Microsoft to disclose standalone Azure sales in first segment overhaul since 2015

Microsoft Corporation (NASDAQ:MSFT) said on Wednesday it will begin disclosing standalone quarterly sales figures for its Azure cloud unit, answering years of Wall Street demands for greater transparency into its main growth engine. The change comes alongside the company's first major reorganization of its reportable business segments since 2015, set to take effect with its fiscal first-quarter results this fall.

Under the updated structure detailed in an SEC filing, Microsoft will collapse its three reporting segments into two divisions: Agents and Infra, and Devices and Consumer. Agents and Infra merges Azure and server products with Microsoft 365 business software, while Devices and Consumer brings together Windows, Xbox gaming, search, and LinkedIn advertising revenues.

Historical figures provided by the company showed quarterly Azure revenue reached $29.4 billion in the most recent quarter. For the full fiscal year ending in June, Azure surpassed $100 billion in annual sales, up from $75 billion the prior year, accounting for roughly 30% of total revenue. By releasing concrete revenue totals rather than only percentage growth rates, Microsoft gives analysts a direct quarterly benchmark against rivals Amazon Web Services and Alphabet's Google — AWS alone generated $128.7 billion in calendar 2025 sales.

Shares of Microsoft gained 0.4% in extended trading following the announcement.