Microsoft discloses Azure revenue as part of major financial reporting changes

<figure> <img alt="Vector illustration of the Microsoft logo." data-caption="" data-portal-copyright="Image: Cath Virginia / The Verge" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/01/STK095_MICROSOFT_STOCKS_CVirginia_D.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" /> <figcaption> </figcaption> </figure> <p class="wp-block-paragraph">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> <p class="wp-block-paragraph">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> <p class="wp-block-paragraph">Devices and Consumer will include search and advertising revenues from LinkedIn and search advertising, as well as rev …</p> <p><a href="https://www.theverge.com/news/989102/microsoft-earnings-changes-azure-revenue">Read the full story at The Verge.</a></p>