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Microsoft Corporation announced a change in its reportable segments and investor metrics effective fiscal year 2027
MSFTMicrosoft Corp
Microsoft Corporation announced a change in its reportable segments and investor metrics effective fiscal year 2027. The company will transition from three segments to two: Agents and Infra, encompassing Azure, Microsoft 365 cloud, productivity licensing, industry solutions, and support services; and Devices and Consumer, including search and advertising, Xbox, and Windows OEM devices. This restructuring aligns reporting with the company's strategic focus on AI-driven agents and infrastructure versus consumer-facing hardware and digital experiences. The filing includes restated historical financial data for FY26 and FY25 under the new structure, along with updated metric definitions such as Azure revenue growth and Industry solutions cloud revenue growth. Microsoft operates in the technology industry, developing software, services, devices, and enterprise solutions.