微软Q4营收900亿美元超预期，Azure云收入首破千亿美元

Microsoft (MSFT.O) reported strong growth in its cloud business, with an increase in the number of AI paying users. Meanwhile, investors remain closely focused on whether the tech giant's spending on data centers will pay off. Microsoft's fourth-quarter earnings per share were $4.81, up from $3.65 in the same period last year and above Wall Street's expectation of $4.24. Quarterly revenue reached $90 billion, exceeding the expected $87.6 billion, representing an 18% year-over-year increase. Azure remains one of the most closely watched metrics by investors, viewed as a bellwether for overall AI demand. Microsoft CEO Satya Nadella stated: "Azure revenue surpassed $100 billion for the first time, and paid seats for Microsoft 365 Copilot exceeded 30 million, reflecting customer confidence in our ability to drive their AI transformation." Microsoft's Azure cloud business generated $39.3 billion in revenue in the fourth fiscal quarter, with a growth rate of 43%, surpassing the expected 40% growth. Microsoft's share price rose as much as 4% in after-hours trading. Year-to-date, Microsoft's stock has fallen approximately 18%. (Jinshi)