{"id":6430,"date":"2026-09-03T09:10:19","date_gmt":"2026-09-03T09:10:19","guid":{"rendered":"https:\/\/silvybrand.com\/?p=6430"},"modified":"2026-09-03T09:10:19","modified_gmt":"2026-09-03T09:10:19","slug":"microsoft-earnings-changes-azure-revenue","status":"publish","type":"post","link":"https:\/\/silvybrand.com\/?p=6430","title":{"rendered":"Microsoft discloses Azure revenue as part of major financial reporting changes"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Microsoft is changing how it reports its finances to investors by splitting its businesses into two segments and disclosing quarterly revenue for its Azure cloud business for the first time. <a href=\"https:\/\/view.officeapps.live.com\/op\/view.aspx?src=https:\/\/cdn-dynmedia-1.microsoft.com\/is\/content\/microsoftcorp\/FY27ExternalKPIs.pptx\">The changes<\/a> are meant to reflect the ongoing impact of AI on Microsoft and how the company now operates.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">The software giant has previously reported revenue from three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. This is now simplifying to two: Agents and Infra, and Devices and Consumer.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Devices and Consumer will include search and advertising revenues from LinkedIn and search advertising, as well as revenue from the Xbox division and Windows OEM and devices. Agents and Infra is essentially the rest of Microsoft, including Azure, Microsoft 365 Cloud, Microsoft 365 commercial and consumer, server products, industry solutions, and the enterprise and partner services that Microsoft now calls frontier and support services.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">\u201cThere\u2019s no question AI represents a profound shift in both technology and business,\u201d says Microsoft CEO Satya Nadella. \u201cIt is changing what we build and how we operate, and it is blurring the boundaries between our products and reshaping our business models.\u201d<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">The biggest change to this reporting structure will see Microsoft finally disclose how its Azure business is running on a quarterly basis. Microsoft has been providing year-over-year growth rates for its Azure business, reporting its Azure revenue for the <a href=\"https:\/\/www.theverge.com\/news\/716191\/microsoft-q4-2025-earnings-revenue-profits-windows-xbox-gaming-surface\">first time last year<\/a>. Azure revenue will no longer include GitHub cloud and other developer cloud services, nor Security Copilot and Healthcare and Life Sciences cloud revenues.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">\u201cUnder this reporting structure, Azure becomes more purely our consumption-based platform and infrastructure business,\u201d says Nadella. \u201cWithin each of these segments, you will have full transparency of quarterly revenue across each of our key businesses, including Azure, M365 Cloud, industry solutions, and ads.\u201d<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Microsoft will start using these new financial reporting changes during its first quarter fiscal 2027 earnings in late October.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.theverge.com\/news\/989102\/microsoft-earnings-changes-azure-revenue\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft is changing how it reports its finances to investors by splitting its businesses into two segments and disclosing quarterly revenue for its Azure cloud business for the first time. The changes are meant to reflect the ongoing impact of AI on Microsoft and how the company now operates. The software giant has previously reported [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6431,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[135,39,158,46,34,199,159],"class_list":["post-6430","post","type-post","status-publish","format-standard","has-post-thumbnail","category-gadgets","tag-business","tag-gaming","tag-microsoft","tag-news","tag-tech","tag-windows","tag-xbox"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Microsoft discloses Azure revenue as part of major financial reporting changes - Silvybrand Lifestyle Blog<\/title>\n<meta name=\"description\" content=\"Xbox and Windows are now part of a new Devices and Consumer segment.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/silvybrand.com\/?p=6430\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Microsoft discloses Azure revenue as part of major financial reporting changes - 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