微软首次披露Azure季度营收：332亿美元，同比增长48%
原标题：Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion
AI 摘要
微软在7-9月季度财报中首次以美元金额披露Azure营收，为332亿美元，同比增长48%，高于分析师预期的323亿美元和CFO此前给出的44%-45%增长指引。这一披露使Azure可与亚马逊AWS和谷歌云直接对比，同期谷歌云营收为307亿美元，Azure略高但增速约为谷歌云的一半。Azure现为微软最大且增长最快的产品线，约占其923亿美元季度营收的36%，并被归入新设的Agents and Infra业务部门。
正文节选
Microsoft has never disclosed Azure’s quarterly revenue in dollars. It has typically only shared a growth percentage or described revenue dollar milestones in vague ways. But on Wednesday, when it posted another record-breaking quarter, it reported that Azure brought in a healthy $33.2 billion in revenue for the July-September quarter, up 48% from a year earlier. The disclosure lets investors line up Azure’s performance more directly against Amazon Web Services and Google Cloud, whose parent com