'qhov no tsis zoo rau tech'

Microsoft Corporation (NASDAQ: MSFT) tau tshaj tawm cov ntaub ntawv $ 50 nphom hauv kev muag khoom rau lub caij so hnub Tuesday. Nws cov txiaj ntsig Q2 tau los ua ntej ntawm Txoj Kev kwv yees; tseem, shares tanked 5.0% tom qab-teev trading.  

Cov nuj nqis tseem ceeb hauv Microsoft daim ntawv tshaj tawm nyiaj tau los

Microsoft tau sau tseg txog $ 18.8 nphom hauv cov nyiaj tau los lossis $ 2.48 ib feem piv rau xyoo dhau los tus lej ntawm $ 2.03 ib feem. Nws tau tsim $ 51.73 nphom hauv cov nyiaj tau los - YoY nce ntawm 20%. Raws li FactSet, cov kws tshaj lij tau kwv yees $ 2.32 ntawm EPS ntawm $ 50.71 billion hauv cov nyiaj tau los.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Tebchaws Asmeskas tau sau tseg 46% kev loj hlob hauv Azure. Cov nyiaj tau los tau nce 15% hauv Ntau Tus Kheej Kev Lag Luam, 25% hauv Kev Txawj Ntse Cloud, thiab 18% hauv Kev Tsim Khoom thiab Kev Lag Luam Kev Lag Luam - tag nrho cov ntaub ntawv peb lub hlis twg thiab ua ntej ntawm FactSet kev pom zoo.

Cov xov xwm no tsuas yog hnub tom qab Microsoft tau hais tias nws yuav yuav Activision Blizzard rau $ 68.70 nphom hauv nyiaj ntsuab. Cov thawj coj yuav tsum muab cov lus qhia yav tom ntej ntawm kev hu xov tooj nyiaj tau los.

Brent Thill's take on Microsoft's quarterly results

Txawm hais tias tau sau tseg, Jefferies Brent Thill tau poob siab me ntsis hauv Microsoft's Q2 tsab ntawv ceeb toom. Ntawm CNBC's "Closing Tswb", tus kws tshuaj ntsuam tau hais tias:

Nws tsis yog qhov yuav-sab xav tau. Qhov no tsis zoo rau tech. Nws yog qhov tsawg tshaj plaws uas peb tau pom hauv Microsoft ib pliag. Intelligent Cloud thiab Productivity yog kwv yees nyob rau hauv kab, feem ntau ntawm cov yeej yog nyob rau hauv tus kheej xam. Qhov ntawd tsis yog qhov uas peb xav pom kev ntaus.

Txawm li cas los xij, qhov kev loj hlob ntawm 37% hauv kev booking yog qhov zoo tshaj plaws, nws hais ntxiv. Raws li Thill, Microsoft txoj kev taw qhia thaum kawg yuav teeb tsa cov kev taw qhia rau cov khoom lag luam, uas nws xav tias yuav nyob rau ntawm kev saib xyuas.

Cov naj npawb tsis zoo li Txoj Kev xav tau. Yog li ntawd, lawv tej zaum yuav muaj kev saib xyuas ntau dua ntawm cov lus qhia. Yog hais tias lawv hais tias cov kav dej yog qhov zoo tshaj plaws, lawv tsis tau pom muaj kev puas tsuaj hauv cov ntsiab lus ntawm lawv cov neeg siv khoom ua dab tsi, qhov ntawd yuav ua rau cov khoom lag luam mus.

Txawm li cas los xij, nws pom zoo tias MSFT pheej yig nyob rau theem tam sim no. Cov Tshuag tau poob ntau dua 15% los ntawm nws cov ATH lig lub hli tas los.