Event ·Multi-source

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 sources
Related source 2Tech in Asia
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Related source 3CNBC Indonesia Tech
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Related source 4Rest of World
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Related source 5VnExpress Số hóa
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Related source 6CSET Georgetown
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Related source 7rohanpaul_ai
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Related source 8Artificial Analysis
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Related source 9Bindu Reddy
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Related source 10kimmonismus
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Conflict check

Dedup data only shows that these sources discuss the same event, not that they agree. There is no structured supporting or refuting evidence yet, so no conflict is inferred automatically.