Microsoft will begin publishing quarterly sales figures for its Azure cloud computing division starting in the first quarter of its 2027 fiscal year, enabling direct comparisons with Amazon Web Services and Google Cloud.
The disclosure follows a restructuring of Microsoft's financial reporting segments, which will consolidate from three to two units. The new segments are “Agents and Infrastructure,” covering cloud services, AI software sales, and traditional enterprise software, and “Devices and Consumers,” encompassing the Windows operating system, Xbox gaming, and advertising revenue from Bing and LinkedIn.
The change reflects the growing influence of cloud computing and AI on Microsoft's business, with Azure now a central component of its operations. The company's Chief Executive Officer, Satya Nadella, highlighted the transformative impact of AI in a statement accompanying the announcement, noting that it is reshaping product development, operational models, and business boundaries.
Microsoft's shift comes as the cloud computing market remains highly competitive. Amazon Web Services reported revenue of $128.7 billion in 2025, underscoring the scale of the sector. Microsoft's decision to disclose Azure revenue directly follows industry practices, allowing investors to assess growth trends relative to peers.
The new reporting structure will take effect with the company's first-quarter results for fiscal 2027, providing a clearer view of its cloud and AI-driven revenue streams.
