76485657
評論了
主要收穫（AI生成）
財務表現
- 總收入達創紀錄的$193億，按美元計同比增長30%
- 雲基礎設施收入爲$74億，同比增長121%
- 受強勁的收入增長推動，非GAAP運營收入增長31%，達到$82億
- 本季度非GAAP每股收益（EPS）增長30%，達到$1.92
業務亮點
- 自第四季度末以來，已交付850兆瓦的AI算力，包含超過300,000塊GPU
財務表現
- 總收入達創紀錄的$193億，按美元計同比增長30%
- 雲基礎設施收入爲$74億，同比增長121%
- 受強勁的收入增長推動，非GAAP運營收入增長31%，達到$82億
- 本季度非GAAP每股收益（EPS）增長30%，達到$1.92
業務亮點
- 自第四季度末以來，已交付850兆瓦的AI算力，包含超過300,000塊GPU
144
214
7
$甲骨文 (ORCL.US)$ 很快就看到200
76485657
讚了
主要收穫（AI生成）
財務表現
- 第二季度營收創下紀錄，達$960億，同比增長逾一倍，且增速連續第四個季度加快
- 數據中心營收環比增長18%，達到$890億，主要由超大規模（hyperscale）和ACINE業務推動
- GAAP與非GAAP毛利率均爲75%，與上一季度基本持平
- 通過$200億的股票回購向股東返還了創紀錄的$260億……
財務表現
- 第二季度營收創下紀錄，達$960億，同比增長逾一倍，且增速連續第四個季度加快
- 數據中心營收環比增長18%，達到$890億，主要由超大規模（hyperscale）和ACINE業務推動
- GAAP與非GAAP毛利率均爲75%，與上一季度基本持平
- 通過$200億的股票回購向股東返還了創紀錄的$260億……
597
355
9
$Applied Optoelectronics (AAOI.US)$ 掛在160，經歷腰斬又快回來了
$微軟 (MSFT.US)$ 空頭趕緊發力把微軟打下來
76485657
評論了
Key Takeaways (AI-Generated)
Financial Performance
- Annual revenue surpassed $331 billion, up 18% with Microsoft Cloud at $214 billion, up 27%
- Azure revenue exceeded $100 billion, growing 41% against strong prior year comparable
- Q4 revenue reached $90 billion, up 18% with operating income increasing 18%
- Capital expenditures totaled $41 billion with free cash flow of $19.6 billion
Business Highlights
- Added 31 new data centers across 5 continent...
Financial Performance
- Annual revenue surpassed $331 billion, up 18% with Microsoft Cloud at $214 billion, up 27%
- Azure revenue exceeded $100 billion, growing 41% against strong prior year comparable
- Q4 revenue reached $90 billion, up 18% with operating income increasing 18%
- Capital expenditures totaled $41 billion with free cash flow of $19.6 billion
Business Highlights
- Added 31 new data centers across 5 continent...
85
187
13
$Adobe (ADBE.US)$ 別急跑，半導體跌軟件漲還在持續
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76485657 : 別再砸股價了
76485657 : 自帶硬件可以的
76485657 : 股價抬起來
76485657 : 這個股價確實低了