[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1d8a7f28":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1d8a7f28","微软(MSFT)重磅调整业绩架构！Azure-季度营收首度公布，单季突破-290-亿","\u002Fdoc\u002Fdcio1d8a7f28","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，微软(MSFT)将开始披露其 Azure 云业务部门的季度销售额。在此之前，华尔街多年来一直批评该公司缺乏关于其最重要的这一增长引擎的信息，如今微软改变了态度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>投资者关系负责人乔纳森·尼尔森在接受采访时表示，鉴于 Azure 的规模与体量，“现在似乎是提供更高透明度的恰当时机。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软在周三提交的一份文件中提供了过去两年 Azure 的季度营收数据，显示其保持持续增长，最近一个季度已达 294 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软历来只公布其 Azure 业务(销售数据存储和软件服务)的增长率，而非实际营收。这引发了投资者和分析师的不满，他们希望更清晰地了解 Azure 的业绩表现，而该业务已成为微软人工智能业务的风向标。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软宣布了这一计划中的会计变更，这也是该公司自 2015 年以来对主要报告部门的首次重大调整。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>原有的两个报告部门——智能云(Intelligent Cloud，包含 Azure 和服务器产品)以及生产力与业务流程(Productivity and Business Processes，包含 Microsoft 365 及旧版 Office 套件)——将被合并为一个名为“智能体与基础设施”(Agents and Infra)的单一部门。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>而包含 Windows、搜索广告和 Xbox 的“更多个人计算”(More Personal Computing)部门将更名为“设备与消费者”(Devices and Consumer)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软最新披露数据显示 Azure 云稳步增长\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软还在进行其他多项报告变更，包括将领英的大部分增长与 Bing 搜索以及其他依赖广告获取收入的业务整合在一起。在新财年今年秋季公布第一季度财报时，这一新架构将正式生效。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软首席执行官萨蒂亚·纳德拉在一份关于报告变更的说明中表示，人工智能的发展“正在改变我们构建的产品和运营的方式，同时也在模糊我们产品之间的边界，并重塑我们的商业模式”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该公司此前曾定期披露过 Azure 的营收。微软表示，在截至 6 月的财年中，该部门的年销售额已突破 1000 亿美元，高于上一财年的 750 亿美元，约占公司总营收的 30%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>早在 2015 年，史蒂夫·鲍尔默就曾呼吁微软提高云销售额的透明度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这位微软前首席执行官兼主要股东当时在接受社采访时表示“这算是一个关键指标。如果他们认为这对于公司至关重要，就应该将其披露出来。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca 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每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMSFT\u002FMSFT.jpg","2026-09-03T15:41:18","2026.09.03","2026\u002F09\u002F03",57198,[22],"MSFT","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]