{"id":163203,"date":"2026-07-30T14:23:15","date_gmt":"2026-07-30T14:23:15","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/163203\/"},"modified":"2026-07-30T14:23:15","modified_gmt":"2026-07-30T14:23:15","slug":"meta-po-vysledcich-pada-o-8-microsoft-tezi-ze-silneho-rustu-azure","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/163203\/","title":{"rendered":"Meta po v\u00fdsledc\u00edch pad\u00e1 o 8 %, Microsoft t\u011b\u017e\u00ed ze siln\u00e9ho r\u016fstu Azure"},"content":{"rendered":"

V\u00fdsledky Mety za druh\u00fd kvart\u00e1l investory zklamaly. Firma sice vyk\u00e1zala tr\u017eby m\u00edrn\u011b nad odhady Wall Street, o\u010dek\u00e1van\u00fd zisk na akcii v\u0161ak nedoru\u010dila. Akcie v after-marketu reaguj\u00ed na sm\u00ed\u0161en\u00e9 v\u00fdsledky poklesem o v\u00edce ne\u017e 8 %.<\/p>\n

Spole\u010dnost stoj\u00edc\u00ed za soci\u00e1ln\u00edmi s\u00edt\u011bmi a Instagram vyk\u00e1zala za uplynul\u00e9 \u010dtvrtlet\u00ed meziro\u010dn\u00ed r\u016fst tr\u017eeb o 28 % na 60,8 miliardy dolar\u016f<\/a>, co\u017e je zhruba o 600 milion\u016f v\u00edce, ne\u017e o\u010dek\u00e1vali analytici. Na druh\u00e9 stran\u011b ziskovost zaostala za odhady. Zisk na akcii \u010dinil 6,18 dolaru, zat\u00edmco trh o\u010dek\u00e1val p\u0159ibli\u017en\u011b o dolar<\/a> v\u00edce. V meziro\u010dn\u00edm srovn\u00e1n\u00ed zisk klesl o 13 %.<\/p>\n

Meta z\u00e1rove\u0148 up\u0159esnila leto\u0161n\u00ed v\u00fdhled kapit\u00e1lov\u00fdch v\u00fddaj\u016f. Ty by m\u011bly dos\u00e1hnout 135 a\u017e 145 miliard dolar\u016f<\/a> a z velk\u00e9 \u010d\u00e1sti sm\u011b\u0159ovat do rozvoje um\u011bl\u00e9 inteligence a v\u00fdstavby datov\u00fdch center. Firma z\u00e1rove\u0148 zv\u00fd\u0161ila v\u00fdhled n\u00e1klad\u016f, kter\u00e9 porostou mimo jin\u00e9 kv\u016fli soudn\u00edm spor\u016fm. V\u00fdhled na p\u0159\u00ed\u0161t\u00ed kvart\u00e1l po\u010d\u00edt\u00e1 s tr\u017ebami v rozmez\u00ed 61 a\u017e 64 miliard dolar\u016f<\/a>.<\/p>\n

Podle Marka Zuckerberga AI akceleruje j\u00e1drov\u00fd byznys spole\u010dnosti a bude poh\u00e1n\u011bt dal\u0161\u00ed generaci produkt\u016f. Um\u011bl\u00e1 inteligence podle n\u011bj z\u00e1rove\u0148 otev\u00edr\u00e1 nov\u00e9 obchodn\u00ed p\u0159\u00edle\u017eitosti. Dosavadn\u00ed v\u00fdsledky ji\u017e podle Zuckerberga pozitivn\u00ed dopady AI odr\u00e1\u017eej\u00ed a ohledn\u011b dal\u0161\u00edho v\u00fdvoje z\u016fst\u00e1v\u00e1 optimistick\u00fd.<\/p>\n

po v\u00fdsledc\u00edch roste<\/p>\n

Naopak po v\u00fdsledc\u00edch roste a akcie si p\u0159ipisuj\u00ed p\u0159es 3 %. Firma p\u0159ekonala odhady analytik\u016f ohledn\u011b tr\u017eeb i zisku. Nad o\u010dek\u00e1v\u00e1n\u00ed se da\u0159ilo tak\u00e9 cloudov\u00fdm segment\u016fm.<\/p>\n

za uplynul\u00fd kvart\u00e1l utr\u017eil 90 miliard dolar\u016f<\/a> a vyk\u00e1zal zisk na akcii 4,74 dolaru. Tr\u017eby z cloudov\u00e9 slu\u017eby Azure pak meziro\u010dn\u011b rostly o 43 %, zat\u00edmco analytici \u010dekali 39,6 %.<\/p>\n

V\u00fdsledky podpo\u0159il tak\u00e9 zisk 3,2 miliardy dolar\u016f<\/a> z investice do spole\u010dnosti Anthropic. I po o\u010di\u0161t\u011bn\u00ed o jednor\u00e1zov\u00e9 polo\u017eky v\u0161ak p\u0159ekonal o\u010dek\u00e1v\u00e1n\u00ed analytik\u016f na \u00farovni tr\u017eeb, provozn\u00edho zisku i zisku na akcii.<\/p>\n

Firma z\u00e1rove\u0148 ozn\u00e1mila, \u017ee ro\u010dn\u00ed tr\u017eby Azure poprv\u00e9 p\u0159ekro\u010dily hranici 100 miliard dolar\u016f<\/a>. Podle gener\u00e1ln\u00edho \u0159editele Satyi Nadelly se da\u0159\u00ed tak\u00e9 adopci 365 Copilot, kter\u00fd ji\u017e vyu\u017e\u00edv\u00e1 v\u00edce ne\u017e 30 milion\u016f placen\u00fdch u\u017eivatel\u016f.<\/p>\n

\u00a0<\/p>\n

\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"V\u00fdsledky Mety za druh\u00fd kvart\u00e1l investory zklamaly. Firma sice vyk\u00e1zala tr\u017eby m\u00edrn\u011b nad odhady Wall Street, o\u010dek\u00e1van\u00fd zisk…\n","protected":false},"author":2,"featured_media":163204,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[40652,67,68,11325,246,40650,39504,40651,19907,40649],"class_list":["post-163203","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-azure","tag-business","tag-byznys","tag-meta","tag-microsoft","tag-pada","tag-rustu","tag-silneho","tag-tezi","tag-vysledcich"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117009383530133945","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/163203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=163203"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/163203\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/163204"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=163203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=163203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=163203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}