GoKawiilMicrosoft to replace three business segments with two AI-focused units
Microsoft plans to reorganize its financial reporting starting next fiscal quarter, dropping its existing three segments—Productivity and Business Processes, Intelligent Cloud, and More Personal Computing—in favor of two new categories: Devices and Consumer, and Agents and Infra. The change, first reported by The Wall Street Journal, is meant to better reflect how the company's business now revolves around AI agents and infrastructure.