原帖引用 · AI 翻译
Rohan Paul@rohanpaul_ai
Azure 营收同比增长 48%，达到 332 亿美元，超过分析师预测的 323 亿美元；随后微软股价在盘后交易中上涨约 4%。
> 该季度数据中心支出达到 452 亿美元，因建设延误而低于微软自身预测的逾 500 亿美元，并使自由现金流同比下降 27%，至 186 亿美元。
> 已签约的未来营收达到 6770 亿美元，同比增长 73%，但略低于上一季度的 6780 亿美元；微软也未更新 Copilot 付费席位数，该数字上次于 7 月公布时为 3000 万。
> 在 AI 基础设施支出攀升之际，微软正向美国、加拿大、英国和印度的最多 60,000 名员工提供自愿离职补偿方案，以控制成本；此前员工总数已同比下降 2%。
原文
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.
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