Microsoft ke shares badhte hain jab Azure ka revenue fiscal pehle quarter mein 48% badhta hai

Microsoft ke shares Wednesday ko extended trading mein badhe jab company ne quarterly results report kiye jo analysts ki estimates se aage the, jo uske Azure cloud infrastructure business mein 48% badhav ki wajah se hua.

Financial Performance aur Azure Growth

Microsoft ne fiscal pehle quarter ke liye, jo 30 September ko khatam hua, $92.28 billion ka revenue report kiya, jo saal ke pichle quarter ke muqable 19% badhava hai. Ye LSEG consensus estimate ke $90.69 billion se zyada tha. Adjusted earnings per share $4.89 the, jabki analysts ne $4.73 ki umeed rakhi thi.

Pehli baar, Microsoft ne dollars mein Azure revenue disclose kiya, quarter ke liye $33.17 billion report kiya. Ye pichle quarter se 48% badhav ko prateet karta hai, jahan growth 42% thi. Microsoft finance chief Amy Hood ne conference call par kaha ki "Humari demand abhi bhi supply se zyada hai."

Total Microsoft Cloud revenue $63.9 billion tak pahuncha, jo 30% badhava hai. Company ke commercial remaining performance obligations 73% badhkar $677 billion ho gaye.

Infrastructure Investment aur AI Demand

Artificial intelligence ki demand ko pura karne ke liye, Microsoft ne quarter ke dauran $45.2 billion capital expenditures aur finance leases report kiye, jo saal pehle ke muqable lagbhag 30% badhav hai. Company ke mutabik, in capital expenditures ka lagbhag 75% ab short-lived assets se juda hai, jaise ki Intel chips aur Nvidia graphics processing units.

Amy Hood ne kaha ki "Humari umeed ki kuch third-party capacity deliveries jo Q1 mein aani chahiye thi, wo der ho gayi hain," aur kaha ki company in delays aur CPUs, GPUs, memory, aur storage ke higher costs ki wajah se fiscal saal ke doosre half mein capital expenditure ko accelerate karne ki umeed rakhti hai. Microsoft fiscal doosre quarter ke liye $50 billion se zyada capital expenditures aur finance leases aur calendar 2027 ke liye $170 billion ki taraf target kar raha hai.

Segment Results aur Workforce Changes

Company ne do naye operating segments ke tehat results report kiye:

• Agents and Infra: Revenue lagbhag 25% badhkar $76.8 billion tak pahuncha. Ye segment Azure, Microsoft 365 cloud products aur doosre enterprise services ko shamil karta hai. CEO Satya Nadella ne kaha ki Microsoft 365 Copilot AI assistant ko use karne walon ki sankhya pichle quarter ke muqable 50% badh gayi hai.
• Devices and Consumer: Revenue 3% girkar $15.48 billion ho gaya. Devices aur Windows licenses ki bech 22% gir gayi, jise company memory aur storage ke higher costs, Windows 10 ke support ke khatam hone aur weak PC demand ki wajah se attribute karti hai.

Workforce ke baare mein, Microsoft ne pehle kaha tha ki wo 4,800 jobs kaatne wala hai aur haal hi mein announce kiya hai ki wo 60,000 employees tak ko buyouts offer kar raha hai jab wo apne AI build-out ke costs ko manage kar raha hai.

स्रोत (अंग्रेज़ी में)

• cnbc.com: Microsoft (MSFT) Q1 earnings report 2027
• markets.com: Microsoft Stock Rises as Azure Growth Hits 48% and Revenue Beats Forecasts

यह मूल अंग्रेज़ी लेख का एआई द्वारा किया गया अनुवाद है, जिसे स्वचालित रूप से जाँचा गया है ताकि यह मूल लेख जैसी ही बात कहे। स्रोतों की जाँच अंग्रेज़ी में की गई थी।