Top Tweets for #intelligentcloud
Microsoft（MSFT）25’2Q決算速報
#MSFT ＃Azure ＃IntelligentCloud $MSFT
Revenue ＄69.6B Consensus ＄68.81B
（68.16B～70.52Bのmiddleレンジを超えてきました）
Beat ＄790M ⭕️ Y/Y+12.2％⤴️
EPS GAAP ＄3.23 Consensus ＄3.12
（3.01～3.47のmiddleレンジを超えてきました）
Beat ＄0.13 ⭕️ Y/Y+10.2％⤴️
注目の部門別収益
Intelligent Cloud（Azure）＄25.5B Y/Y+19％⤴️
※1QはY/Y+20％の成長⤵️、AzureはY/Y+31％⤴️
Productivity and Business Processes（法人向け等Software,Servicies）＄29.4B Y/Y+14％⤴️
※1Qは12％の成長⤴️、LinkedInが主に牽引+9％⤴️
Microsoft365 Cloud収益+15％と好調⤴️
More Personal Computing（ゲーム、広告、配信サービス、ActivisionBrizard関連）＄14.7B
※24’2Qは＄14.64B、ここが伸びてこないと厳しい
株価 AH-0.71％とほぼ動かず↔️
「マイクロソフトの会長兼最高経営責任者（CEO）であるサティア・ナデラ（Satya Nadella）は、次のように述べています。
「私たちは、技術スタック全体で革新を進め、顧客が今後の大きな機会を捉えるために、AIのROIを完全に引き出す手助けをしています。
Julian Lin（Best Of Breed Growth Stocksの投資グループリーダー）は、この四半期を「ミックスバッグ」と呼び、Azureの成長はわずかに失敗したが、生産性とビジネスプロセス部門の業績は好調だったと言及した。
「とはいえ、投資家はディープシークがクラウドの成長にどのようなマイナスの影響を与えるか、またそれが運用コストの削減によって相殺されるかどうかに、より注目していると思われる。
「長期的な影響がより明確になるまで、株価はバリュエーションのオーバーハングを持つかもしれない。
Growth of big three cloud providers' slows, Google Cloud turns profit for the first time.
📊Read more: https://t.co/qBUeXh0M6l
#Microsoft #AWS #Google #GoogleCloud #IntelligentCloud
“Revenue in @Microsoft’s #IntelligentCloud segment amounted to $21.51B, up 18% &slightly above the $21.44B consensus among analysts…unit includes #Azure #publiccloud, #WindowsServer, #SQLServer, #Nuance &Enterprise Services.” @CNBC https://t.co/i3W2MGWYMQ
#微软中国 @QueueChina
“Revenue in @Microsoft’s #IntelligentCloud segment amounted to $21.51B, up 18% &slightly above the $21.44B consensus among analysts…unit includes the #Azure #publiccloud, #WindowsServer, #SQLServer, #Nuance &Enterprise Services.” @CNBC https://t.co/5vA6aUFvIl
@QueueAssoc_UK
“Revenue in @Microsoft’s #IntelligentCloud segment amounted to $21.51B, up 18% &slightly above the $21.44B consensus among analysts…unit includes the #Azure #publiccloud, #WindowsServer, #SQLServer, #Nuance &Enterprise Services.” @CNBC https://t.co/L9BbVtVtTv
@QueueAssociates
Want to get a time-series of $MSFT #intelligentcloud revenue, operating income & goodwill? Come to @calcbench. Updated a few minutes ago with the new data from #earnings & #10Q
Windows 11 IoT Enterprise, version 22H2 is now generally available. #IntelligentCloud #IntelligentEdge
https://t.co/YhIqdZYdsB
What does it take to deliver stellar cloud management? What's the secret sauce? We'll let you in on this one!
#intelligentcloud #cloudmanagement #centilytics #friday
I work in Silicon Valley from Port Harcourt, Nigeria @turingcom 😊
Let's celebrate remote work and #WorkFromAnywhere
#Nigeria
#remotework #work #turing #intelligentcloud #turingcommunity #remotework101 #worklifebalanced #workfromanywhere #turingcommunity
How Microsoft is bringing transformations in the healthcare industry through its intelligent cloud solutions and innovations?
Read to know more➡️ https://t.co/nouIn1D6dg
#Microsoft #intelligentcloud #azure #healthcare #MSAzure #digitaltransformation #ondemand #frontlineworkers
Turing is creating the world’s first #IntelligentTalentCloud. 💡 ☁️
Hire intelligently with developers sourced by software, vetted by software, matched by software & managed by software. 🤖
🌐 https://t.co/lZFI9TGsoZ
#intelligentcloud https://t.co/22V6iQ1LYu
Nice piece from @indranilsircar who shares his ideas around how manufacturers can overcome #supplychain disruption while increasing #resiliency, #visibility and #sustainability for the future.
https://t.co/A6UhPGyYeR
@tech_record #intelligentcloud #intelligentedge #digitaltwins
Turns out there will be some work on a couple Cisco #AzureStackHub in my near future.
Fun to work with the @Cisco Sweden team and spec the hardware rigs. Microsoft #IntelligentEdge #IntelligentCloud #AzureStack
#Microsoft's #IntelligentCloud☁️Knows No Limits @statista https://t.co/pxEYVTKZS9 #Cloud #Agile #biz #Tech #SCM #BigData #Analytics #Automation #SaaS #Productivity #AI #CIO #UX #ML #PaaS #Sales #DevOps #CRM #RPA #DataSecurity #GrowthMindset #DecisionMaking #KPI #ChangeManagement
Microsoft Azure Vs IBM Cloud - how to select the right cloud service for your business?
Check out this comparison article to know more ➡ https://t.co/6EJk5VGeeN
#cloudcomputing #cloudsolution #Azure #Microsoft #Intelligentcloud #IBMcloud #cloud
AI and Intelligent Cloud can solve difficult problems and optimize the use of data.
https://t.co/4yIGCPZGob
#AI #IntelligentCloud #Cloud https://t.co/4yIGCPZGob
Good stuff here from my colleague Montgomery Hong - including Microsoft's Telecommunications Forum on demand. Check it out.
#telecom #5G #intelligentcloud #azure #microsoft
https://t.co/IUOnPUCvAG
10 Charts That Will Change Your Perspective Of Microsoft Azure’s Growth - by @LouisColumbus via @forbes https://t.co/Qq9AjcSv6r
#AI #CloudComputing #IntelligentCloud #Azure #AWS
cc @Nicochan33 @tlloydjones @gerald_bader @Emma03391714 @ravidugh @RagusoSergio @TylerCohenWood
Big news and a huge opportunity to drive @Intel into a new era; the partnership here on #edgeai keeps growing
#msiot @azure #intelligentcloud #intelligentedge #5g #telecom #ai #microsoft
Huge congrats to @PGelsinger on the @Intel CEO position. I think many people who have been in Semis long enough know he was always a good choice for Intel CEO and he’s finally gotten the job I think he has always wanted. This should bode well for the company’s future.
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