Microsoft Overhauls Financial Reporting to Highlight Cloud and AI Revenue
The restructured reporting aims to provide investors with clearer insights into cloud consumption and AI contributions.
- Microsoft has created new segments to better align revenue reporting with its cloud and AI focus.
- The Productivity and Business Processes segment now includes Windows commercial products and cloud services.
- Azure's revenue will no longer include per-user tools, aligning more closely with actual consumption.
- The changes have led to revised revenue forecasts across various business segments.
- Investors are watching closely to see if AI investments will drive future growth.