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The Verge

Microsoft discloses Azure revenue as part of major financial reporting changes

Thursday, September 3, 2026


Microsoft announced it will split its financial reporting into two segments and disclose quarterly Azure cloud revenue beginning with its next earnings report. The company previously reported Azure results only within a broader intelligent cloud division. Microsoft said the restructuring reflects how artificial intelligence is affecting its operations and business structure. The changes take effect in the company's next quarterly filing.

Original reporting: https://www.theverge.com/news/989102/microsoft-earnings-changes-azure-revenue

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