微软刚刚发布了 2015 财年 Q2 财报，在 2014 年 10 月 1 日至 12 月 31 日这个季度中，公司总体收入 265 亿美元，净盈利 56 亿美元。收入比去年同期增长 8%，但利润下降 10%，很明显的趋势是，微软正在逐步摆脱单靠 Windows 和 Office 赚钱的状态。
微软在财报中提到有一笔 2.43 亿美元的“整合和重组费用”，仍然和诺基亚设备与服务部门的收购有关。这解释了利润下降的主要原因，不过 Surface 和 Lumia 以及云和服务器业务都有增长：
Surface 相关收入达 11 亿美元，比去年同期上涨 24%；Lumia 销量方面，微软售出 1050 万部 Lumia 设备，主要都是低端设备，去年同期是 820 万，WP 收入总体下降 61%；云和服务器的收入正在平衡一部分 Windows 收入的下降，微软商业云收入增长 116%，Office 365 消费者订阅已经达 920 万订阅用户，去年此时订户是 350 万。
Xbox 这个季度售出 660 万游戏主机，不如去年同期的 740 万（当时是 Xbox One 首发月），这个是 Xbox 360 和 Xbox One 合并的销量。单看 Xbox One，这个季度的 Xbox One 销量比之前是有大幅提高的，降价和捆绑游戏促销正在起作用，微软也决定继续保持 349 美元销售 Xbox One。
这个季度 PC 行业整体有小幅复苏，但微软 Windows OEM 收入下降 13%，微软认为主要是由于企业正在等待电脑升级，准备跳过 Windows 8 观望 Windows 10，而另一方面是因为低价设备销量为主，意味着微软给出的是较低的授权价。
（via The Verge）
2 条评论
dvz
http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspxhighlights:· Surface revenue of $1.1 billion, up 24%, driven by Surface Pro 3 and accessories· Office 365 Home and Personal subscribers increased to over 9.2 million, up 30% sequentially over prior quarter· Search advertising revenue grew 23%, with Bing U.S. market share at 19.7%, up 150 basis points over prior year· Xbox console sales totaled 6.6 million units, with strong holiday season performance· Phone Hardware revenue of $2.3 billion, with 10.5 million Lumia units sold driven by growth in affordable smartphones· Windows OEM Pro revenue declined 13%; revenue was impacted by the business PC market and Pro mix returning to pre-Windows XP end of support levels and by new lower-priced licenses for devices sold to academic customers· Windows OEM non-Pro revenue declined 13%, with license growth from opening price point devicesCommercial revenue grew 5% to $13.3 billion, with the following business highlights:· Commercial cloud revenue grew 114% driven by Office 365, Azure and Dynamic CRM Online, and is now on an annualized revenue run rate of $5.5 billion· Office Commercial products and services revenue declined 1%; transactional revenue was impacted by the continued transition to Office 365 and declines in commercial PCs following the XP refresh cycle· Server products and services revenue grew 9%, with double-digit growth of SQL Server and System Center· Windows volume licensing revenue increased by 3%, with annuity revenue growth partially offset by declining transactional revenue
2015 年 01 月 27 日 10:41 上午
dvz
单Surface就超过11亿美元了，按单价1000美元算，单季度超过1M台，不错
2015 年 01 月 27 日 10:45 上午
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