# Microsoft to report quarterly Azure revenue under new segments

_Thursday, September 3, 2026 at 4:59 AM EDT · Products, AI · Latest · Tier 2 — Notable_

![Microsoft to report quarterly Azure revenue under new segments — Primary](https://platform.theverge.com/wp-content/uploads/sites/2/2025/01/STK095_MICROSOFT_STOCKS_CVirginia_D.jpg?quality=90&strip=all&crop=0%2C10.732984293194%2C100%2C78.534031413613&w=1200)

Microsoft will reorganize its investor reporting into two segments and begin disclosing quarterly Azure revenue when it reports first-quarter fiscal 2027 results in late October. The new Agents and Infra segment will include Azure, Microsoft 365 Cloud, server products and related services, while Devices and Consumer will include Windows, Xbox, search and advertising. Microsoft said Azure revenue will no longer include GitHub cloud, Security Copilot, Healthcare and Life Sciences cloud revenues or other developer cloud services.

## Sources

- [The Verge](https://www.theverge.com/news/989102/microsoft-earnings-changes-azure-revenue)

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Retrieved: 2026-09-03T12:58:30.316Z
Publisher: Tech & Business (techandbusiness.org)