마이크로소프트 애저(클라우드) 매출 전분기대비 하락(2023.07.26)

2023.07.26

Microsoft stock drops as Azure growth slows, earnings top estimates (yahoo.com)

Microsoft (MSFT) reported fiscal fourth-quarter earnings on Tuesday that topped Wall Street's estimates

for earnings per share and revenue while Azure cloud revenue growth declined sequentially.

 

마이크로소프트(MSFT)는 화요일에 발표한 2023년 4분기 실적에서 주당 순이익과 매출액이 월스트리트의 예상을

상회했으나, Azure 클라우드 매출은 전분기 대비 하락했습니다.

 

For the quarter, revenue rose 8% to $56.2 billion. Wall Street analysts had expected $55.5 billion. Meanwhile, Net income for the quarter rose 20% to $20.1 billion, or $2.69 per share. Analysts were expecting $2.55 a share.

 

해당 분기에 매출액은 8% 증가하여 562억 달러가 되었습니다.

월스트리트의 분석가들은 555억 달러를 예상하고 있었습니다. 한편, 해당 분기의 순이익은 20% 증가하여 201억 달러,

즉 주당 2.69달러가 되었습니다. 분석가들은 주당 2.55달러를 예상하고 있었습니다.

 

The tech giant reported Azure and other cloud services revenue growth of 26% year-over-year for the quarter, down 1 percentage point from the quarter prior. Azure growth has declined sequentially every quarter since at least Q3 2022 and remains in investor focus as companies trim capital expenses amid rising interest rates.

 

해당 기술 기업은 해당 분기에 대한 Azure 및 기타 클라우드 서비스 매출이 전년 동기대비 26% 증가하였으나,

이는 이전 분기 대비 1퍼센트포인트 하락한 수치입니다.

Azure의 성장은 2022년 3분기 이후로 매분기 전분기대비로 하락하고 있으며,

금리 상승에 따라 기업들이 자본 지출을 줄이는 가운데 투자자들의 초점을 그대로 유지하고 있습니다.

 

 

By segment, Productivity and Business Processes Revenue increased 10% to $18.29 billion, above estimates for $18.1 billion. More Personal Computing Revenue decreased 4% to $13.9 billion but still came in higher than estimates for $13.58 billion. Intelligent Cloud Revenue, which includes Azure, was up 15% in the quarter to $24 billion against projections for $23.8 billion.

For the fiscal year 2023, Microsoft's revenue increased 7%, the lowest rate of annual growth since 2017.

 

분야별로 보면, 생산성 및 비즈니스 프로세스 매출은 182.9억 달러로 10% 증가하여 예상치 181억 달러를 상회했습니다. 더 많은 개인용 컴퓨팅 매출은 139억 달러로 4% 감소하였으나, 여전히 예상치 135.8억 달러를 상회했습니다.

Azure를 포함한 지능형 클라우드 매출은 240억 달러로 15% 성장하여 예상치 238억 달러를 능가했습니다.

2023년 회계 연도에 있어서, 마이크로소프트의 매출은 7% 증가하여 2017년 이후 연간 성장률로는 가장 낮은 수치입니다.

 

Microsoft stock had rallied into the report, rising more than 43% this year amid growing artificial intelligence hype in the tech sector. Shares in after-hours trading fell as much as 2% following the earnings release. “A lot of people were looking for a higher (Azure growth) number, you know deliver on Gen AI, on loads of Gen AI,” Ted Mortonson, Baird Technology Desk Sector Strategist told Yahoo Finance Live. “It’s very obvious that the enterprise now is still in this optimization stage of looking at their cloud spend. So that’s a little bit disappointing. People were looking at a higher number there.”

 

마이크로소프트 주식은 인공지능 분야의 성장에 따라 기술 부문에서 올해 43% 이상 상승하여 실적 발표 이후 야간 거래에서 최대 2% 하락하였습니다.

"많은 사람들이 더 높은 (Azure 성장) 수치를 기대하고 있었습니다. 일반 인공지능(Gen AI)을 제공하고, 많은 일반 인공지능에 대응하는 것이죠," 테드 모튼슨, 베어드 기술 부문 전략가는 야후 파이낸스 라이브와의 인터뷰에서 말했습니다. "현재 기업들은 여전히 클라우드 지출을 최적화하는 단계에 있는 것이 명백합니다. 그래서 그 수치가 조금 실망스러운 부분입니다. 사람들은 더 높은 숫자를 기대하고 있었습니다."

 

 

Microsoft has been at the forefront of the AI conversation since announcing a $10 billion investment in the ChatGPT creator, OpenAI, in January. The company has integrated AI into its Bing search product and most recently announced pricing for its new AI product that will integrate into Microsoft 365 products.

The product, dubbed Copilot, is said to be able to summarize users' unread emails, reformat PowerPoint bullets, and write drafts based on outlines on demand, among other functions. Wall Street was bullish on the product's $30 per month pricing, with several analysts boosting their price targets on the stock after the news.

 

지난 1월에 ChatGPT 개발자인 OpenAI에 100억 달러를 투자하겠다고 발표한 이후로, 마이크로소프트는 인공지능 분야에서 선두주자로 자리잡았습니다. 이 회사는 인공지능을 빙(Bing) 검색 제품에 통합시키고 최근에는 Microsoft 365 제품군에 통합될 새로운 AI 제품에 대한 가격을 발표했습니다.

이 제품인 Copilot은 사용자의 미확인 이메일을 요약하고, PowerPoint 항목을 재포맷하며, 필요에 따라 개요를 기반으로 초안을 작성하는 등의 기능을 갖추고 있다고 합니다. 이 뉴스 이후 월스트리트는 이 제품의 월 30달러 가격에 대해 긍정적이었으며, 여러 애널리스트들은 주식에 대한 가격 목표를 올렸습니다.

 

Microsoft CEO Satya Nadella is slated to speak to investors at 5:30 p.m. ET.

“Organizations are asking not only how – but how fast – they can apply this next generation of AI to address the biggest opportunities and challenges they face – safely and responsibly,” said Satya Nadella, chairman and chief executive officer of Microsoft in the release. “We remain focused on leading the new AI platform shift, helping customers use the Microsoft Cloud to get the most value out of their digital spend, and driving operating leverage.”

 

마이크로소프트의 CEO 사티아 나델라는 동부 표준시 기준으로 오후 5시 30분에 투자자들과 대화할 예정입니다.

"기업들은 이제 다음 세대의 인공지능을 어떻게 적용할지뿐만 아니라 얼마나 빠르게 적용할 수 있는지에 대해 묻고 있으며, 이를 통해 직면한 가장 큰 기회와 도전에 안전하고 책임감 있게 대처할 수 있는 방법을 찾고 있습니다," 마이크로소프트의 회장 겸 최고 경영자인 사티아 나델라는 발표에서 말했습니다. "우리는 여전히 새로운 인공지능 플랫폼 변화를 주도하고 있으며, 고객들이 Microsoft Cloud를 활용하여 디지털 비용을 최대한으로 활용하고 영업 이점을 추구할 수 있도록 지원하고 있습니다."