Sep. 2 at 10:20 PM
Microsoft will begin reporting standalone quarterly revenue figures for its Azure cloud unit, addressing years of Wall Street demands for greater transparency around its main growth engine. The change will coincide with the company’s first major overhaul of its reportable business segments since 2015, taking effect with fiscal first-quarter results this fall.
Under the new structure, Microsoft will consolidate its three existing reporting segments into two divisions: Agents and Infra, combining Azure and server products with Microsoft 365 enterprise software, and Devices and Consumer, covering Windows, Xbox gaming, search and LinkedIn advertising.
Newly disclosed historical figures show Azure quarterly revenue reached
$29.4 billion in the latest quarter. For the fiscal year ended June, Azure surpassed
$100 billion in annual sales, up from
$75 billion a year earlier and representing roughly 30% of Microsoft’s total revenue.
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