微软 Azure 季度营收同比增长 48% 至 332 亿美元，盘后股价涨约 4%
Microsoft shares rose about 4% in after-hours trading after Azure revenue grew 48% year on year to $33.2B, beating analysts’ $32.3B forecast.
微软 Azure 营收同比增长 48% 至 332 亿美元，超过分析师 323 亿美元的预期，带动微软股价盘后上涨约 4%。该季度数据中心支出为 452 亿美元，因建设延期低于微软自己超过 500 亿美元的预期，自由现金流同比下降 27% 至 186 亿美元。已签约未来收入达 6770 亿美元，同比增长 73%，略低于上一季度的 6780 亿美元；微软未更新付费 Copilot 席位数据，上次公布为 7 月的 3000 万。微软正向美国、加拿大、英国和印度的最多 6 万名员工提供买断方案以控制成本，此前员工总数已同比下降 2%。
正文
Microsoft shares rose about 4% in after-hours trading after Azure revenue grew 48% year on year to $33.2B, beating analysts’ $32.3B forecast.
> Data center spending reached $45.2B in the quarter, below Microsoft’s own forecast of more than $50B because of construction delays, and cut free cash flow 27% year on year to $18.6B.
> Contracted future revenue reached $677B, up 73% year on year but slightly below the previous quarter’s $678B, and Microsoft gave no update on paid Copilot seats, last reported at 30M in July.
> Microsoft is offering buyouts to up to 60,000 employees in the US, Canada, UK and India to control costs as AI infrastructure spending climbs, after headcount already fell 2% year on year.