Microsoft discloses Azure sales and revises reports

Microsoft is revealing its Azure cloud computing unit sales for the first time, announcing that these figures will be disclosed quarterly to help investors make direct comparisons with competitors like Amazon and Alphabet in the AI-driven cloud computing market. The company has also restructured its financial reporting from three segments into two main divisions: one covering cloud services and AI, and the other including devices, advertising, and consumer products. CEO Satya Nadella emphasized that artificial intelligence represents a profound shift that is reshaping the company's business models, as major tech companies compete in the cloud market, which saw Amazon’s sales reach $128.7 billion in 2025.

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