Microsoft discloses Azure revenue as part of major financial reporting changes
The Verge Tom Warren
Microsoft is changing its financial reporting by moving to two business segments and adding quarterly Azure revenue disclosure for the first time. The update will split results into Agents and Infra and Devices and Consumer. As a result, investors will see Azure revenue each quarter and Microsoft’s segment definitions will shift compared with the old three-segment structure.
Why it matters
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 […]
