微軟，谷歌公司2023年夏季業績

微軟季度業績：

For the summer 2023 quarter, Microsoft posted revenue of $56.2 billion, up 8%, or 10% in constant currency. Profits were $2.69 a share, up 21% from a year ago, and above consensus at $2.55 a share. Gross margin was 70%, up 2 percentage points from a year ago, while operating margin was 43%, up 4 percentage point.

其前景是 chapgpt 4有first mover advantage,而未來收入增長引擎在microsoft 365 copilot 每位用户每月３Ｏ美元訂用費的業務，未來５～１Ｏ年收入及盈利增長潛力十分大。

谷歌季度業績：

The mother company of google reported earnings of $1.44 a share compared to analyst expectations of $1.34 a share. 

Revenue of $74.6 billion topped expectations at $72.85 billion, according to FactSet. Revenue in the Google Search & other category rose 4.8% to $42.63 billion, while YouTube ads revenue rose 4.4% to $7.67 billion. Google Network revenue fell 5% to $7.85 billion.

Google Cloud revenue rose 28% to $8.03 billion. The cloud business reported record operating income of $395 million, compared to an operating loss of $590 million in the second quarter of 2022.          

看來谷歌未來增長引擎應該是來自雲端服務，ｙｏｕｔｕｂｅ廣告收入仍有4.4％增長已經唔錯。