Microsoft reveals dollars-for-Azure revenue as it trims segments
TL;DR Summary
Microsoft will start reporting Azure revenue in dollars and reduce its operating segments from three to two (Agents and Infra; Devices and Consumer). Azure revenue rose 42% to $29.42 billion in the June quarter, about one-third of total revenue, and Microsoft will provide two years of recast results while excluding GitHub cloud services and certain other offerings from Azure reporting, signaling a more consumption-based cloud business tied to AI growth.
- Microsoft to start disclosing Azure quarterly revenue as company consolidates business units CNBC
- Microsoft to Disclose Azure Sales After Years of Investor Gripes Bloomberg.com
- Microsoft to Change Reporting Structure to Reflect Effects of AI WSJ
- Microsoft To Transition To Two Reporting Segments In 2027, Affirms Q1 Revenue Outlook marketscreener.com
- Microsoft updates FY27 reporting to two segments, restates FY26 results and provides FY27 Q1 outlook TradingView
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