Microsoft to Disclose Azure Revenue Starting Fiscal Year 2027

Microsoft announced a major restructuring of its financial reporting, which includes the disclosure of quarterly Azure revenue for the first time. Starting in fiscal year 2027, the company will consolidate its Intelligent Cloud and Productivity and Business Processes segments into an 'Agents and Infrastructure' division, while the More Personal Computing segment will become 'Devices and Consumers.' This shift reflects the growing impact of AI on the company's business model and follows Azure's annual revenue exceeding $100 billion in the fiscal year ending