MICROSOFT TO START DISCLOSING AZURE REVENUE $MSFT is overhauling FY27 reporting, moving from 3 segments to 2: Agents & Infrastructure and Devices & Consumer. FY27 Q1 outlook: Azure growth: +44%-45% CC Agents & Infra revenue: $75.15B-$75.75B Devices & Consumer: $14.7B-$15.2B Microsoft 365 Commercial Cloud: ~17% CC Search & Ads ex-TAC: mid-to-high single digits Microsoft had used its previous three-segment structure since FY2016.

Microsoft is turning Copilot into one unified “super app.” The company is merging the regular Copilot app with Microsoft 365 Copilot, with AI chat, image creation, and Microsoft 365 features together instead of making users switch between separate apps. Microsoft says the unified app is also the foundation for a larger Copilot “super app” that it plans to expand later this year.

Microsoft is getting huge backlash from users for introducing a persistent floating Copilot button in Excel and other Microsoft 365 apps. The button sits inside the worksheet, reducing usable workspace. Microsoft added it to make Copilot easier to access, but many experienced users dislike it. They prefer a clean spreadsheet. You can right-click the button and choose “Dock” to make it small on the side, but the full button returns when used. There is no way to hide it permanently. To manage or remove the button: >Open File > Options > Copilot. >Select “Show Copilot icon only for highly relevant suggestions” to hide the floating button unless the AI detects a strong match. >Uncheck “Enable Copilot” to disable the feature and remove the button. Enterprise administrators can control this through organization-wide settings or by disabling connected experiences.

Microsoft 365 connectors are now available on every Claude plan. Connect Outlook, OneDrive, and SharePoint to bring your email, docs, and files into the conversation. Get started here:

Great to see NHS England scaling Microsoft 365 Copilot to more than 500,000 staff. In early trials, staff saved an average of 43 minutes per day, helping put more time back into what matters most, caring for patients.

Today we’re expanding model choice in Microsoft 365 Copilot with the addition of OpenAI’s latest model—GPT-5.5 Instant—rolling out in Copilot Studio early release cycle environments and Copilot Chat. GPT-5.5 Instant delivers concise responses for everyday work with less back-and-forth, reducing the need for follow-up prompts or clarification. Learn more: