Microsoft shifts from three reporting segments to two: Agents and Infra, which has Microsoft 365 and Azure, and Devices and Consumer, which has Windows and Xbox
Microsoft is changing its reporting structure from three segments to two—Agents and Infra, and Devices and Consumer
Microsoft plans to start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% to $29.42B in Q4
Microsoft will start disclosing quarterly revenue for its Azure cloud business for the first time, providing investors …
Microsoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment
From capex to its flagship cloud platform, Microsoft stands out for lack of transparency — Cloud computing, meet cloudy numbers.
Source: Meta is spending hundreds of millions per year to use trillions of AI tokens weekly via Azure, quietly becoming one of Microsoft's largest AI customers
Meta Platforms Inc. has become one of Microsoft Corp.'s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.
Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact”
Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact”
Alphabet-owned (GOOGL.O) cybersecurity company Wiz said on Thursday it had found a sweeping flaw …
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time
Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue …
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time
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Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over its Azure customers
Microsoft went all in on AI. Is its North Star now a noose? — Three years ago, Satya Nadella catapulted Microsoft to the front …
Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers
Microsoft went all in on AI. Is its North Star now a noose? — Three years ago, Satya Nadella catapulted Microsoft to the front …