Microsoft Revamps Financial Reporting, Splits into Two Segments, Reveals Azure Quarterly Revenue

Microsoft announced changes to its financial reporting structure. It will now report only two segments: Agents and Infra, Devices and Consumer. Azure cloud revenue will be disclosed quarterly for the first time. The change reflects AI's ongoing impact on the company. Previously, Microsoft reported three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The new Devices and Consumer segment will include LinkedIn search and advertising revenues. The shift aims to simplify reporting and align with new business focus.