Microsoft's quarterly revenue was $92.3 billion, up 19% year over year; Azure grew 48%, and Microsoft Cloud revenue reached $63.9 billion, while commercial contract backlog rose further to $677 billion.
On the other hand, Windows OEM and devices revenue plunged 22%, and Xbox content revenue also declined 2%. Microsoft has proven that AI can make money, but it increasingly looks like an infrastructure company selling computing power—if its consumer business continues to shrink, is this a successful transformation, or is it deliberately abandoning its core business?
$MSFTB #微软财报能否兑现AI红利 #Azure #美股财报 #Aİ
On the other hand, Windows OEM and devices revenue plunged 22%, and Xbox content revenue also declined 2%. Microsoft has proven that AI can make money, but it increasingly looks like an infrastructure company selling computing power—if its consumer business continues to shrink, is this a successful transformation, or is it deliberately abandoning its core business?
$MSFTB #微软财报能否兑现AI红利 #Azure #美股财报 #Aİ
