Primary sourceBlognone
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Microsoft 财报:季度营收 922.79 亿美元,Microsoft Cloud 增长 30%
Microsoft 公布 9 月季度财报,总营收 922.79 亿美元,同比增长 19%,连续第十个季度增长,GAAP 净利润 366.29 亿美元。本季首次将向 OpenAI 模型通过 Azure 销售的协议记入 100 亿美元收入。CFO Amy Hood 表示 Microsoft Cloud 收入达 640 亿美元,增长 30%。公司调整了业务分组,Agents and Infra 部门收入 767.95 亿美元增长 25%,Devices and Consumer 收入 154.84 亿美元下降 3%,其中 Windows OEM 下降 22%。
Current read
Microsoft 新财报里有个细节:Azure 上卖 OpenAI 模型这一项就记了 100 亿美元收入,还首次把业务拆成 Agents 和消费两块来看。
11 sources71° AI heatLast updated 2026/10/29 14:16:49
Evidence
11 sourcesRelated source 1IT之家
View sourceRelated source 2Tech in Asia
View sourceRelated source 3CNBC Indonesia Tech
View sourceRelated source 4Rest of World
View sourceRelated source 5VnExpress Số hóa
View sourceRelated source 6CSET Georgetown
View sourceRelated source 7rohanpaul_ai
View sourceRelated source 8Artificial Analysis
View sourceRelated source 9Bindu Reddy
View sourceRelated source 10kimmonismus
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