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Microsoft's Azure Strength Could Rub Off On This Warren Buffett-Backed Stock And Another Big Cloud Player, Says Analyst
Microsoft's Azure Strength Could Rub Off On This Warren Buffett-Backed Stock And Another Big Cloud Player, Says Analyst
Software giant Microsoft Corp. reported Thursday after the market close strong third-quarter results, sending its stock higher.
On Cloud Nine: Microsoft attributed the strong quarterly performance, primarily to its Cloud business. "This quarter Microsoft Cloud revenue was $35.1 billion, up 23% year-over-year, driven by strong execution by our sales teams and partners," CFO Amy Hood said in a statement.
Microsoft's Azure public cloud and other cloud services saw both GAAP and constant currency revenue growth of 31%.
Speaking on the earnings call, CEO Satya Nadella said, "Azure again took share as customers use our platforms and tools to build their own AI solutions." He also noted that more than 65% of the Fortune 500 now use Azure OpenAI service.
Commenting on the Azure performance, Piper Sandler's Brent Bracelin said the 31% growth exceeded the guidance for a 28% increase and reinforced his bullish view that Microsoft remained "best-positioned to monetize robust AI secular tailwinds while capitalizing on a first-mover advantage."
Bracelin estimated that Azure AI contributed over a $5 billion annualized run rate.
Ancillary Beneficiaries: Calling Snowflake, Inc. and MongoDB, Inc. as "Azure upside derivatives to watch," Bracelin said these two companies have the most indirect exposure to consumption activity trends across the Cloud Titan cohort.
"Majority of revenue for SNOW is consumption-based while about 66% of revenue mix for MDB is consumption-based," he said.
Bozeman, Montana-based Snowflake is a data-as-a-service company — backed by Warren Buffett's Berkshire Hathway — offering a cloud-based data storage and analytics service and New York-based MongoDB is a provider of commercial support for the source-available database engine MongoDB.
In premarket trading on Friday, Snowflake rose 3.19% to $157.37 and MongDB climbed 3.55% to $379.13, according to Benzinga Pro data. Microsoft rallied 4.34% to $416.34.
Software giant Microsoft Corp. reported Thursday after the market close strong third-quarter results, sending its stock higher.
软件巨头微软公司周四公布,此前市场收盘强劲的第三季度业绩,推动其股价走高。
On Cloud Nine: Microsoft attributed the strong quarterly performance, primarily to its Cloud business. "This quarter Microsoft Cloud revenue was $35.1 billion, up 23% year-over-year, driven by strong execution by our sales teams and partners," CFO Amy Hood said in a statement.
兴高采烈:微软将强劲的季度表现主要归因于其云业务。首席财务官艾米·胡德在一份声明中说:“本季度微软云收入为351亿美元,同比增长23%,这要归因于我们的销售团队和合作伙伴的强劲执行。”
Microsoft's Azure public cloud and other cloud services saw both GAAP and constant currency revenue growth of 31%.
微软的Azure公有云和其他云服务的GAAP和恒定货币收入均增长了31%。
Speaking on the earnings call, CEO Satya Nadella said, "Azure again took share as customers use our platforms and tools to build their own AI solutions." He also noted that more than 65% of the Fortune 500 now use Azure OpenAI service.
首席执行官萨蒂亚·纳德拉在财报电话会议上说:“客户使用我们的平台和工具构建自己的人工智能解决方案,Azure再次占有一席之地。”他还指出,超过65%的财富500强企业现在使用Azure OpenAI服务。
Commenting on the Azure performance, Piper Sandler's Brent Bracelin said the 31% growth exceeded the guidance for a 28% increase and reinforced his bullish view that Microsoft remained "best-positioned to monetize robust AI secular tailwinds while capitalizing on a first-mover advantage."
派珀·桑德勒的布伦特·布雷克林在评论Azure的表现时表示,31%的增长超过了28%的预期,并强化了他的看涨观点,即微软仍然 “在利用先发优势的同时,利用强劲的人工智能长期利好获利方面处于最佳地位。”
Bracelin estimated that Azure AI contributed over a $5 billion annualized run rate.
Bracilin估计,Azure AI的年化运行率超过50亿美元。
Ancillary Beneficiaries: Calling Snowflake, Inc. and MongoDB, Inc. as "Azure upside derivatives to watch," Bracelin said these two companies have the most indirect exposure to consumption activity trends across the Cloud Titan cohort.
辅助受益者:Bracin称Snowflake, Inc.和MongoDB, Inc.为 “值得关注的Azure上行衍生品”,他说,在云巨头群体中,这两家公司对消费活动趋势的间接敞口最多。
"Majority of revenue for SNOW is consumption-based while about 66% of revenue mix for MDB is consumption-based," he said.
他说:“SNOW的大部分收入是基于消费的,而MDB的收入组合中约有66%是基于消费的。”
Bozeman, Montana-based Snowflake is a data-as-a-service company — backed by Warren Buffett's Berkshire Hathway — offering a cloud-based data storage and analytics service and New York-based MongoDB is a provider of commercial support for the source-available database engine MongoDB.
总部位于蒙大拿州博兹曼的Snowflake是一家数据即服务公司,由沃伦·巴菲特的伯克希尔·哈斯韦公司提供支持,提供基于云的数据存储和分析服务,而总部位于纽约的MongoDB是源可用数据库引擎MongoDB的商业支持提供商。
In premarket trading on Friday, Snowflake rose 3.19% to $157.37 and MongDB climbed 3.55% to $379.13, according to Benzinga Pro data. Microsoft rallied 4.34% to $416.34.
根据Benzinga Pro的数据,在周五的盘前交易中,Snowflake上涨3.19%,至157.37美元,MongDB上涨3.55%,至379.13美元。微软上涨4.34%,至416.34美元。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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