微软发布了第四季度（4月至6月）财报，整体表现强劲但游戏部门面临压力。[2]该季度微软营收达90亿美元，超过华尔街预期的87.62亿美元，每股收益4.81美元，同样高于预期的4.24美元。[2]与此同时，Xbox内容和服务收入下降10%，硬件销售则下滑14%。[1]
微软云业务成为财报亮点。[2]Microsoft Cloud平台收入达59.3亿美元，同比增长27%，其中Azure及相关云服务收入增长43%。[2]截至6月财政年度末，微软全年营收达331.8亿美元，Azure年度收入首次突破100亿美元。[2]CEO Satya Nadella表示，Microsoft 365 Copilot付费座位已超过3000万。[2]
面对Xbox业务的持续下滑，微软进行了重组调整。[1]Xbox部门宣布实施大规模裁员计划，同时出售四个游戏工作室，并计划从8月1日起将游戏机价格上调100美元或更多。[1]
Microsoft's fourth-quarter financial results reveal a sharp divergence between its gaming and cloud operations. Xbox content and services revenue declined 10 percent, while hardware sales dropped 14 percent, marking a significant softening in the company's console business [1]. Contributing to this decline, Xbox announced a major restructuring plan that includes substantial workforce reductions, the sale of four game studios, and console price increases of $100 or more effective August 1 [1].
The softening Xbox performance stands in stark contrast to Microsoft's cloud division, which is experiencing robust growth. The company's Microsoft Cloud revenue surged 27 percent to $59.3 billion, with Azure and cloud services revenue climbing 43 percent [2]. Microsoft's overall fourth-quarter revenue reached $90 billion, exceeding Wall Street expectations of $87.62 billion, while earnings per share came in at $4.81 against analyst estimates of $4.24 [2]. For the full fiscal year ending in June, Microsoft reported total revenue of $331.8 billion [2]. CEO Satya Nadella highlighted that Azure annual revenue exceeded $100 billion for the first time, and Microsoft 365 Copilot paid seats surpassed 3 million [2].
