Microsoft to Start Reporting Azure Quarterly Revenue Amid Business Restructuring
Microsoft announced it will begin disclosing quarterly revenue for its Azure cloud service, offering investors greater transparency into one of its key businesses competing with Amazon Web Services and Google Cloud. The change is part of a broader restructuring that reduces the number of internal operating segments from three to two. CEO Satya Nadella emphasized in an internal presentation that this shift reflects how AI is reshaping Microsoft's operations and blurring traditional product boundaries. The new reporting structure will position Azure as a more focused consumption-based platform business, excluding GitHub cloud services, developer tools like Security Copilot, and healthcare-related products previously included. The two remaining segments are 'Agents and Infra'—covering Azure, productivity software, and AI assistants—and 'Devices and Consumer,' which includes Xbox, advertising, and device sales.
Topics: Azure revenue reporting cloud computing operating segments