GoKawiilMicrosoft to reveal Azure's exact quarterly revenue under new two-segment reporting
Microsoft is restructuring its financial reporting from three business segments into two: Agents and Infra, and Devices and Consumer. As part of the overhaul, the company will for the first time disclose Azure's actual quarterly revenue figures rather than just year-over-year growth percentages, though the metric will now exclude GitHub cloud, Security Copilot, and Healthcare and Life Sciences cloud revenues.
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Investors have long pushed Microsoft for clearer visibility into Azure's actual dollar performance rather than vague growth rates, so this change gives Wall Street a much sharper view of cloud momentum against rivals like AWS and Google Cloud. The reshuffle also signals how deeply AI is reshaping Microsoft's internal structure, blurring the old lines between productivity software, cloud infrastructure, and consumer devices.
- Microsoft is collapsing three reporting segments into two: Agents and Infra, and Devices and Consumer.
- Azure quarterly revenue will be disclosed for the first time, narrowed to exclude GitHub, Security Copilot, and healthcare cloud services.
- The restructuring reflects AI's growing influence on Microsoft's business model and internal organization, per CEO Satya Nadella.
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Published there as: “Microsoft discloses Azure revenue as part of major financial reporting changes”
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