Microsoft Stock Is Sliding Thursday: What's Going On?
Microsoft Stock Is Sliding Thursday: What's Going On?
Microsoft reportedly said that some suppliers were running behind schedule on deliveries to the company related to data center infrastructure. Microsoft Corp (NASDAQ:MSFT) shares are trading lower Thursday on the heels of the company's first-quarter financial results.
微軟公司（納斯達克:MSFT）股價週四交易下跌，原因是該公司發佈的第一季度財務業績。
- Q1 Revenue: $65.6 billion, versus estimates of $64.51 billion
- 第一季度營業收入: $656億，高於預估的$645.1億
- Q1 EPS: $3.30, versus estimates of $3.09
- 第一季度每股收益: $3.30，高於預估的$3.09
Total revenue was up 16% year-over-year. Productivity and Business Processes revenue was up 12% year-over-year, Intelligent Cloud revenue was up 20% year-over-year and More Personal Computing revenue increased 17% year-over-year.
總營業收入同比增長16%。生產力與業務流程營業收入同比增長12%，智能雲業務營業收入同比增長20%，而更個人計算營業收入同比增長17%。
Microsoft's forward guidance appears to be weighing on shares Thursday. On a conference call with analysts and investors following the print, Microsoft guided for fiscal second-quarter revenue of between $68.1 billion and $69.1 billion. Analysts had been anticipating $69.83 billion, per CNBC.
據悉，微軟的前瞻性指引似乎令週四股價承壓。在發佈後與分析師和投資者舉行的電話會議上，微軟指導第二季度財務營業收入在$681億至$691億之間。根據CNBC報道，分析師此前預期爲$698.3億。
Microsoft reportedly said that some suppliers were running behind schedule on deliveries to the company related to data center infrastructure.
據報道，微軟表示部分供應商在與數據中心基礎設施相關的交付方面進度落後。
"I feel pretty good that going into the second half of even this fiscal year, that some of that supply-demand will match up," Satya Nadella, CEO of Microsoft, said on the call.
微軟首席執行官Satya Nadella在會議上表示：「我對即將步入甚至是今年財年下半年的前景感到非常樂觀，一些供需將匹配。」
Microsoft also guided for Azure growth of 31% to 32% for the second quarter, which was weaker than some analysts were anticipating, and below the 33% growth the company reported in the first quarter.
微軟還指導第二季度Azure增長率爲31%至32%，略低於一些分析師的預期，也低於公司在第一季度報告的33%增長。
"We are expanding our opportunity and winning new customers as we help them apply our AI platforms and tools to drive new growth and operating leverage," Nadella said.
「我們正在擴大機遇，並贏得新客戶，幫助他們應用我們的人工智能平台和工具，推動新的增長和運營槓桿，」納德拉說。
Following the print, Morgan Stanley analyst Keith Weiss maintained Microsoft with an Overweight and raised the price target from $506 to $548. Piper Sandler analyst Brent Bracelin maintained an Overweight and set a price target of $470.
根據Morgan Stanley分析師基思·韋斯的觀點，將微軟的評級維持爲超配，並將價格目標從506美元上調至548美元。派傑投資分析師布倫特·布拉斯林維持超配評級，並設定470美元的價格目標。
MSFT Price Action: Microsoft shares were down 4.30% at $413.94 at the time of publication Thursday, according to Benzinga Pro.
微軟股價表現：根據彭博專業版的數據，週四發佈時，微軟股價下跌了4.30%，報413.94美元。
Photo: Shutterstock.
照片：shutterstock。
譯文內容由第三人軟體翻譯。
