Microsoft raporteaza in aceasta seara - 24 ianuarie 2023: Diferență între versiuni

<p>Microsoft va publica rezultatele financiare pentru trimestrul 4 al anului trecut in aceasta seara, dupa inchiderea sedintei de tranzactionare.</p><p>CUM A RAPORTAT MICROSOFT PENTRU TRIMESTRUL 3 DIN 2022?</p><p>Venituri totale: [https://www.wsj.com/articles/microsoft-msft-q1-earnings-report-2023-11666660897#:~:text=The%20Redmond%2C%20Wash,over%20five%20years. crestere] de 11% vs perioada similara din 2021, cea mai modesta din ultimii 5 ani.</p><p>Incasari generate de Microsoft Azure: [https://www.wsj.com/articles/microsoft-casts-a-very-big-cloud-11666796871#:~:text=Azure%2C%20Microsoft%E2%80%99s%20public%20cloud%20service%20that%20is%20second%20only%20to%20Amazon%E2%80%99s%20in%20size%2C%20saw%20revenue%20grow%2035%25%20year%20over%20year.%20That%20was%20two%20percentage%20points%20below%20analysts%E2%80%99%20forecasts%20and%20a%20big%20slowdown%20from%20the%2046%25%20growth%20averaged%20over%20the%20past%20four%20quarters. crestere] de 35%, sub asteptarile analistilor si marcand o decelerare puternica fata de media precedentelor patru trimestre (46%).</p><p>Profit net: [https://www.wsj.com/articles/microsoft-msft-q1-earnings-report-2023-11666660897#:~:text=The%20Redmond%2C%20Wash,over%20five%20years. scadere] de 14%, cea mai severa din ultimii 2 ani.</p><p>CUM ESTIMEAZA MICROSOFT REZULTATELE PENTRU TRIMESTRUL 4 DIN 2022?</p><p>Venituri totale: [https://www.cnbc.com/2022/10/25/microsoft-msft-earnings-q1-2023.html#:~:text=With%20respect%20to%20guidance%2C%20Microsoft%20sees%20%2452.35%20billion%20to%20%2453.35%20billion%20in%20revenue%20for%20the%20fiscal%20second%20quarter%2C%20which%20implies%202%25%20growth%20at%20the%20middle%20of%20the%20range. crestere] de 2% vs perioada similara din 2021, cea mai modesta dupa 2016.</p><p>CUM ESTIMEAZA ANALISTII REZULTATELE PENTRU TRIMESTRUL 4 DIN 2022?</p><p>Venituri totale: [https://simplywall.st/stocks/us/software/nasdaq-msft/microsoft/news/microsoft-earnings-preview-its-all-about-the-guidance#:~:text=Wall%20Street%20is%20looking%20for%20%2453.2%20bln%20in%20revenue%2C%20a%203%25%20year%2Don%2Dyear%20increase%2C%20and%20a%20record%20quarterly%20sales%20number. crestere] de aproape 3% vs perioada similara din 2021, la circa 53 mld. USD (record trimestrial).</p><p>Incasari generate de Microsoft Azure: [https://www.wsj.com/articles/microsoft-faces-the-highest-bar-in-tech-11674274615#:~:text=Growth%20for%20the%20company%E2%80%99s%20crucial%20Azure%20public%20cloud%20service%20is%20expected%20to%20hit%20a%20record%20low%2030.5%25%20year%20over%20year%E2%80%94a%20deceleration%20of%20nearly%205%20percentage%20points%20from%20the%20September%20quarter. crestere] de 30%, cea mai modesta din istoria companiei.</p><p>EPS (earnings per share): 2.32 USD pe actiune, in [https://simplywall.st/stocks/us/software/nasdaq-msft/microsoft/news/microsoft-earnings-preview-its-all-about-the-guidance#:~:text=The%20consensus%20estimate%20for%20EPS%20for%20the%20quarter%20ending%20December%20is%20%242.32.%20This%20would%20reflect%20a%20decline%20of%206.5%25%20from%20the%20%242.48%20reported%20a%20year%20earlier%20and%20a%20small%20sequential%20decline%20from%20the%20first%20quarter.%20That%20compares%20to%20growth%20rates%20that%20hit%2048%25%20in%20September%202021%20and%20have%20fallen%20steadily%20since. scadere] cu peste 6%.</p><p>Analistii [https://www.wsj.com/articles/microsoft-faces-the-highest-bar-in-tech-11674274615#:~:text=Microsoft%E2%80%99s%20forecast%20for%20the%20March%20quarter%20and%20its%20outlook%20for%20the%20rest%20of%20the%20year%20will%20prove%20essential.%20Wall%20Street%20expects%20growth%20to%20pick%20back%20up%20in%20the%20second%20half%20of%20the%20calendar%20year. previzioneaza] o reaccelerare a cresterii veniturilor in a doua jumatate a acestui an. Totodata, compania [https://www.wsj.com/articles/microsoft-faces-the-highest-bar-in-tech-11674274615#:~:text=More%20crucially%2C%20Microsoft%20is%20expected%20to%20maintain%20annual%20operating%20margins%20above%2040%25%E2%80%94the%20highest%20among%20the%20big%20tech%20peers%20including%20Apple%2C%20Amazon.com%20and%20the%20parent%20companies%20of%20Google%20and%20Facebook. este] vazuta drept capabila sa-si mentina marja operationala la peste 40%, adica la valori superioare celor intalnite la Apple, Alphabet, Meta Platforms si Amazon (si cu 5 puncte procentuale peste media anuala reusita de Microsoft in perioada 2017 - 2021).</p><p>Saptamana trecuta, Microsoft [https://blogs.microsoft.com/blog/2023/01/18/subject-focusing-on-our-short-and-long-term-opportunity/ a anuntat] ca va concedia 10,000 de angajati pana la finalul lunii martie, adica aproximativ 5% din numarul total. La mijlocul anului trecut, Microsoft [https://www.reuters.com/technology/microsoft-cut-thousands-jobs-sky-news-2023-01-17/#:~:text=The%20company%20had%20221%2C000%20full%2Dtime%20employees%2C%20including%20122%2C000%20in%20the%20United%20States%20and%2099%2C000%20internationally%2C%20as%20of%20June%2030%2C%20according%20to%20filings. avea] 221,000 de angajati full-time, din care 122,000 in SUA.</p><p>Pe bursa americana, Microsoft a pierdut 18% in ultimul an. Valoarea de piata a companiei este in prezent de circa 1.81 tln. USD.</p><p>(US.MSFT)</p>