By Shashank Nayar
Publication Date: 2026-09-02 22:38:00
Microsoft will start providing specific quarterly revenue metrics for its Azure cloud platform, addressing years of Wall Street criticism over incomplete disclosure.
Historical financial data released by the tech giant showed Azure sales steadily climbing to $29.4 billion in the most recent quarter ending June 2026.
Microsoft is reorganizing its core divisions into “Agents and Infra” and “Devices and Consumer.”
Microsoft Corp. (MSFT) announced after-hours on Wednesday that it will begin reporting quarterly sales figures for its Azure cloud unit, reversing a years-long policy under sustained pressure from Wall Street investors seeking greater visibility into its primary revenue growth driver.
Microsoft is consolidating two main divisions—Intelligent Cloud and Productivity and Business Processes—into a single segment called “Agents and Infra”. Meanwhile, its More Personal Computing segment will be rebranded as “Devices and…
