Microsoft to start disclosing Azure quarterly revenue as company consolidates business units
Microsoft will give investors quarterly Azure revenue for the first time and recast two years of results as it narrows reporting segments.
- On April 23, 2026, Microsoft CEO Satya Nadella announced the company will begin disclosing quarterly revenue for its Azure cloud business for the first time, consolidating operating segments from three to two.
- Amazon began disclosing AWS revenue in 2015, and Alphabet followed with Google Cloud Platform data in 2020. Microsoft's shift to quarterly reporting aligns its transparency with primary cloud competitors, addressing investor comparisons.
- Microsoft is transitioning to two reporting segments: Agents and Infra, and Devices and Consumer. Nadella wrote, "Under this reporting structure, Azure becomes more purely our consumption-based platform and infrastructure business," while recasting two years of financial results.
- Excluding GitHub cloud services, the Security Copilot assistant, and certain healthcare products, the new Azure definition narrows scope. Inside Agents and Infra, Microsoft showcases over 30 million paid seats for Copilot as of July, up from more than 20 million in April.
- CEO Satya Nadella wrote, "There's no question AI represents a profound shift in both technology and business." Analysts at Stifel estimated that about half of Azure's 2026 fiscal-year revenue growth came from OpenAI, suggesting investors may underestimate Microsoft's differentiation.
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38 Articles
Microsoft Azure: Microsoft reveals Azure cloud sales in financial reporting shift
Microsoft said that Azure had $29.4 billion in sales in its most recently ended quarter and $101.9 billion in sales in its most recent fiscal year ended June 30. The figures place Microsoft behind Amazon, whose cloud sales were $42.2 billion in its most recent quarter, but ahead of Google, which reported $24.8 billion in cloud sales in its most recent quarter.
Microsoft discloses Azure revenue as part of major financial reporting changes
Microsoft is changing how it reports its finances to investors by splitting its businesses into two segments and disclosing quarterly revenue for its Azure cloud business for the first time. The changes are meant to reflect the ongoing impact of AI on Microsoft and how the company now operates. The software giant has previously reported revenue from three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computi…
Microsoft shares rise after Azure sales disclosure; AI cloud growth in focus
Microsoft has disclosed Azure’s quarterly and annual revenue for the first time, giving investors a clearer view of its position against Amazon Web Services and Google Cloud amid rising AI infrastructure demand. Azure reported $29.4 billion in quarterly sales and $101.9 billion for fiscal 2026, while Microsoft also unveiled a new two-segment reporting structure.
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