마이크로소프트 실적 발표(2020.10.27)

2020.10.28

finance.yahoo.com/news/microsoft-stock-flat-despite-better-202355362.html

마이크로소프트는 회계년도 2021년1분기 실적 발표(2020.7~9월).

클라우드 부문의 실적 호조로 시장 예상치를 상회한 실적 발표.

매출-->372억달러(시장 예상치 357.6억달러)

주당순이익-->1.82달러(예상치 1.55달러)

클라우드 부문 매출-->129.9억달러(예상치 127.8억달러)

PC관련 사업 부문-->118.5억달러(예상치 112.7억달러)

 

Microsoft (MSFT) on Tuesday announced its fiscal Q1 2021 earnings, beating analysts’ expectations on the strength of its cloud business.

These are the most important numbers from the report compared to what analysts were expecting out of the tech giant, as compiled by Bloomberg.

Revenue: $37.2 billion versus $35.76 billion expected

Earnings per share: $1.82 versus $1.55 expected

 

Intelligent Cloud: $12.99 billion versus $12.78 billion expected

Commercial cloud revenues of $15.2 billion, up 31% from the year-ago period

 

More Personal Computing: $11.85 billion versus $11.27 billion expected

The company’s stock was down less than 1% following the report.

Microsoft’s Intelligent Cloud business has been the growth engine behind the firm’s stock growth and its march toward a valuation north of $1.5 trillion. In Q1, the segment’s revenue grew by 20%, with its Azure platform growing 48%. Commercial cloud revenue increased by 31% year over year.

 

Other standouts from a first read of the company's earnings report include:

• Strong Surface revenue, rising 37% compared to the year-ago period.

• Bing revenue declines, with the company saying that "[s]earch advertising revenue excluding traffic acquisition costs decreased 10%"

• Commercial cloud revenues of $15.2 billion, up 31% from the year-ago period.

• LinkedIn manage 16% revenue gains in the quarter

• Gaming revenue gains of 22% year-over-year.

• Consumer PC demand -- seen in PC sales numbers -- boosted non-Pro Windows OEM revenues by 31% compared to the year-ago quarter, though Pro-focused Windows OEM top line fell 22%

Looking ahead, analysts expect Microsoft to record $1.60 in per-share profit in the current quarter, off $40.4 billion in total revenue. The company will announce its own projections on its earnings call.