Microsoft discloses Azure revenue as part of major financial reporting changes

Microsoft is restructuring its financial reporting by consolidating its operations into two segments—Agents and Infra, and Devices and Consumer—and will publish Azure cloud revenue on a quarterly basis. The new Devices and Consumer segment will absorb LinkedIn search and advertising income, while the previous three-segment model (Productivity and Business Processes, Intelligent Cloud, More Personal Computing) is eliminated. This change reflects the growing influence of AI on Microsoft’s business model.