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Microsoft recasts segment reporting to align with new Agents and Infra, Devices and Consumer structure
MSFTMicrosoft Corp
Microsoft filed this report to update its consolidated financial statements for the three years ended June 30, 2026. The changes conform to a new segment reporting structure announced in September 2026 that creates two segments: Agents and Infra, which combines applications, agents, multi-model systems, and Azure infrastructure; and Devices and Consumer, comprising key consumer offerings. These updates do not represent a restatement of previously issued financial statements but reflect how the company now manages its business. Microsoft is a technology company developing software, services, devices, and solutions focused on cloud computing, artificial intelligence, productivity, and personal computing.