微软连续 10 个季度刷新营收纪录，季度营收达 923 亿美元
Microsoft hits 10 quarters of record-breaking revenue in a row
- 1微软公布季度营收 923 亿美元，同比增长 19%，已连续 10 个季度刷新营收纪录
- 2净利润 366 亿美元，GAAP 口径同比增长 32%；Microsoft Cloud 收入 639 亿美元，增长 30%
- 3Azure 收入 332 亿美元为最大来源，其中 OpenAI 贡献 100 亿美元收入
- 4商业剩余履约义务增长 73% 至 6770 亿美元；资本支出 452 亿美元创季度新高
AI 云需求已实际转化为微软的当期收入与长期合同，而生意的另一面是季度超 452 亿美元的资本开支投入。
- 影响：云与 AI 基础设施的大规模投入意味着企业云成本短期难以下行；OpenAI 同时使用 AWS、Oracle 等平台，AI 负载多云部署已成现实，企业选型有比价空间；Windows 及设备业务收缩提示 PC 端换机需求疲软。
- 参考：可考虑把大模型 API 与云资源支出分开核算，重估 AI 相关云预算；采购长期云合同时，可参考头部厂商 6770 亿美元在手合同的锁定效应，争取价格与退出条款空间。
- 依据：全部数字来自微软财报官方口径，暂无独立验证；OpenAI 收入 100 亿美元与剩余履约义务 6770 亿美元是判断的核心依据。
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.
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.
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.
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. 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.
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.
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Julie Bort is the Startups/Venture Desk editor for TechCrunch.
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来源：TechCrunch · AI · techcrunch.com