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2022-01-26
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Microsoft Cloud Growth Forecast Bodes Well for Tech Rivals, Too<blockquote>微软云增长预测对科技竞争对手来说也是个好兆头</blockquote>
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But they rebounded after Microsoft set a growth target ahead of Wall Street's in the current quarter, erasing earlier after-hours losses to trade 3% above the closing price.</p><p><blockquote>这家软件和服务巨头公布其云业务增长不佳后，其股价周二下跌6%。但在微软设定了本季度领先于华尔街的增长目标后，股价反弹，抹去了早些时候的盘后跌幅，交易价格比收盘价高出3%。</blockquote></p><p>Executives forecast revenue for Microsoft's Intelligent Cloud unit of $18.75 billion-$19 billion for the third quarter, compared with a Wall Street consensus of $18.15 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，高管们预计微软智能云部门第三季度营收为187.5亿至190亿美元，而华尔街普遍预期为181.5亿美元。</blockquote></p><p>"We believe this can start to change the sentiment tide in tech," said David Wagner, Portfolio Manager at Aptus Capital Advisors. Microsoft's guidance was "solid and robust and hopefully it will ease Wall Street concerns on tech earning power," he added.</p><p><blockquote>Aptus Capital Advisors投资组合经理David Wagner表示：“我们相信这可能会开始改变科技行业的情绪趋势。”他补充说，微软的指导“坚实而稳健，希望这将缓解华尔街对科技盈利能力的担忧”。</blockquote></p><p>The numbers for the quarter ended December played on tech investors' fears that growth in the cloud business - among the strongest in tech industry segments - was decelerating.</p><p><blockquote>截至12月的季度数据加剧了科技投资者的担忧，即云业务（科技行业中最强劲的业务之一）的增长正在减速。</blockquote></p><p>Microsoft's forward-looking confidence, on top of its revenue for the second quarter beating estimates, helped battle back a backlash against tech shares that has led to stock price gyrations.</p><p><blockquote>微软的前瞻性信心，加上第二季度营收超出预期，帮助抵御了导致股价波动的科技股反弹。</blockquote></p><p>Jefferies analyst Brent Thill said cloud acceleration and commercial bookings highlighted by Microsoft Chief Financial Officer Amy Hood all helped "save the Nasdaq".</p><p><blockquote>Jefferies分析师Brent Thill表示，微软首席财务官Amy Hood强调的云加速和商业预订都有助于“拯救纳斯达克”。</blockquote></p><p>Accelerating constant currency growth for Azure - Microsoft's flagship cloud offering - coupled with strong demand will likely be reflected in upcoming financial reports from Microsoft rivals Amazon.com Inc and Alphabet Inc's Google, Thill added.</p><p><blockquote>蒂尔补充说，微软旗舰云产品Azure的加速持续增长以及强劲的需求可能会反映在微软竞争对手亚马逊公司和Alphabet公司旗下谷歌即将发布的财务报告中。</blockquote></p><p>"I very much think investors should feel confident and you saw that in the rebound in the stock after management commentary and then guidance," said analyst Mark Moerdler of Bernstein.</p><p><blockquote>伯恩斯坦(Bernstein)分析师马克·莫德尔(Mark Moerdler)表示：“我非常认为投资者应该充满信心，在管理层发表评论和指导后，该股的反弹就看到了这一点。”</blockquote></p><p>Projected Azure growth validates the strength of the business and the sustainability of all cloud growth, Moerdler said.</p><p><blockquote>Moerdler表示，预计的Azure增长验证了业务的实力和所有云增长的可持续性。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Cloud Growth Forecast Bodes Well for Tech Rivals, Too<blockquote>微软云增长预测对科技竞争对手来说也是个好兆头</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2022-01-26 19:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After a brief scare, Microsoft Corp reassured tech investors late on Tuesday that the enterprise internet cloud business category has plenty of room to grow.</p><p><blockquote><html><head></head><body>在短暂的恐慌之后，微软公司周二晚间向科技投资者保证，企业互联网云业务类别有很大的增长空间。</body></html></blockquote></p><p>Shares of the software and services giant sank as much as 6% on Tuesday after it reported less-than-stellar growth in its cloud business. But they rebounded after Microsoft set a growth target ahead of Wall Street's in the current quarter, erasing earlier after-hours losses to trade 3% above the closing price.</p><p><blockquote>这家软件和服务巨头公布其云业务增长不佳后，其股价周二下跌6%。但在微软设定了本季度领先于华尔街的增长目标后，股价反弹，抹去了早些时候的盘后跌幅，交易价格比收盘价高出3%。</blockquote></p><p>Executives forecast revenue for Microsoft's Intelligent Cloud unit of $18.75 billion-$19 billion for the third quarter, compared with a Wall Street consensus of $18.15 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，高管们预计微软智能云部门第三季度营收为187.5亿至190亿美元，而华尔街普遍预期为181.5亿美元。</blockquote></p><p>"We believe this can start to change the sentiment tide in tech," said David Wagner, Portfolio Manager at Aptus Capital Advisors. Microsoft's guidance was "solid and robust and hopefully it will ease Wall Street concerns on tech earning power," he added.</p><p><blockquote>Aptus Capital Advisors投资组合经理David Wagner表示：“我们相信这可能会开始改变科技行业的情绪趋势。”他补充说，微软的指导“坚实而稳健，希望这将缓解华尔街对科技盈利能力的担忧”。</blockquote></p><p>The numbers for the quarter ended December played on tech investors' fears that growth in the cloud business - among the strongest in tech industry segments - was decelerating.</p><p><blockquote>截至12月的季度数据加剧了科技投资者的担忧，即云业务（科技行业中最强劲的业务之一）的增长正在减速。</blockquote></p><p>Microsoft's forward-looking confidence, on top of its revenue for the second quarter beating estimates, helped battle back a backlash against tech shares that has led to stock price gyrations.</p><p><blockquote>微软的前瞻性信心，加上第二季度营收超出预期，帮助抵御了导致股价波动的科技股反弹。</blockquote></p><p>Jefferies analyst Brent Thill said cloud acceleration and commercial bookings highlighted by Microsoft Chief Financial Officer Amy Hood all helped "save the Nasdaq".</p><p><blockquote>Jefferies分析师Brent Thill表示，微软首席财务官Amy Hood强调的云加速和商业预订都有助于“拯救纳斯达克”。</blockquote></p><p>Accelerating constant currency growth for Azure - Microsoft's flagship cloud offering - coupled with strong demand will likely be reflected in upcoming financial reports from Microsoft rivals Amazon.com Inc and Alphabet Inc's Google, Thill added.</p><p><blockquote>蒂尔补充说，微软旗舰云产品Azure的加速持续增长以及强劲的需求可能会反映在微软竞争对手亚马逊公司和Alphabet公司旗下谷歌即将发布的财务报告中。</blockquote></p><p>"I very much think investors should feel confident and you saw that in the rebound in the stock after management commentary and then guidance," said analyst Mark Moerdler of Bernstein.</p><p><blockquote>伯恩斯坦(Bernstein)分析师马克·莫德尔(Mark Moerdler)表示：“我非常认为投资者应该充满信心，在管理层发表评论和指导后，该股的反弹就看到了这一点。”</blockquote></p><p>Projected Azure growth validates the strength of the business and the sustainability of all cloud growth, Moerdler said.</p><p><blockquote>Moerdler表示，预计的Azure增长验证了业务的实力和所有云增长的可持续性。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/microsoft-cloud-growth-forecast-bodes-110342538.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-cloud-growth-forecast-bodes-110342538.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145307053","content_text":"After a brief scare, Microsoft Corp reassured tech investors late on Tuesday that the enterprise internet cloud business category has plenty of room to grow.Shares of the software and services giant sank as much as 6% on Tuesday after it reported less-than-stellar growth in its cloud business. But they rebounded after Microsoft set a growth target ahead of Wall Street's in the current quarter, erasing earlier after-hours losses to trade 3% above the closing price.Executives forecast revenue for Microsoft's Intelligent Cloud unit of $18.75 billion-$19 billion for the third quarter, compared with a Wall Street consensus of $18.15 billion, according to Refinitiv data.\"We believe this can start to change the sentiment tide in tech,\" said David Wagner, Portfolio Manager at Aptus Capital Advisors. Microsoft's guidance was \"solid and robust and hopefully it will ease Wall Street concerns on tech earning power,\" he added.The numbers for the quarter ended December played on tech investors' fears that growth in the cloud business - among the strongest in tech industry segments - was decelerating.Microsoft's forward-looking confidence, on top of its revenue for the second quarter beating estimates, helped battle back a backlash against tech shares that has led to stock price gyrations.Jefferies analyst Brent Thill said cloud acceleration and commercial bookings highlighted by Microsoft Chief Financial Officer Amy Hood all helped \"save the Nasdaq\".Accelerating constant currency growth for Azure - Microsoft's flagship cloud offering - coupled with strong demand will likely be reflected in upcoming financial reports from Microsoft rivals Amazon.com Inc and Alphabet Inc's Google, Thill added.\"I very much think investors should feel confident and you saw that in the rebound in the stock after management commentary and then guidance,\" said analyst Mark Moerdler of Bernstein.Projected Azure growth validates the strength of the business and the sustainability of all cloud growth, Moerdler said.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3045,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/639112307"}
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