- Kudaden shiga na manyan sassan Microsoft suna haɓaka, kuma kasuwancin caca a zahiri yana raguwa a jajibirin ƙaddamar da ƙarni na gaba na consoles.
- Jimlar kudaden shiga da kudaden shiga sun doke hasashen Wall Street.
- Kasuwancin girgije yana sake samun ci gaba: kamfanin yana rufe rata tare da Amazon.
- Masu sharhi sun gamsu da nasarar dabarun shugaban Microsoft.
Microsoft ya ba da rahoton sakamakon kuɗi na kwata na biyu ya ƙare a Disamba 31. Kudade da kudaden shiga sun doke tsammanin Wall Street. Wannan ya faru ne, da farko, don haɓaka haɓakar kudaden shiga daga dandamali na girgije na Azure, a karon farko a cikin kwata takwas, kuma a kan bangon tashin hankali da Amazon don tasiri a fagen fasahar girgije.
Sashen Intelligent Cloud, wanda ya hada da Azure, ya ba da rahoton karuwar kudaden shiga na kwata da kashi 27% zuwa dala biliyan 11,9 sabanin dala biliyan 11,4 da ake sa ran. A cikin kwata na uku na bayar da rahoto, wanda ya kare a watan Maris, Microsoft ya yi hasashen kudaden shiga na wannan bangare a yankin dala biliyan 11,9. Manazarta, idan aka kwatanta, har yanzu suna ba da matsakaicin taƙaitaccen hasashen dala biliyan 11,4.
Sashen Haɓakawa da Tsarin Kasuwanci, wanda ya haɗa da ofis da ƙwararrun hanyar sadarwar zamantakewar LinkedIn, da sauransu, sun ba da rahoton kudaden shiga na dala biliyan 11,8, musamman sama da kiyasin Wall Street na baya na dala biliyan 11,4.
cewa kudaden shiga na caca na Microsoft sun ragu sosai a cikin kwata na biyu na kasafin kuɗi na 2020. Wani sabon rahoto daga kamfanin ya ce wannan adadi na Xbox ya ragu da kashi 21% a shekara. Wannan sakamakon shine saboda gaskiyar cewa yanayin rayuwa na Xbox One (da kuma PS4) yana zuwa ƙarshe, kuma dukkanin masana'antun suna shirya don ƙaddamar da tsarin wasan kwaikwayo na gaba.
Kudaden shiga na sashin Windows ya kai dala biliyan 13,2, sabanin kiyasin manazarta na dala biliyan 12,8. Tallace-tallacen Windows sun yi rauni a cikin shekarar da ta gabata ta ƙarancin kasuwa na Intel tebur da na'urori masu sarrafa kwamfyutoci, amma chipmaker ya ce a makon da ya gabata an warware yawancin batutuwan wadata. Microsoft ya yi hasashen kudaden shiga na dala biliyan 10,75-11,15 don wannan rarrabuwa a cikin kwata na uku na bayar da rahoto: rashin tabbas ya yi yawa saboda yaduwar cutar sankarau a China.
Gabaɗaya, Microsoft ya fitar da kudaden shiga na dala biliyan 36,9 na kwata na biyu da abin da ake samu a kowane kaso na $1,51. Ta hanyar kwatanta, manazarta a kan matsakaicin sakamakon da ake tsammanin na dala biliyan 35,7 da dala 1,32, bi da bi.
Hannun jarin babban kamfanin manhaja a duniya ya kai wani matsayi mai girma a cinikin bayan sa'o'i, inda ya karu da kashi 4,58% zuwa dala 175,74 a ranar Laraba. Sakamakon ya nuna tsarin babban jami'in gudanarwar Satya Nadella, wanda ya shafe shekaru biyar yana mayar da hankali ga Microsoft kan gajimare, yana gina kasuwancin ba da hayar ikon sarrafa kwamfuta da fasaha ga manyan kamfanoni.
Microsoft ya ce kudaden shiga a rukunin sa na Azure, babban mai fafatawa da sabis na girgije na Amazon, ya karu da kashi 62% a cikin kwata na biyu, ya ragu daga karuwar kudaden shiga na 76% a shekarar da ta gabata amma ya tashi daga 59% a cikin kwata na farko na kasafin kudi. Microsoft CFO Amy Hood ya ce gabaɗayan karuwar kudaden shiga na kamfanoni yana haifar da ƙarin buƙatun sabis na Azure, gami da sadaukarwa kamar ikon sarrafa kwamfuta don gudanar da aikace-aikace da sabis na ajiya.
Microsoft ya ce kudaden shiga daga "girgije na kasuwanci" - haɗin Azure da nau'ikan software na tushen girgije kamar Office - ya kai dala biliyan 12,5, sama da dala biliyan 9 a shekara a baya. Babban gizagizai na kasuwanci, madaidaicin ma'auni na riba mai lissafin girgije wanda Microsoft ke mayar da hankali a kai, ya kasance 67%, sama da 62% a shekara da ta gabata.
“Wannan kwata kwata kwata fashe-fashe ne a fadin hukumar, ba tare da wani aibi ba. Mun yi imanin wannan yana nuna alamar koma-baya a cikin ma'amala yayin da ƙarin kamfanoni ke zaɓar sabis ɗin girgije na Redmond, ”Masanin Wedbush Dan Ives ya rubuta a cikin wata sanarwa, yana ambaton hedkwatar Microsoft's Redmond.
Microsoft ya mai da hankali kan hada-hadar girgije, wanda kamfanoni za su iya amfani da hadewar cibiyoyin bayanan nasu da sabar Microsoft. Kamfanin yana kuma mai da hankali kan isar da mashahurin software kamar Office ta cikin gajimare.
Yunkurin zuwa ga gajimare ya aika hannun jarin Microsoft sama da kashi 50% a cikin shekarar da ta gabata kadai, yayin da kamfanin ya samu nasara daga shugaban kasuwan Amazon tare da kawar da barazanar da ke tattare da mafita na software na gado daga sabbin masu shiga kamar Google. Dangane da Binciken Forrester, Microsoft yana da kashi 2019% na kasuwar kayan aikin sarrafa girgije a cikin 22, sabanin 45% na Amazon da 5% na Google.
Andrew MacMillen na Nucleus ya ce "Haɓaka haɓakar Azure har yanzu bai haifar da barazana ga rinjayen Sabis na Yanar Gizo na Amazon ba a cikin kasuwar hada-hadar girgije, amma yana ba da dama don ƙara rufe gibin da Amazon tare da faɗaɗa jagorancin Microsoft akan sauran masu samar da girgije," in ji Andrew MacMillen na Nucleus. Bincike.
source: 3dnews.ru