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2021-10-21

Ok

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2021-09-23

Sad

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2021-09-06

Ok

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2021-08-23

Good

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2021-08-23

Good

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2021-08-05

Okokokok

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2021-08-04

Check this out

2021-08-03

Nice

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2021-08-03

Great

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2021-08-03

Ok

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2021-08-03

Ok

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2021-08-02

Nice

What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation 和 Shake Shack 本周公布收益时需要关注什么</blockquote>

2021-07-28

Ok

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2021-07-28

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2021-07-28

Ok

Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管中国面临压力，星巴克预计销售额仍将增长</blockquote>

2021-07-28

Ok

Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>

2021-07-28

Ok

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2021-07-28

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2021-07-27

Nice

Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote>

2021-07-27

Nice

CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&R 寻求股权合作伙伴以改进莫里森的报价</blockquote>

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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627869946,"share":"https://www.laohunote.com/m/news/1133185410?lang=zh_CN&edition=full","pubTime":"2021-08-02 10:05","market":"us","language":"en","title":"What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation 和 Shake Shack 本周公布收益时需要关注什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133185410","media":"Benzinga Earnings","summary":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:","content":"<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：优步），<b>生活国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>沙克小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>周五，Fritholtz Wealth Management 首席执行官在 CNBC 的“快钱中场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关心的是Uber，</b>布朗告诉 CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他说，这可能会影响 Uber 对其打车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎较低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation 不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”</b>他说。“当他们发布报告时，股票往往会被抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现良好，该公司在改善移动订购和增加免下车服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉 CNBC，他是 Shake Shack 的快乐股东，并将拭目以待，看看该公司报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格行为：</b>周五最后一次检查时，Uber 下跌 2.75%，至 43.46 美元；Live Nation 下跌 2.27%，至 79.89 美元；Shake Shack 下跌 1.81%，至 100.54 美元。</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\">\nWhat To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation 和 Shake Shack 本周公布收益时需要关注什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-02 10:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：优步），<b>生活国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>沙克小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>周五，Fritholtz Wealth Management 首席执行官在 CNBC 的“快钱中场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关心的是Uber，</b>布朗告诉 CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他说，这可能会影响 Uber 对其打车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎较低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation 不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”</b>他说。“当他们发布报告时，股票往往会被抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现良好，该公司在改善移动订购和增加免下车服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉 CNBC，他是 Shake Shack 的快乐股东，并将拭目以待，看看该公司报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格行为：</b>周五最后一次检查时，Uber 下跌 2.75%，至 43.46 美元；Live Nation 下跌 2.27%，至 79.89 美元；Shake Shack 下跌 1.81%，至 100.54 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYV":"Live Nation Entertainment","SHAK":"Shake Shack Inc","UBER":"优步"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133185410","content_text":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:SHAK) are all scheduled to report quarterly financial results this week.\nJosh Brown, CEO ofRitholtz Wealth Management, told investors what to expect from the companies, Friday on CNBC's \"Fast Money Halftime Report.\"\nBrown owns stock in all three companies and plans to hold through earnings, he said.\nThe one he is most concerned about is Uber,Brown told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.\nFrom a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.\nLive Nation isn't an earnings story. Investors should pay attention to the guidance and projections for the second half of the year, Brown said.\nShake Shack is \"very bad at reporting earnings,\"he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"\nRegardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding drive-thrus, Brown said.\nHe told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.\nPrice Action:At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89 and Shake Shack was down 1.81% at $100.54.","news_type":1,"symbols_score_info":{"LYV":0.9,"UBER":0.9,"SHAK":0.9}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803602899,"gmtCreate":1627434426111,"gmtModify":1633765045753,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803602899","repostId":"1170349743","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606666,"gmtCreate":1627434406255,"gmtModify":1633765046520,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606666","repostId":"1184474316","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606942,"gmtCreate":1627434392186,"gmtModify":1633765047005,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606942","repostId":"1180374779","repostType":4,"repost":{"id":"1180374779","kind":"news","pubTimestamp":1627429671,"share":"https://www.laohunote.com/m/news/1180374779?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:47","market":"us","language":"en","title":"Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管中国面临压力，星巴克预计销售额仍将增长</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180374779","media":"Reuters","summary":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwind","content":"<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p><p><blockquote>星巴克公司周二预测第四季度销售额将高于华尔街预期，尽管由于与 COVID-19 相关的旅行限制持续时间比预期更长，中国面临不利因素。</blockquote></p><p> The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p><p><blockquote>这家咖啡连锁店预计本季度的可比销售额将增长 18% 至 21%，预计美洲地区的销售额将强劲增长。根据 Refinitiv 的 IBES 数据，分析师平均预计增长 17.5%。</blockquote></p><p> But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p><p><blockquote>但冠状病毒的德尔塔变异毒株引发了新的新冠肺炎病例激增，并在一些地方恢复了戴口罩的规定。</blockquote></p><p> The United States said on Monday that it will not lift existing travel restrictions.</p><p><blockquote>美国周一表示，不会取消现有的旅行限制。</blockquote></p><p> In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p><p><blockquote>星巴克中国首席执行官Belinda Wong在与分析师的看涨期权上表示，截至6月27日的第三季度，尽管COVID-19在南方死灰复燃，但星巴克最大的增长市场中国的销售额仍增长了19%。</blockquote></p><p> Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p><p><blockquote>星巴克将2021财年中国销售增长预测从27-32%下调至18-20%，并将国际销售预测从25-30%下调至15-17%。</blockquote></p><p> The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p><p><blockquote>Wong 在谈到此次修订时表示，该公司之前对中国的指导“假设取消旅行限制的时间较短，并且我们在市场中面临的不确定性也较少”。</blockquote></p><p> The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p><p><blockquote>她表示，这种波动“只是暂时的”，该公司有望本财年在中国净新增 600 多家门店。</blockquote></p><p> Shares fell 3.3% in extended trading.</p><p><blockquote>股价在盘后交易中下跌 3.3%。</blockquote></p><p> In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p><p><blockquote>在美国，COVID-19 对旅行和餐厅容量的限制放松，以及一些办公室的重新开放，促进了星巴克和其他美国大型餐厅的销售额，包括 Chipotle Mexican Grill (CMG.N) 和达美乐披萨 (DPZ.N)。</blockquote></p><p> Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p><p><blockquote>星巴克美国季度销售额比上一年飙升 83%，部分原因是城市地区随着人们重返工作岗位而复苏，比两年前大流行前的水平高出 10%。</blockquote></p><p> Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p><p><blockquote>这些结果帮助全球销售额增长了 73%，而预期增长率为 69.4%。</blockquote></p><p> The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p><p><blockquote>该公司还一直在推动其数字业务——其奖励计划会员数量增长了 48%，达到 2420 万——以及新饮料，包括三种口味的即饮咖啡。</blockquote></p><p> Its cold drinks also grew to 74% of beverage sales in the quarter.</p><p><blockquote>其冷饮也增长至本季度饮料销售额的 74%。</blockquote></p><p> Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p><p><blockquote>不包括某些项目，星巴克每股收益为 1.01 美元，而去年同期亏损 46 美分。这超过了分析师每股 78 美分的预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Starbucks forecasts steamy sales despite pressure in China<blockquote>尽管中国面临压力，星巴克预计销售额仍将增长</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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\">\nStarbucks forecasts steamy sales despite pressure in China<blockquote>尽管中国面临压力，星巴克预计销售额仍将增长</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p><p><blockquote>星巴克公司周二预测第四季度销售额将高于华尔街预期，尽管由于与 COVID-19 相关的旅行限制持续时间比预期更长，中国面临不利因素。</blockquote></p><p> The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p><p><blockquote>这家咖啡连锁店预计本季度的可比销售额将增长 18% 至 21%，预计美洲地区的销售额将强劲增长。根据 Refinitiv 的 IBES 数据，分析师平均预计增长 17.5%。</blockquote></p><p> But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p><p><blockquote>但冠状病毒的德尔塔变异毒株引发了新的新冠肺炎病例激增，并在一些地方恢复了戴口罩的规定。</blockquote></p><p> The United States said on Monday that it will not lift existing travel restrictions.</p><p><blockquote>美国周一表示，不会取消现有的旅行限制。</blockquote></p><p> In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p><p><blockquote>星巴克中国首席执行官Belinda Wong在与分析师的看涨期权上表示，截至6月27日的第三季度，尽管COVID-19在南方死灰复燃，但星巴克最大的增长市场中国的销售额仍增长了19%。</blockquote></p><p> Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p><p><blockquote>星巴克将2021财年中国销售增长预测从27-32%下调至18-20%，并将国际销售预测从25-30%下调至15-17%。</blockquote></p><p> The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p><p><blockquote>Wong 在谈到此次修订时表示，该公司之前对中国的指导“假设取消旅行限制的时间较短，并且我们在市场中面临的不确定性也较少”。</blockquote></p><p> The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p><p><blockquote>她表示，这种波动“只是暂时的”，该公司有望本财年在中国净新增 600 多家门店。</blockquote></p><p> Shares fell 3.3% in extended trading.</p><p><blockquote>股价在盘后交易中下跌 3.3%。</blockquote></p><p> In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p><p><blockquote>在美国，COVID-19 对旅行和餐厅容量的限制放松，以及一些办公室的重新开放，促进了星巴克和其他美国大型餐厅的销售额，包括 Chipotle Mexican Grill (CMG.N) 和达美乐披萨 (DPZ.N)。</blockquote></p><p> Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p><p><blockquote>星巴克美国季度销售额比上一年飙升 83%，部分原因是城市地区随着人们重返工作岗位而复苏，比两年前大流行前的水平高出 10%。</blockquote></p><p> Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p><p><blockquote>这些结果帮助全球销售额增长了 73%，而预期增长率为 69.4%。</blockquote></p><p> The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p><p><blockquote>该公司还一直在推动其数字业务——其奖励计划会员数量增长了 48%，达到 2420 万——以及新饮料，包括三种口味的即饮咖啡。</blockquote></p><p> Its cold drinks also grew to 74% of beverage sales in the quarter.</p><p><blockquote>其冷饮也增长至本季度饮料销售额的 74%。</blockquote></p><p> Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p><p><blockquote>不包括某些项目，星巴克每股收益为 1.01 美元，而去年同期亏损 46 美分。这超过了分析师每股 78 美分的预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/\">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":{"SBUX":"星巴克"},"source_url":"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180374779","content_text":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.\nThe coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.\nBut the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.\nThe United States said on Monday that it will not lift existing travel restrictions.\nIn the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.\nStarbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.\nThe company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.\nThe volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.\nShares fell 3.3% in extended trading.\nIn the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).\nStarbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.\nThose results helped lift global sales 73% compared to estimates of 69.4% growth.\nThe company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.\nIts cold drinks also grew to 74% of beverage sales in the quarter.\nExcluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.","news_type":1,"symbols_score_info":{"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608570,"gmtCreate":1627434378190,"gmtModify":1633765047227,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608570","repostId":"1155220013","repostType":4,"repost":{"id":"1155220013","kind":"news","pubTimestamp":1627426975,"share":"https://www.laohunote.com/m/news/1155220013?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>(路透社）--微软公司周二公布了其最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨了近 1%，此前该公司今年迄今已上涨了 30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>大流行病推动的远程办公转变提高了消费者对云计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>在截至 6 月 30 日的第四季度，其 “智能云 ”部门的收入增长了 30%，达到 174 亿美元，其中 Azure 云计算业务增长了 51%。根据 Visible Alpha 的共识数据，分析师此前预计 Azure 将增长 43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>“Investing.com 高级分析师哈里斯-安瓦尔（Haris Anwar）说：”微软的这份报告令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他指出了 Azure 的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>“安瓦尔说：”尽管如此，自大流行病开始以来，微软的股票一直在大幅上涨，而且市盈率很高。“在经历了如此强劲的反弹之后，其股价可能会稍作喘息，尤其是在投资者仍不清楚大流行后环境下需求情景将如何演变的情况下。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近 2.2 万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据 Refinitiv Eikon 基于周一收盘价的数据，该股今年迄今已上涨近 30%，而标普500指数整体上涨了 18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括 Windows 软件和 Xbox 游戏机在内的个人计算收入增长 9%，达到 141 亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但 PP Foresight 分析师 Paolo Pescatore 表示，Xbox 内容和服务收入有所下降，这表明大流行推动的游戏热潮开始减弱。他补充说，该公司必须加强其在国内的影响力，以更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监 Kyle Vikstrom 表示，微软的一些硬件生产线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“她说：”我们看到供应链的限制正在影响 Windows OEM 和 Surface......以及 Xbox 游戏机。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities 的 Daniel Ives 表示，芯片短缺也可能导致微软 Xbox 内容和服务收入下滑，因为硬件销售受限导致服务业绩疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“他说：”如果说微软有什么落后的地方，那就是消费者。“我认为这项工作仍在进行中”。</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，收入增长 21%，达到 462 亿美元，超过分析师普遍预期的 442.4 亿美元。该公司公布的每股收益为 2.17 美元，高于市场普遍预期的 1.92 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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 scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>(路透社）--微软公司周二公布了其最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨了近 1%，此前该公司今年迄今已上涨了 30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>大流行病推动的远程办公转变提高了消费者对云计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>在截至 6 月 30 日的第四季度，其 “智能云 ”部门的收入增长了 30%，达到 174 亿美元，其中 Azure 云计算业务增长了 51%。根据 Visible Alpha 的共识数据，分析师此前预计 Azure 将增长 43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>“Investing.com 高级分析师哈里斯-安瓦尔（Haris Anwar）说：”微软的这份报告令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他指出了 Azure 的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>“安瓦尔说：”尽管如此，自大流行病开始以来，微软的股票一直在大幅上涨，而且市盈率很高。“在经历了如此强劲的反弹之后，其股价可能会稍作喘息，尤其是在投资者仍不清楚大流行后环境下需求情景将如何演变的情况下。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近 2.2 万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据 Refinitiv Eikon 基于周一收盘价的数据，该股今年迄今已上涨近 30%，而标普500指数整体上涨了 18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括 Windows 软件和 Xbox 游戏机在内的个人计算收入增长 9%，达到 141 亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但 PP Foresight 分析师 Paolo Pescatore 表示，Xbox 内容和服务收入有所下降，这表明大流行推动的游戏热潮开始减弱。他补充说，该公司必须加强其在国内的影响力，以更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监 Kyle Vikstrom 表示，微软的一些硬件生产线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“她说：”我们看到供应链的限制正在影响 Windows OEM 和 Surface......以及 Xbox 游戏机。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities 的 Daniel Ives 表示，芯片短缺也可能导致微软 Xbox 内容和服务收入下滑，因为硬件销售受限导致服务业绩疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“他说：”如果说微软有什么落后的地方，那就是消费者。“我认为这项工作仍在进行中”。</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，收入增长 21%，达到 462 亿美元，超过分析师普遍预期的 442.4 亿美元。该公司公布的每股收益为 2.17 美元，高于市场普遍预期的 1.92 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">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://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608378,"gmtCreate":1627434366794,"gmtModify":1633765047670,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608378","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803601298,"gmtCreate":1627434351814,"gmtModify":1633765048255,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803601298","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809125941,"gmtCreate":1627353546183,"gmtModify":1633765798148,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809125941","repostId":"2154645329","repostType":4,"repost":{"id":"2154645329","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627353226,"share":"https://www.laohunote.com/m/news/2154645329?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:33","market":"us","language":"en","title":"Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154645329","media":"Benzinga Earnings","summary":"Microsoft (NASDAQ: MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.","content":"<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破 2 万亿美元市值大关，震惊了商业和资本的天堂。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克股票代码：AAPL）——拥有 2 万亿美元的市值，是全球仅有的五家公司之一，其他三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克股票代码：AMZN），以及<b>Alphabet</b>（纳斯达克股票代码：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自 2014 年首席执行官萨蒂亚-纳德拉（Satya Nadella）上任以来，MSFT 的股价已经上涨了 600% 以上。2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。如果我们到达那里，下一个万亿现在只有一半的距离了。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT 预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的高空观察MSFT时，很明显，该公司自扎根软件以来已经多次重塑了自己。现在，MSFT是一个跨行业的庞然大物，横跨从地面到数字天空的整个数字领域，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>其最近的市值飙升反映了其看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购胃口。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，在过去四个季度中，MSFT 的盈利和收入都超过了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业 IT 支出可能有助于这次带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云举起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克 100 指数（NDX-紫线）一致。自2020年9月以来，该股一直呈上涨趋势。MSFT 发布季度财报时，这种趋势会继续下去吗？数据来源：纳斯达克。图表来源：The thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈可能成为其最大的业务部门</h2>在上一季度的财报电话会议上，首席执行官纳德拉以他一贯的宏大预测定下了基调： “数字技术将是未来十年韧性和增长的基础。我们正在创新和构建云堆栈，以加速地球上每个组织的数字化能力”。</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且竞争激烈的竞技场，在这里你只有三个主要的竞争对手。根据 Canalys 的报告，截至 2021 年 4 月，AMZN 的 AWS 以 32% 的市场份额占据榜首。MSFT 的 Azure 以 19% 紧随其后。GOOGL的谷歌云以规模较小但迅速扩大的 7% 的份额位居第三。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算，这一差异意味着届时市场规模将达到 8320 亿美元，而 2020 年市场规模将达到 3714 亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>根据 FactSet 的数据，上一季度，包括 Azure 在内的 MSFT 智能云部门的收入为 151.2 亿美元，同比增长 23%，远高于分析师预期的 149.2 亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，除了向亚洲和美国的新地区扩张外，该公司还在积极推进云计算业务，因为它拥有 “比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于 MSFT 目前的云计算地位（19% 的全球市场份额）与其主导 “地球上 ”每一个组织云空间的雄心之间的差距，您不妨关注一下其智能云的成果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>假设 2020 年的 Covid 改变了员工和公司对流动性与固定隔间的看法。大流行病似乎已经过去，但又有可能卷土重来，你不得不想到，许多企业可能都希望获得混合远程协作平台的 “生产力保险”。至少 MSFT 可能是这么希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT 的 Teams 平台可能是这个远程协作领域的有力竞争者。纳德拉表示，其用户数量同比几乎翻了一番，每天为 1.45 亿活跃用户提供服务。更重要的是，随着全球各地的员工回到办公室（字面意思），纳德拉指出团队使用扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams 是该公司生产力和业务流程部门的一部分，该部门包括其传统的 Office 365、Dynamics 和 LinkedIn。上季度，该公司同比增长 15%，收入达到 135.5 亿美元，超过分析师预期的 134.9 亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>在 MSFT 报告第四季度财报时，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前受疫情影响的工作空间有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全散去。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商和分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家的畅销书。其开发商 Mojang 只是 MSFT 收购的游戏公司之一，这使得该公司成为游戏机、游戏开发和游戏发行市场的有力竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉说，上个季度，该公司收购了 ZeniMax Media，后者开发了 “20 款世界上最具标志性和最受欢迎的游戏，可通过 Game Pass 访问”，并承诺 “未来还会有更多游戏”。据 MSFT 首席财务官 Amy Hood 称，MSFT 的 Xbox 硬件收入同比增长 232%。Xbox 内容收入（包括收购 ZeniMax Media）同期增长了 34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当 MSFT 周二发布报告时，投资者会更好地理解 “更多未来 ”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT 复兴和扩张背后的秘诀可以说是纳德拉的愿景，即在 “传统 ”服务中注入下一代应用程序（如 Azure），同时进军下一代市场，如其 HoloLens 增强现实耳机（目前正在接受美国军方测试，不久将开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这告诉我们的是，该公司可能不会有落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上季度，MSFT 超出了分析师的预期（根据 Refinitiv 的数据），调整后每股收益为 1.95 美元，而预期为 1.78 美元；产生 417.1 亿美元的收入，高于市场普遍预期的 410.3 亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官 Amy Hood 预测生产力和业务流程部门的收入将在 138 亿美元至 140.5 亿美元之间；智能云16.2亿美元和164.5亿美元；MSFT 个人计算部门的收入在 136 亿至 140 亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季 436 亿至 445 亿美元的收入指导，目前高于 Refinitiv 调查的分析师预期的 429.8 亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软收益和期权活动</h2>MSFT 预计将报告<b>调整后每股收益为 1.92 美元</b>根据第三方共识分析师的估计，高于去年同期的 1.46 美元。<b>收入预计为 441 亿美元</b>同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后，股价双向波动 1.5%。截至周一上午，隐含波动率处于第 16 个百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从 7 月 30 日期权到期日来看，看涨期权活动分布在 297.50 和 300 点，活跃度较高，而看跌期权在 272.5 点一直活跃。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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 Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-27 10:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破 2 万亿美元市值大关，震惊了商业和资本的天堂。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克股票代码：AAPL）——拥有 2 万亿美元的市值，是全球仅有的五家公司之一，其他三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克股票代码：AMZN），以及<b>Alphabet</b>（纳斯达克股票代码：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自 2014 年首席执行官萨蒂亚-纳德拉（Satya Nadella）上任以来，MSFT 的股价已经上涨了 600% 以上。2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。如果我们到达那里，下一个万亿现在只有一半的距离了。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT 预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的高空观察MSFT时，很明显，该公司自扎根软件以来已经多次重塑了自己。现在，MSFT是一个跨行业的庞然大物，横跨从地面到数字天空的整个数字领域，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>其最近的市值飙升反映了其看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购胃口。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，在过去四个季度中，MSFT 的盈利和收入都超过了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业 IT 支出可能有助于这次带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云举起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克 100 指数（NDX-紫线）一致。自2020年9月以来，该股一直呈上涨趋势。MSFT 发布季度财报时，这种趋势会继续下去吗？数据来源：纳斯达克。图表来源：The thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈可能成为其最大的业务部门</h2>在上一季度的财报电话会议上，首席执行官纳德拉以他一贯的宏大预测定下了基调： “数字技术将是未来十年韧性和增长的基础。我们正在创新和构建云堆栈，以加速地球上每个组织的数字化能力”。</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且竞争激烈的竞技场，在这里你只有三个主要的竞争对手。根据 Canalys 的报告，截至 2021 年 4 月，AMZN 的 AWS 以 32% 的市场份额占据榜首。MSFT 的 Azure 以 19% 紧随其后。GOOGL的谷歌云以规模较小但迅速扩大的 7% 的份额位居第三。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算，这一差异意味着届时市场规模将达到 8320 亿美元，而 2020 年市场规模将达到 3714 亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>根据 FactSet 的数据，上一季度，包括 Azure 在内的 MSFT 智能云部门的收入为 151.2 亿美元，同比增长 23%，远高于分析师预期的 149.2 亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，除了向亚洲和美国的新地区扩张外，该公司还在积极推进云计算业务，因为它拥有 “比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于 MSFT 目前的云计算地位（19% 的全球市场份额）与其主导 “地球上 ”每一个组织云空间的雄心之间的差距，您不妨关注一下其智能云的成果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>假设 2020 年的 Covid 改变了员工和公司对流动性与固定隔间的看法。大流行病似乎已经过去，但又有可能卷土重来，你不得不想到，许多企业可能都希望获得混合远程协作平台的 “生产力保险”。至少 MSFT 可能是这么希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT 的 Teams 平台可能是这个远程协作领域的有力竞争者。纳德拉表示，其用户数量同比几乎翻了一番，每天为 1.45 亿活跃用户提供服务。更重要的是，随着全球各地的员工回到办公室（字面意思），纳德拉指出团队使用扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams 是该公司生产力和业务流程部门的一部分，该部门包括其传统的 Office 365、Dynamics 和 LinkedIn。上季度，该公司同比增长 15%，收入达到 135.5 亿美元，超过分析师预期的 134.9 亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>在 MSFT 报告第四季度财报时，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前受疫情影响的工作空间有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全散去。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商和分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家的畅销书。其开发商 Mojang 只是 MSFT 收购的游戏公司之一，这使得该公司成为游戏机、游戏开发和游戏发行市场的有力竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉说，上个季度，该公司收购了 ZeniMax Media，后者开发了 “20 款世界上最具标志性和最受欢迎的游戏，可通过 Game Pass 访问”，并承诺 “未来还会有更多游戏”。据 MSFT 首席财务官 Amy Hood 称，MSFT 的 Xbox 硬件收入同比增长 232%。Xbox 内容收入（包括收购 ZeniMax Media）同期增长了 34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当 MSFT 周二发布报告时，投资者会更好地理解 “更多未来 ”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT 复兴和扩张背后的秘诀可以说是纳德拉的愿景，即在 “传统 ”服务中注入下一代应用程序（如 Azure），同时进军下一代市场，如其 HoloLens 增强现实耳机（目前正在接受美国军方测试，不久将开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这告诉我们的是，该公司可能不会有落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上季度，MSFT 超出了分析师的预期（根据 Refinitiv 的数据），调整后每股收益为 1.95 美元，而预期为 1.78 美元；产生 417.1 亿美元的收入，高于市场普遍预期的 410.3 亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官 Amy Hood 预测生产力和业务流程部门的收入将在 138 亿美元至 140.5 亿美元之间；智能云16.2亿美元和164.5亿美元；MSFT 个人计算部门的收入在 136 亿至 140 亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季 436 亿至 445 亿美元的收入指导，目前高于 Refinitiv 调查的分析师预期的 429.8 亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软收益和期权活动</h2>MSFT 预计将报告<b>调整后每股收益为 1.92 美元</b>根据第三方共识分析师的估计，高于去年同期的 1.46 美元。<b>收入预计为 441 亿美元</b>同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后，股价双向波动 1.5%。截至周一上午，隐含波动率处于第 16 个百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从 7 月 30 日期权到期日来看，看涨期权活动分布在 297.50 和 300 点，活跃度较高，而看跌期权在 272.5 点一直活跃。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154645329","content_text":"Microsoft (NASDAQ:MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.\nThe software giant is now one of only two companies in the world—the other being Apple (NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco, Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG), to be part of the trillionaire club.\nSince CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.\nMSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.\nWhen you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.\nAnd its recent market-cap surge reflects the opportunities it saw and seized: investing in cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.\nBefore looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.\nFIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nMicrosoft’s Cloud Stack May Emerge As Its Largest Business Segment\nOpening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”\nThe cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.\nStill, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.\nLast quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.\nThe company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.\nGiven the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.\nNew Hybrid Work Environment Demands A New Model\nLet’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.\nMSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.\nTeams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.\nEach component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.\nA Major Gaming Developer And Distributor\nEven if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.\nLast quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.\nMaybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.\nFrom Next-Gen Legacy Applications To Next-Gen Markets\nThe secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).\nWhat this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.\nLast quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.\nLooking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.\nThat amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.\nMicrosoft Earnings And Options Activity\nMSFT is expected to report adjusted EPS of $1.92, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $44.1 billion, up 16% from a year ago.\nOptions traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.\nLooking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.","news_type":1,"symbols_score_info":{"MSFT":0.9,"AAPL":0.9,"GOOG":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809113860,"gmtCreate":1627351902650,"gmtModify":1633765821453,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090231144855440","idStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809113860","repostId":"1102983589","repostType":4,"repost":{"id":"1102983589","kind":"news","pubTimestamp":1627349230,"share":"https://www.laohunote.com/m/news/1102983589?lang=zh_CN&edition=full","pubTime":"2021-07-27 09:27","market":"us","language":"en","title":"CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R 寻求股权合作伙伴以改进莫里森的报价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102983589","media":"Bloomberg","summary":"(Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an ","content":"<p><div> (Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the ...</p><p><blockquote><div>（彭博）-Clayton Dubilier&amp;Rice正在与潜在的股权合作伙伴进行洽谈，因为它正在为英国杂货连锁店Wm Morrison Supermarkets Plc准备一个改进的报价，这些人了解……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R 寻求股权合作伙伴以改进莫里森的报价</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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\">\nCD&R Seeks Equity Partners for Improved Morrison Offer<blockquote>CD&amp;R 寻求股权合作伙伴以改进莫里森的报价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-27 09:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the ...</p><p><blockquote><div>（彭博）-Clayton Dubilier&amp;Rice正在与潜在的股权合作伙伴进行洽谈，因为它正在为英国杂货连锁店Wm Morrison Supermarkets Plc准备一个改进的报价，这些人了解……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html\">Bloomberg</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":{"MRWSF":"WM Morrison Supermarkets Plc."},"source_url":"https://finance.yahoo.com/news/cd-r-seeks-equity-partners-170313043.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102983589","content_text":"(Bloomberg) -- Clayton Dubilier & Rice is speaking with potential equity partners as it prepares an improved offer for British grocery chain Wm Morrison Supermarkets Plc, people with knowledge of the matter said.\nThe buyout firm is in discussions to team up with some of the investors in its funds -- known as limited partners -- on a fresh bid, the people said. CD&R is considering making an increased offer as soon as the coming days, according to the people, who asked not to be identified because the information is private.\nPrivate equity firms often partner with a large pension manager or sovereign wealth fund on major acquisitions to reduce the amount of capital they have to commit themselves. Under British takeover rules, CD&R has until Aug. 9 to decide whether to make a rival bid for the supermarket chain.\nMorrison has already accepted a 6.3 billion-pound ($8.7 billion) proposal from Fortress Investment Group. Earlier this month, investment firm Apollo Global Management Inc. said it was in talks to join the Fortress bid and wouldn’t make a separate offer for Britain’s fourth-largest grocer.\nBNP Paribas SA has joined Goldman Sachs Group Inc. and JPMorgan Chase & Co. as an adviser to CD&R and will help provide financing for the potential acquisition, the people said. Deliberations are ongoing, and there’s no certainty CD&R will submit a new proposal, according to the people.\nRepresentatives for CD&R, Morrison and BNP Paribas declined to comment.","news_type":1,"symbols_score_info":{"MRWSF":0.9}},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835022486,"gmtCreate":1629681703245,"gmtModify":1633683282791,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/835022486","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809119123,"gmtCreate":1627351845962,"gmtModify":1633765822286,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809119123","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804615615,"gmtCreate":1627953782837,"gmtModify":1633754952146,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804615615","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608378,"gmtCreate":1627434366794,"gmtModify":1633765047670,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608378","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809125941,"gmtCreate":1627353546183,"gmtModify":1633765798148,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809125941","repostId":"2154645329","repostType":4,"repost":{"id":"2154645329","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627353226,"share":"https://www.laohunote.com/m/news/2154645329?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:33","market":"us","language":"en","title":"Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154645329","media":"Benzinga Earnings","summary":"Microsoft (NASDAQ: MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.","content":"<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破 2 万亿美元市值大关，震惊了商业和资本的天堂。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克股票代码：AAPL）——拥有 2 万亿美元的市值，是全球仅有的五家公司之一，其他三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克股票代码：AMZN），以及<b>Alphabet</b>（纳斯达克股票代码：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自 2014 年首席执行官萨蒂亚-纳德拉（Satya Nadella）上任以来，MSFT 的股价已经上涨了 600% 以上。2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。如果我们到达那里，下一个万亿现在只有一半的距离了。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT 预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的高空观察MSFT时，很明显，该公司自扎根软件以来已经多次重塑了自己。现在，MSFT是一个跨行业的庞然大物，横跨从地面到数字天空的整个数字领域，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>其最近的市值飙升反映了其看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购胃口。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，在过去四个季度中，MSFT 的盈利和收入都超过了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业 IT 支出可能有助于这次带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云举起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克 100 指数（NDX-紫线）一致。自2020年9月以来，该股一直呈上涨趋势。MSFT 发布季度财报时，这种趋势会继续下去吗？数据来源：纳斯达克。图表来源：The thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈可能成为其最大的业务部门</h2>在上一季度的财报电话会议上，首席执行官纳德拉以他一贯的宏大预测定下了基调： “数字技术将是未来十年韧性和增长的基础。我们正在创新和构建云堆栈，以加速地球上每个组织的数字化能力”。</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且竞争激烈的竞技场，在这里你只有三个主要的竞争对手。根据 Canalys 的报告，截至 2021 年 4 月，AMZN 的 AWS 以 32% 的市场份额占据榜首。MSFT 的 Azure 以 19% 紧随其后。GOOGL的谷歌云以规模较小但迅速扩大的 7% 的份额位居第三。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算，这一差异意味着届时市场规模将达到 8320 亿美元，而 2020 年市场规模将达到 3714 亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>根据 FactSet 的数据，上一季度，包括 Azure 在内的 MSFT 智能云部门的收入为 151.2 亿美元，同比增长 23%，远高于分析师预期的 149.2 亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，除了向亚洲和美国的新地区扩张外，该公司还在积极推进云计算业务，因为它拥有 “比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于 MSFT 目前的云计算地位（19% 的全球市场份额）与其主导 “地球上 ”每一个组织云空间的雄心之间的差距，您不妨关注一下其智能云的成果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>假设 2020 年的 Covid 改变了员工和公司对流动性与固定隔间的看法。大流行病似乎已经过去，但又有可能卷土重来，你不得不想到，许多企业可能都希望获得混合远程协作平台的 “生产力保险”。至少 MSFT 可能是这么希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT 的 Teams 平台可能是这个远程协作领域的有力竞争者。纳德拉表示，其用户数量同比几乎翻了一番，每天为 1.45 亿活跃用户提供服务。更重要的是，随着全球各地的员工回到办公室（字面意思），纳德拉指出团队使用扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams 是该公司生产力和业务流程部门的一部分，该部门包括其传统的 Office 365、Dynamics 和 LinkedIn。上季度，该公司同比增长 15%，收入达到 135.5 亿美元，超过分析师预期的 134.9 亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>在 MSFT 报告第四季度财报时，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前受疫情影响的工作空间有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全散去。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商和分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家的畅销书。其开发商 Mojang 只是 MSFT 收购的游戏公司之一，这使得该公司成为游戏机、游戏开发和游戏发行市场的有力竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉说，上个季度，该公司收购了 ZeniMax Media，后者开发了 “20 款世界上最具标志性和最受欢迎的游戏，可通过 Game Pass 访问”，并承诺 “未来还会有更多游戏”。据 MSFT 首席财务官 Amy Hood 称，MSFT 的 Xbox 硬件收入同比增长 232%。Xbox 内容收入（包括收购 ZeniMax Media）同期增长了 34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当 MSFT 周二发布报告时，投资者会更好地理解 “更多未来 ”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT 复兴和扩张背后的秘诀可以说是纳德拉的愿景，即在 “传统 ”服务中注入下一代应用程序（如 Azure），同时进军下一代市场，如其 HoloLens 增强现实耳机（目前正在接受美国军方测试，不久将开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这告诉我们的是，该公司可能不会有落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上季度，MSFT 超出了分析师的预期（根据 Refinitiv 的数据），调整后每股收益为 1.95 美元，而预期为 1.78 美元；产生 417.1 亿美元的收入，高于市场普遍预期的 410.3 亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官 Amy Hood 预测生产力和业务流程部门的收入将在 138 亿美元至 140.5 亿美元之间；智能云16.2亿美元和164.5亿美元；MSFT 个人计算部门的收入在 136 亿至 140 亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季 436 亿至 445 亿美元的收入指导，目前高于 Refinitiv 调查的分析师预期的 429.8 亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软收益和期权活动</h2>MSFT 预计将报告<b>调整后每股收益为 1.92 美元</b>根据第三方共识分析师的估计，高于去年同期的 1.46 美元。<b>收入预计为 441 亿美元</b>同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后，股价双向波动 1.5%。截至周一上午，隐含波动率处于第 16 个百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从 7 月 30 日期权到期日来看，看涨期权活动分布在 297.50 和 300 点，活跃度较高，而看跌期权在 272.5 点一直活跃。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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 Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report<blockquote>微软在第四财季收益报告发布前积极关注云计算</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-27 10:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft </b>(NASDAQ:MSFT)&nbsp;shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.</p><p><blockquote><b>微软</b>（纳斯达克股票代码：MSFT）上个月突破 2 万亿美元市值大关，震惊了商业和资本的天堂。</blockquote></p><p> The software giant is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only two companies in the world—the other being<b>&nbsp;Apple</b>&nbsp;(NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco,<b>&nbsp;Amazon</b>&nbsp;(NASDAQ:AMZN), and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:GOOG), to be part of the trillionaire club.</p><p><blockquote>这家软件巨头现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>世界上只有两家公司——另一家是<b>苹果</b>（纳斯达克股票代码：AAPL）——拥有 2 万亿美元的市值，是全球仅有的五家公司之一，其他三家是沙特阿美公司，<b>亚马逊</b>（纳斯达克股票代码：AMZN），以及<b>Alphabet</b>（纳斯达克股票代码：GOOG），成为万亿富翁俱乐部的一员。</blockquote></p><p> Since CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.</p><p><blockquote>自 2014 年首席执行官萨蒂亚-纳德拉（Satya Nadella）上任以来，MSFT 的股价已经上涨了 600% 以上。2017年市值达到5000亿美元后，仅用了两年时间就翻了一番，达到1万亿美元，然后又用了两年时间再次翻了一番，达到2万亿美元。如果我们到达那里，下一个万亿现在只有一半的距离了。</blockquote></p><p> MSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.</p><p><blockquote>MSFT 预计将于周二收盘后公布第四财季收益。</blockquote></p><p> When you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.</p><p><blockquote>当你从40,000英尺的高空观察MSFT时，很明显，该公司自扎根软件以来已经多次重塑了自己。现在，MSFT是一个跨行业的庞然大物，横跨从地面到数字天空的整个数字领域，可以说已经变得几乎无处不在。</blockquote></p><p> And its recent market-cap surge reflects the opportunities it saw and seized: investing in&nbsp;cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.</p><p><blockquote>其最近的市值飙升反映了其看到并抓住的机会：投资云计算、开发虚拟聊天和协作技术、扩展到视频游戏市场以及满足其巨大的收购胃口。</blockquote></p><p> Before looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.</p><p><blockquote>在研究某些细分市场之前，需要注意的是，在过去四个季度中，MSFT 的盈利和收入都超过了华尔街的共识。分析师最近告诉《巴伦周刊》，加速企业 IT 支出可能有助于这次带来另一个强劲的季度业绩。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/microsoft-earnings.jpg\" tg-width=\"1822\" tg-height=\"951\" referrerpolicy=\"no-referrer\"><span>FIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：被云举起。微软的股票（MSFT-烛台）在很大程度上与纳斯达克 100 指数（NDX-紫线）一致。自2020年9月以来，该股一直呈上涨趋势。MSFT 发布季度财报时，这种趋势会继续下去吗？数据来源：纳斯达克。图表来源：The thinkorswim®平台。仅用于说明目的。过去的表现并不能保证未来的结果。</span></p></blockquote></p><p> <h2>Microsoft’s Cloud Stack May Emerge As Its Largest Business Segment</h2> Opening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”</p><p><blockquote><h2>微软的云堆栈可能成为其最大的业务部门</h2>在上一季度的财报电话会议上，首席执行官纳德拉以他一贯的宏大预测定下了基调： “数字技术将是未来十年韧性和增长的基础。我们正在创新和构建云堆栈，以加速地球上每个组织的数字化能力”。</blockquote></p><p> The cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.</p><p><blockquote>云空间是一个狭窄且竞争激烈的竞技场，在这里你只有三个主要的竞争对手。根据 Canalys 的报告，截至 2021 年 4 月，AMZN 的 AWS 以 32% 的市场份额占据榜首。MSFT 的 Azure 以 19% 紧随其后。GOOGL的谷歌云以规模较小但迅速扩大的 7% 的份额位居第三。</blockquote></p><p> Still, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.</p><p><blockquote>尽管如此，据第三方分析师称，到2025年，全球云服务的增长可能会以17.5%的复合年增长率扩大。以美元计算，这一差异意味着届时市场规模将达到 8320 亿美元，而 2020 年市场规模将达到 3714 亿美元。</blockquote></p><p> Last quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.</p><p><blockquote>根据 FactSet 的数据，上一季度，包括 Azure 在内的 MSFT 智能云部门的收入为 151.2 亿美元，同比增长 23%，远高于分析师预期的 149.2 亿美元。</blockquote></p><p> The company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.</p><p><blockquote>纳德拉表示，除了向亚洲和美国的新地区扩张外，该公司还在积极推进云计算业务，因为它拥有 “比任何其他提供商都多的数据中心区域”。</blockquote></p><p> Given the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.</p><p><blockquote>鉴于 MSFT 目前的云计算地位（19% 的全球市场份额）与其主导 “地球上 ”每一个组织云空间的雄心之间的差距，您不妨关注一下其智能云的成果。</blockquote></p><p> <h2>New Hybrid Work Environment Demands A&nbsp;New Model</h2> Let’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.</p><p><blockquote><h2>新的混合工作环境需要新的模式</h2>假设 2020 年的 Covid 改变了员工和公司对流动性与固定隔间的看法。大流行病似乎已经过去，但又有可能卷土重来，你不得不想到，许多企业可能都希望获得混合远程协作平台的 “生产力保险”。至少 MSFT 可能是这么希望的。</blockquote></p><p> MSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.</p><p><blockquote>MSFT 的 Teams 平台可能是这个远程协作领域的有力竞争者。纳德拉表示，其用户数量同比几乎翻了一番，每天为 1.45 亿活跃用户提供服务。更重要的是，随着全球各地的员工回到办公室（字面意思），纳德拉指出团队使用扩大了。</blockquote></p><p></p><p> Teams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.</p><p><blockquote>Teams 是该公司生产力和业务流程部门的一部分，该部门包括其传统的 Office 365、Dynamics 和 LinkedIn。上季度，该公司同比增长 15%，收入达到 135.5 亿美元，超过分析师预期的 134.9 亿美元。收入主要由Office和LinkedIn推动。</blockquote></p><p> Each component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.</p><p><blockquote>在 MSFT 报告第四季度财报时，该细分市场中的每个组成部分都值得关注。与每个企业一样，每个组件可能对当前受疫情影响的工作空间有自己独特的敏感性。尽管经济已经开始复苏，但不确定性的迷雾尚未完全散去。</blockquote></p><p> <h2>A Major Gaming Developer And Distributor</h2> Even if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.</p><p><blockquote><h2>主要游戏开发商和分销商</h2>即使你没有孩子，你也可能知道《我的世界》已经成为老少游戏玩家的畅销书。其开发商 Mojang 只是 MSFT 收购的游戏公司之一，这使得该公司成为游戏机、游戏开发和游戏发行市场的有力竞争者。</blockquote></p><p> Last quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.</p><p><blockquote>纳德拉说，上个季度，该公司收购了 ZeniMax Media，后者开发了 “20 款世界上最具标志性和最受欢迎的游戏，可通过 Game Pass 访问”，并承诺 “未来还会有更多游戏”。据 MSFT 首席财务官 Amy Hood 称，MSFT 的 Xbox 硬件收入同比增长 232%。Xbox 内容收入（包括收购 ZeniMax Media）同期增长了 34%。</blockquote></p><p> Maybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.</p><p><blockquote>也许当 MSFT 周二发布报告时，投资者会更好地理解 “更多未来 ”可能意味着什么。</blockquote></p><p> <h2>From Next-Gen Legacy Applications To Next-Gen Markets</h2> The secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).</p><p><blockquote><h2>从下一代传统应用到下一代市场</h2>MSFT 复兴和扩张背后的秘诀可以说是纳德拉的愿景，即在 “传统 ”服务中注入下一代应用程序（如 Azure），同时进军下一代市场，如其 HoloLens 增强现实耳机（目前正在接受美国军方测试，不久将开发用于商业用途）。</blockquote></p><p> What this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.</p><p><blockquote>这告诉我们的是，该公司可能不会有落后于它正在积极破坏和取代的曲线的风险。</blockquote></p><p> Last quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.</p><p><blockquote>上季度，MSFT 超出了分析师的预期（根据 Refinitiv 的数据），调整后每股收益为 1.95 美元，而预期为 1.78 美元；产生 417.1 亿美元的收入，高于市场普遍预期的 410.3 亿美元。</blockquote></p><p> Looking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.</p><p><blockquote>展望周二公布的业绩，首席财务官 Amy Hood 预测生产力和业务流程部门的收入将在 138 亿美元至 140.5 亿美元之间；智能云16.2亿美元和164.5亿美元；MSFT 个人计算部门的收入在 136 亿至 140 亿美元之间。</blockquote></p><p> That amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.</p><p><blockquote>这相当于第四财季 436 亿至 445 亿美元的收入指导，目前高于 Refinitiv 调查的分析师预期的 429.8 亿美元。</blockquote></p><p> <h2>Microsoft Earnings And Options Activity</h2> MSFT is expected to report&nbsp;<b>adjusted EPS of $1.92</b>, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $44.1 billion</b>, up 16% from a year ago.</p><p><blockquote><h2>微软收益和期权活动</h2>MSFT 预计将报告<b>调整后每股收益为 1.92 美元</b>根据第三方共识分析师的估计，高于去年同期的 1.46 美元。<b>收入预计为 441 亿美元</b>同比增长16%。</blockquote></p><p> Options traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.</p><p><blockquote>期权交易员预计财报发布前后，股价双向波动 1.5%。截至周一上午，隐含波动率处于第 16 个百分位。</blockquote></p><p> Looking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.</p><p><blockquote>从 7 月 30 日期权到期日来看，看涨期权活动分布在 297.50 和 300 点，活跃度较高，而看跌期权在 272.5 点一直活跃。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154645329","content_text":"Microsoft (NASDAQ:MSFT) shook the heavens of commerce and capital when it shattered the $2 trillion market cap barrier last month.\nThe software giant is now one of only two companies in the world—the other being Apple (NASDAQ:AAPL)—to boast a $2 trillion market cap, and one of only five companies across the globe, the other three being Saudi Aramco, Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG), to be part of the trillionaire club.\nSince CEO Satya Nadella took the helm in 2014, MSFT’s share price is up more than 600%. After reaching $500 billion in market cap in 2017, it took only two years to double to $1 trillion and then two more years to double again to $2 trillion. The next trillion, if we get there, is now only half the distance away.\nMSFT is expected to report fiscal Q4 earnings on Tuesday after markets close.\nWhen you look at MSFT from a 40,000-foot view, it seems pretty clear that the company has reinvented itself several times since taking root in software. Now a multi-industry behemoth weaving itself across the entire digital domain from ground to digital sky, MSFT arguably has become virtually omnipresent.\nAnd its recent market-cap surge reflects the opportunities it saw and seized: investing in cloud computing, developing virtual chat and collaboration tech, expanding into the video game market, and satiating its large appetite for acquisitions.\nBefore looking at some of the segments, it’s important to note that MSFT has beaten Wall Street’s consensus on earnings and revenue each of the last four quarters. Accelerating business IT spending could help bring another strong quarterly result this time around, analysts told Barron’s recently.\nFIGURE 1: LIFTED BY THE CLOUD. Microsoft’s stock (MSFT—candlestick) has, for the most part, been in line with the Nasdaq-100 Index (NDX—purple line). The stock has been trending higher since Sept. 2020. Will MSFT’s trend continue when it releases its quarterly earnings? Data source: Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nMicrosoft’s Cloud Stack May Emerge As Its Largest Business Segment\nOpening last quarter’s earnings conference call, CEO Nadella set the tone with his usual forecast in grand style: “Digital technology will be the foundation for resilience and growth over the next decade. We are innovating and building the cloud stack to accelerate the digital capability of every organization on the planet.”\nThe cloud space is a narrow and highly contentious arena where you have only three major competitors. According to a report by Canalys, as of April 2021, AMZN’s AWS occupies the top spot with a 32% market share. MSFT’s Azure comes in at a close second with 19%. And GOOGL’s Google Cloud is third with a smaller yet rapidly expanding 7% share.\nStill, growth in global cloud services may expand by a compound annual growth rate of 17.5% by 2025, according to third-party analysts. The difference in dollar terms would mean a whopping $832 billion market by then vs. $371.4 billion in 2020.\nLast quarter, MSFT’s Intelligent Cloud segment, which includes Azure, raked in $15.12 billion in revenue—23% growth year over year and well above analysts’ estimates of $14.92 billion, according to FactSet.\nThe company is pushing its cloud growth aggressively, as it has “more data center regions than any other provider,” according to Nadella, in addition to expanding into new regions across Asia and the US.\nGiven the gap between MSFT’s current cloud position (19% global market share) and its ambitions to dominate every organizational cloud space “on the planet,” you might want to pay attention to its Intelligent Cloud results.\nNew Hybrid Work Environment Demands A New Model\nLet’s assume that the Covid Year of 2020 changed the way employees and companies value mobility versus the fixed cubicle. And with the pandemic seemingly behind us yet threatening an enhanced reprise, you’ve got to think many businesses might want the “productivity insurance” of a hybrid distance-collaboration platform. At least that’s what MSFT is probably hoping.\nMSFT’s Teams platform could be a strong contender in this arena of distance collaboration. Its users nearly doubled year over year, according to Nadella, servicing 145 million active users a day. More importantly, with workers across the globe heading back to the office (literally), Nadella noted that Team usage expanded.\nTeams is part of the company’s Productivity and Business Processes segment, which includes its legacy Office 365, Dynamics, and LinkedIn. Last quarter, it grew 15% year over year, delivering $13.55 billion in revenue, topping analyst estimates of $13.49 billion. Revenues were driven primarily by Office and LinkedIn.\nEach component within this segment is worth paying attention to as MSFT reports FY Q4 results. As with every business, each component may have its own unique sensitivities to the current pandemic-tinged workspace. Though economies have begun to recover, the fog of uncertainty hasn’t quite lifted yet.\nA Major Gaming Developer And Distributor\nEven if you don’t have kids, you’re probably aware that Minecraft has become a best-seller among gamers young and old. Its developer, Mojang, was just one of MSFT’s gaming acquisitions, making the company a viable contender in the market of gaming consoles, game development, and game distribution.\nLast quarter, the company acquired ZeniMax Media, which developed “20 of the world’s most iconic and beloved games accessible via Game Pass,” Nadella said, promising “more to come.” MSFT’s Xbox hardware revenue grew 232% year over year, according to CFO Amy Hood. And Xbox content revenue, including the ZeniMax Media acquisition, grew 34% in the same period.\nMaybe investors will get a better sense of what “more to come” might mean when MSFT reports Tuesday.\nFrom Next-Gen Legacy Applications To Next-Gen Markets\nThe secret sauce behind MSFT’s rejuvenation and expansion is arguably Nadella’s vision to infuse “legacy” services with next-gen applications (like Azure) while making forays into next-gen markets like its HoloLens augmented reality headset (currently being tested by the US military and soon to be developed for commercial use).\nWhat this could tell us is that the company may not be at risk of falling behind a curve that it’s actively disrupting and displacing.\nLast quarter, MSFT topped analyst estimates (according to Refinitiv), delivering $1.95 adjusted earnings per share versus $1.78 expected; and generating $41.71 billion in revenue above consensus estimates of $41.03 billion.\nLooking ahead to the results due Tuesday, CFO Amy Hood forecast between $13.8 and $14.05 billion in revenue for the Productivity and Business Processes segment; $16.20 and $16.45 billion for Intelligent Cloud; and between $13.6 billion and $14 billion for MSFT’s Personal Computing segment.\nThat amounts to revenue guidance of $43.6 billion to $44.5 billion for fiscal Q4, currently above Refinitiv-polled analyst estimates of $42.98 billion.\nMicrosoft Earnings And Options Activity\nMSFT is expected to report adjusted EPS of $1.92, up from $1.46 in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $44.1 billion, up 16% from a year ago.\nOptions traders have priced in an expected share price move of 1.5% in either direction around the earnings release. The implied volatility sits at the 16th percentile as of Monday morning.\nLooking at the July 30 options expiration, call activity is spread out with higher activity at the 297.50 and 300 strikes while puts have been active at the 272.5 strike.","news_type":1,"symbols_score_info":{"MSFT":0.9,"AAPL":0.9,"GOOG":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835026441,"gmtCreate":1629681687883,"gmtModify":1633683283761,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835026441","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805884232,"gmtCreate":1627870064026,"gmtModify":1633755761581,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805884232","repostId":"1133185410","repostType":4,"repost":{"id":"1133185410","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627869946,"share":"https://www.laohunote.com/m/news/1133185410?lang=zh_CN&edition=full","pubTime":"2021-08-02 10:05","market":"us","language":"en","title":"What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation 和 Shake Shack 本周公布收益时需要关注什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133185410","media":"Benzinga Earnings","summary":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:","content":"<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：优步），<b>生活国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>沙克小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>周五，Fritholtz Wealth Management 首席执行官在 CNBC 的“快钱中场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关心的是Uber，</b>布朗告诉 CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他说，这可能会影响 Uber 对其打车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎较低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation 不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”</b>他说。“当他们发布报告时，股票往往会被抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现良好，该公司在改善移动订购和增加免下车服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉 CNBC，他是 Shake Shack 的快乐股东，并将拭目以待，看看该公司报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格行为：</b>周五最后一次检查时，Uber 下跌 2.75%，至 43.46 美元；Live Nation 下跌 2.27%，至 79.89 美元；Shake Shack 下跌 1.81%，至 100.54 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation 和 Shake Shack 本周公布收益时需要关注什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nWhat To Watch For When Uber, Live Nation And Shake Shack Report Earnings This Week<blockquote>Uber、Live Nation 和 Shake Shack 本周公布收益时需要关注什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-02 10:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Uber Technologies Inc</b>(NYSE:UBER),<b>Live Nation Entertainment, Inc.</b>(NYSE:LYV) and&nbsp;<b>Shake Shack Inc</b>(NYSE:SHAK) are all scheduled&nbsp;to report quarterly&nbsp;financial results this week.</p><p><blockquote><b>优步科技公司</b>（纽约证券交易所代码：优步），<b>生活国家娱乐公司。</b>（纽约证券交易所代码：LYV）和<b>沙克小屋公司</b>（纽约证券交易所股票代码：SHAK）均计划于本周公布季度财务业绩。</blockquote></p><p> <b>Josh Brown</b>, CEO ofRitholtz Wealth Management, told investors what to expect from the companies,&nbsp;Friday&nbsp;on CNBC's \"Fast Money Halftime Report.\"</p><p><blockquote><b>乔希·布朗</b>周五，Fritholtz Wealth Management 首席执行官在 CNBC 的“快钱中场报告”中告诉投资者对这些公司的期望。</blockquote></p><p> Brown owns stock in all three companies and plans to hold through earnings, he said.</p><p><blockquote>他说，布朗拥有这三家公司的股票，并计划通过盈利持有。</blockquote></p><p> <b>The one he is most concerned about is Uber,</b>Brown&nbsp;told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.</p><p><blockquote><b>他最关心的是Uber，</b>布朗告诉 CNBC。随着对新冠肺炎变种的担忧增加，重新开放可能会面临挫折。他说，这可能会影响 Uber 对其打车业务的指导。</blockquote></p><p> From a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.</p><p><blockquote>布朗指出，从技术角度来看，该股并未处于决定性趋势，股东信心似乎较低。</blockquote></p><p> <b>Live Nation isn't an earnings story.</b>&nbsp;Investors should pay attention to the guidance and projections for the second half of the year, Brown said.</p><p><blockquote><b>Live Nation 不是一个盈利故事。</b>布朗表示，投资者应关注下半年的指引和预测。</blockquote></p><p> <b>Shake Shack is \"very bad at reporting earnings,\"</b>he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"</p><p><blockquote><b>Shake Shack“非常不擅长报告收益”</b>他说。“当他们发布报告时，股票往往会被抛售。我认为他们还没有完全弄清楚如何与华尔街沟通。”</blockquote></p><p> Regardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding&nbsp;drive-thrus, Brown said.</p><p><blockquote>布朗表示，无论如何，该股今年表现良好，该公司在改善移动订购和增加免下车服务方面取得了长足进步。</blockquote></p><p> He told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.</p><p><blockquote>他告诉 CNBC，他是 Shake Shack 的快乐股东，并将拭目以待，看看该公司报告后会发生什么。</blockquote></p><p> <b>Price Action:</b>At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89&nbsp;and Shake Shack was down 1.81% at $100.54.</p><p><blockquote><b>价格行为：</b>周五最后一次检查时，Uber 下跌 2.75%，至 43.46 美元；Live Nation 下跌 2.27%，至 79.89 美元；Shake Shack 下跌 1.81%，至 100.54 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYV":"Live Nation Entertainment","SHAK":"Shake Shack Inc","UBER":"优步"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133185410","content_text":"Uber Technologies Inc(NYSE:UBER),Live Nation Entertainment, Inc.(NYSE:LYV) and Shake Shack Inc(NYSE:SHAK) are all scheduled to report quarterly financial results this week.\nJosh Brown, CEO ofRitholtz Wealth Management, told investors what to expect from the companies, Friday on CNBC's \"Fast Money Halftime Report.\"\nBrown owns stock in all three companies and plans to hold through earnings, he said.\nThe one he is most concerned about is Uber,Brown told CNBC. As COVID-19 variant concerns increase, the reopening could face setbacks. Such could impact Uber's guidance for its ride-hailing business, he said.\nFrom a technical standpoint, the stock isn't in a decisive trend and shareholder confidence seems low, Brown noted.\nLive Nation isn't an earnings story. Investors should pay attention to the guidance and projections for the second half of the year, Brown said.\nShake Shack is \"very bad at reporting earnings,\"he said. \"The stock tends to sell off when they report. I don't think they have quite figured out how to communicate with Wall Street.\"\nRegardless, the stock has had a great year and the company is making big strides at improving mobile ordering and adding drive-thrus, Brown said.\nHe told CNBC that he is a happy shareholder of Shake Shack and will wait and see what happens after it reports.\nPrice Action:At last check Friday, Uber was down 2.75% at $43.46, Live Nation was down 2.27% at $79.89 and Shake Shack was down 1.81% at $100.54.","news_type":1,"symbols_score_info":{"LYV":0.9,"UBER":0.9,"SHAK":0.9}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606666,"gmtCreate":1627434406255,"gmtModify":1633765046520,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803606666","repostId":"1184474316","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803608570,"gmtCreate":1627434378190,"gmtModify":1633765047227,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803608570","repostId":"1155220013","repostType":4,"repost":{"id":"1155220013","kind":"news","pubTimestamp":1627426975,"share":"https://www.laohunote.com/m/news/1155220013?lang=zh_CN&edition=full","pubTime":"2021-07-28 07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>(路透社）--微软公司周二公布了其最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨了近 1%，此前该公司今年迄今已上涨了 30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>大流行病推动的远程办公转变提高了消费者对云计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>在截至 6 月 30 日的第四季度，其 “智能云 ”部门的收入增长了 30%，达到 174 亿美元，其中 Azure 云计算业务增长了 51%。根据 Visible Alpha 的共识数据，分析师此前预计 Azure 将增长 43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>“Investing.com 高级分析师哈里斯-安瓦尔（Haris Anwar）说：”微软的这份报告令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他指出了 Azure 的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>“安瓦尔说：”尽管如此，自大流行病开始以来，微软的股票一直在大幅上涨，而且市盈率很高。“在经历了如此强劲的反弹之后，其股价可能会稍作喘息，尤其是在投资者仍不清楚大流行后环境下需求情景将如何演变的情况下。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近 2.2 万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据 Refinitiv Eikon 基于周一收盘价的数据，该股今年迄今已上涨近 30%，而标普500指数整体上涨了 18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括 Windows 软件和 Xbox 游戏机在内的个人计算收入增长 9%，达到 141 亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但 PP Foresight 分析师 Paolo Pescatore 表示，Xbox 内容和服务收入有所下降，这表明大流行推动的游戏热潮开始减弱。他补充说，该公司必须加强其在国内的影响力，以更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监 Kyle Vikstrom 表示，微软的一些硬件生产线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“她说：”我们看到供应链的限制正在影响 Windows OEM 和 Surface......以及 Xbox 游戏机。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities 的 Daniel Ives 表示，芯片短缺也可能导致微软 Xbox 内容和服务收入下滑，因为硬件销售受限导致服务业绩疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“他说：”如果说微软有什么落后的地方，那就是消费者。“我认为这项工作仍在进行中”。</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，收入增长 21%，达到 462 亿美元，超过分析师普遍预期的 442.4 亿美元。该公司公布的每股收益为 2.17 美元，高于市场普遍预期的 1.92 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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 scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>(路透社）--微软公司周二公布了其最赚钱的一个季度，收入和盈利超出了华尔街的预期，因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨了近 1%，此前该公司今年迄今已上涨了 30%，这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>大流行病推动的远程办公转变提高了消费者对云计算的兴趣，帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>在截至 6 月 30 日的第四季度，其 “智能云 ”部门的收入增长了 30%，达到 174 亿美元，其中 Azure 云计算业务增长了 51%。根据 Visible Alpha 的共识数据，分析师此前预计 Azure 将增长 43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>“Investing.com 高级分析师哈里斯-安瓦尔（Haris Anwar）说：”微软的这份报告令人印象深刻，该公司几乎所有业务部门的业绩都轻松超出了预期。</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他指出了 Azure 的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>“安瓦尔说：”尽管如此，自大流行病开始以来，微软的股票一直在大幅上涨，而且市盈率很高。“在经历了如此强劲的反弹之后，其股价可能会稍作喘息，尤其是在投资者仍不清楚大流行后环境下需求情景将如何演变的情况下。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近 2.2 万亿美元，这加剧了一些分析师对其可能被高估的担忧。根据 Refinitiv Eikon 基于周一收盘价的数据，该股今年迄今已上涨近 30%，而标普500指数整体上涨了 18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括 Windows 软件和 Xbox 游戏机在内的个人计算收入增长 9%，达到 141 亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但 PP Foresight 分析师 Paolo Pescatore 表示，Xbox 内容和服务收入有所下降，这表明大流行推动的游戏热潮开始减弱。他补充说，该公司必须加强其在国内的影响力，以更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监 Kyle Vikstrom 表示，微软的一些硬件生产线受到芯片等零部件短缺的影响。最近几个季度，从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“她说：”我们看到供应链的限制正在影响 Windows OEM 和 Surface......以及 Xbox 游戏机。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities 的 Daniel Ives 表示，芯片短缺也可能导致微软 Xbox 内容和服务收入下滑，因为硬件销售受限导致服务业绩疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“他说：”如果说微软有什么落后的地方，那就是消费者。“我认为这项工作仍在进行中”。</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，收入增长 21%，达到 462 亿美元，超过分析师普遍预期的 442.4 亿美元。该公司公布的每股收益为 2.17 美元，高于市场普遍预期的 1.92 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">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://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899963130,"gmtCreate":1628152427620,"gmtModify":1633753119313,"author":{"id":"4090231144855440","authorId":"4090231144855440","name":"NoobTrader9","avatar":"https://static.tigerbbs.com/1189e3845ff52d4631cf0acfddc9ae88","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090231144855440","authorIdStr":"4090231144855440"},"themes":[],"title":"","htmlText":"Okokokok","listText":"Okokokok","text":"Okokokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899963130","repostId":"2157438810","repostType":4,"isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}