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Microsoft Corporation (NASDAQ: MSFT) plans to begin reporting standalone quarterly revenue for its Azure cloud business, giving investors greater visibility into one of the technology giant’s fastest-growing operations.
The reporting change, announced Wednesday, will accompany Microsoft’s first major overhaul of its business segments since 2015. The new structure is scheduled to take effect when the company reports its fiscal first-quarter results this fall.
According to an SEC filing, Microsoft will replace its existing three reporting segments with two divisions: Agents and Infra, and Devices and Consumer.
Agents and Infra will combine Azure and server products with Microsoft 365 business software, reflecting the company’s growing focus on cloud computing and artificial intelligence. Devices and Consumer will include Windows, Xbox gaming, search operations and LinkedIn advertising revenue.
Microsoft also released historical Azure figures showing that quarterly revenue climbed to $29.4 billion in the latest quarter. Azure generated more than $100 billion in revenue for the fiscal year ended in June, compared with $75 billion a year earlier. The cloud platform now represents roughly 30% of Microsoft’s overall revenue.
The decision to disclose actual Azure sales marks a significant shift in Microsoft’s financial reporting. Previously, investors largely relied on percentage growth figures to evaluate the cloud platform’s performance.
Standalone Azure revenue will also make it easier for analysts to compare Microsoft’s cloud business directly with major competitors Amazon Web Services and Alphabet’s Google Cloud. Competition among the largest cloud providers has intensified as technology companies pour billions of dollars into AI infrastructure and data centers. AWS generated $128.7 billion in calendar 2025 revenue.
The restructuring comes as Microsoft expands its enterprise AI offerings and continues its key infrastructure relationship with OpenAI. Investors are likely to focus closely on the profitability and growth of the new Agents and Infra segment as demand for cloud services and AI software develops through fiscal 2027.
Microsoft shares rose 0.4% in extended trading following the announcement as investors assessed the reporting changes.
