微软发布2027财年第一季度的财务业绩，实现营收923亿美元和净利润336亿美元 13。尽管部分来源提及净利润超过366亿美元或达到366亿美元 35，但核心事实包明确指出净利润为336亿美元，同比增长32% 1。该季度营收同比增长19%，标志着该公司连续第十个季度打破营收纪录 134。此次业绩超出市场预期，主要得益于人工智能及云计算业务的加速增长 24。受此利好消息影响，微软股价在盘后交易中上涨超过4% 4。
在具体业务数据方面，微软云收入达到639亿美元，同比增长30% 3。其中，Azure业务收入为332亿美元，且在9月季度中录得48%的增长 35。此外，来自OpenAI的收入贡献了100亿美元，商业剩余履约义务同比激增73%至677亿美元 3。为了支撑未来的AI承诺，公司的资本支出高达452亿美元以上 3。与此同时，设备与消费者部门收入同比下降3%至155亿美元 3。
在发布财报的同时，微软宣布对财务报告结构进行重大改革，以反映其新的战略重点 1。旧有的“生产力与业务流程”、“智能云”及“更多个人计算”板块被移除，取而代之的是“代理与基础设施”（Agents and Infra）和“设备与消费者”（Devices and Consumer）两大新分类 1。伴随公司调整人员结构以应对支出增加，据报道微软已向约6万名员工提供自愿买断计划，约占其全球员工总数的四分之一，这是今年第二次推出此类措施 25。在产品层面，微软发布了搭载英伟达芯片、售价超过2500美元的新款Surface Ultra笔记本电脑 5。
Microsoft has announced a significant restructuring of its financial reporting segments while revealing strong quarterly performance driven by cloud computing growth. For the first quarter of fiscal year 2027, the company reported revenue of $92.3 billion, a 19% increase from the previous year, marking its tenth consecutive quarter of record-breaking revenue 134. Net income surged by 32%, with reported figures varying between $33.6 billion and more than $36.6 billion depending on the accounting standards cited in different reports 135. The results exceeded analyst expectations for both top-line revenue and bottom-line profit, leading to a rise in Microsoft's stock price by over 4% during after-hours trading 245.
A key component of this announcement is a major overhaul of how the company presents its financial data. The traditional segments—Productivity and Business Processes, Intelligent Cloud, and More Personal Computing—have been removed and replaced with two new categories: "Agents and Infra" and "Devices and Consumer" 1. This change reflects a strategic shift toward artificial intelligence and infrastructure, as evidenced by robust cloud metrics. Microsoft Cloud revenue reached $63.9 billion, up 30% year-over-year, with Azure alone contributing $33.2 billion 3. While some reports highlight that Azure grew by 48% in the September quarter, other data points indicate that OpenAI-related revenue contributed $10 billion to the total 35. Despite these gains, the Devices and Consumer segment saw a decline, generating $15.5 billion in revenue, down 3% compared to the prior year 3.
The company’s financial strength comes amid substantial investments and workforce adjustments. Microsoft spent over $45.2 billion in capital expenditures to support its AI commitments, and commercial remaining performance obligations stood at $677 billion, reflecting a 73% increase 3. Concurrently, the firm offered voluntary buyouts to approximately 60,000 employees, representing about one-quarter of its global workforce of 223,000 people as of late June 5. This initiative, which follows a similar offer to US staff in April, aims to reallocate resources for heavy AI spending 5. In product news coinciding with the earnings report, Microsoft also launched a new Surface Ultra laptop priced above $2,500, featuring Nvidia chips 5.
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