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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.
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