微软 Azure 营收增 48% 股价涨 4% 拟裁员控本
微软 Azure 云业务营收同比增长 48% 至 332 亿美元，超出分析师预期，推动盘后股价上涨约 4%。尽管数据中心支出因建设延迟低于内部预测且自由现金流下降，但合同未来收入高达 6770 亿美元。为应对 AI 基础设施成本攀升，微软计划在美国、加拿大、英国和印度向最多 6 万名员工提供买断方案以控制成本。
报道正文
Rohan Paul (@rohanpaul_ai) · 2026-10-28 21
Microsoft shares rose about 4% in after-hours trading after Azure revenue grew 48% year on year to $33.2B, beating analysts’ $32.3B forecast.
Data center spending reached $45.2B in the quarter, below Microsoft’s own forecast of more than $50B because of construction delays, and cut free cash flow 27% year on year to $18.6B.
Contracted future revenue reached $677B, up 73% year on year but slightly below the previous quarter’s $678B, and Microsoft gave no update on paid Copilot seats, last reported at 30M in July.
Microsoft is offering buyouts to up to 60,000 employees in the US, Canada, UK and India to control costs as AI infrastructure spending climbs, after headcount already fell 2% year on year.
