MSPoweruser

Microsoft e arolelane ho eona tokollo ea morao-rao ea moputso hore e bokelletse $ 52.7 bilione bakeng sa lekeno la eona nakong ea FY23 Q2 ea eona, e fetolelang keketseho ea 2%. Leha ho le joalo, e boletse hore phaello ea eona e theohile ka 12% ho isa ho $ 16.4 bilione nakong e boletsoeng.

Phatlalatso e ncha ea meputso ea Microsoft e bonts'a likarolo tse fapaneng moo k'hamphani e atlehang le ho qholotsoa hona joale. Har'a lintlha tsohle tse arolelanoeng, ntlha ea mantlha ea katleho ea senatla ho FY23 Q2 ke lekeno la eona la Intelligent Cloud le fihletseng $ 21.5 billion kapa keketseho ea 18%, ka lebaka la kholo ea lekhetho ea 31% ea Azure le lits'ebeletso tse ling tsa maru. Leha ho le joalo, ho bohlokoa ho hlokomela hore lipalo li tlase ho feta kotara ea bobeli ea selemo se fetileng, moo Intelligent Cloud le Azure li neng li na le 26% le 46%, ka ho latellana. Ka maikutlo a matle, chelete ea Microsoft Cloud e ne e le $ 27.1 limilione tse likete, keketseho ea 22%.

Microsoft's Productivity and Business Processes (e entsoeng ka lihlahisoa tsa Office Commercial le lits'ebeletso tsa maru, lihlahisoa tsa Office Consumer le lits'ebeletso tsa maru, LinkedIn, le lihlahisoa tsa Dynamics le lits'ebeletso tsa maru) karolo e fumane chelete eohle ea liranta tse limilione tse likete tse 17.0, keketseho ea 7%. Leha ho le joalo, e tlalehile hore karolo ea eona ea More Personal Computing (e kenyelletsa Windows OEM, lihlahisoa tsa Windows Commercial le lits'ebeletso tsa leru, dikahare tsa Xbox le lits'ebeletso, patlo le papatso ea litaba, le lisebelisoa) e ile ea khahla ka ho ba le phokotso ea 19% ho Q2 joalo ka $ 14.2 limilione tse likete. chelete e kenang e ne e le ka tlase ho $ 14.5-14.9 limilione tse likete tse hakantsoeng ke k'hamphani. Karolong ena, Windows OEM le lekeno la lisebelisoa li kentse letsoho haholo ho oa, ka thekiso ea bobeli ho fihlela 39% kotara e fetileng.

Ntho e 'ngoe e ileng ea ama karolo ea More Personal Computing ke litaba le litšebeletso tsa Xbox, tse senotseng hore na khoebo ea lipapali ea k'hamphani e sebetsa joang ho Q2. Ho latela Microsoft, litaba tsa Xbox le lits'ebeletso li bone phokotseho ea 12% ea lekeno. Leha ho le joalo, e ne e lebeletsoe ke k'hamphani, ka lebaka la tlhokahalo e phahameng ea lihlahisoa le litšebeletso tsa eona tsa lipapali selemong se fetileng. Mabapi le seo, lisebelisoa tsa khoeli le khoeli tsa Xbox tse sebetsang le lihora tsa ho phallela li eketsehile, e leng karolo ea litaba tse monate bakeng sa Microsoft ho sa tsotellehe ho fokotseha ha chelete ea thekiso ea Xbox nakong eo. Motsamaisi oa Microsoft Satya Nadella o ile a thoholetsa sena, a totobatsa kholo ea Game Pass.

"Re bone maemo a macha bakeng sa lipeeletso tsa Game Pass, lihora tsa ho bapala lipapali le lisebelisoa tse sebetsang tsa khoeli le khoeli," ho boletse Nadella. "Mme basebelisi ba mafolofolo ba khoeli le khoeli ba fetile rekoto ea limilione tse 120 nakong ea kotara."

Ka kakaretso, tlaleho e bonts'a kholo e liehang ka ho fetesisa ea Microsoft ka lilemo tse ts'eletseng. Leha ho le joalo, kotara e latelang ha e shebahale e le betere ho senatla sena. Joalo ka ha batsamaisi ba eona ba lumela, e kanna ea tsoela pele ho fihlela Hlakubele, bareki ba le hlokolosi haholoanyane tšebelisong ea bona ea chelete.

Leha ho na le mathata ana kaofela, k'hamphani ea Redmond e ikemiselitse ho hahamalla bokamoso bo betere. Ho fihlela joale, e ntse e loanela ho amoheloa ha tlhahiso ea eona $ 69 bilione ea Activision megadeal seo se ka thusa haholo khoebong ea eona ea lipapali. Le eona e lahlehile Basebetsi ba 10,000 haufinyane tjena ka tšepo ea ho fokotsa litšenyehelo tsa khoebo. Mabapi le seo, k'hamphani e nkile qeto ea ho nka tefo ea $ 1.2 bilione moputsong oa eona oa Q2 bakeng sa litšenyehelo tsa karohano, litefiso tsa meaho, le "liphetoho ho portfolio ea rona ea lisebelisoa." Ho phaella moo, khampani phatlalatsoa bekeng ena karolo ea boraro ea "matsete a lidolara tse libilione" ho OpenAI, eo ho tlalehoa e bitsa $ 10 limilione tse likete.