By Shashank Nayar
Publication Date: 2026-09-02 22:38:00
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Microsoft will start providing specific quarterly revenue metrics for its Azure cloud platform, addressing years of Wall Street criticism over incomplete disclosure.
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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.
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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…