마이크로소프트 “직원 수는 해마다 줄어들 것으로 예상”
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원문 출처: hackernews · Genesis Park에서 요약 및 분석
요약
MS CFO 에이미 후드는 속도와 민첩성을 높이기 위해 다가오는 분기 직원 수가 전년 대비 감소할 것으로 예상한다고 밝혔습니다. 이는 최근 미국 인력의 약 7%를 대상으로 희망퇴직을 실시한 등의 비용 절감 조치 이후 나온 발언입니다. 한편 MS는 이번 분기 830억 달러의 매출과 320억 달러의 순이익을 기록하며, AI 매출이 전년 대비 123% 급증하는 등 호조를 보였습니다.
본문
Microsoft CFO Amy Hood has revealed that the software giant is expecting its workforce headcount to go down in the coming quarters. Speaking with analysts during an earnings conference call earlier this week, Amy Hood said âWe continue to evolve how we operate to increase our pace and agility, and therefore we expect headcount will decrease year over yearâ. Hoodâs comments come after the software giant cut thousands of jobs in recent quarters. Last month, Microsoft offered buyouts to its long-serving employees as a measure to cut costs. The buyout, according to reports, impacted around 7% of its US workforce. Before the earnings call, Amy Hood sent a memo to the Microsoft staff touting "increased pace" and "tighter, more accountable squads" amid recent organizational changes. According to a Business Insider report, the memo called out Microsoft cloud revenue at $54.5 billion for the quarter and AI revenue, which Hood said surpassed $37 billion in annual run rate, up 123% âOur quarterly results include clear examples of strong customer adoption and the progress we are making,â Hood said, adding the fourth quarter was the companyâs âbiggest quarter of the yearâ. During the earnings call, Microsoft reported $83 billion quarterly revenue, while net income was $32 billion. Hood issued a 39% to 40% growth forecast for the company's Azure business in the earnings call. Microsoft announces its first-ever voluntary employee buyout As mentioned above, Microsoft announced its first voluntary employee buyout in the company's 51-year history. In an internal memo, Microsoft said that it is offering voluntary retirement to personnel whose years of service plus their age totals 70 or more. The one-time retirement program excludes some senior roles or those on sales incentive plans. Eligible employees and their managers will receive details on May 7. As of June 2025, the company had 228,000 employees, with 125,000 in the U.S. That would make about 8,750 workers eligible for the program. Microsoft is also reportedly adjusting the way it doles out stock to employees for annual rewards. The company will no longer make managers tie stock directly to cash bonuses. This way, âmanagers have more flexibility to meaningfully recognize high performance,â Coleman wrote in the memo.
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