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Microsoft<\/a> Corp on Tuesday projected second-quarter revenue below Wall Street targets across its business units, stoking fear that macroeconomic headwinds are impacting the cloud business in addition to the PC unit.
Revenue growth in the first quarter was Microsoft's lowest in five years, and shares of the software giant fell 7% in extended trading.
Microsoft's cloud business, called Azure, has supercharged revenue growth at the software giant for years. But in its first fiscal quarter of 2023, that growth dropped to 35% and the company projects that to drop again in the current quarter, which is its second quarter. Microsoft missed the 36.5% analyst target compiled by Visible Alpha due to a stronger dollar.
\"If this growth deceleration continues, it could harm an investment case in the company's stock which is considered a safe-haven amid the market turmoil,\" said Haris Anwar, senior analyst at Investing.com.
The company said it expects the Intelligent Cloud<\/a> business to pull in revenue of $21.25 billion to $21.55 billion in the second quarter, slightly below analysts' estimates of $22.01 billion, according to Refinitiv IBES data.
\"We expect Azure revenue growth to be sequentially lower by roughly five points on a constant currency basis,\" Chief Financial Officer Amy Hood told analysts on a conference call. That would be a growth of 37% on a constant currency basis, and much lower taking into account foreign exchange rates.
\"In a weird way, everyone expected there to be a disaster when the pandemic hit. And it was the exact opposite. But at some point that impact was going to hit and it's hitting now,\" said Bob O'Donnell, an analyst for TECHnalysis Research<\/a>, adding that even businesses like the cloud can't escape the impact. Still he said Microsoft has diversified its business and is in a good position to ride out the hard times.
The maker of Windows has seen demand slide for its ubiquitous computer software as the spike in inflation forces businesses and consumers to pull back on spending.
Current-quarter revenue from the personal computing unit was projected between $14.5 billion and $14.9 billion, below estimates of $16.96 billion.
\"The PC market was worse than we expected in Q1,\" Brett Iversen, head of Microsoft's investor relations, told Reuters. \"We continued to see that deteriorate throughout the quarter, which impacted our Windows OEM business.\"
Windows OEM business, which includes the operating software Microsoft sells to PC makers, dropped 15% year-on-year. Iversen said that part of the business did not have much of an impact from foreign-exchange headwinds and the drop was mainly PC-market driven.
Still, demand held up for its diverse portfolio of products including Outlook and Teams that have made Microsoft essential to businesses adopting flexible work models.
Revenue growth in the first quarter was $50.12 billion, up 11% year-on-year. The figure was slightly above analysts' expectations of $49.61 billion.
Net income fell to $17.56 billion, or $2.35 per share, during the quarter ended Sept. 30, from $20.51 billion, or $2.71 per share, a year earlier.
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云电脑,微软预测吓到投资者经济咬
微软的云计算业务,称为Azure,推动了软件巨头的收入增长多年。但2023年第一财政季度,增长率下降到35%,该公司的项目,在当前季度再次下跌,这是其第二季度。微软错过了36.5%的分析师目标编制的可见α因美元走强。
微软. n:行情)周二预计第二季营收低于华尔街目标跨业务单元,激起人们的恐惧,宏观经济的不利因素是影响云计算业务除了个人电脑业务。
第一季度收入增长是微软的最低五年,和软件巨头的股票在盘后交易中下跌7%。
微软的云计算业务,称为Azure,推动了软件巨头的收入增长多年。但2023年第一财政季度,增长率下降到35%,该公司的项目,在当前季度再次下跌,这是其第二季度。微软错过了36.5%的分析师目标编制的可见α因美元走强。
“如果这种增长继续减速,它可能损害一个投资案例公司的股票被认为是避险市场动荡之际,”哈里斯瓦尔说,Investing.com的高级分析师。
该公司表示,预计智能云业务收入将在第二季度212.5亿美元至215.5亿美元,略低于分析师的估计为220.1亿美元,据Refinitiv ib数据。
“我们预计Azure依次降低的收入增长约5分不变汇率计算,”首席财务官艾米在电话会议上告诉分析师。这将是一个不变的货币的基础上增长37%,并考虑外汇汇率低很多。
“以一种奇怪的方式,每个人都期望有一个灾难当大流行。这是相反的。但在某种程度上影响,现在打了,”分析师Bob O ' donnell说TECHnalysis研究,甚至企业像云无法逃避的影响。还是他说微软已经多元化业务,安然度过艰难时期的好位置。
Windows的制造商需求下滑对其无处不在的计算机软件作为通胀激增迫使企业和消费者紧缩开支。
当前第四季营收来自个人电脑部门预计在145亿美元和149亿美元之间,低于预期的169.6亿美元。
“个人电脑市场是比我们预期的一季度,”布雷特球队,微软的投资者关系主管告诉路透社。“我们继续看到整个季度恶化,影响我们的Windows OEM业务。”
微软Windows OEM业务,包括操作软件卖给电脑生产商,同比下降了15%。球队表示,部分业务没有太大的影响从外汇阻力和下降主要是个人电脑的驱动。
不过,推迟了其多样化的需求的产品组合包括前景和团队,微软必须企业采用灵活的工作模式。
第一季度收入增长为501.2亿美元,同比增长11%。这个数字略高于分析师预期的496.1亿美元。
净利润降至175.6亿美元,或每股亏损2.35美元,截至9月30日的季度,从205.1亿美元,或每股亏损2.71美元,上年同期。
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