的股價下跌0.13%，報價爲424.80美元。
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免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。