微软发言人告诉《商业内幕》（Business Insider），微软预计将有3000名或更少员工接受本周向逾四分之一员工提供的买断提议。首席财务官艾米·胡德（Amy Hood）周三在一份内部备忘录中重申了这一点，她在备忘录中写道，员工一直在质疑买断背后的基本原理。“我知道大家对我们本周宣布的自愿离职提议背后的基本原理有一些疑问，”胡德写道。
Microsoft expects 3,000 or fewer employees to accept the buyout it offered this week to more than a quarter of its workforce, a spokesperson told Business Insider. The point was reiterated on Wednesday by Chief Financial Officer Amy Hood, who wrote in an internal memo that employees have been questioning the rational behind the buyout. "I know there have been some questions on the rationale behind the voluntary exit offer that we announced this week," Hood wrote.
“我们的初衷是，如果员工选择按自己的条件离开公司，给予他们自主权。鉴于微软此处存在的增长机会，我们预计极少数人会选择该提议。”该备忘录声明是胡德每个季度在微软披露财报时通常发送给员工的季度盈利电子邮件的一部分。这些备忘录大多重复公司公开披露的内容，但这一次胡德特意提及了买断提议，该提议本周在科技行业引起了相当大的轰动。
"Our intent is to offer employees agency if they choose to leave the company on their own terms. We expect very few people to select this offer because of the growth opportunities here at Microsoft." The memo statement was part of a quarterly earnings email Hood typically sends internally to employees every quarter when Microsoft discloses its financials. These memos mostly repeat what the company reports publicly, but this time Hood went out of her way to address the buyout offer, which caused quite a stir across the tech industry this week.
今年早些时候，微软曾提供另一种退休买断方案。当时，约三分之一符合条件的员工接受了该提议，这帮助微软在后续裁员中减少了裁员人数。据公司称，本周的买断提议接受率要低得多。团队：今天下午，我们公布了第一季度财务业绩。我们超过了华尔街预期，营收增长19%，运营收入增长21%。随着2027财年（FY27）的开始，我们还对业务报告方式做出了一项重要变更。
Earlier this year, Microsoft offered a different retirement buyout. In that situation, about one-third of eligible employees took the offer, and that helped Microsoft cut fewer employees in subsequent layoffs. This week's buyout is getting a lot less uptake, according to the company. Team, This afternoon, we announced our first-quarter financial results. We exceeded Wall Street expectations, growing revenue 19% and operating income 21%. With the start of FY27, we also made an important change to how we report our business.
我们宣布，12年来首次更改报告架构，从三大板块调整为两大板块：“智能体与基础设施”（Agents and Infra）以及“设备与消费者”（Devices and Consumer）。这一变更更好地反映了我们当前的业务运营方式——从产品构建和资源分配，到如何跨平台互联层面为客户创造价值。
We announced that we changed our reporting structure for the first time in 12 years, moving from three segments to two: Agents and Infra, and Devices and Consumer. This change better reflects how we are running the business today — from how we build products and allocate resources to how we create value for customers across the connected layers of our platform.
为了让大家对这两个板块有个概念，回顾上一财年，“代理与基础设施”本将占我们收入的约 81%，而“设备与消费者”本将占 19%。本季度两大新板块的几个亮点：感谢大家为本年度的强劲开局所付出的一切努力。特别是要感谢我们的工程团队和产能交付团队，他们正致力于帮助我们更快、更可靠地交付更多产能。这些团队还在更高效地利用我们现有的产能，为我们更好地满足客户对 Azure 平台的需求腾出空间，而该需求持续超出我们的供给。
To give you a sense of the two segments, looking back to last fiscal year, Agents and Infra would have represented about 81% of our revenue while Devices and Consumer would have been 19%. A few highlights from the quarter across our two new segments: Thank you for everything you did to deliver a strong start to the year. In particular, I want to thank our engineering and capacity delivery teams who are working to help us deliver more capacity faster and with high reliability. These teams are also using the capacity we have more efficiently to create room for us to better meet customer demand for the Azure platform, which continues to exceed our supply.
我知道大家对我们本周宣布的自愿离职计划背后的理由有一些疑问。我们的初衷是，如果员工选择按自己的条件离开公司，给予他们自主权。鉴于微软此处的成长机遇，我们预计极少数人会选择该方案。我们将继续为员工提供广泛的选择，以便他们学习、掌握新技能并在此推进职业发展。我们面前有巨大的机遇。为了把握当下，我们专注于交付卓越的产品和解决方案，帮助客户实现他们的诸多目标 —— 安全、创新、增长，仅举几例。
I know there have been some questions on the rationale behind the voluntary exit offer that we announced this week. Our intent is to offer employees agency if they choose to leave the company on their own terms. We expect very few people to select this offer because of the growth opportunities here at Microsoft. We'll continue to provide a broad set of options for employees to learn, gain new skills, and advance their careers here. We have tremendous opportunity ahead of us. To meet the moment, we are focused on delivering great products and solutions that help our customers to achieve their many goals — security, innovation, growth — to name a few.
感谢大家始终将为客户创造积极、增值的成果置于首位。想了解更多关于本季度及第二财季展望的详情，可于今天太平洋时间下午 2:30 参加现场直播、收听点播回放，或在投资者关系网站阅读逐字稿。最后，请在日历上标记 Microsoft Ignite 大会，日期为 11 月 17 日至 20 日，我们将展示我们在 AI、云、数据、安全和 Copilot 方面的创新如何融合在一起，助力客户转型业务。满怀感激与谢意，Amy
Thank you for keeping positive, value-creating outcomes for our customers at the top of the list. To hear more details about the quarter and our outlook for Q2, you can join live today at 2:30PM Pacific Time, listen on-demand, or read the transcript on the Investor Relations website. Finally, mark your calendars for Microsoft Ignite, on November 17-20, where we'll show how our innovation across AI, cloud, data, security, and Copilot is coming together to help customers transform their businesses. With appreciation and gratitude, Amy