Wall St Engine(@wallstengine):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.

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Wall St Engine@wallstengine

2026.09.02 20:45

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.